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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.9K+ 14560.49% |
$3.08M - $3.32M
|
48.2K
$3.17M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
769+ 16.15% |
$49.4K - $53.2K
|
5.53K
$364K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-475- 48.03% |
$30.5K - $32.9K
|
514
$33.8K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.85% |
$1.8K - $1.94K
|
3.27K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.18% |
$1.16K - $1.25K
|
10.1K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.66K+ 0.58% |
$107K - $115K
|
289K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.9K+ 4.84% |
$1.53M - $1.65M
|
517K
$34M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35K+ 4.17% |
$86.3K - $93.1K
|
33.6K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.05K+ 2.24% |
$67.6K - $72.9K
|
48K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.8KNew |
$629K - $678K
|
9.8K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
109KNew |
$7.02M - $7.57M
|
109K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.4K- 29.3% |
$2.79M - $3.01M
|
105K
$6.89M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.46K- 1.27% |
$158K - $170K
|
191K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3K+ 180.28% |
$1.69M - $1.82M
|
40.9K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-198- 3.34% |
$12.7K - $13.7K
|
5.72K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.36K- 4.38% |
$152K - $163K
|
51.5K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-506- 2.26% |
$32.5K - $35K
|
21.9K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
447+ 1.1% |
$28.7K - $31K
|
41.2K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-4.62K- 56.69% |
$297K - $320K
|
3.53K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.01K- 10.14% |
$257K - $277K
|
35.5K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-786- 21.88% |
$50.5K - $54.4K
|
2.81K
$184K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
150+ 0.85% |
$9.63K - $10.4K
|
17.9K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.66K- 3.73% |
$363K - $392K
|
146K
$9.59M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.11K+ 6.55% |
$135K - $146K
|
34.3K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-267- 0.61% |
$17.1K - $18.5K
|
43.5K
$2.86M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
136New |
$8.73K - $9.42K
|
136
$8.94K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
10.6K+ 3.04% |
$679K - $733K
|
359K
$23.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.5K+ 71.44% |
$3.63M - $3.91M
|
136K
$8.91M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.02K- 10.57% |
$258K - $278K
|
34K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-35.3K- 85.82% |
$2.27M - $2.44M
|
5.83K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-27- 0.58% |
$1.73K - $1.87K
|
4.6K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-5.99K- 27.79% |
$384K - $415K
|
15.6K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
233New |
$15K - $16.1K
|
233
$15.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.56K- 17.56% |
$100K - $108K
|
7.32K
$481K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
229+ 1.19% |
$14.7K - $15.9K
|
19.5K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-498- 1.73% |
$32K - $34.5K
|
28.3K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-257- 4.2% |
$16.5K - $17.8K
|
5.86K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.97KNew |
$190K - $205K
|
2.97K
$195K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.98K- 50.0% |
$255K - $275K
|
3.98K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
216+ 4.6% |
$13.9K - $15K
|
4.92K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$899 - $969
|
16K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.75K+ 45.91% |
$112K - $121K
|
5.55K
$365K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 4.17% |
$257 - $277
|
92
$6.05K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
44+ 0.55% |
$2.82K - $3.05K
|
8.07K
$530K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$41.7K - $45K
|
650
$42.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-13- 0.29% |
$835 - $900
|
4.44K
$291K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-150- 0.77% |
$9.63K - $10.4K
|
19.5K
$1.28M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.9K+ 684.1% |
$3.08M - $3.38M
|
54.9K
$3.61M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-864- 21.17% |
$55.6K - $61K
|
3.22K
$211K
|
|