Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
83K+ 273.55% |
$833K - $898K
|
113K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33.4K+ 34.32% |
$336K - $362K
|
131K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.7KNew |
$108K - $116K
|
10.7K
$104K
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6.21K+ 24.71% |
$62.3K - $67.1K
|
31.3K
$304K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.75KNew |
$47.7K - $51.4K
|
4.75K
$46K
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.32K+ 31.19% |
$43.4K - $46.7K
|
18.2K
$176K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.64K+ 6.8% |
$26.5K - $28.5K
|
41.4K
$401K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.6K+ 4.15% |
$26.1K - $28.2K
|
65.2K
$632K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.95KNew |
$19.5K - $21K
|
1.95K
$18.8K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 1.7% |
$11.7K - $12.6K
|
69.7K
$675K
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
733+ 2.77% |
$7.36K - $7.93K
|
27.2K
$264K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2+ 0.02% |
$20.1 - $21.6
|
12.9K
$125K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-95- 0.08% |
$954 - $1.03K
|
114K
$1.1M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-375- 4.11% |
$3.76K - $4.06K
|
8.75K
$84.8K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-441- 1.14% |
$4.43K - $4.77K
|
38.3K
$371K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1K- 2.29% |
$10K - $10.8K
|
42.6K
$413K
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.6K- 4.19% |
$16.1K - $17.3K
|
36.6K
$355K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.91K- 0.79% |
$19.2K - $20.7K
|
239K
$2.32M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 15.87% |
$22.8K - $24.6K
|
12.1K
$117K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.63K- 16.26% |
$26.4K - $28.5K
|
13.6K
$131K
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.9K- 9.52% |
$29.1K - $31.4K
|
27.6K
$267K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.99K- 12.38% |
$30K - $32.3K
|
21.1K
$205K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.03K- 23.97% |
$40.5K - $43.6K
|
12.8K
$124K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.13K- 13.39% |
$41.5K - $44.7K
|
26.7K
$259K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.28K- 21.93% |
$43K - $46.3K
|
15.2K
$148K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.28K- 12.79% |
$83.1K - $89.6K
|
56.4K
$547K
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 7.26% |
$150K - $161K
|
190K
$1.84M
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-18.6K- 17.87% |
$187K - $201K
|
85.5K
$829K
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-28.3K- 50.77% |
$284K - $306K
|
27.4K
$265K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-45.6K- 99.82% |
$458K - $494K
|
84
$814
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-114K- 39.37% |
$1.15M - $1.24M
|
176K
$1.71M
|