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Delaware Investments Minnesota Municipal Income Fund II, Inc

VMMDelisted Feb 14, 2022

Delaware Investments Minnesota Municipal Income Fund II, Inc was delisted on Feb 14, 2022; its insiders filed their last Form 4 on Aug 19, 2022; 38 institutions reported holding it in 13F filings for Q4 2021, worth $52.9M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Delaware Investments Minnesota Municipal Income Fund II, Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
36
0 vs. Q2 2021
Shares held
3.32M
+82.4K (+2.5%) vs. Q2 2021
Total value
$47.1M
+$1.31M (+2.9%) vs. Q2 2021
New holders
1
14 more added
Sold out
1
8 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VMM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 36 institutions
Q1 2021: 36 institutionsQ2 2021: 36 institutionsQ3 2021: 36 institutionsQ4 2021: 38 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $47.1M
Q1 2021: $42.8MQ2 2021: $45.8MQ3 2021: $47.1MQ4 2021: $52.9MQ1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding VMM and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 202138$52.9M
Q3 202136$47.1M
Q2 202136$45.8M
Q1 202136$42.8M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Delaware Investments Minnesota Municipal Income Fund II, Inc; share changes are against Q2 2021.

Institutions holding VMM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Geneos Wealth Management Inc.389$5.00K0.00%00.0%Unchanged
Financial Perspectives, Inc1,020$14.5K0.01%00.0%Unchanged
AdvisorNet Financial, Inc2,723$39.0K0.00%00.0%Unchanged
US Bancorp3,058$43.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC3,374$48.0K0.01%+9+0.3%Added
Johnson Midwest Financial, LLC3,442$49.0K0.04%00.0%Unchanged
Advisor Group Holdings, Inc.6,555$93.0K0.00%+3,655+126.0%Added
Thomas J. Herzfeld Advisors, Inc.7,663$109.0K0.05%−6,555−46.1%Reduced
HighMark Wealth Management LLC12,574$178.0K0.13%+92+0.7%Added
Wolverine Asset Management LLC14,007$198.0K0.00%+14,007New
NEXT Financial Group, Inc14,394$204.0K0.02%+3,292+29.7%Added
Cambridge Investment Research Advisors, Inc.15,314$217.0K0.00%+25+0.2%Added
Paradigm, Strategies in Wealth Management, LLC17,388$247.0K0.23%+127+0.7%Added
Commonwealth Equity Services, LLC18,002$255.0K0.00%+1,852+11.5%Added
Stifel Financial Corp19,608$278.0K0.00%+80.0%Added
Avantax Advisory Services, Inc.20,826$295.0K0.00%00.0%Unchanged
Access Financial Services, Inc.21,724$308.0K0.14%00.0%Unchanged
Cetera Advisor Networks LLC24,879$353.0K0.00%00.0%Unchanged
Bank of America Corp28,977$411.0K0.00%−6,957−19.4%Reduced
Sightline Wealth Advisors, LLC33,495$475.0K0.40%−9,146−21.4%Reduced
UBS Group AG37,073$526.0K0.00%−11,369−23.5%Reduced
Coastal Investment Advisors, Inc.40,439$573.0K0.14%00.0%Unchanged
LPL Financial LLC42,604$604.0K0.00%+115+0.3%Added
Morgan Stanley49,349$700.0K0.00%−50,369−50.5%Reduced
Ameriprise Financial Inc53,448$758.0K0.00%+28,832+117.1%Added
Berger Financial Group, Inc60,919$864.0K0.16%+629+1.0%Added
Royal Bank of Canada62,072$880.0K0.00%−2,691−4.2%Reduced
Wakefield Asset Management LLLP64,631$916.0K0.34%−254−0.4%Reduced
Matisse Capital70,000$993.0K0.37%00.0%Unchanged
Marks Group Wealth Management, Inc76,570$1.09M0.15%00.0%Unchanged
NFP Retirement, Inc.80,066$1.14M0.46%+221+0.3%Added
Wells Fargo & Company133,940$1.90M0.00%−57,460−30.0%Reduced
Rivernorth Capital Management, LLC190,012$2.69M0.14%+146,690+338.6%Added
Sit Investment Associates Inc337,636$4.79M0.12%00.0%Unchanged
Mackay Shields LLC564,399$8.00M0.08%00.0%Unchanged
Saba Capital Management, L.P.1,190,004$16.9M0.54%+40,912+3.6%Added
Punch & Associates Investment Management, Inc.0$00.00%−13,300−100.0%Sold out