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Invesco Quality Municipal Income Trust (IQI) Institutional Ownership

Invesco Quality Municipal Income Trust logo
$10.06 -0.03 (-0.25%)
As of 02:03 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Quality Municipal Income Trust (NYSE:IQI)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$22.63M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$16.38M
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IQI Institutional Buying and Selling by Quarter

Invesco Quality Municipal Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Hennion & Walsh Asset Management Inc.367,504$3.72M0.1%-54.9%0.695%
7/9/2026 Worth Asset Management LLC25,123$254K0.1%N/A0.048%
6/3/2026NewEdge Advisors LLC455,485$4.38M0.0%+13.0%0.861%
5/19/2026Bank of America Corp DE59,544$573K0.0%-3.6%0.113%
5/19/2026Centaurus Financial Inc.103,781$998K0.0%+7.1%0.196%
5/18/2026Royal Bank of Canada244,870$2.36M0.0%+4.9%0.463%
5/14/2026 Compound Planning Inc.30,041$289K0.0%+6.2%0.057%
5/13/2026Cetera Investment Advisers145,278$1.40M0.0%+5.4%0.275%
4/22/2026 Janney Montgomery Scott LLC40,506$390K0.0%-5.5%0.077%
4/21/2026 Cottage Street Advisors LLC65,000$625K0.3%+550.0%0.123%
4/20/2026 Kercheville Advisors LLC21,000$202K0.1%+31.3%0.040%
3/17/2026Rockefeller Capital Management L.P.44,279$441K0.0%-8.5%0.084%
2/26/2026Alpine Global Management LLC115,507$1.15M0.2%+2.7%0.218%
2/25/2026Sit Investment Associates Inc.693,967$6.91M0.1%-6.2%1.312%
2/19/2026 Compound Planning Inc.28,277$282K0.0%+28.5%0.053%
2/18/2026Mercer Global Advisors Inc. ADV10,950$109K0.0%N/A0.021%
2/18/2026NewEdge Advisors LLC403,042$4.01M0.0%+182.6%0.762%
2/17/2026Guggenheim Capital LLC1,203,595$11.99M0.1%+15.7%2.276%
2/17/2026Cetera Investment Advisers137,817$1.37M0.0%+4.4%0.261%
2/17/2026Osaic Holdings Inc.90,465$901K0.0%+13.0%0.171%
2/17/2026&PARTNERS110,320$1.10M0.0%+24.3%0.209%
2/17/2026Royal Bank of Canada233,380$2.32M0.0%+4.3%0.441%
2/16/2026Mariner LLC76,415$761K0.0%+53.1%0.145%
2/13/2026 Kestra Advisory Services LLC3,505$35K0.0%N/A0.007%
2/13/2026Stifel Financial Corp204,896$2.04M0.0%+3.8%0.387%
2/13/2026PCM Encore LLC13,967$139K0.0%N/A0.026%
2/13/2026Van ECK Associates Corp305,863$3.05M0.0%+11.5%0.578%
2/13/2026Wells Fargo & Company MN424,481$4.23M0.0%+8.7%0.803%
2/12/2026Advisors Asset Management Inc.248,205$2.47M0.0%+3.5%0.469%
2/12/2026Jane Street Group LLC13,816$138K0.0%-64.8%0.026%
2/12/2026North Ground Capital238,367$2.37M1.2%+11.5%0.451%
2/12/2026 Commonwealth Equity Services LLC192,547$1.92M0.0%-26.1%0.364%
2/12/2026StoneX Group Inc.67,300$670K0.0%-9.8%0.127%
2/12/2026Steward Partners Investment Advisory LLC13,944$139K0.0%+13.7%0.026%
2/11/2026 LPL Financial LLC727,096$7.24M0.0%+0.6%1.375%
2/10/2026Goldman Sachs Group Inc.103,812$1.03M0.0%-2.6%0.196%
2/10/2026Savant Capital LLC29,682$296K0.0%+121.9%0.056%
2/9/2026 Pathfinder Wealth Consulting Inc.20,080$200K0.1%N/A0.038%
2/6/2026 IFP Advisors Inc48,236$480K0.0%N/A0.091%
2/6/2026 HighTower Advisors LLC14,884$148K0.0%+20.1%0.028%
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2/5/2026 AlphaCore Capital LLC19,025$189K0.0%-10.1%0.036%
2/5/2026 Cornerstone Wealth Management LLC15,339$153K0.0%+7.5%0.029%
2/3/2026 International Assets Investment Management LLC10,911$109K0.0%N/A0.021%
2/2/2026 Oppenheimer & Co. Inc.36,754$366K0.0%-4.2%0.070%
1/30/2026 Citizens National Bank Trust Department11,900$119K0.0%-17.4%0.023%
1/29/2026UBS Group AG253,595$2.53M0.0%+2.4%0.480%
1/29/2026 Kercheville Advisors LLC16,000$160K0.0%+45.5%0.030%
1/26/2026 Cottage Street Advisors LLC10,000$100K0.0%N/A0.019%
1/20/2026Stratos Wealth Partners LTD.28,877$288K0.0%N/A0.055%
1/20/2026Stratos Wealth Advisors LLC239,797$2.39M0.1%-2.4%0.453%
1/15/2026Allspring Global Investments Holdings LLC372,967$3.72M0.0%-42.0%0.705%
1/14/2026 Hennion & Walsh Asset Management Inc.899,854$8.96M0.3%+6.5%1.702%
1/13/2026 Capital Investment Advisors LLC25,554$255K0.0%-9.9%0.048%
1/6/2026 Avior Wealth Management LLC15,700$156K0.0%N/A0.030%
1/5/2026 Noble Wealth Management PBC3,500$35K0.0%-61.1%0.007%
11/21/2025Alpine Global Management LLC112,500$1.11M0.2%N/A0.213%
11/20/2025Centaurus Financial Inc.90,238$889K0.0%-8.3%0.171%
11/17/2025NewEdge Advisors LLC142,603$1.41M0.0%+27.7%0.270%
11/17/2025Mariner LLC49,915$492K0.0%-19.4%0.094%
11/17/2025Bank of America Corp DE56,946$561K0.0%+18.8%0.108%
11/17/2025Ameriprise Financial Inc.352,264$3.47M0.0%+13.0%0.666%
11/14/2025Raymond James Financial Inc.1,296,745$12.77M0.0%-4.2%2.452%
11/13/2025UBS Group AG247,560$2.44M0.0%+2.2%0.468%
11/13/2025Van ECK Associates Corp274,386$2.70M0.0%-14.5%0.519%
11/13/2025First Trust Advisors LP13,872$137K0.0%-7.4%0.026%
11/12/2025 AlphaCore Capital LLC21,155$208K0.0%-16.1%0.040%
11/10/2025 Compound Planning Inc.22,010$217K0.0%+10.2%0.042%
11/6/2025Advisors Asset Management Inc.239,865$2.36M0.0%+105.0%0.454%
11/6/2025Stratos Wealth Advisors LLC245,651$2.42M0.1%-3.5%0.465%
11/5/2025 Fortitude Advisory Group L.L.C.20,861$205K0.1%+34.1%0.039%
11/5/2025Savant Capital LLC13,375$132K0.0%N/A0.025%
11/4/2025 Ashton Thomas Private Wealth LLC15,000$148K0.0%N/A0.028%
11/4/2025 Money Concepts Capital Corp10,648$105K0.0%-23.1%0.020%
11/4/2025 Cornerstone Wealth Management LLC14,269$141K0.0%+24.0%0.027%
10/29/2025North Ground Capital213,750$2.11M1.3%+61.3%0.404%
10/27/2025 Mackay Shields LLC94,994$936K0.0%-49.1%0.180%
10/27/2025 Concurrent Investment Advisors LLC15,700$155K0.0%-46.3%0.030%
10/27/2025 Quent Capital LLC2,768$27K0.0%N/A0.005%
10/23/2025 Capital Investment Advisors LLC28,349$279K0.0%-7.1%0.054%
10/22/2025 Hennion & Walsh Asset Management Inc.845,114$8.32M0.3%+46.6%1.598%
10/20/2025Allspring Global Investments Holdings LLC643,184$6.34M0.0%-27.2%1.216%
10/15/2025World Investment Advisors11,370$112K0.0%N/A0.022%
10/15/2025 Successful Portfolios LLC13,832$136K0.1%+27.7%0.026%
10/14/2025 Farther Finance Advisors LLC7,000$69K0.0%N/A0.013%
10/7/2025 Hardin Capital Partners LLC32,500$320K0.2%+30.0%0.061%
9/4/2025Osaic Holdings Inc.76,590$718K0.0%-2.8%0.145%
8/29/2025Centaurus Financial Inc.98,412$923K0.1%+126.4%0.186%
8/15/2025Bank of America Corp DE47,922$450K0.0%+149.7%0.091%
8/15/2025Ameriprise Financial Inc.311,786$2.92M0.0%+144.1%0.590%
8/14/2025Raymond James Financial Inc.1,353,664$12.70M0.0%+7.4%2.560%
It’s not about Greenland (Ad)

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.tc pixel

Watch the full documentary before December's economic summit in Miami
8/14/2025Karpus Management Inc.453,196$4.25M0.1%-28.2%0.857%
8/13/2025StoneX Group Inc.41,192$386K0.0%N/A0.078%
8/13/2025Guggenheim Capital LLC983,635$9.23M0.1%+2.6%1.860%
8/13/2025Invesco Ltd.68,302$641K0.0%-39.2%0.129%
8/12/2025Advisors Asset Management Inc.117,016$1.10M0.0%N/A0.221%
8/12/2025 AlphaCore Capital LLC25,218$237K0.0%-4.3%0.048%
8/11/2025 Rothschild Investment LLC103,138$967K0.1%-32.1%0.195%
8/8/2025 City of London Investment Management Co. Ltd.118,449$1.11M0.1%-49.4%0.224%
8/8/2025Cetera Investment Advisers116,625$1.09M0.0%+3.1%0.221%
8/5/2025 Rareview Capital LLC259,190$2.43M1.5%-6.8%0.490%


IQI Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 institutional investors and hedge funds held shares of Invesco Quality Municipal Income Trust. The most heavily invested institutionals were Rivernorth Capital Management LLC ($14.33M), Raymond James Financial Inc. ($12.77M), Guggenheim Capital LLC ($11.99M), Robinson Capital Management LLC ($8.81M), Pathstone Holdings LLC ($7.84M), Raymond James & Associates ($7.58M), and LPL Financial LLC ($7.24M).Learn more on Invesco Quality Municipal Income Trust's institutional investors.

Of the 87 institutional investors that purchased Invesco Quality Municipal Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.35M), Hennion & Walsh Asset Management Inc. ($533.80K), LPL Financial LLC ($428.01K), NewEdge Advisors LLC ($396.13K), Advisors Asset Management Inc. ($248.21K), Ameriprise Financial Inc. ($224.53K), and Robinson Capital Management LLC ($200.73K).

Institutional investors have bought a total of 2,316,901 shares in the last 24 months. This purchase volume represents approximately $22.63M in transactions.

Of the 28 institutional investors that sold Invesco Quality Municipal Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($510.01K), Hennion & Walsh Asset Management Inc. ($447.22K), Karpus Management Inc. ($178.37K), Mackay Shields LLC ($91.57K), Commonwealth Equity Services LLC ($68.17K), Raymond James Financial Inc. ($56.92K), and Rothschild Investment LLC ($48.86K).

Institutional investors have sold a total of 1,658,664 shares in the last 24 months. This volume of shares sold represents approximately $16.38M in transactions.


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Institutional ownership data for NYSE:IQI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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