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 108 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
13,307
shares
|
$129,210
0.09% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
12,511
shares
|
$121,481
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
11,025
shares
|
$107,052
0.01% of portfolio
|
Q3 2024
Added 234.09%
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
11,000
shares
|
$106,810
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
10,480
shares
|
$101,760
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
10,355
shares
|
$100,547
0.0% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
10,300
shares
|
$100,013
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
10,000
shares
|
$97,100
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,198
shares
|
$89,312
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
5,322
shares
|
$51,676
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
5,000
shares
|
$48,550
0.0% of portfolio
|
Q1 2020
Reduced 21.88%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,983
shares
|
$48,384
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,500
shares
|
$43,695
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,300
shares
|
$41,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,014
shares
|
$38,975
0.0% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,139
shares
|
$30,479
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3,058
shares
|
$29,693
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,500
shares
|
$24,275
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2,329
shares
|
$22,614
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,985
shares
|
$19,274
0.0% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,716
shares
|
$16,662
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,302
shares
|
$12,642
0.0% of portfolio
|
Q3 2023
Reduced 45.89%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,100
shares
|
$10,681
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$9,710
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
954
shares
|
$9,263
0.0% of portfolio
|
Q1 2024
New holding
|