Latest Institutional Purchases of Victory Portf Ii Shs Us Lrg Ca (CDL)
This list provides information on the latest institutional transactions involving Victory Portf Ii Shs Us Lrg Ca (CDL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.7K+ 250.98% |
$1.93M - $2.15M
|
44.4K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26K+ 24.28% |
$1.58M - $1.76M
|
133K
$8.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$1.24M - $1.38M
|
20.4K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.3KNew |
$1.17M - $1.31M
|
19.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 2.15% |
$617K - $689K
|
482K
$31.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.1K+ 191.15% |
$615K - $687K
|
15.4K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$285K - $319K
|
4.7K
$310K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.67K+ 4.62% |
$283K - $317K
|
106K
$6.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.24KNew |
$197K - $220K
|
3.24K
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.88K+ 26.11% |
$114K - $127K
|
9.07K
$598K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 45.36% |
$95.8K - $107K
|
5.06K
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
282+ 0.41% |
$17.1K - $19.1K
|
68.6K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
264+ 7.83% |
$16K - $17.9K
|
3.63K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
252New |
$15.3K - $17.1K
|
252
$16.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
227+ 5.77% |
$13.8K - $15.4K
|
4.16K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
203+ 0.12% |
$12.3K - $13.8K
|
166K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
67+ 0.85% |
$4.07K - $4.54K
|
7.94K
$524K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21+ 0.13% |
$1.27K - $1.42K
|
16.3K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3New |
$182 - $203
|
3
$198
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$17.6K - $18.9K
|
300
$19.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200New |
$11.7K - $12.6K
|
200
$13.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60New |
$3.52K - $3.78K
|
60
$3.96K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
11+ 0.11% |
$646 - $693
|
10.1K
$667K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.5K+ 25.04% |
$599K - $650K
|
52.2K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
917New |
$52.5K - $57K
|
917
$60.5K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
451+ 10.81% |
$25.8K - $28K
|
4.62K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
136New |
$7.79K - $8.45K
|
136
$8.97K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.04KNew |
$54.1K - $61.7K
|
1.04K
$68.9K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
560New |
$29K - $33.1K
|
560
$36.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6+ 1.41% |
$311 - $355
|
433
$28.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.48% |
$207 - $237
|
274
$18.1K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.96K+ 55.5% |
$323K - $351K
|
16.7K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.12KNew |
$278K - $302K
|
5.12K
$338K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$35.3K - $38.3K
|
650
$42.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
29New |
$1.57K - $1.71K
|
29
$1.91K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
96.6K+ 44700.46% |
$5.22M - $5.64M
|
96.8K
$6.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
430New |
$23.3K - $25.1K
|
430
$28.4K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$741K - $847K
|
13.6K
$897K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.29KNew |
$234K - $267K
|
4.29K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.68K+ 23.12% |
$91.6K - $105K
|
8.95K
$590K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
403New |
$22K - $25.1K
|
403
$26.6K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
378+ 11.08% |
$20.6K - $23.5K
|
3.79K
$250K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
360+ 0.69% |
$19.6K - $22.4K
|
52.2K
$3.44M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.79KNew |
$464K - $540K
|
8.79K
$580K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.65KNew |
$193K - $224K
|
3.65K
$241K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
444New |
$23.4K - $27.3K
|
444
$29.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
135New |
$7.13K - $8.29K
|
135
$8.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$5.28K - $6.14K
|
100
$6.6K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
89+ 5.2% |
$4.7K - $5.46K
|
1.8K
$119K
|
|