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Invesco Quality Municipal Income Trust (IQI) Institutional Ownership

Invesco Quality Municipal Income Trust logo
$9.16 -0.06 (-0.65%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$9.12 -0.04 (-0.49%)
As of 07/18/2025 05:24 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$39.78M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$20.72M
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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
7/17/2025 Janney Montgomery Scott LLC42,395$398K0.0%-20.8%0.080%
7/15/2025 Riverbridge Partners LLC44,873$421K0.0%+4.5%0.085%
7/9/2025 Hardin Capital Partners LLC25,000$236K0.1%-19.4%0.047%
5/16/2025NewEdge Advisors LLC112,245$1.09M0.0%+23.7%0.212%
5/15/2025Royal Bank of Canada214,022$2.07M0.0%+3.3%0.405%
5/15/2025Baird Financial Group Inc.11,961$116K0.0%-32.6%0.023%
5/14/2025North Ground Capital147,250$1.38M1.3%+2.3%0.278%
5/14/2025Northwestern Mutual Wealth Management Co.35,457$343K0.0%+14.9%0.067%
5/14/2025Compound Planning Inc.24,276$235K0.0%+11.7%0.046%
5/13/2025Elequin Capital LP12,170$118K0.0%N/A0.023%
5/13/2025Raymond James Financial Inc.1,260,801$12.21M0.0%+3.9%2.384%
5/13/2025Sit Investment Associates Inc.773,209$7.49M0.2%-3.7%1.462%
5/13/2025HighTower Advisors LLC12,393$120K0.0%-20.5%0.023%
5/12/2025Nuveen LLC55,560$538K0.0%N/A0.105%
5/12/2025Invesco Ltd.112,277$1.09M0.0%-25.9%0.212%
5/12/2025AlphaCore Capital LLC26,353$255K0.0%N/A0.050%
5/9/2025City of London Investment Management Co. Ltd.233,922$2.26M0.2%-51.4%0.442%
5/9/2025PNC Financial Services Group Inc.76,287$738K0.0%+30.1%0.144%
5/8/2025XTX Topco Ltd25,144$243K0.0%N/A0.048%
5/7/2025LPL Financial LLC592,689$5.74M0.0%+17.3%1.121%
5/7/2025Rareview Capital LLC278,051$2.69M1.7%-2.5%0.526%
4/30/2025Stratos Wealth Advisors LLC265,413$2.57M0.1%+5.2%0.502%
4/29/2025Concurrent Investment Advisors LLC24,712$239K0.0%+62.8%0.047%
4/25/2025Citizens National Bank Trust Department15,900$154K0.0%-15.0%0.000%
4/24/2025Matisse Capital28,645$277K0.1%-45.0%0.000%
4/21/2025 Avior Wealth Management LLC17,401$168K0.0%-11.3%0.000%
4/21/2025 Riverbridge Partners LLC42,952$416K0.0%-37.2%0.000%
4/17/2025 Sowell Financial Services LLC15,300$148K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC53,529$518K0.0%+21.9%0.000%
4/17/2025 Sound Income Strategies LLC3,198$31K0.0%+58.1%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.603,784$5.85M0.3%-35.2%0.000%
4/8/2025Rothschild Investment LLC152,002$1.47M0.1%-15.8%0.000%
3/12/2025Centaurus Financial Inc.49,085$484K0.0%-22.3%0.000%
2/17/2025Waverly Advisors LLC18,523$183K0.0%-13.9%0.000%
2/17/2025Pathstone Holdings LLC793,819$7.84M0.0%+16.4%0.000%
2/17/2025Nomura Holdings Inc.16,000$158K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC36,033$355K0.1%-90.6%0.000%
2/17/2025Cetera Investment Advisers113,228$1.12M0.0%-8.3%0.000%
2/17/2025BOKF NA54,000$524K0.0%-10.0%0.000%
2/17/2025Bramshill Investments LLC21,955$216K0.0%N/A0.000%
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2/17/2025CF Capital LLC143,904$1.42M1.5%N/A0.000%
2/17/2025Baird Financial Group Inc.17,741$175K0.0%N/A0.000%
2/17/2025Bank of America Corp DE16,939$167K0.0%-28.3%0.000%
2/17/2025Ameriprise Financial Inc.129,782$1.29M0.0%-3.7%0.000%
2/14/2025Lido Advisors LLC101,612$1.00M0.0%-2.6%0.000%
2/14/2025Stifel Financial Corp148,088$1.46M0.0%+1.2%0.000%
2/14/2025First Trust Advisors LP15,767$155K0.0%-13.9%0.000%
2/13/2025NewEdge Advisors LLC90,730$895K0.0%+51.4%0.000%
2/13/2025Guggenheim Capital LLC958,158$9.45M0.1%-1.2%0.000%
2/13/2025Mariner LLC70,304$693K0.0%-27.3%0.000%
2/13/2025Rockefeller Capital Management L.P.61,432$606K0.0%-20.6%0.000%
2/13/2025Invesco Ltd.151,594$1.50M0.0%-19.9%0.000%
2/13/2025Aristides Capital LLC13,550$134K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.802,800$7.92M0.2%+2.9%0.000%
2/13/2025Wells Fargo & Company MN209,528$2.07M0.0%-24.9%0.000%
2/12/2025Landscape Capital Management L.L.C.17,392$171K0.0%N/A0.000%
2/11/2025LPL Financial LLC505,154$4.98M0.0%+198.7%0.000%
2/10/2025 Signaturefd LLC4,361$43K0.0%N/A0.000%
2/10/2025Rareview Capital LLC285,247$2.98M2.2%+3.5%0.000%
2/10/2025Atala Financial Inc10,220$101K0.1%N/A0.000%
2/10/2025Commonwealth Equity Services LLC104,381$1.03M0.0%+27.7%0.000%
2/7/2025HighTower Advisors LLC15,593$154K0.0%-7.7%0.000%
2/7/2025Independent Advisor Alliance63,554$627K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.1,213,534$11.97M0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC12,500$123K0.1%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.33,835$334K0.0%N/A0.000%
1/31/2025Robinson Capital Management LLC893,374$8.81M3.6%+29.0%0.000%
1/30/2025Scarborough Advisors LLC29,187$288K0.0%N/A0.000%
1/29/2025Van ECK Associates Corp396,171$3.91M0.0%+4.1%0.000%
1/27/2025Money Concepts Capital Corp16,348$161K0.0%N/A0.000%
1/27/2025Stratos Wealth Advisors LLC252,301$2.49M0.1%-5.2%0.000%
1/24/2025 Absolute Investment Advisers LLC63,700$628K0.1%N/A0.000%
1/22/2025Fortitude Advisory Group L.L.C.10,280$101K0.1%N/A0.000%
1/17/2025 Avior Wealth Management LLC19,618$193K0.0%+42.4%0.000%
1/17/2025 Riverbridge Partners LLC68,406$674K0.0%-14.2%0.000%
1/17/2025 Janney Montgomery Scott LLC43,904$433K0.0%+23.2%0.000%
1/17/2025 Dakota Wealth Management45,825$452K0.0%-7.6%0.000%
1/17/2025Atomi Financial Group Inc.21,724$214K0.0%-6.2%0.000%
1/16/2025Successful Portfolios LLC10,832$107K0.1%-18.6%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.931,509$9.19M0.4%-11.5%0.000%
1/13/2025 Capital Investment Advisors LLC31,796$314K0.0%+5.9%0.000%
1/8/2025 Worth Asset Management LLC10,300$102K0.1%N/A0.000%
12/3/2024Rivernorth Capital Management LLC1,372,415$14.33M0.7%+1.9%0.000%
11/25/2024Sanctuary Advisors LLC14,271$142K0.0%N/A0.000%
11/15/2024MML Investors Services LLC45,443$474K0.0%+13.8%0.000%
11/15/2024Stifel Financial Corp146,267$1.53M0.0%-2.2%0.000%
11/15/2024Rivernorth Capital Management LLC1,355,939$14.16M0.7%+0.6%0.000%
11/15/2024HighTower Advisors LLC16,893$178K0.0%-55.1%0.000%
11/12/2024Centaurus Financial Inc.63,161$659K0.0%+7.8%0.000%
11/12/2024Larson Financial Group LLC11,025$115K0.0%+234.1%0.000%
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11/8/2024Commerce Bank10,355$108K0.0%-19.2%0.000%
10/31/2024Concurrent Investment Advisors LLC15,559$162K0.0%+14.1%0.000%
10/29/2024Citizens National Bank Trust Department18,700$195K0.0%-9.7%0.000%
10/29/2024Van ECK Associates Corp380,611$3.82M0.0%-1.8%0.000%
10/28/2024US Bancorp DE4,300$45K0.0%N/A0.000%
10/25/2024JFS Wealth Advisors LLC143,790$1.50M0.1%+1,618.1%0.000%
10/25/2024Tyche Wealth Partners LLC22,343$233K0.1%-14.4%0.000%
10/24/2024Kercheville Advisors LLC11,000$115K0.0%N/A0.000%
10/23/2024 Dakota Wealth Management49,570$518K0.0%-26.3%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.1,052,817$10.99M0.5%+25.0%0.000%
(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, 112 institutional investors and hedge funds held shares of Invesco Quality Municipal Income Trust. The most heavily invested institutionals were Karpus Management Inc. ($28.89M), Rivernorth Capital Management LLC ($14.33M), Meitav Investment House Ltd. ($12.53M), Raymond James Financial Inc. ($12.21M), Allspring Global Investments Holdings LLC ($9.71M), Guggenheim Capital LLC ($9.45M), and Robinson Capital Management LLC ($8.81M).Learn more on Invesco Quality Municipal Income Trust's institutional investors.

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

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. ($1.26M), Allspring Global Investments Holdings LLC ($1.09M), Robinson Capital Management LLC ($583.47K), Hennion & Walsh Asset Management Inc. ($525.54K), LPL Financial LLC ($437.57K), Karpus Management Inc. ($358.33K), and City of London Investment Management Co. Ltd. ($295.74K).

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

Institutional investors have bought a total of 4,006,057 shares in the last 24 months. This purchase volume represents approximately $39.78M in transactions.

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

Of the 39 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: Logan Stone Capital LLC ($612.70K), Hennion & Walsh Asset Management Inc. ($449.03K), City of London Investment Management Co. Ltd. ($247.22K), Allspring Global Investments Holdings LLC ($186K), Van ECK Associates Corp ($78.60K), Invesco Ltd. ($77.00K), and Wells Fargo & Company MN ($69.54K).

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

Institutional investors have sold a total of 2,096,816 shares in the last 24 months. This volume of shares sold represents approximately $20.72M in transactions.



This page (NYSE:IQI) was last updated on 7/19/2025 by MarketBeat.com Staff
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