Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.32K+ 147.45% |
$474K - $508K
|
14K
$898K
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7.79KNew |
$444K - $476K
|
7.79K
$501K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
7.59K+ 13.15% |
$432K - $464K
|
65.3K
$4.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.59K+ 1.14% |
$261K - $280K
|
408K
$26.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.14K+ 9.18% |
$236K - $253K
|
49.2K
$3.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.48KNew |
$198K - $213K
|
3.48K
$224K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.4K+ 30.68% |
$194K - $208K
|
14.5K
$932K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.02K+ 37.97% |
$172K - $185K
|
11K
$706K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.15K+ 37.24% |
$123K - $131K
|
7.93K
$510K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.31K+ 1.87% |
$74.9K - $80.3K
|
71.5K
$4.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.26K+ 2.78% |
$71.9K - $77.1K
|
46.6K
$3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
737+ 1.89% |
$42K - $45K
|
39.7K
$2.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
492+ 3.32% |
$28K - $30.1K
|
15.3K
$984K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11+ 0.13% |
$627 - $672
|
8.72K
$561K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 0.42% |
$399 - $428
|
1.69K
$108K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-17- 0.06% |
$969 - $1.04K
|
26.8K
$1.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-214- 0.76% |
$12.2K - $13.1K
|
27.8K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-244- 5.81% |
$13.9K - $14.9K
|
3.95K
$254K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-345- 2.41% |
$19.7K - $21.1K
|
14K
$899K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-478- 0.29% |
$27.2K - $29.2K
|
165K
$10.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-596- 1.91% |
$34K - $36.4K
|
30.7K
$1.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-987Closed |
$56.3K - $60.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.59K- 25.75% |
$90.6K - $97.1K
|
4.58K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.18K- 2.33% |
$124K - $133K
|
91.1K
$5.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-3.03K- 23.93% |
$173K - $185K
|
9.63K
$620K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.19K- 3.22% |
$353K - $378K
|
186K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-8.39K- 48.14% |
$478K - $513K
|
9.04K
$582K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.3K- 28.35% |
$644K - $690K
|
28.5K
$1.84M
|