Latest Institutional Transactions on Invesco Quality Municipal Income Trust (IQI)
This table provides information on the latest institutional transactions involving Invesco Quality Municipal Income Trust (IQI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.9K- 21.87% |
$26.9K - $28.1K
|
10.4K
$104K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.72KNew |
$15.9K - $16.6K
|
1.72K
$17.2K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
954New |
$8.86K - $9.25K
|
954
$9.59K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
12.5KNew |
$116K - $121K
|
12.5K
$126K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
571New |
$5.3K - $5.54K
|
571
$5.74K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
186+ 1.23% |
$1.73K - $1.8K
|
15.3K
$154K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5KNew |
$46.4K - $48.5K
|
5K
$50.3K
|
|
| Q4 2023 | |||||||
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.4KNew |
$91.8K - $109K
|
11.4K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.3KNew |
$91.3K - $108K
|
11.3K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
40.5KNew |
$326K - $386K
|
40.5K
$407K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-38.8K- 24.23% |
$313K - $370K
|
121K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
65.2KNew |
$526K - $622K
|
65.2K
$655K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
13.8KNew |
$111K - $132K
|
13.8K
$139K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
730New |
$5.88K - $6.96K
|
730
$7.34K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
20.9KNew |
$168K - $199K
|
20.9K
$210K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2.2K- 66.67% |
$17.7K - $21K
|
1.1K
$11.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-11.9K- 9.07% |
$99.8K - $116K
|
119K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-731- 54.27% |
$6.13K - $7.11K
|
616
$6.19K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.6KNew |
$131K - $151K
|
15.6K
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10KNew |
$83.9K - $97.2K
|
10K
$101K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.1K- 45.89% |
$9.26K - $10.7K
|
1.3K
$13.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.9K- 9.07% |
$99.8K - $116K
|
119K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
184KNew |
$1.54M - $1.79M
|
184K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.4K- 18.77% |
$20.1K - $23.3K
|
10.4K
$104K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
61+ 0.61% |
$556 - $606
|
10.1K
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.21KNew |
$20.2K - $22K
|
2.21K
$22.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
750New |
$6.84K - $7.46K
|
750
$7.54K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
304New |
$2.77K - $3.02K
|
304
$3.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.32KNew |
$48.5K - $52.9K
|
5.32K
$53.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.98KNew |
$45.4K - $49.5K
|
4.98K
$50.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.5K- 16.21% |
$13.7K - $14.9K
|
7.75K
$77.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
34.4KNew |
$314K - $342K
|
34.4K
$346K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-21.7K- 51.78% |
$202K - $224K
|
20.2K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
333New |
$3.1K - $3.44K
|
333
$3.35K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.4KNew |
$31.7K - $35.1K
|
3.4K
$34.2K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
241New |
$2.25K - $2.49K
|
241
$2.42K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.25K- 65.33% |
$86.2K - $95.6K
|
4.91K
$49.4K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
15.4KNew |
$144K - $159K
|
15.4K
$155K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.5KNew |
$23.3K - $25.8K
|
2.5K
$25.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.36KNew |
$12.6K - $14K
|
1.36K
$13.6K
|
|
| Q4 2022 | |||||||
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
10KNew |
$88K - $99.7K
|
10K
$101K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.01K- 91.93% |
$70.5K - $79.8K
|
703
$7.07K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
24.4KNew |
$214K - $243K
|
24.4K
$245K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44New |
$387 - $439
|
44
$442
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
47+ 0.12% |
$426 - $510
|
40K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-9.68K- 35.93% |
$87.8K - $105K
|
17.3K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.89K- 20.73% |
$35.3K - $42.3K
|
14.9K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
18.1KNew |
$164K - $196K
|
18.1K
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.27K+ 10.06% |
$20.6K - $24.6K
|
24.8K
$249K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
7.92K+ 9.62% |
$71.8K - $86K
|
90.2K
$907K
|
|