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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.8KClosed |
$190K - $202K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.73KClosed |
$35K - $37.2K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-813- 6.85% |
$10.4K - $11.1K
|
11.1K
$107K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.8KClosed |
$142K - $150K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
245KNew |
$3.22M - $3.41M
|
245K
$2.36M
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
700New |
$9.23K - $9.75K
|
700
$6.76K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.06KNew |
$40.3K - $42.6K
|
3.06K
$29.5K
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-23Closed |
$303 - $320
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-169Closed |
$2.23K - $2.35K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.93KNew |
$105K - $110K
|
7.93K
$76.5K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-694- 22.5% |
$9.15K - $9.67K
|
2.39K
$23.1K
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-600Closed |
$7.91K - $8.36K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-390Closed |
$5.14K - $5.43K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-201Closed |
$2.65K - $2.8K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.11KNew |
$14.6K - $15.4K
|
1.11K
$10.7K
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4.33K- 92.29% |
$56.3K - $58.5K
|
362
$3.49K
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
513New |
$6.66K - $6.93K
|
513
$4.95K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.64KClosed |
$34.2K - $35.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-14.6KClosed |
$190K - $197K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-255Closed |
$3.31K - $3.44K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
4.5KNew |
$58.5K - $60.8K
|
4.5K
$43.4K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.49KClosed |
$106K - $112K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-30.7KClosed |
$384K - $405K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.19KClosed |
$27.4K - $28.8K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-1.4KClosed |
$17.5K - $18.5K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-194- 1.28% |
$2.35K - $2.53K
|
15K
$145K
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-385Closed |
$4.65K - $5.02K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-1KClosed |
$12.1K - $13K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-1.05KClosed |
$12.7K - $13.7K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2KClosed |
$24.2K - $26.1K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26.7KClosed |
$323K - $348K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-4.98KClosed |
$59.5K - $63.5K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-9.3KClosed |
$111K - $119K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1KClosed |
$13.1K - $14K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-11.7KClosed |
$139K - $149K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-10.8KClosed |
$119K - $131K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-29.2KClosed |
$323K - $354K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Financial Advantage, Inc.
|
BUY
|
- |
4.01KNew |
$44.4K - $48.6K
|
4.01K
$38.7K
|
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10.5KNew |
$116K - $127K
|
10.5K
$101K
|
|
Jul 28, 2020
Q2 2020
|
Costello Asset Management, Inc
|
BUY
|
- |
800New |
$8.84K - $9.69K
|
800
$7.72K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.8KClosed |
$142K - $193K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Sandy Spring Bank
|
SELL
|
- |
-1.4K- 21.88% |
$13.4K - $18.3K
|
5K
$48.3K
|
|
Apr 27, 2020
Q1 2020
|
Hudock, Inc.
|
SELL
|
- |
-7.22KClosed |
$69.3K - $94.5K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4.54KClosed |
$43.6K - $59.4K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
Evoke Wealth, LLC
|
SELL
|
- |
-173Closed |
$2.13K - $2.22K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5.6KClosed |
$68.9K - $71.8K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-53KClosed |
$655K - $689K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-21.5KClosed |
$266K - $279K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$37.1 - $39
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.07KClosed |
$60.4K - $62.9K
|
0
$0
|