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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.37K+ 24.73% |
$83.4K - $94K
|
6.92K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
163New |
$9.91K - $11.2K
|
163
$11K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.04% |
$608 - $685
|
28.3K
$1.91M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
109KNew |
$7.02M - $7.57M
|
109K
$7.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.5K+ 71.44% |
$3.63M - $3.91M
|
136K
$9.18M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.9K+ 14560.49% |
$3.08M - $3.32M
|
48.2K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3K+ 180.28% |
$1.69M - $1.82M
|
40.9K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.9K+ 4.84% |
$1.53M - $1.65M
|
517K
$35M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
10.6K+ 3.04% |
$679K - $733K
|
359K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.8KNew |
$629K - $678K
|
9.8K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.97KNew |
$190K - $205K
|
2.97K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.11K+ 6.55% |
$135K - $146K
|
34.3K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.66K+ 0.58% |
$107K - $115K
|
289K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35K+ 4.17% |
$86.3K - $93.1K
|
33.6K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.05K+ 2.24% |
$67.6K - $72.9K
|
48K
$3.25M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
769+ 16.15% |
$49.4K - $53.2K
|
5.53K
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$41.7K - $45K
|
650
$44K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
447+ 1.1% |
$28.7K - $31K
|
41.2K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
233New |
$15K - $16.1K
|
233
$15.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
229+ 1.19% |
$14.7K - $15.9K
|
19.5K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
216+ 4.6% |
$13.9K - $15K
|
4.92K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
150+ 0.85% |
$9.63K - $10.4K
|
17.9K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
136New |
$8.73K - $9.42K
|
136
$9.21K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
44+ 0.55% |
$2.82K - $3.05K
|
8.07K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.18% |
$1.16K - $1.25K
|
10.1K
$684K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$899 - $969
|
16K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.9K+ 684.1% |
$3.08M - $3.38M
|
54.9K
$3.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
891+ 0.84% |
$57.3K - $62.9K
|
106K
$7.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
735New |
$47.3K - $51.9K
|
735
$49.8K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
333New |
$21.4K - $23.5K
|
333
$22.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
202New |
$13K - $14.3K
|
202
$13.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
175+ 17.95% |
$11.3K - $12.3K
|
1.15K
$77.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$515 - $565
|
8
$542
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$1.24M - $1.38M
|
20.4K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.3KNew |
$1.17M - $1.31M
|
19.3K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3New |
$182 - $203
|
3
$203
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$17.6K - $18.9K
|
300
$20.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200New |
$11.7K - $12.6K
|
200
$13.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60New |
$3.52K - $3.78K
|
60
$4.06K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
11+ 0.11% |
$646 - $693
|
10.1K
$684K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.5K+ 25.04% |
$599K - $650K
|
52.2K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
917New |
$52.5K - $57K
|
917
$62.1K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
560New |
$29K - $33.1K
|
560
$37.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.48% |
$207 - $237
|
274
$18.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.96K+ 55.5% |
$323K - $351K
|
16.7K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.12KNew |
$278K - $302K
|
5.12K
$347K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
29New |
$1.57K - $1.71K
|
29
$1.96K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
430New |
$23.3K - $25.1K
|
430
$29.1K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$741K - $847K
|
13.6K
$921K
|
|