Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco Quality Muni Inc T (IQI)  
$9.58 0.02 (0.21%) as of 4:30 Tue 5/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 101    8
Total shares held : 
16,390,141  
% of shares held : 
69.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
480,768  
% of shares held change : 
  2.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$8.34  
Last Quarter's Ending Price : 
$9.51  
Last Quarter's Average Price
$8.83  
Change from last quarter's     
avg. price to the last closing  : 
0.75 (8.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 657,812
 4.01%
 
Increased Positions :
31
 2,221,365
 13.55%
 
Unchanged Positions :
28
 1,260,409
 7.69%
 
Decreased Positions :
25
-2,111,210
-12.88%
 
Closed Positions :
9
-287,199
-1.75%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Allspring Global Investments Holdings LLC 746 - 2024-03-31 1,115,833 $10,801,000 0
   Claybrook Capital LLC 25 - 2023-09-30 244,543 $2,052,000 0
   PNC FINANCIAL SERVICES GROUP INC 970 - 2024-03-31 166,835 $1,615,000 0
   BLACKROCK INC. 3859 - 2024-03-31 121,232 $1,174,000 0
   FINANCIAL NETWORK 1360 - 2023-12-31 106,820 $1,016,000 0
   Compass Financial Group INC/SD 81 - 2024-03-31 24,369 $236,000 0
   HORIZON ASSET MANAGEMENT INC/NY 269 - 2023-12-31 22,402 $213,000 0
   Wellspring Financial Advisors LLC 135 - 2024-03-31 16,000 $155,000 0
   Stonebrook Private Inc. 205 - 2024-03-31 13,832 $134,000 0
   Successful Portfolios LLC 165 - 2024-03-31 13,307 $129,000 0
   CHARTER TRUST CO 257 - 2024-03-31 13,348 $129,000 0
   Live Oak Private Wealth LLC 166 - 2024-03-31 10,480 $101,000 0
   PETRA FINANCIAL ADVISORS INC 123 - 2024-03-31 10,000 $97,000 0
   CULLEN FROST BANKERS INC 650 - 2024-03-31 5,322 $52,000 0
   SANDY SPRING BANK 582 - 2024-03-31 5,000 $48,000 0
   Baldrige Asset Management LLC 182 - 2023-03-31 4,500 $45,000 0
   CITIGROUP INC 3963 - 2024-03-31 3,058 $30,000 0
   Spire Wealth Management 1631 - 2024-03-31 1,302 $13,000 0
   M&R CAPITAL MANAGEMENT INC 355 - 2024-03-31 1,100 $11,000 0
   FTB Advisors Inc. 1597 - 2024-03-31 1,000 $10,000 0
   Costello Asset Management INC 148 - 2024-03-31 800 $8,000 0
   Hexagon Capital Partners LLC 926 - 2024-03-31 700 $7,000 0
   Financial Perspectives Inc 531 - 2024-03-31 362 $4,000 0
   Pinnacle Bank 769 - 2024-03-31 339 $3,000 0
   NBC SECURITIES INC. 1907 - 2024-03-31 400 $3,000 0
   GoalVest Advisory LLC 361 - 2024-03-31 313 $3,000 0
   WASHINGTON TRUST CO 800 - 2024-03-31 197 $2,000 0
   PROEQUITIES INC. 5454 - 2024-03-31 0 $0 0

  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results