Institutional Ownership Invesco Quality Municipal Income Trust (IQI)
This table provides information about the institutional ownership of Invesco Quality Municipal Income Trust (IQI). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
180,629
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
175,705
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
169,112
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 64.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
146,267
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
143,790
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Added 1618.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
134,810
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
125,000
shares
|
$1.21 Million
0.39% of portfolio
|
Q2 2024
Added 58.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
123,520
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
121,232
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2023
Reduced 24.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
104,327
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
103,602
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
96,739
shares
|
$939,335
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
90,210
shares
|
$875,939
1.36% of portfolio
|
Q3 2022
Added 9.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
81,756
shares
|
$793,850
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
79,734
shares
|
$774,217
0.01% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
78,179
shares
|
$759,118
0.0% of portfolio
|
Q2 2024
Added 10.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
77,409
shares
|
$751,641
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
77,062
shares
|
$748,272
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
66,170
shares
|
$642,510
0.05% of portfolio
|
Q3 2022
Added 39.4%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
63,161
shares
|
$613,293
0.05% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
60,000
shares
|
$582,600
0.01% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
59,927
shares
|
$581,891
0.0% of portfolio
|
Q3 2024
Added 60.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
58,621
shares
|
$569,209
0.0% of portfolio
|
Q3 2024
Reduced 64.44%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
52,037
shares
|
$505,279
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
51,434
shares
|
$499,424
0.0% of portfolio
|
Q3 2024
Reduced 10.61%
|