Latest Institutional Purchases of Delaware Investments National Municipal Income Fund (VFL)
This list provides information on the latest institutional transactions involving Delaware Investments National Municipal Income Fund (VFL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
35.9K+ 201.09% |
$372K - $408K
|
53.7K
$547K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
33.1KNew |
$343K - $377K
|
33.1K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
30.5KNew |
$317K - $347K
|
30.5K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
28.5K+ 15.03% |
$295K - $324K
|
218K
$2.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.7KNew |
$173K - $190K
|
16.7K
$170K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14.7K+ 106.43% |
$152K - $167K
|
28.5K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4KNew |
$118K - $130K
|
11.4K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$111K - $122K
|
10.7K
$109K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.1K+ 6.98% |
$32.2K - $35.3K
|
47.6K
$485K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.77KNew |
$18.3K - $20.1K
|
1.77K
$18K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
968+ 6.95% |
$10K - $11K
|
14.9K
$152K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
558+ 320.69% |
$5.79K - $6.34K
|
732
$7.46K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
57+ 34.55% |
$591 - $648
|
222
$2.26K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2New |
$20.7 - $22.7
|
2
$20.4
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
96.6K+ 155.81% |
$955K - $1.02M
|
159K
$1.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5KNew |
$173K - $185K
|
17.5K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
16.1K+ 28.27% |
$159K - $170K
|
73.1K
$745K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7.27K+ 11.41% |
$71.8K - $76.7K
|
71K
$723K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.78K+ 21.03% |
$27.5K - $29.4K
|
16K
$163K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.68K+ 9.51% |
$26.5K - $28.3K
|
30.8K
$314K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
470New |
$4.64K - $4.96K
|
470
$4.79K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
13+ 0.04% |
$128 - $137
|
30.5K
$310K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
18KNew |
$179K - $188K
|
18K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.33K+ 51.24% |
$92.7K - $97.2K
|
27.5K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.08K+ 45.3% |
$20.6K - $21.6K
|
6.66K
$67.8K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.6KNew |
$44.4K - $57.4K
|
5.6K
$57K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.74KNew |
$13.8K - $17.9K
|
1.74K
$17.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
837+ 8.24% |
$6.65K - $8.59K
|
11K
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
301New |
$2.39K - $3.09K
|
301
$3.07K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.6K+ 54578.26% |
$108K - $128K
|
12.6K
$128K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10KNew |
$86.2K - $102K
|
10K
$102K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.63KNew |
$31.2K - $36.9K
|
3.63K
$36.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.65KNew |
$14.2K - $16.8K
|
1.65K
$16.8K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
475New |
$4.71K - $5.09K
|
475
$4.84K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.31KNew |
$33.9K - $37K
|
3.31K
$33.7K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
627New |
$6.43K - $7K
|
627
$6.39K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434New |
$4.45K - $4.84K
|
434
$4.42K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
240New |
$2.46K - $2.68K
|
240
$2.45K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$108K - $124K
|
10.5K
$107K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1KNew |
$103K - $119K
|
10.1K
$103K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
290KNew |
$3.16M - $3.69M
|
290K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
157K+ 217.88% |
$1.71M - $1.99M
|
229K
$2.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
24.8KNew |
$270K - $315K
|
24.8K
$253K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.6KNew |
$268K - $312K
|
24.6K
$251K
|
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
16.1K+ 3.68% |
$176K - $205K
|
455K
$4.64M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
10KNew |
$109K - $127K
|
10K
$102K
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.76K+ 5.83% |
$95.4K - $111K
|
159K
$1.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$14.4K - $16.8K
|
1.33K
$13.5K
|
|