Free Trial
→ I was wrong about Trump (From Porter & Company) (Ad) Free VTN Stock Alerts

INV VK INVT NY (VTN) Institutional Ownership

INV VK INVT NY logo
$10.48 -0.07 (-0.66%)
As of 03:58 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for INV VK INVT NY (NYSE:VTN)

Current
Institutional Ownership
Percentage
34.87%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$6.59M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$51.75M
Get VTN Insider Trade Alerts

Want to know when executives and insiders are buying or selling INV VK INVT NY stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VTN Institutional Buying and Selling by Quarter

INV VK INVT NY Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025Royal Bank of Canada148,415$1.55M0.0%-4.5%0.762%
5/15/2025Landscape Capital Management L.L.C.24,381$255K0.0%N/A0.125%
5/14/2025North Ground Capital68,304$703K0.7%+32.1%0.351%
5/13/2025Sit Investment Associates Inc.20,212$211K0.0%-95.1%0.104%
5/9/2025Cary Street Partners Financial LLC19,599$205K0.0%+34.2%0.101%
4/23/2025Oppenheimer Asset Management Inc.17,874$187K0.0%N/A0.092%
4/10/2025Hennion & Walsh Asset Management Inc.139,175$1.45M0.1%-9.2%0.715%
2/18/2025Alpine Global Management LLC47,420$496K0.1%N/A0.243%
2/17/2025Saba Capital Management L.P.200,901$2.10M0.0%-92.7%1.031%
2/17/2025Cary Street Partners Financial LLC14,599$153K0.0%N/A0.075%
2/17/2025CF Capital LLC51,707$541K0.6%N/A0.265%
2/17/2025Balyasny Asset Management L.P.19,441$204K0.0%N/A0.100%
2/17/2025Bank of America Corp DE250,348$2.62M0.0%+6.5%1.285%
2/14/2025Alpine Global Management LLC47,420$496K0.1%N/A0.243%
2/14/2025Stifel Financial Corp45,616$478K0.0%+19.4%0.234%
2/13/2025Guggenheim Capital LLC350,865$3.67M0.0%+3.9%1.801%
2/13/2025Walleye Capital LLC10,956$115K0.0%N/A0.056%
2/13/2025Raymond James Financial Inc.10,678$112K0.0%N/A0.055%
2/13/2025Sit Investment Associates Inc.409,252$4.29M0.1%-78.8%2.101%
2/13/2025Wells Fargo & Company MN11,428$120K0.0%-29.6%0.059%
2/12/2025Thomas J. Herzfeld Advisors Inc.24,132$253K0.1%-41.9%0.124%
2/11/2025Ashton Thomas Securities LLC111,700$1.17M0.3%+145.5%0.573%
2/11/2025LPL Financial LLC19,050$199K0.0%N/A0.098%
2/10/2025Commonwealth Equity Services LLC11,436$120K0.0%-68.8%0.059%
2/6/2025Raymond James Financial Inc.10,678$112K0.0%N/A0.055%
2/3/2025Wolverine Asset Management LLC13,618$143K0.0%+1,314.1%0.070%
1/31/2025Robinson Capital Management LLC98,122$1.03M0.4%-59.6%0.504%
1/22/2025Joseph P. Lucia & Associates LLC26,064$273K0.1%+131.3%0.134%
1/22/2025PFG Investments LLC10,700$112K0.0%N/A0.055%
1/15/2025Hennion & Walsh Asset Management Inc.153,293$1.61M0.1%+2.0%0.787%
12/3/2024Rivernorth Capital Management LLC201,747$2.33M0.1%+24.0%1.036%
11/15/2024Rivernorth Capital Management LLC197,573$2.28M0.1%+21.4%1.014%
10/23/2024Hennion & Walsh Asset Management Inc.150,218$1.73M0.1%-34.1%0.771%
8/16/2024Almitas Capital LLC96,688$1.09M0.5%-37.5%0.496%
8/15/2024Logan Stone Capital LLC129,794$1.46M0.4%-45.3%0.666%
8/14/2024Whitebox Advisors LLC120,354$1.35M0.0%+228.9%0.618%
7/24/2024Joseph P. Lucia & Associates LLC11,267$127K0.1%N/A0.058%
7/20/2024Hennion & Walsh Asset Management Inc.227,802$2.56M0.1%+3.0%1.170%
5/15/2024Whitebox Advisors LLC36,588$393K0.0%N/A0.188%
5/14/2024Karpus Management Inc.68,675$738K0.0%-2.3%0.353%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
4/24/2024Blue Bell Private Wealth Management LLC14,141$152K0.0%+171.3%0.073%
4/17/2024Hennion & Walsh Asset Management Inc.221,118$2.38M0.1%-21.3%1.135%
4/11/2024Sanders Morris Harris LLC39,004$419K0.1%N/A0.200%
3/27/2024Nomura Holdings Inc.10,855$113K0.0%N/A0.056%
2/22/2024Scarborough Advisors LLC25,000$260K0.0%N/A0.128%
2/13/2024Karpus Management Inc.70,300$732K0.0%-93.9%0.361%
2/8/2024Robinson Capital Management LLC383,936$3.99M1.4%+83.8%1.971%
1/25/2024Blue Bell Private Wealth Management LLC5,213$54K0.0%N/A0.027%
11/21/2023Almitas Capital LLC19,378$166K0.1%N/A0.099%
11/14/2023AQR Arbitrage LLC136,986$1.25M0.1%+89.9%0.703%
11/14/2023Saba Capital Management L.P.1,304,789$11.89M0.3%+122.4%6.698%
11/14/2023Robinson Capital Management LLC208,936$1.89M0.8%+6.8%1.073%
11/9/2023Fiera Capital Corp349,204$3.18M0.0%+2.4%1.793%
11/9/2023Karpus Management Inc.1,146,531$10.45M0.4%-5.5%5.886%
11/8/2023Fort Point Capital Partners LLC17,717$161K0.0%N/A0.091%
10/27/2023Hennion & Walsh Asset Management Inc.272,485$2.48M0.1%-28.1%1.399%
10/23/2023Commonwealth Equity Services LLC36,204$330K0.0%+12.4%0.186%
8/11/2023Karpus Management Inc.1,213,590$12.40M0.4%-6.9%6.230%
8/11/2023Guggenheim Capital LLC372,932$3.81M0.0%-6.0%1.914%
8/10/2023Sit Investment Associates Inc.331,012$3.38M0.1%-0.8%1.699%
8/9/2023Fiera Capital Corp340,995$3.49M0.0%+14.6%1.750%
8/7/2023Wolverine Asset Management LLC8,440$86K0.0%N/A0.043%
8/7/2023Tortoise Investment Management LLC29,340$300K0.0%-32.6%0.151%
8/2/2023Bank of Montreal Can20,602$248K0.0%N/A0.106%
7/31/2023Dakota Wealth Management31,644$323K0.0%-42.1%0.162%
5/11/2023Karpus Management Inc.1,303,389$13.63M0.4%-2.7%6.689%
5/11/2023Guggenheim Capital LLC396,805$4.15M0.0%+19.9%2.036%
5/9/2023Tortoise Investment Management LLC43,540$455K0.1%-53.0%0.223%
4/26/2023Fiera Capital Corp297,640$3.11M0.0%-4.6%1.527%
4/20/2023Hennion & Walsh Asset Management Inc.367,649$3.85M0.2%-20.7%1.886%
4/14/2023Dakota Wealth Management54,614$571K0.0%+26.0%0.280%
4/11/2023Canandaigua National Bank & Trust Co.13,000$136K0.0%N/A0.067%
2/10/2023Sit Investment Associates Inc.195,148$1.97M0.1%+245.6%1.001%
2/8/2023Fiera Capital Corp312,041$3.15M0.0%N/A1.601%
2/8/2023Dakota Wealth Management43,360$438K0.0%-22.7%0.222%
2/7/2023Commonwealth Equity Services LLC33,716$340K0.0%-20.1%0.173%
2/7/2023IFP Advisors Inc15,360$199K0.0%-34.0%0.079%
2/3/2023Tortoise Investment Management LLC92,709$936K0.2%-35.5%0.476%
2/1/2023Bank of Montreal Can21,111$244K0.0%N/A0.108%
1/27/2023Bridgewater Advisors Inc.57,561$581K0.1%-6.0%0.295%
1/25/2023Shufro Rose & Co. LLC23,500$237K0.0%+27.0%0.121%
1/12/2023Hennion & Walsh Asset Management Inc.463,856$4.69M0.3%+5.7%2.380%
11/15/2022Karpus Management Inc.1,307,125$12.50M0.4%+13.1%6.707%
11/15/2022Logan Stone Capital LLC60,651$580K0.4%+364.0%0.311%
11/14/2022Guggenheim Capital LLC352,970$3.37M0.0%+0.6%1.811%
11/14/2022Hennion & Walsh Asset Management Inc.438,660$4.19M0.3%+1.0%2.251%
11/10/2022Dakota Wealth Management56,114$536K0.0%+8.1%0.288%
11/10/2022Wolverine Asset Management LLC10,812$103K0.0%N/A0.055%
11/8/2022Robinson Capital Management LLC195,607$1.89M1.5%-9.8%1.004%
11/8/2022IFP Advisors Inc23,260$301K0.0%N/A0.119%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
11/4/2022Tortoise Investment Management LLC143,688$1.37M0.3%-2.0%0.737%
10/28/2022Bridgewater Advisors Inc.61,216$585K0.2%+6.1%0.314%
10/25/2022Raymond James & Associates10,234$98K0.0%N/A0.053%
8/15/2022Karpus Management Inc.1,156,065$12.45M0.4%+13.4%5.933%
8/5/2022Dakota Wealth Management51,914$559K0.1%+54.9%0.266%
8/4/2022Robinson Capital Management LLC216,857$2.34M1.7%+20.7%1.113%
8/3/2022Janney Montgomery Scott LLC10,532$113K0.0%-13.9%0.054%
7/22/2022Shufro Rose & Co. LLC18,500$199K0.0%+19.4%0.095%
7/19/2022Commonwealth Equity Services LLC51,656$556K0.0%+16.7%0.265%
7/19/2022Hennion & Walsh Asset Management Inc.434,374$4.68M0.3%+6.3%2.229%
(Data available from 1/1/2016 forward)

VTN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTN shares?

During the previous two years, 40 institutional investors and hedge funds held shares of INV VK INVT NY. The most heavily invested institutionals were Guggenheim Capital LLC ($3.67M), Fiera Capital Corp ($3.18M), Bank of America Corp DE ($2.62M), Rivernorth Capital Management LLC ($2.33M), Saba Capital Management L.P. ($2.10M), Royal Bank of Canada ($1.55M), and Logan Stone Capital LLC ($1.46M).Learn more on INV VK INVT NY's institutional investors.

What percentage of INV VK INVT NY's stock is owned by institutional investors?

34.87% of INV VK INVT NY's stock is owned by institutional investors. Learn more on VTN's institutional investor holdings.

Which institutional investors have been buying INV VK INVT NY's stock?

Of the 32 institutional investors that purchased INV VK INVT NY's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($718.18K), Robinson Capital Management LLC ($188.33K), Whitebox Advisors LLC ($120.35K), Alpine Global Management LLC ($94.84K), Rivernorth Capital Management LLC ($73.83K), Ashton Thomas Securities LLC ($66.20K), and AQR Arbitrage LLC ($64.85K).

How much institutional buying is happening at INV VK INVT NY?

Institutional investors have bought a total of 614,653 shares in the last 24 months. This purchase volume represents approximately $6.59M in transactions.

Which of INV VK INVT NY's major shareholders have been selling company stock?

Of the 10 institutional investors that sold INV VK INVT NY's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($2.56M), Sit Investment Associates Inc. ($1.91M), Robinson Capital Management LLC ($144.72K), Logan Stone Capital LLC ($107.50K), Hennion & Walsh Asset Management Inc. ($91.70K), Almitas Capital LLC ($57.89K), and Commonwealth Equity Services LLC ($25.26K).

How much institutional selling is happening at INV VK INVT NY?

Institutional investors have sold a total of 4,924,506 shares in the last 24 months. This volume of shares sold represents approximately $51.75M in transactions.


Related Companies

This page (NYSE:VTN) was last updated on 7/7/2025 by MarketBeat.com Staff
From Our Partners
A grave, grave error.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored