VALLEY NATIONAL ADVISERS INC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 586 filers reported holding INVESCO LTD in Q1 2018. The put-call ratio across all filers is 0.60 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
VALLEY NATIONAL ADVISERS INC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$6
+100.0%
440
+214.3%
0.00%0.0%
Q2 2023$3
-100.0%
140
-87.4%
0.00%
-80.0%
Q3 2019$19,000
-68.3%
1,110
-62.2%
0.01%
-68.8%
Q2 2019$60,000
+5.3%
2,9370.0%0.02%0.0%
Q1 2019$57,000
+1040.0%
2,937
+847.4%
0.02%
+700.0%
Q4 2018$5,000
-28.6%
3100.0%0.00%0.0%
Q3 2018$7,000
-12.5%
3100.0%0.00%
-33.3%
Q2 2018$8,000
-20.0%
3100.0%0.00%
-25.0%
Q1 2018$10,000
-9.1%
3100.0%0.00%0.0%
Q4 2017$11,0000.0%3100.0%0.00%0.0%
Q3 2017$11,0000.0%3100.0%0.00%0.0%
Q2 2017$11,000
+22.2%
3100.0%0.00%
+33.3%
Q1 2017$9,0000.0%3100.0%0.00%
-25.0%
Q4 2016$9,000
-10.0%
3100.0%0.00%
-20.0%
Q3 2016$10,000
+25.0%
3100.0%0.01%
+25.0%
Q2 2016$8,000
-20.0%
3100.0%0.00%
-20.0%
Q1 2016$10,000
-16.7%
310
-16.7%
0.01%
-28.6%
Q4 2015$12,0000.0%3720.0%0.01%0.0%
Q3 2015$12,000
-14.3%
3720.0%0.01%
-12.5%
Q2 2015$14,000
-6.7%
3720.0%0.01%
-11.1%
Q1 2015$15,000
+36.4%
372
+20.0%
0.01%
+12.5%
Q4 2014$11,0003100.01%
Other shareholders
INVESCO LTD shareholders Q1 2018
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,127,910$224,387,0005.45%
Cornerstone Capital, Inc. 508,664$16,282,0002.68%
REINHART PARTNERS, LLC. 748,212$23,950,0002.47%
Signature Wealth Management Group 97,832$3,132,0002.42%
WATERS PARKERSON & CO., LLC 738,159$23,628,0002.07%
ZWJ INVESTMENT COUNSEL INC 714,155$22,860,0002.06%
COMMUNITY TRUST & INVESTMENT CO 483,320$15,471,0001.87%
TEALWOOD ASSET MANAGEMENT INC 135,117$4,325,0001.72%
Poehling Capital Management, INC. 61,955$1,983,0001.60%
Nelson Capital Management, LLC 192,267$6,154,0001.60%
View complete list of INVESCO LTD shareholders