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 119 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
42,395
shares
|
$423,950
0.0% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
41,192
shares
|
$411,920
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
40,238
shares
|
$402,380
0.14% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
40,007
shares
|
$400,070
0.0% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
37,978
shares
|
$379,780
0.0% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
37,740
shares
|
$377,400
0.0% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
32,600
shares
|
$326,000
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
30,522
shares
|
$305,220
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
29,212
shares
|
$292,120
0.01% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
29,000
shares
|
$290,000
0.06% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
28,545
shares
|
$285,450
0.13% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
25,218
shares
|
$252,180
0.01% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
25,000
shares
|
$250,000
0.14% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
24,369
shares
|
$243,690
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
23,850
shares
|
$238,500
0.03% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
23,130
shares
|
$231,300
0.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
22,775
shares
|
$227,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
22,115
shares
|
$221,150
0.0% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
19,965
shares
|
$199,650
0.01% of portfolio
|
Q2 2025
Reduced 17.76%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
19,964
shares
|
$199,640
0.15% of portfolio
|
Q2 2025
Added 64.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
18,523
shares
|
$185,230
0.0% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
15,554
shares
|
$155,540
0.09% of portfolio
|
Q2 2025
Added 51.3%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
15,344
shares
|
$153,440
0.09% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
15,300
shares
|
$153,000
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
15,215
shares
|
$152,150
0.06% of portfolio
|
Q2 2025
New holding
|