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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
109KNew |
$7.02M - $7.57M
|
109K
$7.19M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.5K+ 71.44% |
$3.63M - $3.91M
|
136K
$8.91M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.9K+ 14560.49% |
$3.08M - $3.32M
|
48.2K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3K+ 180.28% |
$1.69M - $1.82M
|
40.9K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.9K+ 4.84% |
$1.53M - $1.65M
|
517K
$34M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
10.6K+ 3.04% |
$679K - $733K
|
359K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.8KNew |
$629K - $678K
|
9.8K
$644K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.86K+ 94.24% |
$248K - $267K
|
7.96K
$523K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.97KNew |
$190K - $205K
|
2.97K
$195K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.11K+ 6.55% |
$135K - $146K
|
34.3K
$2.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.75K+ 45.91% |
$112K - $121K
|
5.55K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.66K+ 0.58% |
$107K - $115K
|
289K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35K+ 4.17% |
$86.3K - $93.1K
|
33.6K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.05K+ 2.24% |
$67.6K - $72.9K
|
48K
$3.15M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
769+ 16.15% |
$49.4K - $53.2K
|
5.53K
$364K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$41.7K - $45K
|
650
$42.7K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
447+ 1.1% |
$28.7K - $31K
|
41.2K
$2.71M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
233New |
$15K - $16.1K
|
233
$15.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
229+ 1.19% |
$14.7K - $15.9K
|
19.5K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
216+ 4.6% |
$13.9K - $15K
|
4.92K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
150+ 0.85% |
$9.63K - $10.4K
|
17.9K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
136New |
$8.73K - $9.42K
|
136
$8.94K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
44+ 0.55% |
$2.82K - $3.05K
|
8.07K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.18% |
$1.16K - $1.25K
|
10.1K
$664K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$899 - $969
|
16K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 4.17% |
$257 - $277
|
92
$6.05K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-13- 0.29% |
$835 - $900
|
4.44K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-27- 0.58% |
$1.73K - $1.87K
|
4.6K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.85% |
$1.8K - $1.94K
|
3.27K
$215K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-150- 0.77% |
$9.63K - $10.4K
|
19.5K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-198- 3.34% |
$12.7K - $13.7K
|
5.72K
$376K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-257- 4.2% |
$16.5K - $17.8K
|
5.86K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-267- 0.61% |
$17.1K - $18.5K
|
43.5K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-475- 48.03% |
$30.5K - $32.9K
|
514
$33.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-498- 1.73% |
$32K - $34.5K
|
28.3K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-506- 2.26% |
$32.5K - $35K
|
21.9K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-786- 21.88% |
$50.5K - $54.4K
|
2.81K
$184K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.56K- 17.56% |
$100K - $108K
|
7.32K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.36K- 4.38% |
$152K - $163K
|
51.5K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.46K- 1.27% |
$158K - $170K
|
191K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.98K- 50.0% |
$255K - $275K
|
3.98K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.01K- 10.14% |
$257K - $277K
|
35.5K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.02K- 10.57% |
$258K - $278K
|
34K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-4.62K- 56.69% |
$297K - $320K
|
3.53K
$232K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.66K- 3.73% |
$363K - $392K
|
146K
$9.59M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-5.99K- 27.79% |
$384K - $415K
|
15.6K
$1.02M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31.2K- 98.96% |
$2.01M - $2.16M
|
329
$21.6K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-35.3K- 85.82% |
$2.27M - $2.44M
|
5.83K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.4K- 29.3% |
$2.79M - $3.01M
|
105K
$6.89M
|