Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
403KNew |
$22.5M - $23.8M
|
403K
$26M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.09K+ 25.26% |
$506K - $535K
|
45.1K
$2.9M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.62K+ 16.87% |
$313K - $331K
|
38.9K
$2.51M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.24KNew |
$236K - $250K
|
4.24K
$273K
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
2.9K+ 5.3% |
$162K - $171K
|
57.7K
$3.71M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
987New |
$55K - $58.1K
|
987
$63.5K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
272+ 0.39% |
$15.1K - $16K
|
70.2K
$4.52M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
270+ 0.29% |
$15K - $15.9K
|
93.3K
$6M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
88+ 880.0% |
$4.9K - $5.18K
|
98
$6.31K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76+ 2.66% |
$4.23K - $4.48K
|
2.93K
$189K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
26+ 0.09% |
$1.45K - $1.53K
|
28.1K
$1.81M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12+ 0.19% |
$668 - $707
|
6.17K
$397K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$55.7 - $58.9
|
7.95K
$512K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13- 0.04% |
$724 - $766
|
31.3K
$2.01M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25- 1.47% |
$1.39K - $1.47K
|
1.68K
$108K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31- 0.02% |
$1.73K - $1.83K
|
166K
$10.7M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-75- 1.28% |
$4.18K - $4.42K
|
5.78K
$372K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-86- 0.32% |
$4.79K - $5.07K
|
26.8K
$1.73M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-93- 0.65% |
$5.18K - $5.48K
|
14.3K
$922K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-107- 0.96% |
$5.96K - $6.3K
|
11.1K
$713K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-230- 4.77% |
$12.8K - $13.5K
|
4.59K
$295K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-342- 1.92% |
$19K - $20.1K
|
17.4K
$1.12M
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-667- 95.7% |
$37.1K - $39.3K
|
30
$1.93K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.17K- 7.34% |
$65.3K - $69.1K
|
14.8K
$953K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-1.57K- 11.0% |
$87.2K - $92.2K
|
12.7K
$815K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 29.53% |
$98K - $104K
|
4.2K
$270K
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.76KClosed |
$98.2K - $104K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.66KClosed |
$204K - $216K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.46K- 12.05% |
$304K - $321K
|
39.8K
$2.56M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 5.1% |
$575K - $608K
|
192K
$12.4M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.2K- 76.36% |
$1.01M - $1.07M
|
5.64K
$363K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21K- 31.61% |
$1.17M - $1.23M
|
45.3K
$2.92M
|