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 122 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
15,900
shares
|
$150,414
0.03% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
15,848
shares
|
$149,922
0.01% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
15,344
shares
|
$145,154
0.1% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
15,300
shares
|
$144,738
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
15,169
shares
|
$143,498
0.0% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
14,541
shares
|
$137,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
13,348
shares
|
$126,272
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
12,511
shares
|
$118,354
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
12,500
shares
|
$118,250
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
12,393
shares
|
$117,237
0.0% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
12,170
shares
|
$115,128
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
11,000
shares
|
$104,060
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
10,832
shares
|
$102,470
0.07% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
10,480
shares
|
$99,140
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
10,355
shares
|
$97,958
0.0% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
10,280
shares
|
$97,248
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
10,220
shares
|
$96,681
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
10,000
shares
|
$94,600
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,557
shares
|
$90,409
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,000
shares
|
$75,680
0.0% of portfolio
|
Q1 2025
Reduced 85.19%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,322
shares
|
$50,346
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,983
shares
|
$47,139
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,500
shares
|
$42,570
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,492
shares
|
$42,494
0.0% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,285
shares
|
$31,076
0.0% of portfolio
|
Q1 2025
Reduced 23.6%
|