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S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Friday, 3/1/2024
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
Critical asset just had biggest fall on record (Ad)
Question of whether Nebraska public money can go to private schools still set for November ballot
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Georgia's largest county is still repairing damage from January cyberattack
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Friday, 3/1/2024
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
Critical asset just had biggest fall on record (Ad)
Question of whether Nebraska public money can go to private schools still set for November ballot
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Georgia's largest county is still repairing damage from January cyberattack
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Friday, 3/1/2024
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
Critical asset just had biggest fall on record (Ad)
Question of whether Nebraska public money can go to private schools still set for November ballot
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Georgia's largest county is still repairing damage from January cyberattack

Invesco Quality Municipal Income Trust (IQI) Institutional Ownership

$9.61
+0.03 (+0.31%)
(As of 03/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Quality Municipal Income Trust (NYSE:IQI)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$45.25 M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$17.02 M
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IQI Institutional Buying and Selling by Quarter


Invesco Quality Municipal Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/1/2024Goldman Sachs Group Inc.103,602$0.99M0.0%N/A0.000%
2/26/2024Centaurus Financial Inc.62,706$0.60M0.0%-32.0%0.000%
2/15/2024Virtus ETF Advisers LLC31,868$0.30M0.2%-29.4%0.000%
2/15/2024Nuveen Asset Management LLC70,625$0.67M0.0%N/A0.000%
2/14/2024Royal Bank of Canada247,534$2.35M0.0%+16.8%0.000%
2/14/2024Pathstone Holdings LLC698,273$6.64M0.0%N/A0.000%
2/14/2024Vivaldi Capital Management LP149,099$1.42M0.4%-63.8%0.000%
2/14/2024Creative Planning13,250$0.13M0.0%+165.9%0.000%
2/14/2024BOKF NA130,500$1.24M0.0%+1.6%0.000%
2/14/2024Nomura Holdings Inc.16,912$0.16M0.0%N/A0.000%
2/14/2024Quadrature Capital Ltd40,501$0.39M0.0%N/A0.000%
2/13/2024Karpus Management Inc.2,741,787$26.07M0.8%-11.7%0.000%
2/13/2024First Trust Advisors LP26,186$0.25M0.0%-30.9%0.000%
2/13/2024Goldman Sachs Group Inc.103,602$0.99M0.0%N/A0.000%
2/12/2024Weiss Asset Management LP65,213$0.62M0.0%N/A0.000%
2/12/2024Stifel Financial Corp126,794$1.21M0.0%-28.1%0.000%
2/9/2024UBS Group AG251,696$2.39M0.0%-10.8%0.000%
2/8/2024Robinson Capital Management LLC367,547$3.50M1.2%+94.5%0.000%
2/8/2024Janney Montgomery Scott LLC14,805$0.14M0.0%+31.6%0.000%
2/7/2024JFS Wealth Advisors LLC8,117$77K0.0%-96.8%0.000%
2/5/2024Van ECK Associates Corp402,317$3.83M0.0%+14.4%0.000%
2/5/2024Stonebrook Private Inc.13,832$0.13M0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC40,250$0.38M0.0%+718.6%0.000%
1/29/2024Citizens National Bank Trust Department27,200$0.26M0.1%-5.9%0.000%
1/25/2024Allspring Global Investments Holdings LLC791,955$7.53M0.0%+2,938.2%0.000%
1/25/2024International Assets Investment Management LLC32,665$3.44M0.0%N/A0.000%
1/24/2024International Assets Investment Management LLC32,665$3.44M0.0%N/A0.000%
1/19/2024Ackerman Capital Advisors LLC20,856$0.20M0.1%N/A0.000%
1/18/2024Relyea Zuckerberg Hanson LLC11,395$0.11M0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.135,117$1.29M0.0%+10.1%0.000%
1/16/2024Raymond James & Associates757,540$7.20M0.0%+10.5%0.000%
1/12/2024Davis Investment Partners LLC36,268$0.35M0.2%N/A0.000%
11/21/2023Walleye Capital LLC15,565$0.13M0.0%N/A0.000%
11/16/2023Creative Planning4,983$42K0.0%N/A0.000%
11/15/2023Royal Bank of Canada211,853$1.78M0.0%+7.8%0.000%
11/15/2023Ameriprise Financial Inc.166,433$1.39M0.0%+0.9%0.000%
11/15/2023Advisors Asset Management Inc.284,768$2.39M0.1%-1.4%0.000%
11/14/2023AQR Arbitrage LLC369,017$3.10M0.1%+80.3%0.000%
11/14/2023Robinson Capital Management LLC189,018$1.58M0.7%+76.3%0.000%
11/13/2023Stifel Financial Corp176,298$1.48M0.0%-2.2%0.000%
11/13/2023Mariner LLC97,298$0.82M0.0%-2.7%0.000%
11/13/2023LPL Financial LLC317,155$2.66M0.0%+30.9%0.000%
11/13/2023Invesco Ltd.39,385$0.33M0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC4,917$41K0.0%N/A0.000%
11/13/2023PNC Financial Services Group Inc.166,835$1.40M0.0%-3.2%0.000%
11/9/2023Atomi Financial Group Inc.18,721$0.16M0.1%N/A0.000%
11/9/2023Karpus Management Inc.3,105,162$26.05M0.9%+3.9%0.000%
11/9/2023UBS Group AG282,064$2.37M0.0%-8.4%0.000%
11/8/2023Aptus Capital Advisors LLC119,250$1M0.0%-9.1%0.000%
11/8/2023Van ECK Associates Corp351,718$2.95M0.0%-1.5%0.000%
11/8/2023Landscape Capital Management L.L.C.36,055$0.30M0.0%+115.1%0.000%
11/7/2023Virtus ETF Advisers LLC45,117$0.38M0.2%N/A0.000%
11/2/2023JFS Wealth Advisors LLC251,777$2.11M0.2%-0.7%0.000%
10/27/2023Hennion & Walsh Asset Management Inc.542,588$4.55M0.3%-34.8%0.000%
10/26/2023Advisor Partners II LLC183,818$1.54M0.1%N/A0.000%
10/25/2023Citizens National Bank Trust Department28,900$0.24M0.1%-21.1%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.122,678$1.03M0.0%+1.6%0.000%
10/24/2023Raymond James & Associates685,552$5.75M0.0%+8.8%0.000%
10/24/2023Tectonic Advisors LLC34,794$0.29M0.0%-5.8%0.000%
10/24/2023Dakota Wealth Management79,662$0.67M0.0%+4.9%0.000%
10/23/2023Commonwealth Equity Services LLC75,869$0.64M0.0%+10.3%0.000%
10/16/2023Riverbridge Partners LLC77,569$0.65M0.0%+8.1%0.000%
10/11/2023CWM LLC4,313$36K0.0%+191.8%0.000%
10/11/2023Drive Wealth Management LLC10,386$87K0.0%-18.8%0.000%
8/21/2023Osaic Holdings Inc.172,289$1.65M0.0%+14.0%0.000%
8/15/2023Wells Fargo & Company MN416,388$3.98M0.0%-6.5%0.000%
8/15/2023Centaurus Financial Inc.90,934$0.87M0.1%-1.9%0.000%
8/15/2023Goldman Sachs Group Inc.103,602$0.99M0.0%N/A0.000%
8/15/2023Rivernorth Capital Management LLC1,535,314$14.68M0.7%+5.7%0.000%
8/15/2023Royal Bank of Canada196,550$1.88M0.0%+32.6%0.000%
8/15/2023Rockefeller Capital Management L.P.206,038$1.97M0.0%-2.6%0.000%
8/15/2023Stifel Financial Corp180,196$1.72M0.0%-6.8%0.000%
8/14/2023Vivaldi Capital Management LP401,373$3.84M1.2%-0.9%0.000%
8/14/2023Guardian Wealth Advisors LLC NC131,150$1.25M0.2%-6.5%0.000%
8/11/2023Karpus Management Inc.2,989,032$28.58M0.9%-1.9%0.000%
8/11/2023City of London Investment Management Co. Ltd.60,560$0.58M0.0%-26.6%0.000%
8/11/2023Landscape Capital Management L.L.C.16,763$0.16M0.0%+20.9%0.000%
8/11/2023Fairhaven Wealth Management LLC18,442$0.18M0.1%N/A0.000%
8/11/2023Guggenheim Capital LLC1,073,175$10.26M0.1%+16.0%0.000%
8/10/2023Osaic Holdings Inc.172,289$1.65M0.0%+14.0%0.000%
8/10/2023Commonwealth Equity Services LLC68,769$0.66M0.0%-7.0%0.000%
8/10/2023Meitav Investment House Ltd.34,430$12.53M0.2%N/A0.000%
8/10/2023Cetera Advisor Networks LLC103,620$0.99M0.0%-9.4%0.000%
8/10/2023Sit Investment Associates Inc.847,857$8.11M0.2%-5.7%0.000%
8/9/2023Robinson Capital Management LLC107,205$1.03M0.5%+22.9%0.000%
8/4/2023Cullen Frost Bankers Inc.5,322$51K0.0%N/A0.000%
8/3/2023Van ECK Associates Corp357,185$3.42M0.0%+4.3%0.000%
8/1/2023Kistler Tiffany Companies LLC4,983$48K0.0%N/A0.000%
7/31/2023LPL Financial LLC242,275$2.32M0.0%+6.1%0.000%
7/31/2023Dakota Wealth Management75,932$0.73M0.0%-15.6%0.000%
7/31/2023WealthPLAN Partners LLC7,752$74K0.0%-16.2%0.000%
7/26/2023Janney Montgomery Scott LLC11,248$0.11M0.0%-22.1%0.000%
7/26/2023Riverbridge Partners LLC71,773$0.69M0.0%-7.9%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.120,756$1.15M0.0%-6.2%0.000%
7/25/2023Raymond James & Associates630,287$6.03M0.0%+0.8%0.000%
7/25/2023Concorde Asset Management LLC10,387$99K0.1%N/A0.000%
7/24/2023Meitav Investment House Ltd.34,430$12.53M0.2%N/A0.000%
7/14/2023Drive Wealth Management LLC12,786$0.12M0.0%-43.7%0.000%
5/22/2023Ameriprise Financial Inc.142,386$1.42M0.0%-1.9%0.000%
5/18/2023JPMorgan Chase & Co.27,402$0.27M0.0%N/A0.000%
(Data available from 1/1/2016 forward)













IQI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IQI shares?

During the previous two years, 104 institutional investors and hedge funds held shares of Invesco Quality Municipal Income Trust. The most heavily invested institutionals were Karpus Management Inc. ($26.07M), Rivernorth Capital Management LLC ($14.68M), Morgan Stanley ($12.61M), Meitav Investment House Ltd. ($12.53M), Guggenheim Capital LLC ($10.26M), Koshinski Asset Management Inc. ($9.22M), and Sit Investment Associates Inc. ($8.11M).Learn more on IQI's institutional investors.

Which institutional investors have been buying Invesco Quality Municipal Income Trust stock?

Of the 86 institutional investors that purchased Invesco Quality Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($1.92M), Allspring Global Investments Holdings LLC ($0.79M), Pathstone Holdings LLC ($0.70M), Goldman Sachs Group Inc. ($0.42M), Raymond James & Associates ($0.41M), Guggenheim Capital LLC ($0.38M), and Robinson Capital Management LLC ($0.28M).

How much institutional buying is happening at Invesco Quality Municipal Income Trust?

Institutional investors have bought a total of 9,731,407 shares in the last 24 months. This purchase volume represents approximately $95.02M in transactions.

Which Invesco Quality Municipal Income Trust major shareholders have been selling company stock?

Of the 55 institutional investors that sold Invesco Quality Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JFS Wealth Advisors LLC ($0.57M), Karpus Management Inc. ($0.43M), Hennion & Walsh Asset Management Inc. ($0.32M), Vivaldi Capital Management LP ($0.27M), UBS Group AG ($0.22M), Bank of America Corp DE ($0.13M), and Baird Financial Group Inc. ($0.11M).

How much institutional selling is happening at Invesco Quality Municipal Income Trust?

Institutional investors have sold a total of 3,130,228 shares in the last 24 months. This volume of shares sold represents approximately $30.41M in transactions.


This page (NYSE:IQI) was last updated on 3/2/2024 by MarketBeat.com Staff