Moneta Group Investment Advisors LLC Delaware Investments National Municipal Income Fund Transaction History

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 15, 2024	BUY	$7.94 - $10.26 $6,645 - $8,587	837 Added 8.24%	10,997 $112,000
Q3 2023 Nov 15, 2023	BUY	$8.61 - $10.18 $904 - $1,068	105 Added 1.04%	10,160 $87,000
Q2 2023 Aug 15, 2023	BUY	$9.91 - $10.72 $99,645 - $107,789	10,055 New	10,055 $100,000

Others Institutions Holding VFL

# of Institutions

51

Shares Held

2.79M

Call Options Held

0

Put Options Held

0

Mackay Shields LLC

402K
Shares

$4.09 Million
0.77% of portfolio
Guggenheim Capital LLC Chicago, IL

259K
Shares

$2.64 Million
0.02% of portfolio
Hennion & Walsh Asset Management, Inc.

243K
Shares

$2.48 Million
0.13% of portfolio
Logan Stone Capital, LLC Chicago, IL

218K
Shares

$2.22 Million
0.69% of portfolio
Saba Capital Management, L.P. New York, NY

188K
Shares

$1.91 Million
0.04% of portfolio

About Delaware Investments National Municipal Income Fund

Ticker VFL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Delaware Investments National Municipal Income Fund is a closed-ended fixed income mutual fund launched by Delaware Management Holdings, Inc. The fund is managed by Delaware Management Business Trust. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal obligations, the income from...

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