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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.7K- 89.62% |
$2.23M - $2.51M
|
4.25K
$288K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.18K- 4.23% |
$375K - $423K
|
140K
$9.48M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.9K- 2.65% |
$176K - $199K
|
106K
$7.22M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.57K- 7.56% |
$156K - $176K
|
31.4K
$2.13M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.39K- 10.91% |
$145K - $164K
|
19.5K
$1.33M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.26K- 53.66% |
$138K - $155K
|
1.95K
$133K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.12K- 30.34% |
$129K - $145K
|
4.88K
$331K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.62K- 8.32% |
$98.4K - $111K
|
17.8K
$1.21M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-681- 17.12% |
$41.4K - $46.6K
|
3.3K
$224K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-510- 0.99% |
$31K - $34.9K
|
51K
$3.46M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-479- 17.06% |
$29.1K - $32.8K
|
2.33K
$158K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-428- 2.68% |
$26K - $29.3K
|
15.6K
$1.05M
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-389- 2.5% |
$23.6K - $26.6K
|
15.2K
$1.03M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-205- 2.8% |
$12.5K - $14K
|
7.12K
$483K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 17.39% |
$12.2K - $13.7K
|
950
$64.4K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-114- 0.26% |
$6.93K - $7.81K
|
43.4K
$2.94M
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-83- 90.22% |
$5.04K - $5.69K
|
9
$611
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-81- 1.42% |
$4.92K - $5.55K
|
5.64K
$383K
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-72- 1.57% |
$4.38K - $4.93K
|
4.52K
$307K
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-50- 0.86% |
$3.04K - $3.43K
|
5.78K
$392K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-4.62K- 56.69% |
$297K - $320K
|
3.53K
$239K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-475- 48.03% |
$30.5K - $32.9K
|
514
$34.9K
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-13- 0.29% |
$835 - $900
|
4.44K
$301K
|
|
Q4 2024 | |||||||
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-864- 21.17% |
$55.6K - $61K
|
3.22K
$218K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-18- 4.16% |
$1.16K - $1.27K
|
415
$28.2K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 0.43% |
$901 - $988
|
3.23K
$219K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 2.78% |
$450 - $494
|
245
$16.6K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-14.5K- 39.95% |
$880K - $983K
|
21.8K
$1.48M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-395- 1.9% |
$24K - $26.8K
|
20.4K
$1.39M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-252- 1.19% |
$15.3K - $17.1K
|
20.9K
$1.42M
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-67.6K- 88.28% |
$3.87M - $4.2M
|
8.97K
$609K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-90- 49.72% |
$5.16K - $5.59K
|
91
$6.17K
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.32K- 6.92% |
$68.4K - $78.1K
|
17.8K
$1.21M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.03K- 4.82% |
$53.1K - $60.7K
|
20.3K
$1.38M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-315- 6.09% |
$16.3K - $18.6K
|
4.85K
$329K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.87K- 50.36% |
$264K - $287K
|
4.8K
$325K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-19.3K- 47.31% |
$1.04M - $1.13M
|
21.5K
$1.46M
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.28K- 25.55% |
$69.3K - $74.8K
|
3.74K
$253K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6K- 15.99% |
$634K - $724K
|
61.1K
$4.14M
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.97K- 28.77% |
$104K - $121K
|
4.88K
$331K
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-10- 33.33% |
$528 - $614
|
20
$1.36K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 5.1% |
$265 - $313
|
93
$6.31K
|
|
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
$746K
|
|
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
|