Latest Institutional Transactions on Invesco Quality Municipal Income Trust (IQI)
This table provides information on the latest institutional transactions involving Invesco Quality Municipal Income Trust (IQI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
304New |
$2.77K - $3.02K
|
304
$3.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.32KNew |
$48.5K - $52.9K
|
5.32K
$53.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.98KNew |
$45.4K - $49.5K
|
4.98K
$50.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 16.21% |
$13.7K - $14.9K
|
7.75K
$77.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
34.4KNew |
$314K - $342K
|
34.4K
$346K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
333New |
$3.1K - $3.44K
|
333
$3.35K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-21.7K- 51.78% |
$202K - $224K
|
20.2K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.4KNew |
$31.7K - $35.1K
|
3.4K
$34.2K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
241New |
$2.25K - $2.49K
|
241
$2.42K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.25K- 65.33% |
$86.2K - $95.6K
|
4.91K
$49.4K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
15.4KNew |
$144K - $159K
|
15.4K
$155K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.5KNew |
$23.3K - $25.8K
|
2.5K
$25.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.36KNew |
$12.6K - $14K
|
1.36K
$13.6K
|
|
| Q4 2022 | |||||||
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
10KNew |
$88K - $99.7K
|
10K
$101K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.01K- 91.93% |
$70.5K - $79.8K
|
703
$7.07K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
24.4KNew |
$214K - $243K
|
24.4K
$245K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44New |
$387 - $439
|
44
$442
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
18.1KNew |
$164K - $196K
|
18.1K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.89K- 20.73% |
$35.3K - $42.3K
|
14.9K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
47+ 0.12% |
$426 - $510
|
40K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-9.68K- 35.93% |
$87.8K - $105K
|
17.3K
$173K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.27K+ 10.06% |
$20.6K - $24.6K
|
24.8K
$249K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
7.92K+ 9.62% |
$71.8K - $86K
|
90.2K
$907K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$105K - $125K
|
11.5K
$116K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.14K- 0.62% |
$19.4K - $23.3K
|
346K
$3.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
124+ 0.73% |
$1.12K - $1.35K
|
17.2K
$173K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
18.7K+ 39.4% |
$170K - $203K
|
66.2K
$665K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
13.3KNew |
$121K - $145K
|
13.3K
$134K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.6KNew |
$14.5K - $17.4K
|
1.6K
$16.1K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49.9KClosed |
$484K - $569K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.86K- 19.61% |
$27.7K - $32.6K
|
11.7K
$118K
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.5K+ 54.43% |
$63.1K - $74.2K
|
18.4K
$185K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
12.2KNew |
$118K - $139K
|
12.2K
$122K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
201New |
$1.95K - $2.3K
|
201
$2.02K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25KClosed |
$243K - $286K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-174KClosed |
$1.69M - $1.98M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-812Closed |
$7.88K - $9.27K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.35KNew |
$13.1K - $15.4K
|
1.35K
$13.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
51K+ 42.5% |
$557K - $695K
|
171K
$1.72M
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$109K - $136K
|
10K
$101K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-8Closed |
$87.4 - $109
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24.4KClosed |
$267K - $333K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1KNew |
$10.9K - $13.6K
|
1K
$10.1K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-14.4KClosed |
$157K - $196K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-2.84KClosed |
$31K - $38.7K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-413Closed |
$4.51K - $5.63K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.23K+ 225.18% |
$13.5K - $16.8K
|
1.78K
$17.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-41.8KClosed |
$456K - $569K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-18KClosed |
$231K - $246K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.8KClosed |
$190K - $202K
|
0
$0
|
|