Invesco Quality Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.15 M | $11.68 M | -1.87% | 2.18% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.07 M | $10.85 M | -4.98% | 2.03% |
| MORGAN STANLEY | 08/13/2026 | 944.33 K | $9.56 M | 24.16% | 1.79% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 657.91 K | $6.66 M | 0.00% | 1.24% |
| LPL FINANCIAL LLC | 08/07/2026 | 595.16 K | $6.02 M | 3.30% | 1.13% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 561.37 K | $5.68 M | 23.25% | 1.06% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 488.67 K | $4.95 M | 4.53% | 0.92% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 461.60 K | $4.67 M | 0.00% | 0.87% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 367.50 K | $3.72 M | -54.89% | 0.69% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 366.24 K | $3.71 M | 47.91% | 0.69% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 351.10 K | $3.55 M | 2.20% | 0.66% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 236.26 K | $2.39 M | 6.83% | 0.45% |
| UBS GROUP AG | 08/13/2026 | 235.94 K | $2.39 M | 4.82% | 0.45% |
| ROYAL BANK OF CANADA | 08/14/2026 | 233.96 K | $2.37 M | -4.46% | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 206.17 K | $2.09 M | 1.54% | 0.39% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 197.56 K | $2.00 M | -0.69% | 0.37% |
| IFP ADVISORS, INC | 07/20/2026 | 182.63 K | $1.85 M | 47.10% | 0.35% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 153.18 K | $1.55 M | 5.44% | 0.29% |
| JFS WEALTH ADVISORS, LLC | 07/10/2026 | 145.02 K | $1.47 M | 0.13% | 0.27% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 140.99 K | $1.43 M | -29.50% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 120.43 K | $1.22 M | 48.67% | 0.23% |
| NORTH GROUND CAPITAL | 08/13/2026 | 120.02 K | $1.21 M | -7.96% | 0.23% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 112.73 K | $1.14 M | -6.59% | 0.21% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 103.71 K | $1.05 M | -0.42% | 0.20% |
| LIDO ADVISORS, LLC | 08/07/2026 | 101.61 K | $1.03 M | -0.70% | 0.19% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 100.43 K | $1.02 M | -3.23% | 0.19% |
| COTTAGE STREET ADVISORS LLC | 07/21/2026 | 90.00 K | $910.80 K | 38.46% | 0.17% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 75.25 K | $761.55 K | 0.00% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 59.54 K | $602.59 K | 0.00% | 0.11% |
| NUVEEN, LLC | 08/11/2026 | 55.56 K | $562.27 K | 0.00% | 0.11% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 52.32 K | $529.46 K | 4.86% | 0.10% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 46.93 K | $474.94 K | 28.39% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 43.04 K | $436.00 K | 6.25% | 0.08% |
| DAVIS INVESTMENT PARTNERS, LLC | 08/07/2026 | 42.38 K | $428.86 K | 1.92% | 0.08% |
| OPPENHEIMER & CO INC | 08/03/2026 | 37.25 K | $376.97 K | -0.17% | 0.07% |
| HARDIN CAPITAL PARTNERS, LLC | 07/07/2026 | 32.50 K | $328.58 K | 0.00% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 32.07 K | $324.50 K | -8.58% | 0.06% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 07/22/2026 | 31.41 K | $317.86 K | 2.37% | 0.06% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 30.71 K | $310.74 K | 2.21% | 0.06% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2026 | 29.44 K | $297.92 K | -38.32% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 29.20 K | $295.50 K | 0.00% | 0.06% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 27.10 K | $274.25 K | 28.44% | 0.05% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 25.76 K | $260.65 K | 23.46% | 0.05% |
| WORTH ASSET MANAGEMENT, LLC | 07/08/2026 | 25.12 K | $254.25 K | 100.00% | 0.05% |
| COMPASS FINANCIAL GROUP, INC/SD | 08/05/2026 | 24.37 K | $246.61 K | 0.00% | 0.05% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 24.29 K | $245.76 K | -0.85% | 0.05% |
| TYCHE WEALTH PARTNERS LLC | 08/06/2026 | 24.24 K | $245.32 K | 1.18% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 23.88 K | $241.69 K | 69.88% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 22.95 K | $232.29 K | 101.35% | 0.04% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 21.97 K | $222.29 K | 0.00% | 0.04% |
Invesco Quality Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 153 institutional investors and hedge funds held shares of Invesco Quality Municipal Income Trust. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 1.15 M
GUGGENHEIM CAPITAL LLC: 1.07 M
MORGAN STANLEY: 944,328
SIT INVESTMENT ASSOCIATES INC: 657,913
LPL Financial LLC: 595,155
NewEdge Advisors, LLC: 561,365
20.25% of Invesco Quality Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 14.68 M shares in the last 24 months. This purchase volume represents approximately $147.42 M in transactions.