Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
372K+ 93.94% |
$21.8M - $23.4M
|
768K
$50.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53K+ 829.15% |
$3.11M - $3.34M
|
59.4K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.9K+ 11.57% |
$2.87M - $3.08M
|
472K
$31.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.9K+ 11.57% |
$2.87M - $3.08M
|
472K
$31.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
21.7KNew |
$1.27M - $1.37M
|
21.7K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.7KNew |
$748K - $803K
|
12.7K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 26.42% |
$622K - $667K
|
50.7K
$3.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
8.73K+ 9.47% |
$513K - $550K
|
101K
$6.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.3KNew |
$311K - $334K
|
5.3K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.94K+ 4.84% |
$290K - $312K
|
107K
$7.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.7K+ 14.39% |
$159K - $170K
|
21.5K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.06K+ 10.78% |
$121K - $130K
|
21.2K
$1.4M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.94K+ 897.69% |
$114K - $122K
|
2.16K
$142K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 1.03% |
$99.1K - $106K
|
166K
$11M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.53K+ 2.29% |
$89.7K - $96.3K
|
68.3K
$4.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.42K+ 0.47% |
$83.6K - $89.7K
|
302K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
822+ 2.31% |
$48.3K - $51.8K
|
36.5K
$2.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$17.6K - $18.9K
|
300
$19.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200New |
$11.7K - $12.6K
|
200
$13.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
108+ 0.33% |
$6.34K - $6.81K
|
32.7K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
61+ 0.78% |
$3.58K - $3.84K
|
7.88K
$520K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60New |
$3.52K - $3.78K
|
60
$3.96K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
57+ 1.47% |
$3.35K - $3.59K
|
3.94K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.33% |
$646 - $693
|
3.37K
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
11+ 0.11% |
$646 - $693
|
10.1K
$667K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-38- 0.39% |
$2.23K - $2.39K
|
9.8K
$647K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-115- 0.57% |
$6.75K - $7.25K
|
20K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-170- 0.94% |
$9.98K - $10.7K
|
18K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-286- 3.83% |
$16.8K - $18K
|
7.19K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-406- 10.45% |
$23.8K - $25.6K
|
3.48K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-430- 2.58% |
$25.3K - $27.1K
|
16.3K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-574- 2.68% |
$33.7K - $36.2K
|
20.8K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.05K- 5.01% |
$61.5K - $66K
|
19.9K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.27K- 2.95% |
$74.8K - $80.2K
|
41.9K
$2.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.36K- 6.58% |
$197K - $211K
|
47.6K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.43K- 5.24% |
$201K - $216K
|
62K
$4.09M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.14K- 14.64% |
$302K - $324K
|
30K
$1.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.39K- 17.06% |
$493K - $529K
|
40.8K
$2.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-13.5K- 27.11% |
$792K - $850K
|
36.3K
$2.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.1K- 66.48% |
$1.47M - $1.58M
|
12.6K
$834K
|