Latest Institutional Transactions on Delaware Investments National Municipal Income Fund (VFL)
This table provides information on the latest institutional transactions involving Delaware Investments National Municipal Income Fund (VFL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4.75KNew |
$47.9K - $53.8K
|
4.75K
$48.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14.3KNew |
$144K - $162K
|
14.3K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-900- 0.89% |
$9.07K - $10.2K
|
100K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
158+ 71.17% |
$1.59K - $1.79K
|
380
$3.88K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.39K+ 32.32% |
$54.3K - $61K
|
22.1K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-10.5K- 31.36% |
$106K - $119K
|
23K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
13.3KNew |
$134K - $151K
|
13.3K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2K+ 7.27% |
$20.2K - $22.7K
|
29.5K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
563+ 76.91% |
$5.68K - $6.38K
|
1.3K
$13.2K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2New |
$20.7 - $22.7
|
2
$20.4
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.77KNew |
$18.3K - $20.1K
|
1.77K
$18K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.81K- 19.26% |
$29.1K - $31.9K
|
11.8K
$120K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
SELL
|
- |
-7.12K- 4.02% |
$73.8K - $81K
|
170K
$1.74M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7.27K+ 11.41% |
$71.8K - $76.7K
|
71K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-100- 0.21% |
$988 - $1.06K
|
47.7K
$488K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.14K- 99.95% |
$21.2K - $22.6K
|
1
$10.2
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
470New |
$4.64K - $4.96K
|
470
$4.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-155- 16.68% |
$1.53K - $1.64K
|
774
$7.91K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.78K+ 21.03% |
$27.5K - $29.4K
|
16K
$164K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1K- 3.43% |
$9.95K - $10.4K
|
28.2K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-7.54K- 34.04% |
$75K - $78.6K
|
14.6K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-57.1K- 42.34% |
$567K - $595K
|
77.7K
$794K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.31K- 8.56% |
$13K - $13.7K
|
14K
$143K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.66KNew |
$13.2K - $17.1K
|
1.66K
$17K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
837+ 8.24% |
$6.65K - $8.59K
|
11K
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
301New |
$2.39K - $3.09K
|
301
$3.08K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.63KNew |
$31.2K - $36.9K
|
3.63K
$37K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.6K+ 54578.26% |
$108K - $128K
|
12.6K
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.65KNew |
$14.2K - $16.8K
|
1.65K
$16.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10KNew |
$86.2K - $102K
|
10K
$102K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-13.3KClosed |
$132K - $142K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
475New |
$4.71K - $5.09K
|
475
$4.85K
|
|
|
Jul 26, 2023
Q2 2023
|
Mackay Shields LLC
|
SELL
|
- |
-21.4K- 5.05% |
$212K - $229K
|
402K
$4.11M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.31KNew |
$33.9K - $37K
|
3.31K
$33.8K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.3K- 50.96% |
$13.3K - $14.5K
|
1.25K
$12.7K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
240New |
$2.46K - $2.68K
|
240
$2.45K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
627New |
$6.43K - $7K
|
627
$6.41K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434New |
$4.45K - $4.84K
|
434
$4.44K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$108K - $124K
|
10.5K
$108K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1K- 4.0% |
$10.3K - $11.8K
|
24K
$245K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1KNew |
$103K - $119K
|
10.1K
$103K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.6KNew |
$268K - $312K
|
24.6K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-303K- 85.79% |
$3.3M - $3.84M
|
50.2K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 1.13% |
$283 - $330
|
2.33K
$23.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.01K- 2.1% |
$43.6K - $50.8K
|
187K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
157K+ 217.88% |
$1.71M - $1.99M
|
229K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
290KNew |
$3.16M - $3.69M
|
290K
$2.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
16.1K+ 3.68% |
$176K - $205K
|
455K
$4.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
132+ 0.73% |
$1.44K - $1.68K
|
18.3K
$187K
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.76K+ 5.83% |
$95.4K - $111K
|
159K
$1.63M
|
|