Purchases and Sales Made in Q1 2021 in Victory Portf Ii Shs Us Lrg Ca (CDL)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Lrg Ca (CDL) during Q1 2021. The information is specifically focused on institutions that hold shares of VICTORY PORTF II SHS US LRG CA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165KNew |
N/A
|
165K
$10.1M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.39K+ 9.48% |
N/A
|
62.2K
$3.8M
|
|
May 12, 2021
Q1 2021
|
Tap Consulting, LLC
|
BUY
|
- |
5.05K+ 10.02% |
N/A
|
55.4K
$3.39M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.82KNew |
N/A
|
3.82K
$233K
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.8KNew |
N/A
|
3.8K
$232K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.26KNew |
N/A
|
3.26K
$199K
|
|
May 12, 2021
Q1 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.93K+ 20.32% |
N/A
|
17.4K
$1.06M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.46K+ 2.15% |
N/A
|
69K
$4.21M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
273+ 2.91% |
N/A
|
9.66K
$589K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
134+ 2.3% |
N/A
|
5.95K
$363K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14+ 0.81% |
N/A
|
1.75K
$107K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
N/A
|
8.1K
$495K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-97- 1.87% |
N/A
|
5.1K
$311K
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
SELL
|
- |
-164- 0.61% |
N/A
|
26.9K
$1.64M
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-546Closed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-737- 10.7% |
N/A
|
6.15K
$375K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.19K- 9.62% |
N/A
|
11.1K
$680K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.42K- 8.85% |
N/A
|
14.6K
$891K
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
SELL
|
- |
-1.61K- 9.76% |
N/A
|
14.9K
$910K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.65K- 41.23% |
N/A
|
2.36K
$144K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.69K- 5.9% |
N/A
|
26.9K
$1.64M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.84K- 3.11% |
N/A
|
57.3K
$3.5M
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.89K- 99.06% |
N/A
|
18
$1.1K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.89K- 3.87% |
N/A
|
96.7K
$5.91M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.38K- 56.19% |
N/A
|
3.42K
$209K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-6.27KClosed |
N/A
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.43KClosed |
N/A
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-6.47K- 29.74% |
N/A
|
15.3K
$934K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 40.41% |
N/A
|
26.7K
$1.63M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.2K- 60.07% |
N/A
|
22.8K
$1.39M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.6K- 60.7% |
N/A
|
25K
$1.53M
|