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My Recent Searches
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Delaware Investments Florida Insured Municipal Income Fund (VFL) |
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$10.23 0.00 (0.04%) as of 4:30 Tue 5/14
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Download |
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Institutional
Holders
Total
Institutions:
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56 2 |
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Total
shares held :
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3,218,424 |
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% of shares
held :
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15.36% |
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Changes In:
|
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New/increased
positions vs
old/decreased
positions :
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2 |
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Amount
of shares held :
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535,663 |
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% of shares
held change :
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2.56% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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$8.59 |
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Last
Quarter's Ending
Price :
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$10.21 |
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Last
Quarter's Average
Price :
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$9.06 |
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Change
from last quarter's
avg. price
to the last closing :
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1.17 (12.86%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MACKAY SHIELDS LLC |
34 |
- |
2024-03-31 |
401,695 |
$4,162,000 |
0 |
|
Hennion & Walsh Asset Management Inc. |
205 |
- |
2024-03-31 |
246,991 |
$2,559,000 |
-3,494 |
|
Logan Stone Capital LLC |
60 |
- |
2023-12-31 |
234,027 |
$2,389,000 |
149,256 |
|
SABA CAPITAL MANAGEMENT, L.P. |
156 |
- |
2023-12-31 |
230,266 |
$2,351,000 |
60,663 |
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RIVERNORTH CAPITAL MANAGEMENT, INC. |
159 |
- |
2023-12-31 |
187,326 |
$1,913,000 |
0 |
|
Deschutes Portfolio Strategy LLC |
29 |
- |
2024-03-31 |
177,120 |
$1,835,000 |
0 |
|
Almitas Capital LLC |
54 |
- |
2023-12-31 |
134,773 |
$1,376,000 |
26,772 |
|
GUGGENHEIM CAPITAL LLC |
1023 |
- |
2023-12-31 |
130,120 |
$1,329,000 |
-2,124 |
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CNH PARTNERS LLC |
232 |
- |
2023-12-31 |
112,370 |
$1,147,000 |
11,791 |
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VAN ECK ASSOCIATES CORP |
959 |
- |
2024-03-31 |
108,569 |
$1,125,000 |
14,087 |
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WOLVERINE ASSET MANAGEMENT LLC |
270 |
- |
2023-12-31 |
106,560 |
$1,088,000 |
15,135 |
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MORGAN STANLEY |
4764 |
- |
2023-12-31 |
100,163 |
$1,023,000 |
-42,963 |
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Coastal Investment Advisors Inc. |
120 |
- |
2024-03-31 |
95,192 |
$986,000 |
0 |
|
WELLS FARGO & CO/MN |
3021 |
- |
2024-03-31 |
93,159 |
$965,000 |
17,231 |
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Allspring Global Investments Holdings LLC |
1467 |
- |
2024-03-31 |
62,017 |
$642,000 |
0 |
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WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1475 |
- |
2024-03-31 |
56,510 |
$585,000 |
-1,337 |
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ROBINSON CAPITAL MANAGEMENT LLC |
78 |
- |
2023-12-31 |
53,279 |
$542,000 |
53,279 |
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Capital Investment Advisors LLC |
389 |
- |
2024-03-31 |
47,000 |
$487,000 |
7,250 |
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Fort Point Capital Partners LLC |
196 |
*New |
2023-12-31 |
38,862 |
$397,000 |
38,862 |
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THOMAS J. HERZFELD ADVISORS, INC. |
72 |
*New |
2023-12-31 |
38,776 |
$396,000 |
38,776 |
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Hara Capital LLC |
87 |
- |
2024-03-31 |
38,200 |
$396,000 |
-4,400 |
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Berger Financial Group Inc |
251 |
- |
2024-03-31 |
34,227 |
$355,000 |
-1,291 |
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Sightline Wealth Advisors LLC |
54 |
- |
2024-03-31 |
33,961 |
$352,000 |
-2,739 |
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Element Wealth LLC |
90 |
- |
2024-03-31 |
33,535 |
$347,000 |
0 |
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LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
517 |
- |
2024-03-31 |
32,790 |
$340,000 |
-3,963 |
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UBS Group AG |
4247 |
- |
2023-12-31 |
31,949 |
$326,000 |
-6,675 |
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MELFA WEALTH MANAGEMENT LLC |
106 |
- |
2024-03-31 |
30,452 |
$315,000 |
191 |
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ROYAL BANK OF CANADA |
4070 |
- |
2023-12-31 |
30,424 |
$311,000 |
-1,694 |
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FINANCIAL NETWORK |
2250 |
- |
2023-12-31 |
29,166 |
$298,000 |
-2,476 |
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KINGSWOOD WEALTH ADVISORS LLC |
490 |
- |
2024-03-31 |
27,525 |
$285,000 |
9,325 |
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Advisor Group Holdings Inc. |
3473 |
- |
2024-03-31 |
24,105 |
$250,000 |
1,914 |
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WEDBUSH MORGAN SECURITIES INC |
903 |
- |
2023-12-31 |
22,157 |
$226,000 |
-737 |
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LPL FINANCIAL CORP |
4433 |
- |
2024-03-31 |
17,423 |
$180,000 |
-1,585 |
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AMERIPRISE FINANCIAL INC |
3678 |
*New |
2023-12-31 |
15,038 |
$154,000 |
15,038 |
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COMMONWEALTH EQUITY SERVICES LLC. |
3662 |
- |
2024-03-31 |
14,539 |
$151,000 |
-4,561 |
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OneAscent Financial Services LLC |
371 |
- |
2024-03-31 |
14,000 |
$145,000 |
-1,311 |
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Koshinski Asset Management Inc. |
561 |
- |
2024-03-31 |
13,230 |
$137,000 |
-11,500 |
|
HighMark Wealth Management LLC |
82 |
- |
2024-03-31 |
12,880 |
$133,000 |
0 |
|
Pathstone Holdings LLC |
2131 |
- |
2023-12-31 |
11,279 |
$115,000 |
0 |
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MONETA GROUP INVESTMENT ADVISORS INC |
541 |
- |
2023-12-31 |
10,997 |
$112,000 |
837 |
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CWM LLC |
2021 |
- |
2024-03-31 |
7,280 |
$75,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
311 |
- |
2024-03-31 |
6,604 |
$68,000 |
6,022 |
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PRINCIPAL SECURITIES INC. |
1494 |
- |
2024-03-31 |
5,597 |
$58,000 |
0 |
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BANK OF AMERICA CORP /DE/ |
5505 |
*New |
2023-12-31 |
4,581 |
$47,000 |
4,581 |
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COMERICA BANK |
2791 |
- |
2023-12-31 |
3,625 |
$37,000 |
0 |
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PNC FINANCIAL SERVICES GROUP INC |
3356 |
*New |
2024-03-31 |
2,143 |
$22,000 |
2,143 |
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TUCKER ASSET MANAGEMENT LLC |
439 |
- |
2023-12-31 |
1,177 |
$12,000 |
0 |
|
GPS Wealth Strategies Group LLC |
863 |
- |
2024-03-31 |
929 |
$10,000 |
155 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
1008 |
*New |
2023-12-31 |
301 |
$3,000 |
301 |
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BESSEMER GROUP INC |
2042 |
- |
2023-12-31 |
214 |
$2,000 |
-86 |
|
Global Retirement Partners LLC |
2802 |
- |
2024-03-31 |
240 |
$2,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
2312 |
*New |
2024-03-31 |
174 |
$2,000 |
174 |
|
TOWER RESEARCH CAPITAL LLC |
5496 |
- |
2023-12-31 |
81 |
$1,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1700 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,742 |
|
HIGHTOWER ADVISORS, LLC |
3334 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,557 |
|
PROEQUITIES INC. |
5051 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5908 |
*Closed |
2024-03-31 |
0 |
$0 |
-36,566 |
|
SRS Capital Advisors Inc. |
1346 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,652 |
|
Tradition Wealth Management LLC |
1315 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,247 |
|
J P MORGAN CHASE & CO |
6310 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,662 |
|
Stonebridge Capital Advisors LLC |
883 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,490 |
|
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV |
148 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,787 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3601 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,576 |
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63 Records found
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1
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