Concord Wealth Partners - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.

About INVESCO LTD

Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.

The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.

Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.

In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.

Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$7,579
-24.5%
522
-12.6%
0.00%0.0%
Q2 2023$10,033
+247.9%
597
+239.2%
0.00%
+100.0%
Q1 2023$2,884
-75.1%
176
-72.6%
0.00%
-66.7%
Q4 2022$11,569
-61.4%
643
-64.9%
0.00%
-62.5%
Q2 2022$30,000
-33.3%
1,831
-5.6%
0.01%
-33.3%
Q1 2022$45,0000.0%1,940
-0.7%
0.01%
+9.1%
Q4 2021$45,000
+66.7%
1,953
+75.6%
0.01%0.0%
Q3 2021$27,000
+237.5%
1,112
+257.6%
0.01%
+450.0%
Q2 2021$8,000
+60.0%
311
+46.7%
0.00%0.0%
Q1 2021$5,0002120.00%
Other shareholders
INVESCO LTD shareholders Q1 2022
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,365,010$195,615,0004.40%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 262,497$6,972,0003.09%
REINHART PARTNERS, LLC. 1,180,242$31,347,0003.01%
Cornerstone Capital, Inc. 582,829$15,480,0002.63%
Algebris (UK) Ltd 777,597$20,653,0002.10%
Signature Wealth Management Group 98,686$2,621,0001.94%
Townsend & Associates, Inc 64,537$1,714,0001.92%
CONTINENTAL ADVISORS LLC 270,000$7,171,0001.79%
Mork Capital Management, LLC 73,400$1,950,0001.72%
ZWJ INVESTMENT COUNSEL INC 739,389$19,638,0001.70%
View complete list of INVESCO LTD shareholders