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 | 02/18/2026 | 1.30 M | $12.98 M | 0.54% | 2.47% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.20 M | $11.99 M | 15.69% | 2.28% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 899.85 K | $8.96 M | 6.48% | 1.70% |
| LPL FINANCIAL LLC | 02/11/2026 | 727.10 K | $7.24 M | 0.61% | 1.37% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 693.97 K | $6.91 M | -6.22% | 1.31% |
| MORGAN STANLEY | 02/13/2026 | 672.51 K | $6.70 M | 5.15% | 1.27% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 573.88 K | $5.72 M | 16.20% | 1.09% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 461.60 K | $4.60 M | 0.00% | 0.87% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 424.48 K | $4.23 M | 8.69% | 0.80% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 403.04 K | $4.01 M | 182.63% | 0.76% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 372.97 K | $3.71 M | -42.01% | 0.71% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 341.63 K | $3.40 M | -3.02% | 0.65% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 305.86 K | $3.05 M | 11.47% | 0.58% |
| UBS GROUP AG | 01/29/2026 | 253.60 K | $2.53 M | 2.44% | 0.48% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 248.21 K | $2.47 M | 3.48% | 0.47% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 239.80 K | $2.39 M | -2.38% | 0.45% |
| NORTH GROUND CAPITAL | 02/12/2026 | 238.37 K | $2.37 M | 11.52% | 0.45% |
| ROYAL BANK OF CANADA | 02/17/2026 | 233.38 K | $2.32 M | 4.33% | 0.44% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 204.90 K | $2.04 M | 3.84% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 192.55 K | $1.92 M | -26.15% | 0.36% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 188.50 K | $1.88 M | 13.25% | 0.36% |
| JFS WEALTH ADVISORS, LLC | 01/14/2026 | 144.66 K | $1.44 M | 0.12% | 0.27% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 137.82 K | $1.37 M | 4.43% | 0.26% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 115.51 K | $1.15 M | 2.67% | 0.22% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 110.32 K | $1.10 M | 24.30% | 0.21% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 103.81 K | $1.03 M | -2.62% | 0.20% |
| LIDO ADVISORS, LLC | 02/10/2026 | 101.61 K | $1.00 M | 0.00% | 0.19% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 96.92 K | $965.00 K | 7.41% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 90.47 K | $901.05 K | 13.03% | 0.17% |
| CITADEL ADVISORS LLC | 02/17/2026 | 83.68 K | $833.46 K | 100.00% | 0.16% |
| MARINER, LLC | 02/13/2026 | 76.42 K | $761.09 K | 53.09% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 75.45 K | $751.50 K | 0.00% | 0.14% |
| STONEX GROUP INC. | 02/12/2026 | 67.30 K | $670.31 K | -9.77% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 61.74 K | $614.96 K | 8.42% | 0.12% |
| NUVEEN, LLC | 02/12/2026 | 55.56 K | $553.38 K | 0.00% | 0.11% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 49.51 K | $493.13 K | 0.24% | 0.09% |
| IFP ADVISORS, INC | 02/06/2026 | 48.24 K | $480.43 K | 100.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 44.28 K | $441.02 K | -8.47% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 42.85 K | $427.00 K | 1.06% | 0.08% |
| DAVIS INVESTMENT PARTNERS, LLC | 01/06/2026 | 40.79 K | $405.42 K | 0.00% | 0.08% |
| OPPENHEIMER & CO INC | 02/02/2026 | 36.75 K | $366.07 K | -4.19% | 0.07% |
| HARDIN CAPITAL PARTNERS, LLC | 01/09/2026 | 32.50 K | $323.70 K | 0.00% | 0.06% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 29.68 K | $295.63 K | 121.92% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 28.88 K | $287.62 K | 100.00% | 0.05% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 28.28 K | $281.63 K | 28.47% | 0.05% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 25.55 K | $254.52 K | -9.86% | 0.05% |
| COMPASS FINANCIAL GROUP, INC/SD | 01/27/2026 | 24.37 K | $242.72 K | 0.00% | 0.05% |
| TYCHE WEALTH PARTNERS LLC | 01/23/2026 | 23.68 K | $235.84 K | 1.15% | 0.04% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 22.12 K | $220.27 K | 0.00% | 0.04% |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 20.86 K | $207.78 K | 0.00% | 0.04% |
Invesco Quality Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 152 institutional investors and hedge funds held shares of Invesco Quality Municipal Income Trust. The most heavily invested institutionals were:
UBS Group AG: 225,082
Cambridge Investment Research Advisors, Inc.: 221,150
COMMONWEALTH EQUITY SERVICES, LLC: 203,050
JFS WEALTH ADVISORS, LLC: 144,837
IFP Advisors, Inc: 124,151
Cottage Street Advisors LLC: 65,000
23.50% of Invesco Quality Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 16.29 M shares in the last 24 months. This purchase volume represents approximately $163.56 M in transactions.