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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
233New |
$15K - $16.1K
|
233
$15.1K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-5.99K- 27.79% |
$384K - $415K
|
15.6K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.56K- 17.56% |
$100K - $108K
|
7.32K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
229+ 1.19% |
$14.7K - $15.9K
|
19.5K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-498- 1.73% |
$32K - $34.5K
|
28.3K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-257- 4.2% |
$16.5K - $17.8K
|
5.86K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.97KNew |
$190K - $205K
|
2.97K
$193K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.98K- 50.0% |
$255K - $275K
|
3.98K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
216+ 4.6% |
$13.9K - $15K
|
4.92K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$899 - $969
|
16K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.75K+ 45.91% |
$112K - $121K
|
5.55K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 4.17% |
$257 - $277
|
92
$5.98K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
44+ 0.55% |
$2.82K - $3.05K
|
8.07K
$525K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$41.7K - $45K
|
650
$42.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-150- 0.77% |
$9.63K - $10.4K
|
19.5K
$1.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-13- 0.29% |
$835 - $900
|
4.44K
$288K
|
|
| Q4 2024 | |||||||
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
41.1KNew |
$2.65M - $2.9M
|
41.1K
$2.67M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-864- 21.17% |
$55.6K - $61K
|
3.22K
$209K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
333New |
$21.4K - $23.5K
|
333
$21.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-388- 1.19% |
$25K - $27.4K
|
32.3K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.8K- 67.07% |
$1.91M - $2.1M
|
14.6K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.3K- 3.79% |
$728K - $799K
|
287K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
735New |
$47.3K - $51.9K
|
735
$47.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
349+ 3.58% |
$22.5K - $24.6K
|
10.1K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-341- 9.38% |
$21.9K - $24.1K
|
3.29K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.49K- 6.22% |
$95.7K - $105K
|
22.4K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.2K+ 11.45% |
$980K - $1.08M
|
148K
$9.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 2.31% |
$717K - $787K
|
493K
$32.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-191- 3.13% |
$12.3K - $13.5K
|
5.92K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
46.9KNew |
$3.02M - $3.31M
|
46.9K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.91K- 59.19% |
$444K - $487K
|
4.76K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-55- 5.27% |
$3.54K - $3.88K
|
989
$64.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$515 - $565
|
8
$520
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.68K- 6.4% |
$237K - $260K
|
53.9K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.73K- 4.2% |
$112K - $122K
|
39.5K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 0.43% |
$901 - $988
|
3.23K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-18- 4.16% |
$1.16K - $1.27K
|
415
$27K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
891+ 0.84% |
$57.3K - $62.9K
|
106K
$6.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
935+ 0.49% |
$60.2K - $66K
|
193K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 15.32% |
$676K - $742K
|
79.1K
$5.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 2.78% |
$450 - $494
|
245
$15.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.92K- 6.26% |
$188K - $206K
|
43.8K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
433+ 0.79% |
$27.9K - $30.6K
|
55.4K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 8.83% |
$945K - $1.04M
|
152K
$9.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 28.99% |
$94.4K - $104K
|
3.59K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.7KNew |
$2.62M - $2.87M
|
40.7K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
175+ 17.95% |
$11.3K - $12.3K
|
1.15K
$74.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 104.54% |
$1.04M - $1.14M
|
31.6K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
348KNew |
$22.4M - $24.6M
|
348K
$22.7M
|
|