Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Quality Municipal Income Trust, omfatter Hrt Financial Lp, River Street Advisors LLC, Olistico Wealth, LLC, Cornerstone Wealth Management, LLC, Talon Private Wealth, LLC, Ameritas Advisory Services, LLC, Global Retirement Partners, LLC, Assetmark, Inc, og Atlantic Union Bankshares Corp .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14.648 | 0,74 | 137 | -2,14 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 983.635 | 2,62 | 9.226 | -0,56 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 98.412 | 126,43 | 1 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 19.964 | 64,04 | 187 | 59,83 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 117.016 | 1.098 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3.263 | 2,03 | 31 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 61.915 | 2,34 | 581 | -0,85 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 250 | 2 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 22.775 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 116.625 | 3,06 | 1.094 | -0,18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 178.477 | 5,24 | 1.674 | 2,01 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.768 | 2,21 | 92 | -1,09 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 23.850 | 8,63 | 224 | 5,19 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 144.300 | 0,13 | 1.354 | -3,01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 311.786 | 144,08 | 2.919 | 136,08 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 15.554 | 51,30 | 146 | 54,26 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 41.192 | 386 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 250 | 2 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 224.838 | 5,05 | 2.109 | 1,79 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 11.700 | 110 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 800 | 8 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1.986 | 19 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 23.130 | 1,21 | 217 | -2,26 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 22.279 | 36,48 | 209 | 31,65 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1.135 | 113.400,00 | 11 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52.423 | 1,84 | 492 | -1,41 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 321.079 | 0,66 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 37.740 | 11,54 | 354 | 8,26 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 40.238 | 2,04 | 380 | 3,54 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 500 | 5 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 47.922 | 149,72 | 450 | 142,70 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 11.510 | 108 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 12.150 | 0 | ||||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 53.010 | 4,55 | 497 | 1,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12.455 | 0,50 | 117 | -2,52 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 77.091 | 12,00 | 723 | 8,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 580.636 | 5,91 | 5.446 | 2,64 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 44.873 | 4,47 | 421 | 1,20 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 15.215 | 143 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 365.045 | 27,00 | 3.424 | 23,08 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 237.380 | 42,60 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.353.664 | 7,37 | 12.697 | 4,04 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29.212 | 18,21 | 274 | 14,64 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.817 | 17 |
