Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.7K+ 250.98% |
$1.93M - $2.15M
|
44.4K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26K+ 24.28% |
$1.58M - $1.76M
|
133K
$8.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$1.24M - $1.38M
|
20.4K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.3KNew |
$1.17M - $1.31M
|
19.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 2.15% |
$617K - $689K
|
482K
$31.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.1K+ 191.15% |
$615K - $687K
|
15.4K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$285K - $319K
|
4.7K
$310K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.67K+ 4.62% |
$283K - $317K
|
106K
$6.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.24KNew |
$197K - $220K
|
3.24K
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.88K+ 26.11% |
$114K - $127K
|
9.07K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 45.36% |
$95.8K - $107K
|
5.06K
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
282+ 0.41% |
$17.1K - $19.1K
|
68.6K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
264+ 7.83% |
$16K - $17.9K
|
3.63K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
252New |
$15.3K - $17.1K
|
252
$16.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
227+ 5.77% |
$13.8K - $15.4K
|
4.16K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
216New |
$13.1K - $14.7K
|
216
$14.3K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
203+ 0.12% |
$12.3K - $13.8K
|
166K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
67+ 0.85% |
$4.07K - $4.54K
|
7.94K
$524K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21+ 0.13% |
$1.27K - $1.42K
|
16.3K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3New |
$182 - $203
|
3
$198
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20- 2.01% |
$1.21K - $1.36K
|
975
$64.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-30- 0.14% |
$1.82K - $2.03K
|
21.7K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-61- 0.62% |
$3.7K - $4.14K
|
9.74K
$643K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-248- 1.25% |
$15.1K - $16.8K
|
19.6K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-252- 1.19% |
$15.3K - $17.1K
|
20.9K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-377- 1.89% |
$22.9K - $25.6K
|
19.6K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-395- 1.9% |
$24K - $26.8K
|
20.4K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-440- 2.44% |
$26.7K - $29.8K
|
17.6K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-646- 1.54% |
$39.2K - $43.8K
|
41.2K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-661- 1.62% |
$40.1K - $44.8K
|
40.1K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-901- 3.01% |
$54.7K - $61.1K
|
29.1K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-925- 1.94% |
$56.1K - $62.7K
|
46.7K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 8.41% |
$65K - $72.6K
|
11.7K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.13K- 1.37% |
$251K - $280K
|
298K
$19.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.37K- 7.36% |
$265K - $297K
|
55K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.42K- 7.14% |
$269K - $300K
|
57.5K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 34.43% |
$762K - $852K
|
23.9K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-14.5K- 39.95% |
$880K - $983K
|
21.8K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.6K- 47.67% |
$945K - $1.06M
|
17.1K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17.4K- 80.98% |
$1.05M - $1.18M
|
4.08K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18K- 35.53% |
$1.09M - $1.22M
|
32.7K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-576K- 74.95% |
$34.9M - $39M
|
192K
$12.7M
|