Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.86K+ 94.24% |
$248K - $267K
|
7.96K
$517K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.97KNew |
$190K - $205K
|
2.97K
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.75K+ 45.91% |
$112K - $121K
|
5.55K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$41.7K - $45K
|
650
$42.3K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
233New |
$15K - $16.1K
|
233
$15.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
229+ 1.19% |
$14.7K - $15.9K
|
19.5K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
216+ 4.6% |
$13.9K - $15K
|
4.92K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
44+ 0.55% |
$2.82K - $3.05K
|
8.07K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$899 - $969
|
16K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 4.17% |
$257 - $277
|
92
$5.98K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-13- 0.29% |
$835 - $900
|
4.44K
$288K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-150- 0.77% |
$9.63K - $10.4K
|
19.5K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-257- 4.2% |
$16.5K - $17.8K
|
5.86K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-498- 1.73% |
$32K - $34.5K
|
28.3K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.56K- 17.56% |
$100K - $108K
|
7.32K
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.98K- 50.0% |
$255K - $275K
|
3.98K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-5.99K- 27.79% |
$384K - $415K
|
15.6K
$1.01M
|