Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.2KNew |
$280K - $293K
|
28.2K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
24.8K+ 63.88% |
$247K - $259K
|
63.7K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
18.2K+ 46.9% |
$181K - $189K
|
57K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
18KNew |
$179K - $188K
|
18K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.2K+ 22.69% |
$171K - $180K
|
93.2K
$949K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
14.1K+ 14.91% |
$140K - $147K
|
109K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.33K+ 51.24% |
$92.7K - $97.2K
|
27.5K
$280K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.24K+ 10.6% |
$91.8K - $96.3K
|
96.4K
$982K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.25K+ 18.24% |
$72.1K - $75.5K
|
47K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.74K+ 59.78% |
$67K - $70.3K
|
18K
$184K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.02K+ 1034.71% |
$59.9K - $62.7K
|
6.6K
$67.3K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.37K+ 14.37% |
$43.5K - $45.6K
|
34.8K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.14KNew |
$21.3K - $22.3K
|
2.14K
$21.8K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.08K+ 45.3% |
$20.6K - $21.6K
|
6.66K
$67.8K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.91K+ 8.63% |
$19K - $19.9K
|
24.1K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
290+ 0.22% |
$2.88K - $3.02K
|
130K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
191+ 0.63% |
$1.9K - $1.99K
|
30.5K
$310K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
174New |
$1.73K - $1.81K
|
174
$1.77K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
155+ 20.03% |
$1.54K - $1.62K
|
929
$9.47K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-47- 21.96% |
$467 - $490
|
167
$1.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1K- 3.43% |
$9.95K - $10.4K
|
28.2K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.11K- 7.39% |
$11K - $11.6K
|
13.9K
$142K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.29K- 3.63% |
$12.8K - $13.5K
|
34.2K
$349K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.31K- 8.56% |
$13K - $13.7K
|
14K
$143K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.34K- 2.31% |
$13.3K - $13.9K
|
56.5K
$576K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.59K- 8.34% |
$15.8K - $16.5K
|
17.4K
$178K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 7.46% |
$27.2K - $28.5K
|
34K
$346K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.94K- 7.8% |
$29.2K - $30.7K
|
34.8K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.08K- 9.65% |
$30.6K - $32.1K
|
28.9K
$294K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.49K- 1.39% |
$34.7K - $36.4K
|
247K
$2.52M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.79K- 3.78% |
$37.6K - $39.5K
|
96.4K
$982K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.79K- 3.78% |
$37.6K - $39.5K
|
96.4K
$982K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.96K- 10.78% |
$39.4K - $41.3K
|
32.8K
$334K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.4K- 10.33% |
$43.7K - $45.8K
|
38.2K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.56K- 23.88% |
$45.3K - $47.5K
|
14.5K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-5.44K- 10.21% |
$54.1K - $56.7K
|
47.8K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-7.54K- 34.04% |
$75K - $78.6K
|
14.6K
$149K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.5K- 46.5% |
$114K - $120K
|
13.2K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 12.09% |
$281K - $295K
|
206K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-41.8K- 39.25% |
$416K - $436K
|
64.7K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-57.1K- 42.34% |
$567K - $595K
|
77.7K
$792K
|