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Delaware Invts Minn MUN Inco

Q3 2021 vs Q4 2021

Comparing institutional holders between quarters

Quarters

Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Saba Capital Management, L.P.A
INCREASED
Shares1,444,578 from 1,190,004
Change+254,574 (+21%)
Value$20.4K (+$3.5K)
Filed 2022-02-14
Mackay Shields LLC
UNCHANGED
Shares564,399 from 564,399
Change0 (0%)
Value$8.0K (-$39)
Filed 2022-02-04
Rivernorth Capital Management, LLC
INCREASED
Shares299,039 from 190,012
Change+109,027 (+57%)
Value$4.2K (+$1.5K)
Filed 2022-02-14
Bulldog Investors, LLPA
NEW
Shares265,015
Change+265,015
Value$3.7K
Filed 2022-02-11
Marks Group Wealth Management, Inc
INCREASED
Shares123,275 from 76,570
Change+46,705 (+61%)
Value$1.7K (+$653)
Filed 2022-03-03
Access Financial Services, Inc.
INCREASED
Shares91,725 from 21,724
Change+70,001 (+322%)
Value$1.3K (+$986)
Filed 2022-01-14
Wealthspire Retirement, LLC
INCREASED
Shares84,755 from 80,066
Change+4,689 (+6%)
Value$1.2M (+$60.6K)
Filed 2025-02-13
Allspring Global Investments Holdings, LLC
NEW
Shares76,415
Change+76,415
Value$1.1K
Filed 2022-01-28
Wakefield Asset Management Lllp
INCREASED
Shares70,519 from 64,631
Change+5,888 (+9%)
Value$995 (+$79)
Filed 2022-02-01
Matisse Capital
UNCHANGED
Shares70,000 from 70,000
Change0 (0%)
Value$988 (-$5)
Filed 2022-02-04
Berger Financial Group, Inc
INCREASED
Shares62,208 from 60,919
Change+1,289 (+2%)
Value$878 (+$14)
Filed 2022-01-26
Ameriprise Financial Inc
INCREASED
Shares59,611 from 53,448
Change+6,163 (+12%)
Value$869 (+$111)
Filed 2022-02-14
Wells Fargo & Company
DECREASED
Shares59,159 from 133,940
Change-74,781 (-56%)
Value$835 (-$1.1K)
Filed 2022-02-14
Morgan Stanley
INCREASED
Shares53,631 from 49,349
Change+4,282 (+9%)
Value$757 (+$57)
Filed 2022-02-14
Royal Bank of Canada
DECREASED
Shares52,381 from 62,072
Change-9,691 (-16%)
Value$739 (-$141)
Filed 2022-02-14
Realta Investment Advisors
UNCHANGED
Shares40,439 from 40,439
Change0 (0%)
Value$571 (-$2)
Filed 2022-01-18
UBS Group AG
DECREASED
Shares35,721 from 37,073
Change-1,352 (-4%)
Value$504 (-$22)
Filed 2022-02-14
Sightline Wealth Advisors, LLC
INCREASED
Shares33,570 from 33,495
Change+75 (+0%)
Value$474 (-$1)
Filed 2022-01-26
Boothbay Fund Management, LLC
NEW
Shares30,500
Change+30,500
Value$430
Filed 2022-02-14
Cetera Advisor Networks LLC
INCREASED
Shares28,379 from 24,879
Change+3,500 (+14%)
Value$400 (+$47)
Filed 2022-02-14
SIT Investment Associates Inc
DECREASED
Shares25,139 from 337,636
Change-312,497 (-93%)
Value$355 (-$4.4K)
Filed 2022-02-11
Bank of America Corp
DECREASED
Shares22,881 from 28,977
Change-6,096 (-21%)
Value$323 (-$88)
Filed 2022-02-08
H D Vest Advisory Services
UNCHANGED
Shares20,826 from 20,826
Change0 (0%)
Value$294 (-$1)
Filed 2022-01-24
Stifel Financial Corp
INCREASED
Shares19,618 from 19,608
Change+10 (+0%)
Value$277 (-$1)
Filed 2022-02-14
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares17,475 from 17,388
Change+87 (+1%)
Value$247 ($0)
Filed 2022-02-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,125 from 15,314
Change-189 (-1%)
Value$213 (-$4)
Filed 2022-02-03
Next Financial Group, Inc
UNCHANGED
Shares14,394 from 14,394
Change0 (0%)
Value$203 (-$1)
Filed 2022-02-15
HighMark Wealth Management LLC
INCREASED
Shares12,675 from 12,574
Change+101 (+1%)
Value$179 (+$1)
Filed 2022-01-20
Investors Financial Group, LLC
NEW
Shares11,500
Change+11,500
Value$162
Filed 2022-01-14
LPL Financial LLC
DECREASED
Shares10,747 from 42,604
Change-31,857 (-75%)
Value$152 (-$452)
Filed 2022-02-14
Thomas J. Herzfeld Advisors, Inc.
UNCHANGED
Shares7,663 from 7,663
Change0 (0%)
Value$108 (-$1)
Filed 2022-02-14
Osaic Holdings, Inc.
INCREASED
Shares6,563 from 6,555
Change+8 (+0%)
Value$93 ($0)
Filed 2022-02-03
Johnson Midwest Financial, LLC
UNCHANGED
Shares3,442 from 3,442
Change0 (0%)
Value$49 ($0)
Filed 2022-01-26
Tradition Wealth Management, LLC
INCREASED
Shares3,380 from 3,374
Change+6 (+0%)
Value$48 ($0)
Filed 2022-02-14
US Bancorp \de\
UNCHANGED
Shares3,058 from 3,058
Change0 (0%)
Value$43 ($0)
Filed 2022-02-11
AdvisorNet Financial, Inc
UNCHANGED
Shares2,723 from 2,723
Change0 (0%)
Value$38 (-$1)
Filed 2022-01-19
Financial Perspectives, Inc
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$14.4K (-$72)
Filed 2024-01-10
Geneos Wealth Management Inc.
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$5 ($0)
Filed 2022-02-09
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 18,002
Change-18,002 (-100%)
Value$0 (-$255)
Filed 2022-01-31
Wolverine Asset Management LLC
CLOSED
Shares0 from 14,007
Change-14,007 (-100%)
Value$0 (-$198)
Filed 2022-02-09
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-02-07
Status
Saba Capital Management, L.P.A
INCREASED1,444,5781,190,004+254,574+21%$16.9K$20.4K+$3.5K2022-02-14
Mackay Shields LLC
UNCHANGED564,399564,39900%$8.0K$8.0K-$392022-02-04
Rivernorth Capital Management, LLC
INCREASED299,039190,012+109,027+57%$2.7K$4.2K+$1.5K2022-02-14
Bulldog Investors, LLPA
NEW265,015—+265,015——$3.7K—2022-02-11
Marks Group Wealth Management, Inc
INCREASED123,27576,570+46,705+61%$1.1K$1.7K+$6532022-03-03
Access Financial Services, Inc.
INCREASED91,72521,724+70,001+322%$308$1.3K+$9862022-01-14
Wealthspire Retirement, LLC
INCREASED84,75580,066+4,689+6%$1.1M$1.2M+$60.6K2025-02-13
Allspring Global Investments Holdings, LLC
NEW76,415—+76,415——$1.1K—2022-01-28
Wakefield Asset Management Lllp
INCREASED70,51964,631+5,888+9%$916$995+$792022-02-01
Matisse Capital
UNCHANGED70,00070,00000%$993$988-$52022-02-04
Berger Financial Group, Inc
INCREASED62,20860,919+1,289+2%$864$878+$142022-01-26
Ameriprise Financial Inc
INCREASED59,61153,448+6,163+12%$758$869+$1112022-02-14
Wells Fargo & Company
DECREASED59,159133,940-74,781-56%$1.9K$835-$1.1K2022-02-14
Morgan Stanley
INCREASED53,63149,349+4,282+9%$700$757+$572022-02-14
Royal Bank of Canada
DECREASED52,38162,072-9,691-16%$880$739-$1412022-02-14
Realta Investment Advisors
UNCHANGED40,43940,43900%$573$571-$22022-01-18
UBS Group AG
DECREASED35,72137,073-1,352-4%$526$504-$222022-02-14
Sightline Wealth Advisors, LLC
INCREASED33,57033,495+75+0%$475$474-$12022-01-26
Boothbay Fund Management, LLC
NEW30,500—+30,500——$430—2022-02-14
Cetera Advisor Networks LLC
INCREASED28,37924,879+3,500+14%$353$400+$472022-02-14
SIT Investment Associates Inc
DECREASED25,139337,636-312,497-93%$4.8K$355-$4.4K2022-02-11
Bank of America Corp
DECREASED22,88128,977-6,096-21%$411$323-$882022-02-08
H D Vest Advisory Services
UNCHANGED20,82620,82600%$295$294-$12022-01-24
Stifel Financial Corp
INCREASED19,61819,608+10+0%$278$277-$12022-02-14
Paradigm, Strategies in Wealth Management, LLC
INCREASED17,47517,388+87+1%$247$247$02022-02-08
Cambridge Investment Research Advisors, Inc.
DECREASED15,12515,314-189-1%$217$213-$42022-02-03
Next Financial Group, Inc
UNCHANGED14,39414,39400%$204$203-$12022-02-15
HighMark Wealth Management LLC
INCREASED12,67512,574+101+1%$178$179+$12022-01-20
Investors Financial Group, LLC
NEW11,500—+11,500——$162—2022-01-14
LPL Financial LLC
DECREASED10,74742,604-31,857-75%$604$152-$4522022-02-14
Thomas J. Herzfeld Advisors, Inc.
UNCHANGED7,6637,66300%$109$108-$12022-02-14
Osaic Holdings, Inc.
INCREASED6,5636,555+8+0%$93$93$02022-02-03
Johnson Midwest Financial, LLC
UNCHANGED3,4423,44200%$49$49$02022-01-26
Tradition Wealth Management, LLC
INCREASED3,3803,374+6+0%$48$48$02022-02-14
US Bancorp \de\
UNCHANGED3,0583,05800%$43$43$02022-02-11
AdvisorNet Financial, Inc
UNCHANGED2,7232,72300%$39$38-$12022-01-19
Financial Perspectives, Inc
UNCHANGED1,0201,02000%$14.5K$14.4K-$722024-01-10
Geneos Wealth Management Inc.
UNCHANGED38938900%$5$5$02022-02-09
Commonwealth Equity Services, LLC
CLOSED018,002-18,002-100%$255$0-$2552022-01-31
Wolverine Asset Management LLC
CLOSED014,007-14,007-100%$198$0-$1982022-02-09
Proequities, Inc.
UNCHANGED000—$0$0$02022-02-07
Showing 41 of 41 institutions