Latest Institutional Transactions on Victory Portf Ii Shs Us Lrg Ca (CDL)
This table provides information on the latest institutional transactions involving Victory Portf Ii Shs Us Lrg Ca (CDL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-510- 0.99% |
$31K - $34.9K
|
51K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.39K- 10.91% |
$145K - $164K
|
19.5K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
189+ 0.53% |
$11.5K - $12.9K
|
35.7K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.72K+ 26.89% |
$165K - $186K
|
12.8K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.4K+ 17.55% |
$1.12M - $1.26M
|
123K
$8.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 0.98% |
$1.94K - $2.19K
|
3.3K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.7K- 89.62% |
$2.23M - $2.51M
|
4.25K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 0.71% |
$82.1K - $92.5K
|
192K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.9K- 2.65% |
$176K - $199K
|
106K
$7.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.7K+ 36.73% |
$1.08M - $1.21M
|
66K
$4.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.12K- 30.34% |
$129K - $145K
|
4.88K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-479- 17.06% |
$29.1K - $32.8K
|
2.33K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
319+ 3.39% |
$19.4K - $21.9K
|
9.74K
$661K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.31K+ 23.68% |
$79.6K - $89.7K
|
6.84K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-81- 1.42% |
$4.92K - $5.55K
|
5.64K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 17.39% |
$12.2K - $13.7K
|
950
$64.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 8.65% |
$713K - $803K
|
147K
$10M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-50- 0.86% |
$3.04K - $3.43K
|
5.78K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
5.51K+ 1.53% |
$335K - $377K
|
365K
$24.7M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.18K- 4.23% |
$375K - $423K
|
140K
$9.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.57K- 7.56% |
$156K - $176K
|
31.4K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
40+ 0.81% |
$2.43K - $2.74K
|
4.96K
$336K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-114- 0.26% |
$6.93K - $7.81K
|
43.4K
$2.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-681- 17.12% |
$41.4K - $46.6K
|
3.3K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1New |
$60.8 - $68.5
|
1
$67.8
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-428- 2.68% |
$26K - $29.3K
|
15.6K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
596+ 3.06% |
$36.2K - $40.8K
|
20.1K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
230+ 1.29% |
$14K - $15.8K
|
18.1K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-389- 2.5% |
$23.6K - $26.6K
|
15.2K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-205- 2.8% |
$12.5K - $14K
|
7.12K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
207+ 3.53% |
$12.6K - $14.2K
|
6.07K
$412K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.26K- 53.66% |
$138K - $155K
|
1.95K
$133K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
387+ 13.05% |
$23.5K - $26.5K
|
3.35K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
72+ 0.89% |
$4.38K - $4.93K
|
8.14K
$552K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
163New |
$9.91K - $11.2K
|
163
$11.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.37K+ 24.73% |
$83.4K - $94K
|
6.92K
$470K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.04% |
$608 - $685
|
28.3K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-83- 90.22% |
$5.04K - $5.69K
|
9
$611
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-72- 1.57% |
$4.38K - $4.93K
|
4.52K
$307K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.62K- 8.32% |
$98.4K - $111K
|
17.8K
$1.21M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-475- 48.03% |
$30.5K - $32.9K
|
514
$34.9K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.66K+ 0.58% |
$107K - $115K
|
289K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.9K+ 4.84% |
$1.53M - $1.65M
|
517K
$35.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35K+ 4.17% |
$86.3K - $93.1K
|
33.6K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.05K+ 2.24% |
$67.6K - $72.9K
|
48K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.8KNew |
$629K - $678K
|
9.8K
$665K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
447+ 1.1% |
$28.7K - $31K
|
41.2K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-4.62K- 56.69% |
$297K - $320K
|
3.53K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.11K+ 6.55% |
$135K - $146K
|
34.3K
$2.33M
|
|