Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.3K+ 9.72% |
$3.06M - $3.44M
|
567K
$39.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.6K+ 241.04% |
$1.43M - $1.62M
|
33.4K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.4K+ 17.55% |
$1.12M - $1.26M
|
123K
$8.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.7K+ 36.73% |
$1.08M - $1.21M
|
66K
$4.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 8.65% |
$713K - $803K
|
147K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.1K+ 17.25% |
$432K - $487K
|
48.3K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
5.51K+ 1.53% |
$335K - $377K
|
365K
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.34KNew |
$203K - $228K
|
3.34K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.04KNew |
$184K - $208K
|
3.04K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.72K+ 26.89% |
$165K - $186K
|
12.8K
$892K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.41K+ 2.94% |
$85.8K - $96.7K
|
49.4K
$3.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.37K+ 24.73% |
$83.4K - $94K
|
6.92K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 0.71% |
$82.1K - $92.5K
|
192K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.31K+ 23.68% |
$79.6K - $89.7K
|
6.84K
$476K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
596+ 3.06% |
$36.2K - $40.8K
|
20.1K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
387+ 13.05% |
$23.5K - $26.5K
|
3.35K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
319+ 3.39% |
$19.4K - $21.9K
|
9.74K
$678K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
250+ 5.13% |
$15.2K - $17.1K
|
5.13K
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
230+ 1.29% |
$14K - $15.8K
|
18.1K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
207+ 3.53% |
$12.6K - $14.2K
|
6.07K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
189+ 0.53% |
$11.5K - $12.9K
|
35.7K
$2.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
163New |
$9.91K - $11.2K
|
163
$11.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
72+ 0.89% |
$4.38K - $4.93K
|
8.14K
$567K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
40+ 0.81% |
$2.43K - $2.74K
|
4.96K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 0.98% |
$1.94K - $2.19K
|
3.3K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.04% |
$608 - $685
|
28.3K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1New |
$60.8 - $68.5
|
1
$69.6
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25- 0.07% |
$1.52K - $1.71K
|
33.6K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-50- 0.86% |
$3.04K - $3.43K
|
5.78K
$402K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-72- 1.57% |
$4.38K - $4.93K
|
4.52K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-81- 1.42% |
$4.92K - $5.55K
|
5.64K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-83- 90.22% |
$5.04K - $5.69K
|
9
$626
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-114- 0.26% |
$6.93K - $7.81K
|
43.4K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 17.39% |
$12.2K - $13.7K
|
950
$66.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-205- 2.8% |
$12.5K - $14K
|
7.12K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-353- 0.12% |
$21.5K - $24.2K
|
288K
$20.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-389- 2.5% |
$23.6K - $26.6K
|
15.2K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-428- 2.68% |
$26K - $29.3K
|
15.6K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-479- 17.06% |
$29.1K - $32.8K
|
2.33K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-510- 0.99% |
$31K - $34.9K
|
51K
$3.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-681- 17.12% |
$41.4K - $46.6K
|
3.3K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.62K- 8.32% |
$98.4K - $111K
|
17.8K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.12K- 30.34% |
$129K - $145K
|
4.88K
$339K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.26K- 53.66% |
$138K - $155K
|
1.95K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.39K- 10.91% |
$145K - $164K
|
19.5K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.57K- 7.56% |
$156K - $176K
|
31.4K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.9K- 2.65% |
$176K - $199K
|
106K
$7.41M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.18K- 4.23% |
$375K - $423K
|
140K
$9.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.7K- 89.62% |
$2.23M - $2.51M
|
4.25K
$296K
|