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 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
42,952
shares
|
$403,748
0.01% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
40,238
shares
|
$378,237
0.14% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
40,007
shares
|
$376,065
0.0% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
38,431
shares
|
$361,251
0.02% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
35,457
shares
|
$333,295
0.0% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
33,835
shares
|
$318,049
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
32,600
shares
|
$306,440
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
31,246
shares
|
$293,712
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
29,000
shares
|
$272,600
0.04% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
28,645
shares
|
$269,263
0.15% of portfolio
|
Q1 2025
Reduced 44.95%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
26,353
shares
|
$247,718
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
25,144
shares
|
$236,353
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
25,000
shares
|
$235,000
0.14% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
24,712
shares
|
$232,292
0.01% of portfolio
|
Q1 2025
Added 62.75%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
24,369
shares
|
$229,068
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
24,276
shares
|
$228,194
0.01% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
22,853
shares
|
$214,818
0.05% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
22,115
shares
|
$207,881
0.0% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
21,955
shares
|
$206,377
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
19,190
shares
|
$180,386
0.0% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
18,523
shares
|
$174,116
0.0% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
17,401
shares
|
$163,569
0.01% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
15,900
shares
|
$149,460
0.03% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
15,848
shares
|
$148,971
0.01% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
15,344
shares
|
$144,233
0.1% of portfolio
|
Q1 2024
Added 1.23%
|