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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,811
shares
|
$26,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,500
shares
|
$23,500
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,419
shares
|
$22,738
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,286
shares
|
$21,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
1,716
shares
|
$16,130
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,302
shares
|
$12,238
0.0% of portfolio
|
Q3 2023
Reduced 45.89%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,100
shares
|
$10,340
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$9,400
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
954
shares
|
$8,967
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
700
shares
|
$6,580
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
400
shares
|
$3,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
362
shares
|
$3,402
0.0% of portfolio
|
Q2 2021
Reduced 92.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
339
shares
|
$3,186
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
313
shares
|
$2,942
0.0% of portfolio
|
N/A
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
250
shares
|
$2,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
82
shares
|
$770
0.0% of portfolio
|
Q2 2024
Reduced 58.38%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$9
0.01% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|