Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
91.3K+ 103.14% |
$4.98M - $5.69M
|
180K
$12.1M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
86.6K+ 40098.15% |
$4.72M - $5.4M
|
86.8K
$5.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
43K+ 154.09% |
$2.35M - $2.68M
|
70.9K
$4.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
28.6K+ 233.66% |
$1.56M - $1.78M
|
40.8K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.5K+ 12.46% |
$1.01M - $1.15M
|
167K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
14.4KNew |
$788K - $900K
|
14.4K
$969K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$741K - $847K
|
13.6K
$913K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.75K+ 77.73% |
$532K - $607K
|
22.3K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9K+ 19.7% |
$491K - $561K
|
54.7K
$3.67M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.8K+ 2.77% |
$425K - $486K
|
290K
$19.4M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.77K+ 125.95% |
$423K - $484K
|
13.9K
$935K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6.64K+ 35.74% |
$362K - $413K
|
25.2K
$1.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.36K+ 76.19% |
$238K - $272K
|
10.1K
$676K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.29KNew |
$234K - $267K
|
4.29K
$288K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.25K+ 2.85% |
$231K - $264K
|
153K
$10.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4.17KNew |
$227K - $260K
|
4.17K
$280K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.96K+ 5.35% |
$216K - $247K
|
78K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.1K+ 14.81% |
$169K - $193K
|
24K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 1.94% |
$168K - $192K
|
162K
$10.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.08K+ 34.15% |
$168K - $192K
|
12.1K
$812K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.68K+ 23.12% |
$91.6K - $105K
|
8.95K
$600K
|
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.61K+ 1.66% |
$87.9K - $100K
|
98.8K
$6.63M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
965+ 10.36% |
$52.6K - $60.1K
|
10.3K
$690K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
896+ 27.34% |
$48.8K - $55.8K
|
4.17K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
770+ 194.94% |
$42K - $48K
|
1.17K
$78.2K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
509+ 1.36% |
$27.8K - $31.7K
|
38K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
453+ 8.88% |
$24.7K - $28.2K
|
5.56K
$373K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
403New |
$22K - $25.1K
|
403
$27K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
378+ 11.08% |
$20.6K - $23.5K
|
3.79K
$254K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
360+ 0.69% |
$19.6K - $22.4K
|
52.2K
$3.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
309+ 3.2% |
$16.8K - $19.2K
|
9.96K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
210+ 4.1% |
$11.4K - $13.1K
|
5.33K
$358K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
109+ 11.24% |
$5.94K - $6.79K
|
1.08K
$72.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
42+ 0.52% |
$2.29K - $2.62K
|
8.08K
$542K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 1.04% |
$2.13K - $2.43K
|
3.79K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-6- 1.53% |
$327 - $374
|
387
$26K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-270- 2.84% |
$14.7K - $16.8K
|
9.23K
$620K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-290- 1.0% |
$15.8K - $18.1K
|
28.7K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-392- 1.5% |
$21.4K - $24.4K
|
25.7K
$1.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-536- 2.2% |
$29.2K - $33.4K
|
23.8K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-668- 7.4% |
$36.4K - $41.6K
|
8.36K
$561K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-800- 11.31% |
$43.6K - $49.8K
|
6.28K
$421K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.16K- 5.58% |
$63.5K - $72.5K
|
19.7K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.92K- 2.56% |
$105K - $119K
|
72.9K
$4.89M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.36K- 9.71% |
$183K - $209K
|
31.2K
$2.1M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.69K- 14.71% |
$201K - $230K
|
21.4K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.95K- 6.42% |
$215K - $246K
|
57.5K
$3.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6K- 15.99% |
$634K - $724K
|
61.1K
$4.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.4K- 13.45% |
$786K - $898K
|
92.8K
$6.23M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60K- 9.81% |
$3.27M - $3.73M
|
551K
$37M
|