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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,058
shares
|
$29,509
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,811
shares
|
$27,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,500
shares
|
$24,125
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,373
shares
|
$22,899
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,023
shares
|
$19,521
0.0% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,716
shares
|
$16,559
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,302
shares
|
$12,564
0.0% of portfolio
|
Q3 2023
Reduced 45.89%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,100
shares
|
$10,615
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,091
shares
|
$10,528
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$9,650
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
985
shares
|
$9,505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
954
shares
|
$9,206
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
700
shares
|
$6,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
700
shares
|
$6,755
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
362
shares
|
$3,493
0.0% of portfolio
|
Q2 2021
Reduced 92.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
339
shares
|
$3,271
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
313
shares
|
$3,020
0.0% of portfolio
|
N/A
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
276
shares
|
$2,663
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
82
shares
|
$791
0.0% of portfolio
|
Q2 2024
Reduced 58.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|