How many institutions own VTN stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own VTN shares is 25, representing 12.97% of the company's common stock.

Who are the major shareholders selling Invesco Trust for Investment Grade New York Municipals stock?

FINGERLAKES WEALTH MANAGEMENT, INC., in the last quarter, reduced its stake in VTN by -100% restricting it's holding to 0 shares of worth nearly -. COMMONWEALTH EQUITY SERVICES, LLC also lessened -5.11% of the VTN shares from its portfolio, reducing its holding to 10.62 thousand shares of worth $123.00K. HENNION & WALSH ASSET MANAGEMENT, INC. also shunned VTN shares holding by -2.02% last quarter which brought its holding to 510.18 thousand shares worth $5.91M.

Investors who are buying VTN stock?

As per its latest 13F filing, HEROLD ADVISORS, INC. increased its stake in VTN by 100% in the last quarter. The institutional holder raised its holding to 13.49 thousand shares having worth more than $156.00K. ROCKEFELLER CAPITAL MANAGEMENT L.P. also added 1.84% more shares of VTN to its portfolio, raising its holding to 2.21 thousand shares of worth $25.62K. JONES FINANCIAL COMPANIES LLLP also increased its VTN shares holding by 100% which brought its holding to 4.2 thousand shares worth $47.71K.

VTN's major insiders: who are they?

The insider with the most stakes in VTN is Saba Capital Management, L.P. , 10 percent owner at the company. Additionally, VTN stock is highly held by 10 percent owner CITIGROUP INC and director Hutton Heagy Linda among others.

Did an insider recently sell VTN stock?

Company executives, directors, and other insiders own N/A percent of Invesco Trust for Investment Grade New York Municipals's stock. Within the last six months, there have been 0 transaction(s) in which VTN insiders have sold stock, totaling 0 shares. Insiders that have sold shares include SABA CAPITAL MANAGEMENT, L.P. and BANK OF AMERICA CORP /DE/.

Which insider recently purchased VTN stock?

There have been 0 transaction(s) during the past 6-months in which Invesco Trust for Investment Grade New York Municipals insiders have bought stock, totalling 0 shares

How much of VTN does insiders own?

Around 0 Invesco Trust for Investment Grade New York Municipals shares are held by insiders, which represents about N/A of VTN stock.

Who is the insider with the largest stake?

VTN 10 percent owner, Saba Capital Management, L.P. holds the largest portfolio of the company's shares. VTN shares owned by Saba total nearly 1.88 million.

Which institution holds the most shares in VTN?

HEROLD ADVISORS, INC. is the largest institutional owner in VTN which holds 13.49 thousand shares worth $156.00K or 0.09% of the total VTN shares outstanding followed by FINGERLAKES WEALTH MANAGEMENT, INC. with ownership of 0 shares representing 0% of the VTN ownership. ROCKEFELLER CAPITAL MANAGEMENT L.P. is the third largest stakeholder with 2.21 thousand shares or 0.02% of the ownership worth more than $25.62K.

Is Invesco Trust for Investment Grade New York Municipals stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the VTN is concerned, it is a stock which is not optionable.

Is there a short position on VTN's shares?

Number of VTN shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding VTN shares are there?

As of today, null shares of VTN are outstanding.

Is there many float in VTN stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, VTN has null shares in float.

VTN short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for VTN is null.

Invesco Trust for Investment Grade New York Municipals (VTN) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

12.97% Percentage of Shares held by All Institutions

12.97% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 12.97% of VTN shares are held by financial institutions. HEROLD ADVISORS, INC. is the top corporate investor, holding 13.49K shares valued at $156.00K. A 0.09% stake in Invesco Trust for Investment Grade New York Municipals is owned by the company. FINGERLAKES WEALTH MANAGEMENT, INC. owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	HEROLD ADVISORS, INC.	0.09%	13.49K	156K	13.49K	+100.00%
Jun 30, 2026	FINGERLAKES WEALTH MANAGEMENT, INC.	0%	0	-	-10.47K	-100.00%
Jun 30, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	2.21K	25.62K	40	+1.84%
Jun 30, 2026	AVENTURA PRIVATE WEALTH, LLC	0.03%	4K	46.32K	0	0
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.03%	4.2K	47.71K	4.2K	+100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.07%	9.83K	113.86K	2.24K	+29.52%
Jun 30, 2026	MORGAN STANLEY	0.85%	124.7K	1.44M	21.65K	+21.00%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.02%	2.81K	32.49K	2.81K	+100.00%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.03%	4.2K	48.64K	4.2K	+100.00%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	10.62K	123K	-572	-5.11%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	12.96K	150.05K	152	+1.19%
Jun 30, 2026	STIFEL FINANCIAL CORP	0.33%	48.21K	558.2K	557	+1.17%
Jun 30, 2026	ROYAL BANK OF CANADA	1.34%	196.63K	2.28M	32.62K	+19.89%
Jun 30, 2026	INDIVISIBLE PARTNERS	1.8%	263.49K	3.05M	7.84K	+3.07%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	2.01%	293.68K	3.4M	13.16K	+4.69%
Jun 30, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.97%	141.2K	1.64M	0	0
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	3.49%	510.18K	5.91M	-10.53K	-2.02%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.59%	86.87K	1.01M	-1.48K	-1.68%
Jun 30, 2026	LPL FINANCIAL LLC	0.33%	48.66K	563.44K	637	+1.33%
Jun 30, 2026	SHUFRO ROSE & CO LLC	0.18%	26K	301.08K	0	0
Jun 30, 2026	PEAPACK GLADSTONE FINANCIAL CORP	0.16%	23.32K	270K	96	+0.41%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.15%	22.34K	258.74K	22.34K	+100.00%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.15%	21.34K	247.11K	-4.09K	-16.08%
Jun 30, 2026	UBS GROUP AG	0.12%	16.95K	196.33K	-100	-0.59%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-500	-100.00%
Jun 30, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	420	4.86K	0	0
Jun 30, 2026	LIDO ADVISORS, LLC	0.68%	99.94K	1.16M	0	0
Jun 30, 2026	HORIZON KINETICS ASSET MANAGEMENT LLC	0.1%	14.74K	170.68K	0	0
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	1.92%	280.52K	3.07M	25.62K	+10.05%
Mar 31, 2026	ROYAL BANK OF CANADA	1.12%	164.02K	1.79M	-6K	-3.53%
Mar 31, 2026	LPL FINANCIAL LLC	0.33%	48.02K	525.33K	7.75K	+19.25%
Mar 31, 2026	LIDO ADVISORS, LLC	0.68%	99.94K	1.09M	0	0
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	3.56%	520.72K	5.7M	46.77K	+9.87%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-17.54K	-100.00%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0%	0	-	-22.08K	-100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	2.17K	23.76K	40	+1.88%
Mar 31, 2026	AVENTURA PRIVATE WEALTH, LLC	0.03%	4K	43.76K	0	0
Mar 31, 2026	PEAPACK GLADSTONE FINANCIAL CORP	0.16%	23.23K	254K	94	+0.41%
Mar 31, 2026	INDIVISIBLE PARTNERS	1.75%	255.65K	2.8M	27.89K	+12.24%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	500	5.47K	500	+100.00%
Mar 31, 2026	SHUFRO ROSE & CO LLC	0.18%	26K	284.44K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.6%	88.35K	966.5K	-19.65K	-18.20%
Mar 31, 2026	MORGAN STANLEY	0.7%	103.05K	1.13M	-11.12K	-9.74%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	11.19K	122.46K	-1.89K	-14.46%
Mar 31, 2026	PFG INVESTMENTS, LLC	0%	0	-	-10.3K	-100.00%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	420	4.6K	420	+100.00%
Mar 31, 2026	FINGERLAKES WEALTH MANAGEMENT, INC.	0.07%	10.47K	114.55K	187	+1.82%
Mar 31, 2026	EXCEL SECURITIES & ASSOCIATES, INC.	0.96%	141.2K	1.54M	-2.7K	-1.88%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.05%	7.59K	83.04K	-1.05K	-12.19%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	12.81K	140.1K	0	0
Mar 31, 2026	HORIZON KINETICS ASSET MANAGEMENT LLC	0.1%	14.74K	161.24K	2.47K	+20.08%
Mar 31, 2026		0.03%	4K	43.76K	0	0
Mar 31, 2026	UBS GROUP AG	0.12%	17.05K	186.57K	-1.61K	-8.63%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.17%	25.43K	278.17K	4.11K	+19.25%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.33%	47.65K	521.27K	-2.17K	-4.36%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	0%	0	-	-4.69K	-100.00%
Dec 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.08%	12.27K	141.27K	0	0
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	3.24%	473.94K	5.46M	220.92K	+87.31%
Dec 31, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0%	0	-	-56.18K	-100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.43K	-100.00%
Dec 31, 2025		0.03%	4K	46.04K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	8.65K	99.5K	0	0
Dec 31, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.07%	10.28K	118.37K	185	+1.83%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.07%	10.3K	118.55K	0	0
Dec 31, 2025	MORGAN STANLEY	0.78%	114.17K	1.31M	-465	-0.41%
Dec 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.98%	143.9K	1.66M	-5.3K	-3.55%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	2.13K	24.55K	-3.08K	-59.12%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	12.81K	147.4K	12.81K	+100.00%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.74%	254.9K	2.93M	22.69K	+9.77%
Dec 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.16%	23.13K	266K	93	+0.40%
Dec 31, 2025	LPL FINANCIAL LLC	0.28%	40.27K	463.46K	6.7K	+19.96%
Dec 31, 2025	NORTH GROUND CAPITAL	0%	0	-	-106.73K	-100.00%
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	0	-	-300	-100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.34%	49.82K	573.46K	-7.04K	-12.39%
Dec 31, 2025	LIDO ADVISORS, LLC	0.68%	99.94K	1.1M	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	1.16%	170.02K	1.96M	11.9K	+7.53%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	13.09K	150.63K	417	+3.29%
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	17.54K	201.91K	17.54K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.13%	18.67K	214.84K	1.33K	+7.66%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.15%	21.32K	245.42K	786	+3.83%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.15%	22.08K	254.1K	410	+1.89%
Dec 31, 2025	SHUFRO ROSE & CO LLC	0.18%	26K	299.26K	6K	+30.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.74%	108.01K	1.24M	13.09K	+13.79%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.14%	20.54K	226.31K	8.17K	+66.05%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.14%	20K	208.8K	0	0
Sep 30, 2025		0.03%	4K	44.08K	4K	+100.00%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-10.16K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.06%	8.65K	88.98K	2.58K	+42.61%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.07%	10.3K	113.51K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	12.67K	140K	-2.28K	-15.25%
Sep 30, 2025	UBS GROUP AG	0.12%	17.34K	191.05K	-126	-0.72%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0%	0	-	-273.76K	-100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-1.26K	-100.00%
Sep 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.08%	12.27K	135.26K	0	0
Sep 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0%	0	-	-19.6K	-100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	300	3.31K	300	+100.00%
Sep 30, 2025	FINGERLAKES WEALTH MANAGEMENT, INC.	0.07%	10.1K	111.29K	10.1K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	12.43K	136.92K	1.86K	+17.62%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-7.57K	-100.00%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.03%	4.69K	52K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.04%	5.22K	57.48K	5.22K	+100.00%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.73%	253.03K	2.79M	87.54K	+52.90%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.59%	232.21K	2.56M	-122.76K	-34.58%
Sep 30, 2025	ROYAL BANK OF CANADA	1.08%	158.12K	1.74M	18.7K	+13.41%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	1.02%	149.2K	1.64M	18.5K	+14.15%
Sep 30, 2025	MORGAN STANLEY	0.78%	114.64K	1.26M	16.09K	+16.33%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.65%	94.92K	1.05M	-17.23K	-15.36%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.39%	56.87K	626.67K	3.53K	+6.62%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.38%	56.18K	619.07K	56.18K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.23%	33.57K	369.91K	-2K	-5.62%
Sep 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.16%	23.04K	254K	3.03K	+15.15%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.15%	21.67K	238.77K	21.67K	+100.00%
Sep 30, 2025	LIDO ADVISORS, LLC	0.68%	99.94K	1.1M	0	0
Sep 30, 2025	NORTH GROUND CAPITAL	0.73%	106.73K	1.18M	45.26K	+73.62%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-10.15K	-100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.77%	112.15K	1.17M	7.18K	+6.84%
Jun 30, 2025	LPL FINANCIAL LLC	0.24%	35.57K	371.31K	0	0
Jun 30, 2025	UBS GROUP AG	0.12%	17.46K	182.31K	-6.71K	-27.75%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	12.37K	129.11K	940	+8.23%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	10.56K	110.29K	10.56K	+100.00%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.07%	10.16K	106.11K	-14.22K	-58.31%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.07%	10.3K	107.53K	-400	-3.74%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.04%	6.06K	63.29K	-3.32K	-35.39%
Jun 30, 2025	ROYAL BANK OF CANADA	0.95%	139.42K	1.46M	-9K	-6.06%
Jun 30, 2025	MORGAN STANLEY	0.67%	98.54K	1.03B	8.49K	+9.43%
Jun 30, 2025		0.42%	61.47K	639.93K	-6.83K	-10.00%
Jun 30, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.14%	20.01K	209K	0	0
Jun 30, 2025	SHUFRO ROSE & CO LLC	0.14%	20K	208.8K	0	0
Jun 30, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.13%	19.6K	204.61K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	14.95K	156K	-1.42K	-8.67%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	7.57K	79.06K	-3.04K	-28.66%
Jun 30, 2025	LIDO ADVISORS, LLC	0.68%	99.94K	1.04M	0	0
Jun 30, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.08%	12.27K	128.14K	1.86K	+17.86%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.03%	4.69K	49K	-15.52K	-76.80%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0%	0	-	-13.19K	-100.00%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0%	0	-	-69	-100.00%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	1.87%	273.76K	2.86M	-7.22K	-2.57%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.13%	165.49K	1.73M	26.31K	+18.90%
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.89%	130.7K	1.36M	19K	+17.01%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	2.43%	354.97K	3.71M	21.09K	+6.32%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.37%	53.33K	556.81K	-796	-1.47%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.26K	13.14K	1.26K	+100.00%
Jun 30, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0%	0	-	-17.87K	-100.00%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0%	0	-	-68.25K	-100.00%
Jun 30, 2025	NORTH GROUND CAPITAL	0.42%	61.47K	639.93K	-6.83K	-10.00%
Mar 31, 2025	OPPENHEIMER ASSET MANAGEMENT INC.	0.09%	17.87K	186.61K	17.87K	+100.00%
Mar 31, 2025	HORIZON KINETICS ASSET MANAGEMENT LLC	0.05%	10.41K	108.72K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.05%	10.62K	110.83K	-62	-0.58%
Mar 31, 2025	SHUFRO ROSE & CO LLC	0.1%	20K	208.8K	0	0
Mar 31, 2025	PEAPACK GLADSTONE FINANCIAL CORP	0.1%	20.01K	209K	0	0
Mar 31, 2025	UBS GROUP AG	0.12%	24.17K	252.32K	-3.77K	-13.50%
Mar 31, 2025	LIDO ADVISORS, LLC	0.51%	99.94K	1.04M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.54%	104.96K	1.1M	-145.38K	-58.07%
Mar 31, 2025	CARY STREET PARTNERS FINANCIAL LLC	0.1%	19.6K	204.61K	5K	+34.25%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.1%	20.21K	211K	-389.04K	-95.06%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.13%	24.38K	254.54K	24.38K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.18%	35.57K	371.31K	16.52K	+86.70%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.35%	68.25K	712.57K	-195.79K	-74.15%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.57%	111.7K	1.17M	0	0
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.71%	139.18K	1.45M	-14.12K	-9.21%
Mar 31, 2025	ROYAL BANK OF CANADA	0.76%	148.42K	1.55M	-7.04K	-4.53%
Mar 31, 2025	MORGAN STANLEY	0.46%	90.05K	940.11K	-43.69K	-32.67%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.08%	16.37K	171K	4.93K	+43.13%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.05%	10.7K	111.71K	0	0
Mar 31, 2025	JOSEPH P. LUCIA & ASSOCIATES, LLC	0%	0	-	-26.06K	-100.00%
Mar 31, 2025	WALLEYE CAPITAL LLC	0%	0	-	-10.96K	-100.00%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	1.44%	280.98K	2.93M	182.86K	+186.36%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.71%	333.88K	3.49M	-16.98K	-4.84%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.28%	54.13K	565.11K	8.51K	+18.66%
Mar 31, 2025		0.35%	68.3K	702.85K	16.6K	+32.10%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.07%	13.19K	138K	0	0
Mar 31, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0%	0	-	-47.42K	-100.00%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	0%	0	-	-200.9K	-100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.05%	10.15K	105.99K	10.15K	+100.00%
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0%	0	-	-24.13K	-100.00%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-13.62K	-100.00%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-19.44K	-100.00%
Mar 31, 2025	CANANDAIGUA NATIONAL BANK & TRUST CO	0%	0	-	-13K	-100.00%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0%	69	720	69	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	9.38K	97.95K	-6.15K	-39.60%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.06%	11.43K	119.3K	-1	-0.01%
Mar 31, 2024	ROYAL BANK OF CANADA	0.85%	164.75K	1.77M	14.95K	+9.98%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.01%	195.97K	2.11M	18.52K	+10.44%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	1.22%	237.29K	2.55M	-139.87K	-37.08%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	8.28%	1.61M	17.34M	594K	+58.27%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.07%	404.06K	4.34M	908	+0.23%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	14.16%	2.76M	29.64M	107.91K	+4.07%
Mar 31, 2024	PEAPACK GLADSTONE FINANCIAL CORP	0.1%	20.01K	215K	0	0
Mar 31, 2024	BRIDGEWATER ADVISORS INC.	0.3%	57.56K	618.78K	0	0
Mar 31, 2024	KARPUS MANAGEMENT, INC.	0.35%	68.68K	738.26K	-1.63K	-2.31%
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.37%	71.32K	766.67K	25.78K	+56.59%
Mar 31, 2024	ALMITAS CAPITAL LLC	0.79%	154.58K	1.66M	1.6K	+1.05%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	1.14%	221.12K	2.38M	-59.75K	-21.27%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	1.97%	383.94K	4.01M	0	0
Mar 31, 2024	FOCUSED WEALTH MANAGEMENT, INC	0%	0	-	-1.28K	-100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-24.96K	-100.00%
Mar 31, 2024	NOMURA HOLDINGS INC	0%	0	-	-10.86K	-100.00%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	62	666	62	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	132	1.41K	2	+1.54%
Mar 31, 2024	SCARBOROUGH ADVISORS, LLC	0%	253	2.72M	0	0
Mar 31, 2024	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.01%	1.03K	11.08K	0	0
Mar 31, 2024	TORTOISE INVESTMENT MANAGEMENT, LLC	0.01%	1.03K	11.11K	-1.63K	-61.21%
Mar 31, 2024	HORIZON KINETICS ASSET MANAGEMENT LLC	0.05%	10.41K	111.95K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.06%	10.99K	118.09K	1.34K	+13.83%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.11%	21.64K	232.58K	-7.57K	-25.93%
Mar 31, 2024	THOMAS J. HERZFELD ADVISORS, INC.	0.12%	22.87K	245.82K	7.16K	+45.56%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	31.62K	340K	31.62K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.18%	35.91K	386.07K	1.09K	+3.13%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.19%	36.87K	396.38K	1.13K	+3.17%
Mar 31, 2024	SANDERS MORRIS HARRIS LLC	0.2%	39K	419.29K	39K	+100.00%
Mar 31, 2024	MATISSE CAPITAL	0%	0	-	-35.79K	-100.00%
Mar 31, 2024	CANANDAIGUA NATIONAL BANK & TRUST CO	0.07%	13K	139.75K	0	0
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.07%	13.19K	142K	0	0
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.07%	14.14K	152.02K	8.93K	+171.26%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.1%	20K	215K	-3.5K	-14.89%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	20.94K	225.07K	-22.3K	-51.58%
Mar 31, 2024	WHITEBOX ADVISORS LLC	0.19%	36.59K	393.32K	36.59K	+100.00%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.51%	98.89K	1.06M	-14.72K	-12.95%
Mar 31, 2024	MORGAN STANLEY	0.65%	125.77K	1.35M	-3.01K	-2.34%
Mar 31, 2024	AQR ARBITRAGE LLC	0.67%	131.12K	1.41M	-27.23K	-17.20%
Mar 31, 2024	LIDO ADVISORS, LLC	0.68%	132.84K	1.43M	-37.54K	-22.03%
Dec 31, 2023	BRIDGEWATER ADVISORS INC.	0.3%	57.56K	599.21K	0	0
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.58%	113.61K	1.18M	113.61K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.66%	128.78K	1.34M	-5.53K	-4.11%
Dec 31, 2023	ROYAL BANK OF CANADA	0.77%	149.8K	1.56M	-37.65K	-20.09%
Dec 31, 2023	ALMITAS CAPITAL LLC	0.79%	152.98K	1.59M	152.98K	+100.00%
Dec 31, 2023	AQR ARBITRAGE LLC	0.81%	158.35K	1.65M	21.36K	+15.60%
Dec 31, 2023	LIDO ADVISORS, LLC	0.87%	170.38K	1.77M	170.38K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.91%	177.45K	1.85M	7.8K	+4.60%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	1.44%	280.87K	2.92M	8.38K	+3.08%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	1.94%	377.16K	3.93M	84.37K	+28.82%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	1.97%	383.94K	3.99M	175K	+83.76%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	13.6%	2.65M	27.58M	1.34M	+103.08%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.07%	403.16K	4.2M	-19.35K	-4.58%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	5.23%	1.02M	10.61M	607.58K	+147.55%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0%	0	-	-31.64K	-100.00%
Dec 31, 2023	FIERA CAPITAL CORP	0%	0	-	-349.2K	-100.00%
Dec 31, 2023	UMB BANK, N.A.	0%	0	-	-1.57K	-100.00%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0%	0	-	-21.81K	-100.00%
Dec 31, 2023	NBC SECURITIES, INC.	0%	0	-	-2K	-100.00%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-31.41K	-100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	0	-	-1.57K	-100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	130	1.36K	1	+0.78%
Dec 31, 2023	SCARBOROUGH ADVISORS, LLC	0%	253	2.63K	253	+100.00%
Dec 31, 2023	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.01%	1.03K	10.73K	0	0
Dec 31, 2023	FOCUSED WEALTH MANAGEMENT, INC	0.01%	1.28K	13.32K	13	+1.03%
Dec 31, 2023	TORTOISE INVESTMENT MANAGEMENT, LLC	0.01%	2.66K	27.72K	0	0
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	5.21K	54.27K	5.21K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.05%	9.65K	100.46K	500	+5.46%
Dec 31, 2023	HORIZON KINETICS ASSET MANAGEMENT LLC	0.05%	10.41K	108.41K	0	0
Dec 31, 2023	NOMURA HOLDINGS INC	0.06%	10.86K	113K	10.86K	+100.00%
Dec 31, 2023	CANANDAIGUA NATIONAL BANK & TRUST CO	0.07%	13K	135.33K	0	0
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.07%	13.19K	137K	0	0
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	0.08%	15.71K	163.54K	15.71K	+100.00%
Dec 31, 2023	PEAPACK GLADSTONE FINANCIAL CORP	0.1%	20.01K	208K	0	0
Dec 31, 2023	SHUFRO ROSE & CO LLC	0.12%	23.5K	214.09K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.15%	29.21K	304.07K	-16.94K	-36.71%
Dec 31, 2023	UBS GROUP AG	0.18%	34.82K	362.51K	-5.95K	-14.60%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.18%	35.74K	372.02K	17.4K	+94.91%
Dec 31, 2023	MATISSE CAPITAL	0.18%	35.79K	372.62K	0	0
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.22%	43.24K	450.12K	43.24K	+100.00%
Dec 31, 2023	FORT POINT CAPITAL PARTNERS LLC	0.23%	45.54K	474.1K	27.83K	+157.06%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0.36%	70.3K	731.82K	-1.08M	-93.87%

Insiders

Among the VTN insiders holding of N/A of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 1.88M. CITIGROUP INC, 10 percent owner, is the second largest VTN insider with ownership of 629 shares. HUTTON HEAGY LINDA, director, stands third with possession of 350 shares of that stake.

Insiders	Designation	Shares Held
SABA CAPITAL MANAGEMENT, L.P.	10 percent owner	1.88M
CITIGROUP INC	10 percent owner	629
HUTTON HEAGY LINDA	director	350
BANK OF AMERICA CORP /DE/	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 03, 2024	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.50	803.27K	9.24M	1.88M
Oct 02, 2024	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.51	67.63K	778.39K	2.68M
Oct 01, 2024	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.59	9.64K	111.73K	2.75M
Mar 11, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.66	3.37K	35.96K	2.76M
Mar 08, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.63	12.89K	137.02K	2.75M
Mar 04, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.51	9.18K	96.5K	2.74M
Mar 01, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.52	15.77K	165.93K	2.73M
Jan 16, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.49	1.3K	13.64K	2.72M
Jan 11, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.49	8.91K	93.51K	2.72M
Jan 10, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.47	13.95K	146.04K	2.71M
Jan 09, 2024	SABA CAPITAL MANAGEMENT, L.P.	SALE	10.47	8.76K	91.66K	2.69M
Jan 05, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.47	43.3K	453.34K	2.7M
Jan 03, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.41	300	3.12K	2.66M
Jan 02, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.39	7.68K	79.83K	2.66M
Dec 15, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.44	14.76K	154.14K	2.65M
Dec 14, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.39	4.16K	43.21K	2.63M
Dec 13, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.26	90.7K	930.59K	2.63M
Dec 08, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.25	5.98K	61.28K	2.53M
Dec 07, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.24	3.02K	30.88K	2.54M
Dec 06, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.20	7.28K	74.22K	2.53M
Dec 05, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.18	23.46K	238.78K	2.52M
Dec 04, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	10.10	20.81K	210.14K	2.5M
Nov 30, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.98	83.5K	833.31K	2.48M
Nov 29, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.98	500	4.99K	2.4M
Nov 28, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.89	45.03K	445.31K	2.4M
Nov 22, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.84	8.33K	81.92K	2.35M
Nov 21, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.78	3.6K	35.21K	2.34M
Nov 20, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.73	18.85K	183.45K	2.34M
Nov 17, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.69	64.76K	627.51K	2.32M
Nov 16, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.62	100	962	2.26M
Nov 13, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.44	46.71K	440.93K	2.25M
Nov 10, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.44	55.74K	526.17K	2.21M
Nov 09, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.39	2.2K	20.66K	2.15M
Nov 08, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.33	630	5.88K	2.15M
Nov 07, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.18	200	1.84K	2.15M
Nov 06, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	9.05	40.18K	363.61K	2.15M
Nov 02, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	8.80	700	6.16K	2.11M
Nov 01, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	8.60	5.8K	49.88K	2.11M
Oct 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	8.56	17.96K	153.72K	2.1M
Aug 26, 2019	BANK OF AMERICA CORP /DE/	PURCHASE	13.72	100	1.37K	0
Aug 23, 2019	BANK OF AMERICA CORP /DE/	SALE	13.69	5.92K	81.04K	0
Feb 26, 2014	HUTTON HEAGY LINDA	PURCHASE	14.22	350	4.98K	350
Sep 19, 2011	BANK OF AMERICA CORP /DE/	SALE	14.46	650	9.4K	0
Mar 23, 2011	CITIGROUP INC	PURCHASE	25000.00	1	25K	629

Frequently Asked Questions