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MORGAN STANLEY QUALITY MUNICIPAL SECURITIES hedge fund holdings

IQM
$114.74+2.26 (+2.01%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

IQM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+29.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202574$796K$669K14Aug 14, 2025
Q3 2025120$5.62M$1.57K17Nov 14, 2025
Q4 2025124$16.5M$1.22M18Feb 14, 2026
Q1 202656$18.2M$11.1M19May 15, 2026
Q2 2026157$30.3M$21M28Aug 14, 2026

Quarterly action breakdown

Q2 2026
28 filers
New position
11
$3.73M+30K sh
Increased
4
$26.6M+214K sh
Reduced
5
-$19.1M-154K sh
Out / sold
2
-$1.82M-14.7K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Members Advisory Group LLCAdded 404.89%+$19.6M$24.4M6.82%Jul 15, 2026
Flow Traders U.S. LLCReduce 86.92%-$15.2M$2.29M0.09%Aug 14, 2026
Diversify Advisory Services, LLCNew Buy+$1.04M$1.04M0.02%Aug 10, 2026
Howard Financial Services, Ltd.New Buy+$532K$532K0.05%Jul 7, 2026
Envestnet Portfolio Solutions, Inc.New Buy+$445K$445K0.00%Jul 20, 2026
Avior Wealth Management, LLCNew Buy+$338K$338K0.01%Jul 7, 2026
Financial Partners Group, IncNew Buy+$303K$303K0.03%Jul 23, 2026
Independent Financial Group, LLCNew Buy+$232K$232K0.00%Jul 15, 2026
Diversify Wealth Management, LLCReduce 6.19%-$68.3K$1.04M0.02%Jul 30, 2026
Signature Equity Partners, LLCNew Buy+$8.69K$8.69K0.00%Jul 30, 2026
Silver Grove Financial Group, Inc.New Buy+$5.34K$5.34K0.00%Aug 13, 2026
Integrity Financial CorpSell 100%-$4.69K$00.00%Jul 31, 2026

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