Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
54.5KNew |
$3.03M - $3.53M
|
54.5K
$3.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.1K+ 30.03% |
$1.23M - $1.43M
|
95.5K
$6.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.3K+ 7.33% |
$961K - $1.12M
|
253K
$16.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 16.72% |
$848K - $988K
|
106K
$7.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
12.9K+ 18.55% |
$720K - $839K
|
82.7K
$5.46M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.7KNew |
$649K - $756K
|
11.7K
$770K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.21KNew |
$457K - $532K
|
8.21K
$542K
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.56KNew |
$420K - $490K
|
7.56K
$499K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.5KNew |
$361K - $421K
|
6.5K
$429K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.1K+ 23.24% |
$339K - $395K
|
32.3K
$2.13M
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
6K+ 9.16% |
$333K - $389K
|
71.5K
$4.71M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.07K+ 32.43% |
$282K - $328K
|
20.7K
$1.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.4KNew |
$244K - $285K
|
4.4K
$290K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.16KNew |
$231K - $269K
|
4.16K
$274K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.65KNew |
$203K - $237K
|
3.65K
$241K
|
|
|
Aug 10, 2022
Q2 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.59K+ 1.8% |
$88.3K - $103K
|
89.8K
$5.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.2K+ 29.44% |
$66.7K - $77.7K
|
5.27K
$348K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
630+ 0.89% |
$35K - $40.8K
|
71.6K
$4.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
537+ 1.16% |
$29.9K - $34.8K
|
46.8K
$3.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
475+ 2.73% |
$26.4K - $30.8K
|
17.8K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
384+ 8.38% |
$21.4K - $24.9K
|
4.97K
$328K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
153+ 4.22% |
$8.51K - $9.91K
|
3.78K
$249K
|
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
51+ 0.65% |
$2.84K - $3.3K
|
7.88K
$520K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28+ 0.61% |
$1.56K - $1.81K
|
4.62K
$305K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16+ 0.15% |
$890 - $1.04K
|
11K
$728K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.54% |
$500 - $583
|
1.68K
$111K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-20- 0.08% |
$1.11K - $1.3K
|
26.2K
$1.73M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-22- 0.22% |
$1.22K - $1.43K
|
9.78K
$645K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-97- 2.39% |
$5.39K - $6.29K
|
3.97K
$262K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-169Closed |
$9.4K - $11K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-199- 1.38% |
$11.1K - $12.9K
|
14.2K
$937K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-500Closed |
$27.8K - $32.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-504- 5.29% |
$28K - $32.7K
|
9.03K
$596K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-763- 16.69% |
$42.4K - $49.4K
|
3.81K
$251K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-822- 26.61% |
$45.7K - $53.3K
|
2.27K
$150K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.5K- 17.23% |
$83.6K - $97.5K
|
7.23K
$477K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.81K- 6.56% |
$100K - $117K
|
25.7K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.26K- 10.25% |
$181K - $211K
|
28.5K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.96KClosed |
$220K - $256K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.11K- 0.95% |
$284K - $331K
|
534K
$35.2M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.11K- 0.95% |
$284K - $331K
|
534K
$35.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.95K- 31.53% |
$331K - $386K
|
12.9K
$853K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.45K- 4.6% |
$414K - $483K
|
155K
$10.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.51K- 16.64% |
$417K - $487K
|
37.6K
$2.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4KClosed |
$576K - $671K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-54.5KClosed |
$3.03M - $3.53M
|
0
$0
|