Purchases and Sales Made in Q1 2022 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 2022. 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 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 32.14% |
$7.78M - $8.36M
|
539K
$35.6M
|
|
|
May 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
88.2KNew |
$5.23M - $5.62M
|
88.2K
$5.82M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
51.1K+ 1496.22% |
$3.03M - $3.26M
|
54.5K
$3.6M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.9K+ 26.87% |
$2.96M - $3.18M
|
236K
$15.6M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
45.1KNew |
$2.68M - $2.88M
|
45.1K
$2.98M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
42K+ 150.72% |
$2.49M - $2.67M
|
69.8K
$4.61M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.2K+ 49.28% |
$1.44M - $1.55M
|
73.4K
$4.85M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6K+ 345.68% |
$869K - $933K
|
18.9K
$1.25M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.1KNew |
$661K - $710K
|
11.1K
$735K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.62K+ 16.69% |
$393K - $422K
|
46.3K
$3.06M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.11K+ 0.96% |
$303K - $326K
|
539K
$35.6M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.07KNew |
$242K - $260K
|
4.07K
$269K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$241K - $259K
|
4.06K
$268K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$215K - $231K
|
3.63K
$239K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.14K+ 3.71% |
$67.5K - $72.5K
|
31.8K
$2.1M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
756+ 8.36% |
$44.9K - $48.2K
|
9.8K
$646K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
500New |
$29.7K - $31.9K
|
500
$33K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
431+ 3.08% |
$25.6K - $27.5K
|
14.4K
$951K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
324+ 2.12% |
$19.2K - $20.6K
|
15.6K
$1.03M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
178+ 0.27% |
$10.6K - $11.3K
|
65.5K
$4.32M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157+ 5.35% |
$9.32K - $10K
|
3.09K
$204K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
145+ 604.17% |
$8.61K - $9.24K
|
169
$11.2K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119+ 0.13% |
$7.06K - $7.58K
|
91.2K
$6.02M
|
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
38+ 0.49% |
$2.26K - $2.42K
|
7.83K
$517K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37+ 0.34% |
$2.2K - $2.36K
|
11K
$727K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7+ 0.08% |
$415 - $446
|
8.73K
$576K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$237 - $255
|
3.96K
$261K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2- 0.02% |
$119 - $127
|
11K
$726K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18- 1.07% |
$1.07K - $1.15K
|
1.67K
$110K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-95- 0.99% |
$5.64K - $6.05K
|
9.54K
$629K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-480- 0.67% |
$28.5K - $30.6K
|
71K
$4.69M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-579- 2.16% |
$34.4K - $36.9K
|
26.2K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 3.51% |
$59.5K - $63.9K
|
27.5K
$1.82M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 1.84% |
$180K - $193K
|
162K
$10.7M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.48KClosed |
$207K - $222K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.61K- 25.84% |
$214K - $230K
|
10.4K
$683K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.33KClosed |
$257K - $276K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.93KClosed |
$470K - $505K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-14.5KClosed |
$860K - $923K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.4K- 43.69% |
$1.21M - $1.3M
|
26.2K
$1.73M
|