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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.29KNew |
$234K - $267K
|
4.29K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.68K+ 23.12% |
$91.6K - $105K
|
8.95K
$605K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
378+ 11.08% |
$20.6K - $23.5K
|
3.79K
$257K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
360+ 0.69% |
$19.6K - $22.4K
|
52.2K
$3.53M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.79KNew |
$464K - $540K
|
8.79K
$595K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.65KNew |
$193K - $224K
|
3.65K
$247K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
444New |
$23.4K - $27.3K
|
444
$30.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
135New |
$7.13K - $8.29K
|
135
$9.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$5.28K - $6.14K
|
100
$6.77K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
89+ 5.2% |
$4.7K - $5.46K
|
1.8K
$122K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.99KNew |
$211K - $249K
|
3.99K
$270K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.4KNew |
$244K - $285K
|
4.4K
$297K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.1KNew |
$661K - $710K
|
11.1K
$754K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.8KNew |
N/A
|
13.8K
$936K
|
|