Latest Institutional Purchases of Victory Portf Ii Shs Us Lrg Ca (CDL)

CDL Quotes by TradingView

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
Aug 14, 2025 Q2 2025
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
18.4K
+ 17.55%
$1.12M - $1.26M
123K $8.36M
Aug 13, 2025 Q2 2025
Jones Financial Companies Lllp

BUY
 -
17.7K
+ 36.73%
$1.08M - $1.21M
66K $4.47M
Aug 12, 2025 Q2 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.7K
+ 8.65%
$713K - $803K
147K $10M
Aug 12, 2025 Q2 2025
Atlantic Family Wealth, LLC

Coral Gables, FL
BUY
 -
5.51K
+ 1.53%
$335K - $377K
365K $24.7M
Aug 14, 2025 Q2 2025
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3.04K
New
$184K - $208K
3.04K $206K
Aug 14, 2025 Q2 2025
Integrated Wealth Concepts LLC

BUY
 -
2.72K
+ 26.89%
$165K - $186K
12.8K $870K
Jul 18, 2025 Q2 2025
Vicus Capital

State College, PA
BUY
 -
1.37K
+ 24.73%
$83.4K - $94K
6.92K $470K
Aug 13, 2025 Q2 2025
Northwestern Mutual Wealth Management CO

BUY
 -
1.35K
+ 0.71%
$82.1K - $92.5K
192K $13M
Aug 13, 2025 Q2 2025
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.31K
+ 23.68%
$79.6K - $89.7K
6.84K $464K
Jul 31, 2025 Q2 2025
Envestnet Asset Management Inc

BUY
 -
596
+ 3.06%
$36.2K - $40.8K
20.1K $1.36M
Aug 13, 2025 Q2 2025
Stone X Group Inc.

BUY
 -
319
+ 3.39%
$19.4K - $21.9K
9.74K $661K
Jul 30, 2025 Q2 2025
Sloy Dahl & Holst, LLC

BUY
 -
230
+ 1.29%
$14K - $15.8K
18.1K $1.23M
Jul 29, 2025 Q2 2025
Huntleigh Advisors, Inc.

St. Louis, MO
BUY
 -
207
+ 3.53%
$12.6K - $14.2K
6.07K $412K
Aug 14, 2025 Q2 2025
Wells Fargo & Company

San Francisco, CA
BUY
 -
189
+ 0.53%
$11.5K - $12.9K
35.7K $2.42M
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
163
New
$9.91K - $11.2K
163 $11.1K
Jul 25, 2025 Q2 2025
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
72
+ 0.89%
$4.38K - $4.93K
8.14K $552K
Aug 08, 2025 Q2 2025
Western Wealth Management, LLC

BUY
 -
40
+ 0.81%
$2.43K - $2.74K
4.96K $336K
Aug 14, 2025 Q2 2025
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
32
+ 0.98%
$1.94K - $2.19K
3.3K $224K
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
10
+ 0.04%
$608 - $685
28.3K $1.92M
Aug 04, 2025 Q2 2025
Assetmark, Inc

BUY
 -
1
New
$60.8 - $68.5
1 $67.8
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 15, 2025 Q1 2025
Morgan Stanley

New York, NY
BUY
 -
23.9K
+ 4.84%
$1.53M - $1.65M
517K $35.1M
May 15, 2025 Q1 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
9.8K
New
$629K - $678K
9.8K $665K
May 09, 2025 Q1 2025
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.11K
+ 6.55%
$135K - $146K
34.3K $2.33M
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
Apr 09, 2025 Q1 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
650
New
$41.7K - $45K
650 $44.1K
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
 -
233
New
$15K - $16.1K
233 $15.8K
May 07, 2025 Q1 2025
Ridgewood Investments LLC

BUY
 -
136
New
$8.73K - $9.42K
136 $9.23K
Q4 2024
Feb 11, 2025 Q4 2024
Tap Consulting, LLC

BUY
 -
891
+ 0.84%
$57.3K - $62.9K
106K $7.22M
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
735
New
$47.3K - $51.9K
735 $49.9K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
333
New
$21.4K - $23.5K
333 $22.6K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
202
New
$13K - $14.3K
202 $13.7K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
8
New
$515 - $565
8 $543
Q3 2024
Nov 14, 2024 Q3 2024
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
20.4K
New
$1.24M - $1.38M
20.4K $1.38M
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
19.3K
New
$1.17M - $1.31M
19.3K $1.31M
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
3
New
$182 - $203
3 $204
Q2 2024
Jul 10, 2024 Q2 2024
Albion Financial Group

BUY
 -
300
New
$17.6K - $18.9K
300 $20.4K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
200
New
$11.7K - $12.6K
200 $13.6K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
60
New
$3.52K - $3.78K
60 $4.07K
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
 -
917
New
$52.5K - $57K
917 $62.2K
Q4 2023
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
560
New
$29K - $33.1K
560 $38K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
4
+ 1.48%
$207 - $237
274 $18.6K
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
 -
5.12K
New
$278K - $302K
5.12K $347K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
29
New
$1.57K - $1.71K
29 $1.97K
Q2 2023
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
430
New
$23.3K - $25.1K
430 $29.2K

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