Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.62K- 8.32% |
$98.4K - $111K
|
17.8K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-83- 90.22% |
$5.04K - $5.69K
|
9
$616
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-72- 1.57% |
$4.38K - $4.93K
|
4.52K
$310K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.4K- 29.3% |
$2.79M - $3.01M
|
105K
$7.18M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-35.3K- 85.82% |
$2.27M - $2.44M
|
5.83K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-5.99K- 27.79% |
$384K - $415K
|
15.6K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.66K- 3.73% |
$363K - $392K
|
146K
$9.99M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-4.62K- 56.69% |
$297K - $320K
|
3.53K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.02K- 10.57% |
$258K - $278K
|
34K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.01K- 10.14% |
$257K - $277K
|
35.5K
$2.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.98K- 50.0% |
$255K - $275K
|
3.98K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.46K- 1.27% |
$158K - $170K
|
191K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.36K- 4.38% |
$152K - $163K
|
51.5K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.56K- 17.56% |
$100K - $108K
|
7.32K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-786- 21.88% |
$50.5K - $54.4K
|
2.81K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-506- 2.26% |
$32.5K - $35K
|
21.9K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-475- 48.03% |
$30.5K - $32.9K
|
514
$35.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-267- 0.61% |
$17.1K - $18.5K
|
43.5K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-257- 4.2% |
$16.5K - $17.8K
|
5.86K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-198- 3.34% |
$12.7K - $13.7K
|
5.72K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.85% |
$1.8K - $1.94K
|
3.27K
$224K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-13- 0.29% |
$835 - $900
|
4.44K
$304K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-864- 21.17% |
$55.6K - $61K
|
3.22K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-18- 4.16% |
$1.16K - $1.27K
|
415
$28.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 0.43% |
$901 - $988
|
3.23K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 2.78% |
$450 - $494
|
245
$16.8K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-14.5K- 39.95% |
$880K - $983K
|
21.8K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-395- 1.9% |
$24K - $26.8K
|
20.4K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-252- 1.19% |
$15.3K - $17.1K
|
20.9K
$1.43M
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-67.6K- 88.28% |
$3.87M - $4.2M
|
8.97K
$614K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-426- 9.18% |
$24.4K - $26.5K
|
4.22K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-90- 49.72% |
$5.16K - $5.59K
|
91
$6.23K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.32K- 6.92% |
$68.4K - $78.1K
|
17.8K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.03K- 4.82% |
$53.1K - $60.7K
|
20.3K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-315- 6.09% |
$16.3K - $18.6K
|
4.85K
$332K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.87K- 50.36% |
$264K - $287K
|
4.8K
$328K
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-19.3K- 47.31% |
$1.04M - $1.13M
|
21.5K
$1.47M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.28K- 25.55% |
$69.3K - $74.8K
|
3.74K
$256K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6K- 15.99% |
$634K - $724K
|
61.1K
$4.18M
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.97K- 28.77% |
$104K - $121K
|
4.88K
$334K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-10- 33.33% |
$528 - $614
|
20
$1.37K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 5.1% |
$265 - $313
|
93
$6.37K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-500Closed |
$27.8K - $32.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.93KClosed |
$470K - $505K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.33KClosed |
$257K - $276K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2- 0.02% |
$119 - $127
|
11K
$753K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.66KClosed |
$204K - $216K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.76KClosed |
$98.2K - $104K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-6.27KClosed |
$291K - $345K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-546Closed |
$25.4K - $30.1K
|
0
$0
|
|