DELAWARE INVTS MINN MUN INCO (VMM)
Institutional ownership reported to the SEC as of Q4 2021, across 13 quarters.
38
Reporting holders
$52.9M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $20.4M | 1,444,578 | 0.31% | 13q | +21.4%+$3.6M |
| MACKAY SHIELDS LLC | $8.0M | 564,399 | 0.07% | 13q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $4.2M | 299,039 | 0.17% | 4q | +57.4%+$1.5M |
| Bulldog Investors, LLP | $3.7M | 265,015 | 1.00% | new | NEW |
| Marks Group Wealth Management, Inc | $1.7M | 123,275 | 0.21% | 9q | +61.0%+$658.9K |
| ACCESS FINANCIAL SERVICES, INC. | $1.3M | 91,725 | 0.58% | 5q | +322.2%+$987.5K |
| NFP Retirement, Inc. | $1.2M | 84,755 | 0.43% | 9q | +5.9%+$66.2K |
| Allspring Global Investments Holdings, LLC | $1.1M | 76,415 | 0.00% | new | FIRST |
| Wakefield Asset Management LLLP | $995.0K | 70,519 | 0.34% | 9q | +9.1%+$83.1K |
| Matisse Capital | $988.0K | 70,000 | 0.68% | 6q | HELD |
| Berger Financial Group, Inc | $878.0K | 62,208 | 0.12% | 5q | +2.1%+$18.2K |
| AMERIPRISE FINANCIAL INC | $869.0K | 59,611 | 0.00% | 13q | +11.5%+$89.8K |
| WELLS FARGO & COMPANY/MN | $835.0K | 59,159 | 0.00% | 13q | -55.8%-$1.1M |
| MORGAN STANLEY | $757.0K | 53,631 | 0.00% | 17q | +8.7%+$60.4K |
| ROYAL BANK OF CANADA | $739.0K | 52,381 | 0.00% | 13q | -15.6%-$136.7K |
| Coastal Investment Advisors, Inc. | $571.0K | 40,439 | 0.13% | 12q | HELD |
| UBS Group AG | $504.0K | 35,721 | 0.00% | 13q | -3.6%-$19.1K |
| Sightline Wealth Advisors, LLC | $474.0K | 33,570 | 0.42% | 5q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $430.0K | 30,500 | 0.01% | new | NEW |
| Cetera Advisor Networks LLC | $400.0K | 28,379 | 0.00% | 3q | +14.1%+$49.3K |
| SIT INVESTMENT ASSOCIATES INC | $355.0K | 25,139 | 0.01% | 13q | -92.6%-$4.4M |
| BANK OF AMERICA CORP /DE/ | $323.0K | 22,881 | 0.00% | 13q | -21.0%-$86.1K |
| AVANTAX ADVISORY SERVICES, INC. | $294.0K | 20,826 | 0.00% | 13q | HELD |
| STIFEL FINANCIAL CORP | $277.0K | 19,618 | 0.00% | 13q | HELD |
| Paradigm, Strategies in Wealth Management, LLC | $247.0K | 17,475 | 0.25% | 4q | +0.5%+$1.2K |
| Cambridge Investment Research Advisors, Inc. | $213.0K | 15,125 | 0.00% | 13q | -1.2%-$2.7K |
| NEXT Financial Group, Inc | $203.0K | 14,394 | 0.01% | 3q | HELD |
| HighMark Wealth Management LLC | $179.0K | 12,675 | 0.11% | 4q | +0.8%+$1.4K |
| Investors Financial Group, LLC | $162.0K | 11,500 | 0.08% | new | NEW |
| LPL Financial LLC | $152.0K | 10,747 | 0.00% | 13q | -74.8%-$450.6K |
| Thomas J. Herzfeld Advisors, Inc. | $108.0K | 7,663 | 0.04% | 13q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $93.0K | 6,563 | 0.00% | 8q | HELD |
| Johnson Midwest Financial, LLC | $49.0K | 3,442 | 0.04% | 5q | HELD |
| Tradition Wealth Management, LLC | $48.0K | 3,380 | 0.01% | 5q | HELD |
| US BANCORP \DE\ | $43.0K | 3,058 | 0.00% | 13q | HELD |
| AdvisorNet Financial, Inc | $38.0K | 2,723 | 0.00% | 13q | HELD |
| Financial Perspectives, Inc | $14.4K | 1,020 | 0.01% | 9q | HELD |
| Geneos Wealth Management Inc. | $5.0K | 389 | 0.00% | 24q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2021 | 38 | $52.9M | 3,743,937 | 3 | 12 | 7 | 0.0% |
| Q3 2021 | 36 | $47.1M | 3,322,574 | 1 | 9 | 7 | 0.0% |
| Q2 2021 | 36 | $45.8M | 3,240,209 | 2 | 12 | 8 | 0.0% |
| Q1 2021 | 36 | $44.4M | 3,306,329 | 2 | 13 | 9 | 0.0% |
| Q4 2020 | 37 | $41.7M | 3,180,391 | 4 | 11 | 6 | 0.0% |
| Q3 2020 | 32 | $39.5M | 3,040,997 | 2 | 10 | 9 | 0.0% |
| Q2 2020 | 33 | $35.4M | 2,796,247 | 3 | 12 | 7 | 0.0% |
| Q1 2020 | 33 | $35.8M | 2,893,470 | 4 | 9 | 11 | 0.0% |
| Q4 2019 | 34 | $35.2M | 2,676,207 | 4 | 7 | 9 | 0.0% |
| Q3 2019 | 29 | $32.1M | 2,447,651 | 1 | 9 | 7 | 0.0% |
| Q2 2019 | 30 | $32.4M | 2,518,980 | 3 | 8 | 7 | 0.0% |
| Q1 2019 | 33 | $33.0M | 2,608,765 | 2 | 8 | 8 | 0.0% |
| Q4 2018 | 32 | $29.8M | 2,552,189 | 0 | 1 | 0 | 0.0% |