Purchases and Sales Made in Q3 2024 in Delaware Investments National Municipal Income Fund (VFL)
This table provides information about the institutional ownership of Delaware Investments National Municipal Income Fund (VFL) during Q3 2024. The information is specifically focused on institutions that hold shares of Delaware Investments National Municipal Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
132K+ 104.42% |
$1.37M - $1.5M
|
259K
$2.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
35.9K+ 201.09% |
$372K - $408K
|
53.7K
$542K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
33.1KNew |
$343K - $377K
|
33.1K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
30.5KNew |
$317K - $347K
|
30.5K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
28.5K+ 15.03% |
$295K - $324K
|
218K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.7KNew |
$173K - $190K
|
16.7K
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14.7K+ 106.43% |
$152K - $167K
|
28.5K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4KNew |
$118K - $130K
|
11.4K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$111K - $122K
|
10.7K
$108K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.1K+ 6.98% |
$32.2K - $35.3K
|
47.6K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.77KNew |
$18.3K - $20.1K
|
1.77K
$17.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
968+ 6.95% |
$10K - $11K
|
14.9K
$150K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
558+ 320.69% |
$5.79K - $6.34K
|
732
$7.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
57+ 34.55% |
$591 - $648
|
222
$2.24K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2New |
$20.7 - $22.7
|
2
$20.2
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.04K- 1.2% |
$10.8K - $11.8K
|
86.1K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.39K- 4.67% |
$14.4K - $15.8K
|
28.4K
$286K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.36K- 0.96% |
$24.4K - $26.8K
|
243K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.81K- 19.26% |
$29.1K - $31.9K
|
11.8K
$119K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-3.85K- 3.75% |
$39.9K - $43.7K
|
98.7K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.74K- 7.29% |
$59.6K - $65.3K
|
73.1K
$737K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6K- 21.13% |
$62.2K - $68.2K
|
22.4K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
SELL
|
- |
-7.12K- 4.02% |
$73.8K - $81K
|
170K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.28K- 19.28% |
$75.5K - $82.7K
|
30.5K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.06K- 10.42% |
$83.6K - $91.7K
|
69.3K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.27K- 35.23% |
$96.2K - $105K
|
17.1K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-31.5K- 28.93% |
$327K - $358K
|
77.4K
$781K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35.1K- 36.89% |
$364K - $399K
|
60.1K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-86.2K- 46.04% |
$894K - $981K
|
101K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-106K- 35.98% |
$1.09M - $1.2M
|
188K
$1.9M
|