Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.5KNew |
$1.86M - $2.02M
|
32.5K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4K+ 146.86% |
$1.28M - $1.39M
|
37.7K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.3K+ 5.13% |
$1.11M - $1.2M
|
396K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.3K+ 5.72% |
$932K - $1.01M
|
301K
$19.9M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.7K+ 167.06% |
$672K - $729K
|
18.8K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.5K+ 25.04% |
$599K - $650K
|
52.2K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.83K+ 12.03% |
$219K - $238K
|
35.7K
$2.35M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.83K+ 1770.83% |
$219K - $238K
|
4.04K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$192K - $209K
|
3.36K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.29KNew |
$189K - $205K
|
3.29K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.88K+ 10.94% |
$108K - $117K
|
19.1K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
917New |
$52.5K - $57K
|
917
$60.5K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
451+ 10.81% |
$25.8K - $28K
|
4.62K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
357+ 10.14% |
$20.4K - $22.2K
|
3.88K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
136New |
$7.79K - $8.45K
|
136
$8.97K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
54+ 0.7% |
$3.09K - $3.36K
|
7.82K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40+ 4.19% |
$2.29K - $2.49K
|
995
$65.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-90- 49.72% |
$5.16K - $5.59K
|
91
$6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-159- 2.54% |
$9.11K - $9.88K
|
6.11K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-164- 2.5% |
$9.39K - $10.2K
|
6.39K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-187- 1.87% |
$10.7K - $11.6K
|
9.84K
$649K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-288- 1.41% |
$16.5K - $17.9K
|
20.1K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-383- 2.24% |
$21.9K - $23.8K
|
16.7K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-400- 5.08% |
$22.9K - $24.9K
|
7.47K
$493K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-426- 9.18% |
$24.4K - $26.5K
|
4.22K
$278K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 22.6% |
$65K - $70.6K
|
3.89K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.26K- 2.83% |
$71.9K - $78K
|
43.2K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.94K- 4.61% |
$111K - $120K
|
40.1K
$2.64M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.12K- 17.37% |
$122K - $132K
|
10.1K
$666K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.33K- 6.14% |
$191K - $207K
|
51K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.61K- 14.72% |
$207K - $224K
|
20.9K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.01K- 5.78% |
$230K - $249K
|
65.4K
$4.31M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.05K- 2.98% |
$289K - $314K
|
164K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.52K- 13.6% |
$316K - $343K
|
35.1K
$2.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.93K- 21.68% |
$339K - $368K
|
21.4K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.34K- 8.67% |
$363K - $394K
|
66.8K
$4.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-9.32K- 15.77% |
$534K - $579K
|
49.8K
$3.28M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 20.9% |
$607K - $658K
|
40.1K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.9K- 12.7% |
$851K - $923K
|
102K
$6.73M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.4K- 3.51% |
$881K - $956K
|
423K
$27.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.4K- 3.51% |
$881K - $956K
|
423K
$27.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-19.7K- 17.63% |
$1.13M - $1.23M
|
92.2K
$6.08M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.9K- 10.37% |
$2.8M - $3.04M
|
423K
$27.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-67.5K- 57.86% |
$3.87M - $4.2M
|
49.2K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-67.6K- 88.28% |
$3.87M - $4.2M
|
8.97K
$592K
|