Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
96.6K+ 44700.46% |
$5.22M - $5.64M
|
96.8K
$6.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.1KNew |
$1.63M - $1.76M
|
30.1K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.5K+ 12.32% |
$1.11M - $1.2M
|
187K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.9K+ 10.52% |
$1.02M - $1.1M
|
199K
$13.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 1177.66% |
$687K - $742K
|
13.8K
$910K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 6.85% |
$599K - $647K
|
173K
$11.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.53K+ 13.43% |
$515K - $556K
|
80.5K
$5.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.47K+ 17.32% |
$512K - $553K
|
64.2K
$4.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
8.16K+ 32.35% |
$441K - $476K
|
33.4K
$2.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.55K+ 14.6% |
$300K - $324K
|
43.5K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.46K+ 22.74% |
$295K - $319K
|
29.5K
$1.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.22K+ 1.23% |
$65.9K - $71.2K
|
100K
$6.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1K+ 16.0% |
$54.3K - $58.6K
|
7.28K
$480K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
842+ 4.27% |
$45.5K - $49.2K
|
20.6K
$1.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
785+ 6.49% |
$42.4K - $45.8K
|
12.9K
$850K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
777+ 18.62% |
$42K - $45.4K
|
4.95K
$327K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
654+ 6.49% |
$35.4K - $38.2K
|
10.7K
$708K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
430New |
$23.3K - $25.1K
|
430
$28.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
393+ 2.82% |
$21.2K - $22.9K
|
14.3K
$945K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
359+ 9.8% |
$19.4K - $21K
|
4.02K
$265K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
267New |
$14.4K - $15.6K
|
267
$17.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
250+ 1.39% |
$13.5K - $14.6K
|
18.2K
$1.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
125+ 1.35% |
$6.76K - $7.3K
|
9.36K
$618K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
61+ 0.76% |
$3.3K - $3.56K
|
8.14K
$537K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10+ 0.19% |
$541 - $584
|
5.34K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14- 1.2% |
$757 - $817
|
1.15K
$75.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-38- 0.15% |
$2.05K - $2.22K
|
25.6K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-227- 6.0% |
$12.3K - $13.3K
|
3.56K
$235K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-300- 3.01% |
$16.2K - $17.5K
|
9.66K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-581- 0.2% |
$31.4K - $33.9K
|
289K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-604- 0.83% |
$32.7K - $35.3K
|
72.3K
$4.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-669- 6.51% |
$36.2K - $39.1K
|
9.61K
$634K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-818- 1.05% |
$44.2K - $47.8K
|
77.2K
$5.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.24K- 4.31% |
$66.8K - $72.2K
|
27.4K
$1.81M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.28K- 25.55% |
$69.3K - $74.8K
|
3.74K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.34K- 9.25% |
$72.2K - $78K
|
13.1K
$865K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.45K- 17.29% |
$78.2K - $84.4K
|
6.92K
$456K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-4.07K- 17.12% |
$220K - $238K
|
19.7K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.52K- 24.75% |
$298K - $322K
|
16.8K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.86K- 21.96% |
$371K - $400K
|
24.4K
$1.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.07K- 7.61% |
$382K - $413K
|
85.8K
$5.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.51K- 35.11% |
$406K - $438K
|
13.9K
$916K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.8K- 24.01% |
$747K - $806K
|
43.7K
$2.88M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-19.3K- 47.31% |
$1.04M - $1.13M
|
21.5K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-36.1K- 23.57% |
$1.95M - $2.11M
|
117K
$7.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-105K- 19.06% |
$5.68M - $6.14M
|
446K
$29.4M
|