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 120 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
160,730
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
151,594
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
148,088
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
143,952
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cf Capital LLC
Cohasset, MA |
Feb 14, 2025 Q4 2024 |
143,904
shares
|
$1.39 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
129,782
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
121,232
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2023
Reduced 24.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
113,228
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
104,381
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 27.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
103,602
shares
|
$999,759
0.0% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
101,612
shares
|
$980,555
0.0% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
90,730
shares
|
$875,544
0.01% of portfolio
|
Q4 2024
Added 51.4%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
90,210
shares
|
$870,526
1.36% of portfolio
|
Q3 2022
Added 9.62%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
78,179
shares
|
$754,427
0.0% of portfolio
|
Q2 2024
Added 10.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
70,304
shares
|
$678,433
0.0% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
68,406
shares
|
$660,117
0.01% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
68,343
shares
|
$659,509
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
66,170
shares
|
$638,540
0.05% of portfolio
|
Q3 2022
Added 39.4%
|
|
|
Absolute Investment Advisers LLC
|
Jan 24, 2025 Q4 2024 |
63,700
shares
|
$614,705
0.08% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
63,554
shares
|
$613,296
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
61,432
shares
|
$592,818
0.0% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
58,621
shares
|
$565,692
0.0% of portfolio
|
Q3 2024
Reduced 64.44%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
54,000
shares
|
$521,100
0.01% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
52,037
shares
|
$502,157
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
49,085
shares
|
$473,670
0.03% of portfolio
|
Q4 2024
Reduced 22.29%
|