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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.31K- 8.56% |
$13K - $13.7K
|
14K
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.33K+ 51.24% |
$92.7K - $97.2K
|
27.5K
$279K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
837+ 8.24% |
$6.65K - $8.59K
|
11K
$111K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.39K- 58.93% |
$18.9K - $24.5K
|
1.66K
$16.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.74KNew |
$13.8K - $17.9K
|
1.74K
$17.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.6KNew |
$44.4K - $57.4K
|
5.6K
$56.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-1.22K- 3.51% |
$9.69K - $12.5K
|
33.5K
$339K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-249- 3.31% |
$1.98K - $2.55K
|
7.28K
$73.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
301New |
$2.39K - $3.09K
|
301
$3.05K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.63KNew |
$31.2K - $36.9K
|
3.63K
$36.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.6K+ 54578.26% |
$108K - $128K
|
12.6K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.65KNew |
$14.2K - $16.8K
|
1.65K
$16.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10KNew |
$86.2K - $102K
|
10K
$101K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
475New |
$4.71K - $5.09K
|
475
$4.81K
|
|
|
Jul 26, 2023
Q2 2023
|
Mackay Shields LLC
|
SELL
|
- |
-21.4K- 5.05% |
$212K - $229K
|
402K
$4.07M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.31KNew |
$33.9K - $37K
|
3.31K
$33.5K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.3K- 50.96% |
$13.3K - $14.5K
|
1.25K
$12.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
240New |
$2.46K - $2.68K
|
240
$2.43K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
627New |
$6.43K - $7K
|
627
$6.35K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434New |
$4.45K - $4.84K
|
434
$4.39K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$108K - $124K
|
10.5K
$107K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1K- 4.0% |
$10.3K - $11.8K
|
24K
$243K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1KNew |
$103K - $119K
|
10.1K
$102K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.6KNew |
$268K - $312K
|
24.6K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.01K- 2.1% |
$43.6K - $50.8K
|
187K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
157K+ 217.88% |
$1.71M - $1.99M
|
229K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
290KNew |
$3.16M - $3.69M
|
290K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-303K- 85.79% |
$3.3M - $3.84M
|
50.2K
$508K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 1.13% |
$283 - $330
|
2.33K
$23.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
16.1K+ 3.68% |
$176K - $205K
|
455K
$4.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
132+ 0.73% |
$1.44K - $1.68K
|
18.3K
$185K
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.76K+ 5.83% |
$95.4K - $111K
|
159K
$1.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
10KNew |
$109K - $127K
|
10K
$101K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.24K- 7.21% |
$24.3K - $28.4K
|
28.8K
$291K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.49K- 35.45% |
$59.8K - $69.7K
|
10K
$101K
|
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.01K- 8.64% |
$11K - $12.8K
|
10.7K
$108K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$14.4K - $16.8K
|
1.33K
$13.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
24.8KNew |
$270K - $315K
|
24.8K
$251K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
670New |
$7.3K - $8.5K
|
670
$6.78K
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-56.2K- 68.13% |
$612K - $714K
|
26.3K
$266K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.48KClosed |
$37.9K - $44.1K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6.93KClosed |
$75.2K - $88.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29+ 0.15% |
$314 - $371
|
19.7K
$199K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-12.2KClosed |
$133K - $157K
|
0
$0
|
|
|
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
|
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
$47.3K
|
|
|
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
$102K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.7K- 52.13% |
$83.5K - $98.5K
|
7.07K
$71.5K
|
|