Free Trial
Earnings Season Is Here. MarketBeat All Access for Just $149
Get the Deal
Claim MarketBeat All Access Sale Promotion

Inv Vk Invt Ny (VTN) Institutional Ownership

Inv Vk Invt Ny logo
$9.73 -0.08 (-0.82%)
Closing price 03:59 PM Eastern
Extended Trading
$9.86 +0.13 (+1.34%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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)
14
Total
Institutional Inflows
(last 12 months)
$7.53M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$798.65K
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VTN Institutional Buying and Selling by Quarter

Inv Vk Invt Ny Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Integrated 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%
5/19/2026Bank of America Corp DE88,353$966K0.0%-18.2%0.605%
5/19/2026Ashton Thomas Securities LLC141,200$1.55M0.2%-1.9%0.966%
5/18/2026Royal Bank of Canada164,015$1.79M0.0%-3.5%1.123%
3/17/2026Rockefeller Capital Management L.P.2,132$25K0.0%-59.1%0.011%
2/17/2026Guggenheim Capital LLC254,899$2.93M0.0%+9.8%0.000%
2/17/2026&PARTNERS12,806$147K0.0%N/A0.000%
2/17/2026Royal Bank of Canada170,015$1.96M0.0%+7.5%0.000%
2/13/2026Stifel Financial Corp49,822$573K0.0%-12.4%0.000%
2/12/2026Jane Street Group LLC17,542$202K0.0%N/A0.000%
2/11/2026LPL Financial LLC40,266$463K0.0%+20.0%0.000%
2/3/2026Indivisible Partners227,767$2.62M0.3%N/A0.000%
2/2/2026Ashton 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%
1/7/2026Aventura Private Wealth LLC4,000$46K0.0%N/A0.000%
11/21/2025Alpine Global Management LLC56,177$619K0.1%N/A0.000%
11/17/2025Susquehanna International Group LLP12,425$137K0.0%+17.6%0.000%
11/17/2025Bank of America Corp DE94,920$1.05M0.0%-15.4%0.000%
10/29/2025North Ground Capital106,729$1.18M0.7%+73.6%0.000%
10/27/2025Ashton Thomas Securities LLC149,200$1.64M0.2%+14.2%0.000%
10/24/2025Fingerlakes 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%
9/4/2025Osaic Holdings Inc.6,062$63K0.0%-35.4%0.000%
8/15/2025Bank of America Corp DE112,148$1.17M0.0%+6.8%0.000%
8/14/2025Raymond James Financial Inc.7,573$79K0.0%-28.7%0.000%
8/13/2025Guggenheim Capital LLC354,973$3.71M0.0%+6.3%0.000%
8/12/2025Horizon Kinetics Asset Management LLC12,274$128K0.0%+17.9%0.000%
7/21/2025Ashton 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
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 660,408 shares in the last 24 months. This purchase volume represents approximately $7.53M 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.


Related Companies

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.
From Our Partners
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company
We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billi...
Banyan Hill Publishing | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel