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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29+ 0.15% |
$314 - $371
|
19.7K
$188K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.2KClosed |
$133K - $157K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-23.2KClosed |
$252K - $297K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.68KNew |
$50.7K - $59.8K
|
4.68K
$44.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-89.4KClosed |
$969K - $1.14M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.99KClosed |
$21.5K - $25.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1KNew |
$109K - $129K
|
10.1K
$96.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.7K- 52.13% |
$83.5K - $98.5K
|
7.07K
$67.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-959- 50.0% |
$10.4K - $12.3K
|
959
$9.18K
|
|
| Q1 2022 | |||||||
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.01KNew |
$12.5K - $14.3K
|
1.01K
$9.69K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.18KNew |
$14.6K - $16.6K
|
1.18K
$11.3K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.09KNew |
$13.4K - $15.3K
|
1.09K
$10.4K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-469Closed |
$5.8K - $6.63K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30.3KNew |
$375K - $428K
|
30.3K
$290K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.66K+ 15.08% |
$20.5K - $23.4K
|
12.7K
$121K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
81New |
$1K - $1.14K
|
81
$775
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
19.2KNew |
$237K - $271K
|
19.2K
$184K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.7KNew |
$256K - $292K
|
20.7K
$198K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
12.9KNew |
$159K - $182K
|
12.9K
$123K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-10.2KClosed |
$126K - $144K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.64KClosed |
$35.9K - $37.7K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.2KClosed |
$206K - $217K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.37KClosed |
$18K - $19.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.49KNew |
$32.2K - $34K
|
2.49K
$23.8K
|
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-100Closed |
$1.29K - $1.36K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-190Closed |
$2.32K - $2.51K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41.4KClosed |
$505K - $547K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-15.2KClosed |
$187K - $201K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 13, 2020
Q2 2020
|
Manchester Financial Inc
|
SELL
|
- |
-200Closed |
$2.25K - $2.46K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31.5KClosed |
$412K - $424K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12.1KClosed |
$158K - $163K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Northside Capital Management, LLC
|
SELL
|
- |
-12.1KClosed |
$158K - $163K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-3.86KClosed |
$50.6K - $55.2K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-350Closed |
$4.59K - $5.01K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4Closed |
$50.7 - $53.9
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.5KClosed |
$285K - $303K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.4KClosed |
$284K - $302K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 31, 2019
Q4 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2.33KClosed |
$27.3K - $28.6K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 02, 2018
Q3 2018
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-13.4KClosed |
$161K - $170K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-562Closed |
$6.94K - $7.09K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10KClosed |
$126K - $136K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.35KClosed |
$67.1K - $72.2K
|
0
$0
|
|
| Q4 2016 | |||||||
|
Jun 03, 2019
Q4 2016
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.73K- 83.1% |
N/A
|
1.78K
$17K
|
|