Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco Quality Muni Inc T (IQI)  
$9.56 0.01 (0.1%) as of 4:30 Mon 5/13


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  : 
0.73 (8.27%)  




 
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
   KARPUS MANAGEMENT INC 30 - 2023-12-31 2,741,787 $26,074,000 -363,375
   GUGGENHEIM CAPITAL LLC 288 - 2023-12-31 1,135,897 $10,802,000 -11,726
   RAYMOND JAMES & ASSOCIATES 1344 - 2024-03-31 736,892 $7,133,000 -20,648
   MORGAN STANLEY 3951 - 2023-12-31 452,656 $4,305,000 -683,453
   WELLS FARGO & CO/MN 2401 - 2024-03-31 267,130 $2,586,000 -7,011
   UBS Group AG 2660 - 2023-12-31 251,696 $2,394,000 -30,368
   FIXED INCOME SECURITIES INC 603 - 2023-12-31 161,762 $1,538,000 -123,006
   AMERIPRISE FINANCIAL INC 2938 - 2023-12-31 157,501 $1,500,000 -8,932
   Vivaldi Capital Management LLC 61 - 2023-12-31 149,099 $1,419,000 -262,952
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 232 - 2024-03-31 144,197 $1,396,000 -2,016
   Rockefeller Capital Management L.P. 1066 - 2023-12-31 131,850 $1,254,000 -65,771
   STIFEL FINANCIAL CORP 2007 - 2023-12-31 126,794 $1,206,000 -49,504
   RIVERBRIDGE PARTNERS LLC 124 - 2024-03-31 76,846 $744,000 -1,500
   Oakmont Partners LLC 451 - 2024-03-31 67,945 $658,000 -12,420
   CENTAURUS FINANCIAL INC. 330 - 2023-12-31 62,706 $596,000 -29,465
   BANK OF AMERICA CORP /DE/ 4411 - 2023-12-31 57,567 $547,000 -3,997
   HIGHTOWER ADVISORS, LLC 2472 - 2024-03-31 38,206 $369,000 -13,608
   Virtus ETF Advisers LLC 224 - 2023-12-31 31,868 $303,000 -13,249
   Capital Investment Advisors LLC 479 - 2024-03-31 30,549 $296,000 -2,472
   FIRST TRUST ADVISORS LP 2266 - 2023-12-31 26,186 $249,000 -11,703
   Citizens National Bank Trust Department 160 - 2024-03-31 21,700 $210,000 -5,500
   Concurrent Investment Advisors LLC 832 - 2024-03-31 13,634 $132,000 -3,986
   Steward Partners Investment Advisory LLC 1709 - 2023-12-31 10,014 $95,000 -538
   CWM LLC 2441 - 2024-03-31 4,014 $39,000 -303
   Quent Capital LLC 857 - 2024-03-31 2,252 $22,000 -290
   Parallel Advisors LLC 2628 - 2024-03-31 276 $3,000 -276
  26 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us