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 | 05/14/2026 | 1.18 M | $11.32 M | -9.77% | 2.22% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.13 M | $10.86 M | -6.24% | 2.13% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 814.72 K | $7.84 M | -9.46% | 1.54% |
| MORGAN STANLEY | 05/15/2026 | 760.60 K | $7.32 M | 13.10% | 1.44% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 657.91 K | $6.33 M | -5.20% | 1.24% |
| LPL FINANCIAL LLC | 05/06/2026 | 576.13 K | $5.54 M | -20.76% | 1.09% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 467.49 K | $4.50 M | 10.13% | 0.88% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 461.60 K | $4.44 M | 0.00% | 0.87% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 455.49 K | $4.38 M | 13.01% | 0.86% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 343.52 K | $3.31 M | 12.31% | 0.65% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 247.60 K | $2.38 M | -0.24% | 0.47% |
| ROYAL BANK OF CANADA | 05/15/2026 | 244.87 K | $2.36 M | 4.92% | 0.46% |
| UBS GROUP AG | 05/05/2026 | 225.08 K | $2.17 M | -11.24% | 0.43% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 221.15 K | $2.13 M | 17.32% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 203.05 K | $1.95 M | 5.45% | 0.38% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 199.98 K | $1.92 M | -41.46% | 0.38% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 198.92 K | $1.91 M | -2.92% | 0.38% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 195.03 K | $1.91 M | -66.02% | 0.37% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 145.28 K | $1.40 M | 5.41% | 0.27% |
| JFS WEALTH ADVISORS, LLC | 04/21/2026 | 144.84 K | $1.39 M | 0.13% | 0.27% |
| NORTH GROUND CAPITAL | 05/11/2026 | 130.40 K | $1.25 M | -45.29% | 0.25% |
| IFP ADVISORS, INC | 04/13/2026 | 124.15 K | $1.19 M | 157.38% | 0.23% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 120.68 K | $1.16 M | 9.39% | 0.23% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 104.15 K | $1.00 M | 0.32% | 0.20% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 103.78 K | $998.00 K | 7.08% | 0.20% |
| LIDO ADVISORS, LLC | 05/13/2026 | 102.33 K | $984.42 K | 0.71% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 81.01 K | $779.28 K | -10.46% | 0.15% |
| MARINER, LLC | 05/13/2026 | 76.42 K | $735.11 K | 0.00% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 75.25 K | $723.92 K | -0.27% | 0.14% |
| COTTAGE STREET ADVISORS LLC | 04/20/2026 | 65.00 K | $625.30 K | 550.00% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 59.54 K | $572.81 K | -3.56% | 0.11% |
| JANE STREET GROUP, LLC | 05/12/2026 | 55.98 K | $538.57 K | 305.21% | 0.11% |
| NUVEEN, LLC | 04/30/2026 | 55.56 K | $534.49 K | 0.00% | 0.11% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 49.89 K | $479.97 K | 0.77% | 0.09% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 47.73 K | $459.12 K | -58.68% | 0.09% |
| DAVIS INVESTMENT PARTNERS, LLC | 04/20/2026 | 41.58 K | $399.98 K | 1.94% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 40.51 K | $390.00 K | -5.46% | 0.08% |
| OPPENHEIMER & CO INC | 04/24/2026 | 37.31 K | $358.96 K | 1.52% | 0.07% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 36.55 K | $351.65 K | 26.58% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 35.07 K | $337.41 K | -20.79% | 0.07% |
| SAVANT CAPITAL, LLC | 05/04/2026 | 33.13 K | $318.72 K | 11.62% | 0.06% |
| HARDIN CAPITAL PARTNERS, LLC | 04/08/2026 | 32.50 K | $312.65 K | 0.00% | 0.06% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 04/24/2026 | 30.68 K | $295.16 K | 100.03% | 0.06% |
| CWM, LLC | 05/14/2026 | 30.37 K | $292.13 K | 576.02% | 0.06% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 30.04 K | $288.99 K | 6.24% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 29.20 K | $280.90 K | 84.58% | 0.06% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 24.49 K | $235.61 K | -4.16% | 0.05% |
| COMPASS FINANCIAL GROUP, INC/SD | 04/29/2026 | 24.37 K | $234.43 K | 0.00% | 0.05% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 23.96 K | $230.48 K | 1.18% | 0.05% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 21.97 K | $211.30 K | -0.68% | 0.04% |
Invesco Quality Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 148 institutional investors and hedge funds held shares of Invesco Quality Municipal Income Trust. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 1.18 M
GUGGENHEIM CAPITAL LLC: 1.13 M
Hennion & Walsh Asset Management, Inc.: 814,720
MORGAN STANLEY: 760,602
SIT INVESTMENT ASSOCIATES INC: 657,913
LPL Financial LLC: 576,132
20.87% of Invesco Quality Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 14.94 M shares in the last 24 months. This purchase volume represents approximately $150.03 M in transactions.