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Inv Vk Invt Ny (VTN) Institutional Ownership

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$10.04 -0.03 (-0.25%)
Closing price 03:59 PM Eastern
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$10.03 -0.01 (-0.05%)
As of 04:10 PM Eastern
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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)
14
Total
Institutional Inflows
(last 12 months)
$8.50M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$798.65K
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VTN Institutional Buying and Selling by Quarter

Inv Vk Invt Ny Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Integrated Wealth Concepts LLC4,200$49K0.0%N/A0.029%
7/9/2026 Hennion & Walsh Asset Management Inc.510,183$5.91M0.2%-2.0%3.480%
5/19/2026 Bank of America Corp DE88,353$966K0.0%-18.2%0.605%
5/19/2026 Ashton Thomas Securities LLC141,200$1.55M0.2%-1.9%0.966%
5/18/2026 Royal Bank of Canada164,015$1.79M0.0%-3.5%1.123%
3/17/2026 Rockefeller Capital Management L.P.2,132$25K0.0%-59.1%0.011%
2/17/2026 Guggenheim Capital LLC254,899$2.93M0.0%+9.8%0.000%
2/17/2026 &PARTNERS12,806$147K0.0%N/A0.000%
2/17/2026 Royal Bank of Canada170,015$1.96M0.0%+7.5%0.000%
2/13/2026 Stifel Financial Corp49,822$573K0.0%-12.4%0.000%
2/12/2026 Jane Street Group LLC17,542$202K0.0%N/A0.000%
2/11/2026 LPL Financial LLC40,266$463K0.0%+20.0%0.000%
2/3/2026 Indivisible Partners227,767$2.62M0.3%N/A0.000%
2/2/2026 Ashton Thomas Securities LLC143,900$1.66M0.3%-3.6%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.473,944$5.46M0.2%+87.3%0.000%
1/7/2026 Aventura Private Wealth LLC4,000$46K0.0%N/A0.000%
11/21/2025 Alpine Global Management LLC56,177$619K0.1%N/A0.000%
11/17/2025 Susquehanna International Group LLP12,425$137K0.0%+17.6%0.000%
11/17/2025 Bank of America Corp DE94,920$1.05M0.0%-15.4%0.000%
10/29/2025 North Ground Capital106,729$1.18M0.7%+73.6%0.000%
10/27/2025 Ashton Thomas Securities LLC149,200$1.64M0.2%+14.2%0.000%
10/24/2025 Fingerlakes Wealth Management Inc.10,099$111K0.1%N/A0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.253,029$2.79M0.1%+52.9%0.000%
9/4/2025 Osaic Holdings Inc.6,062$63K0.0%-35.4%0.000%
8/15/2025 Bank of America Corp DE112,148$1.17M0.0%+6.8%0.000%
8/14/2025 Raymond James Financial Inc.7,573$79K0.0%-28.7%0.000%
8/13/2025 Guggenheim Capital LLC354,973$3.71M0.0%+6.3%0.000%
8/12/2025 Horizon Kinetics Asset Management LLC12,274$128K0.0%+17.9%0.000%
7/21/2025 Ashton Thomas Securities LLC130,700$1.37M0.3%+17.0%0.000%
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%
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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%
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%
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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%


VTN Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 institutional investors and hedge funds held shares of Inv Vk Invt Ny. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($5.91M), Guggenheim Capital LLC ($2.93M), Indivisible Partners ($2.62M), Rivernorth Capital Management LLC ($2.33M), Saba Capital Management L.P. ($2.10M), Royal Bank of Canada ($1.79M), and Ashton Thomas Securities LLC ($1.55M).Learn more on Inv Vk Invt Ny's institutional investors.

34.87% of Inv Vk Invt Ny's stock is owned by institutional investors. Learn more on VTN's institutional investor holdings.

Of the 28 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: Hennion & Walsh Asset Management Inc. ($311.53K), Indivisible Partners ($227.77K), Alpine Global Management LLC ($151.02K), Ashton Thomas Securities LLC ($103.70K), Rivernorth Capital Management LLC ($73.83K), North Ground Capital ($61.85K), and Guggenheim Capital LLC ($57.05K).

Institutional investors have bought a total of 747,952 shares in the last 24 months. This purchase volume represents approximately $8.50M in transactions.

The following institutional investors have sold Inv Vk Invt Ny stock in the last 24 months: Bank of America Corp DE ($36.88K), Hennion & Walsh Asset Management Inc. ($10.53K), Ashton Thomas Securities LLC ($8K), Stifel Financial Corp ($7.04K), Royal Bank of Canada ($6K), and Rockefeller Capital Management L.P. ($3.08K).

Institutional investors have sold a total of 71,540 shares in the last 24 months. This volume of shares sold represents approximately $798.65K in transactions.


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Institutional ownership data for NYSE:VTN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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