Purchases and Sales Made in Q4 2023 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 2023. 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 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
30K+ 36.65% |
$1.55M - $1.78M
|
112K
$7.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21K+ 5.91% |
$1.09M - $1.24M
|
377K
$24.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 224.32% |
$879K - $1M
|
24.5K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3KNew |
$791K - $903K
|
15.3K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$606K - $691K
|
11.7K
$771K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
8.97K+ 39.25% |
$465K - $530K
|
31.8K
$2.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.02KNew |
$364K - $415K
|
7.02K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.01K+ 16.8% |
$311K - $355K
|
41.8K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.52KNew |
$182K - $208K
|
3.52K
$232K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.14K+ 22.25% |
$162K - $185K
|
17.2K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.12K+ 5.01% |
$110K - $125K
|
44.4K
$2.93M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.04KNew |
$54.1K - $61.7K
|
1.04K
$68.9K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
560New |
$29K - $33.1K
|
560
$36.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
266+ 1.58% |
$13.8K - $15.7K
|
17.1K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
181New |
$9.37K - $10.7K
|
181
$11.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6+ 1.41% |
$311 - $355
|
433
$28.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.48% |
$207 - $237
|
274
$18.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-51- 0.56% |
$2.64K - $3.02K
|
8.98K
$593K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53Closed |
$2.74K - $3.13K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-73- 1.55% |
$3.78K - $4.32K
|
4.64K
$306K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-80- 0.2% |
$4.14K - $4.73K
|
40.6K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-146- 0.71% |
$7.56K - $8.63K
|
20.4K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-263- 1.91% |
$13.6K - $15.6K
|
13.5K
$889K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-282- 0.37% |
$14.6K - $16.7K
|
76.5K
$5.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-315- 6.09% |
$16.3K - $18.6K
|
4.85K
$320K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-318- 3.88% |
$16.5K - $18.8K
|
7.87K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-341- 5.16% |
$17.7K - $20.2K
|
6.27K
$414K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-439- 5.35% |
$22.7K - $26K
|
7.76K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-612- 8.54% |
$31.7K - $36.2K
|
6.55K
$432K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-718- 2.56% |
$37.2K - $42.5K
|
27.3K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-826- 6.33% |
$42.8K - $48.8K
|
12.2K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.03K- 4.82% |
$53.1K - $60.7K
|
20.3K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.08K- 9.75% |
$56.1K - $64K
|
10K
$662K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.32K- 6.92% |
$68.4K - $78.1K
|
17.8K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.7K- 1.44% |
$88.1K - $101K
|
117K
$7.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.4K- 2.01% |
$124K - $142K
|
117K
$7.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.41K- 3.35% |
$125K - $142K
|
69.4K
$4.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.87K- 5.02% |
$148K - $170K
|
54.3K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.16K- 1.44% |
$215K - $246K
|
285K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.34K- 9.35% |
$225K - $256K
|
42K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.49K- 8.15% |
$336K - $384K
|
73.1K
$4.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.44K- 59.71% |
$386K - $440K
|
5.02K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13K- 7.15% |
$675K - $771K
|
169K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.5K- 3.83% |
$905K - $1.03M
|
438K
$28.9M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17.8K- 69.84% |
$922K - $1.05M
|
7.69K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-27.5K- 31.73% |
$1.42M - $1.62M
|
59.1K
$3.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.6K- 7.11% |
$1.74M - $1.98M
|
438K
$28.9M
|