Sowell Financial Services LLC Delaware Investments National Municipal Income Fund Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 07, 2020	SELL	$13.09 - $13.46 $412,256 - $423,909	-31,494 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$13.11 - $14.3 $1,415 - $1,544	108 Added 0.34%	31,494 $424,000
Q1 2019 May 15, 2019	BUY	$12.14 - $12.75 $59,595 - $62,589	4,909 Added 18.54%	31,386 $0
Q4 2018 Mar 05, 2019	BUY	$11.73 - $12.29 $118,672 - $124,337	10,117 Added 61.84%	26,477 $315,000
Q4 2017 Jan 29, 2018	BUY	$13.03 - $13.6 $213,170 - $222,496	16,360	16,360 $217,000

Others Institutions Holding VFL

# of Institutions

51

Shares Held

2.79M

Call Options Held

0

Put Options Held

0

Mackay Shields LLC

402K
Shares

$4.07 Million
0.77% of portfolio
Guggenheim Capital LLC Chicago, IL

259K
Shares

$2.62 Million
0.02% of portfolio
Hennion & Walsh Asset Management, Inc.

243K
Shares

$2.46 Million
0.13% of portfolio
Logan Stone Capital, LLC Chicago, IL

218K
Shares

$2.21 Million
0.69% of portfolio
Saba Capital Management, L.P. New York, NY

188K
Shares

$1.9 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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