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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.6K- 47.67% |
$945K - $1.06M
|
17.1K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 8.41% |
$65K - $72.6K
|
11.7K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 34.43% |
$762K - $852K
|
23.9K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
264+ 7.83% |
$16K - $17.9K
|
3.63K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20- 2.01% |
$1.21K - $1.36K
|
975
$66.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-61- 0.62% |
$3.7K - $4.14K
|
9.74K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
203+ 0.12% |
$12.3K - $13.8K
|
166K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26K+ 24.28% |
$1.58M - $1.76M
|
133K
$9.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.42K- 7.14% |
$269K - $300K
|
57.5K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.13K- 1.37% |
$251K - $280K
|
298K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 2.15% |
$617K - $689K
|
482K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18K- 35.53% |
$1.09M - $1.22M
|
32.7K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.7K+ 250.98% |
$1.93M - $2.15M
|
44.4K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$1.24M - $1.38M
|
20.4K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-901- 3.01% |
$54.7K - $61.1K
|
29.1K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-646- 1.54% |
$39.2K - $43.8K
|
41.2K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.3KNew |
$1.17M - $1.31M
|
19.3K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.37K- 7.36% |
$265K - $297K
|
55K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17.4K- 80.98% |
$1.05M - $1.18M
|
4.08K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$285K - $319K
|
4.7K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-377- 1.89% |
$22.9K - $25.6K
|
19.6K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-576K- 74.95% |
$34.9M - $39M
|
192K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-14.5K- 39.95% |
$880K - $983K
|
21.8K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.24KNew |
$197K - $220K
|
3.24K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.1K+ 191.15% |
$615K - $687K
|
15.4K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 45.36% |
$95.8K - $107K
|
5.06K
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
282+ 0.41% |
$17.1K - $19.1K
|
68.6K
$4.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-248- 1.25% |
$15.1K - $16.8K
|
19.6K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3New |
$182 - $203
|
3
$205
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-30- 0.14% |
$1.82K - $2.03K
|
21.7K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21+ 0.13% |
$1.27K - $1.42K
|
16.3K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-661- 1.62% |
$40.1K - $44.8K
|
40.1K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
252New |
$15.3K - $17.1K
|
252
$17.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-252- 1.19% |
$15.3K - $17.1K
|
20.9K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-395- 1.9% |
$24K - $26.8K
|
20.4K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-925- 1.94% |
$56.1K - $62.7K
|
46.7K
$3.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-440- 2.44% |
$26.7K - $29.8K
|
17.6K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.88K+ 26.11% |
$114K - $127K
|
9.07K
$618K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.67K+ 4.62% |
$283K - $317K
|
106K
$7.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
67+ 0.85% |
$4.07K - $4.54K
|
7.94K
$542K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
227+ 5.77% |
$13.8K - $15.4K
|
4.16K
$284K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
11+ 0.11% |
$646 - $693
|
10.1K
$690K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60New |
$3.52K - $3.78K
|
60
$4.09K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200New |
$11.7K - $12.6K
|
200
$13.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$17.6K - $18.9K
|
300
$20.5K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-159- 2.54% |
$9.11K - $9.88K
|
6.11K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
917New |
$52.5K - $57K
|
917
$62.6K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
136New |
$7.79K - $8.45K
|
136
$9.28K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-90- 49.72% |
$5.16K - $5.59K
|
91
$6.21K
|
|