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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 22.6% |
$65K - $70.6K
|
3.89K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
136New |
$7.79K - $8.45K
|
136
$8.3K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$192K - $209K
|
3.36K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.3K+ 5.13% |
$1.11M - $1.2M
|
396K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.9K- 12.7% |
$851K - $923K
|
102K
$6.23M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.4K- 3.51% |
$881K - $956K
|
423K
$25.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40+ 4.19% |
$2.29K - $2.49K
|
995
$60.7K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-187- 1.87% |
$10.7K - $11.6K
|
9.84K
$601K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.3K+ 5.72% |
$932K - $1.01M
|
301K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
917New |
$52.5K - $57K
|
917
$56K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.94K- 4.61% |
$111K - $120K
|
40.1K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.5KNew |
$1.86M - $2.02M
|
32.5K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-159- 2.54% |
$9.11K - $9.88K
|
6.11K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-90- 49.72% |
$5.16K - $5.59K
|
91
$5.56K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.01K- 5.78% |
$230K - $249K
|
65.4K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.61K- 14.72% |
$207K - $224K
|
20.9K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.83K+ 12.03% |
$219K - $238K
|
35.7K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
357+ 10.14% |
$20.4K - $22.2K
|
3.88K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.26K- 2.83% |
$71.9K - $78K
|
43.2K
$2.64M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.34K- 8.67% |
$363K - $394K
|
66.8K
$4.08M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-164- 2.5% |
$9.39K - $10.2K
|
6.39K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.52K- 13.6% |
$316K - $343K
|
35.1K
$2.14M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.29KNew |
$189K - $205K
|
3.29K
$201K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
451+ 10.81% |
$25.8K - $28K
|
4.62K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4K+ 146.86% |
$1.28M - $1.39M
|
37.7K
$2.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.05K- 2.98% |
$289K - $314K
|
164K
$10M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-288- 1.41% |
$16.5K - $17.9K
|
20.1K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.7K+ 167.06% |
$672K - $729K
|
18.8K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.5K+ 25.04% |
$599K - $650K
|
52.2K
$3.19M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.12K- 17.37% |
$122K - $132K
|
10.1K
$616K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-67.5K- 57.86% |
$3.87M - $4.2M
|
49.2K
$3M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-67.6K- 88.28% |
$3.87M - $4.2M
|
8.97K
$548K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
54+ 0.7% |
$3.09K - $3.36K
|
7.82K
$477K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.33K- 6.14% |
$191K - $207K
|
51K
$3.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-9.32K- 15.77% |
$534K - $579K
|
49.8K
$3.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-426- 9.18% |
$24.4K - $26.5K
|
4.22K
$257K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-383- 2.24% |
$21.9K - $23.8K
|
16.7K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-19.7K- 17.63% |
$1.13M - $1.23M
|
92.2K
$5.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.88K+ 10.94% |
$108K - $117K
|
19.1K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.93K- 21.68% |
$339K - $368K
|
21.4K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-400- 5.08% |
$22.9K - $24.9K
|
7.47K
$456K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-315- 6.09% |
$16.3K - $18.6K
|
4.85K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.04KNew |
$54.1K - $61.7K
|
1.04K
$63.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-263- 1.91% |
$13.6K - $15.6K
|
13.5K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-51- 0.56% |
$2.64K - $3.02K
|
8.98K
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6+ 1.41% |
$311 - $355
|
433
$26.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.03K- 4.82% |
$53.1K - $60.7K
|
20.3K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.32K- 6.92% |
$68.4K - $78.1K
|
17.8K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.48% |
$207 - $237
|
274
$16.7K
|
|