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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-67.6K- 88.28% |
$3.87M - $4.2M
|
8.97K
$548K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-67.5K- 57.86% |
$3.87M - $4.2M
|
49.2K
$3M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-19.7K- 17.63% |
$1.13M - $1.23M
|
92.2K
$5.63M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.4K- 3.51% |
$881K - $956K
|
423K
$25.8M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.9K- 12.7% |
$851K - $923K
|
102K
$6.23M
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-9.32K- 15.77% |
$534K - $579K
|
49.8K
$3.04M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.34K- 8.67% |
$363K - $394K
|
66.8K
$4.08M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.93K- 21.68% |
$339K - $368K
|
21.4K
$1.31M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.52K- 13.6% |
$316K - $343K
|
35.1K
$2.14M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.05K- 2.98% |
$289K - $314K
|
164K
$10M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.01K- 5.78% |
$230K - $249K
|
65.4K
$3.99M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.61K- 14.72% |
$207K - $224K
|
20.9K
$1.28M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.33K- 6.14% |
$191K - $207K
|
51K
$3.11M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.12K- 17.37% |
$122K - $132K
|
10.1K
$616K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.94K- 4.61% |
$111K - $120K
|
40.1K
$2.45M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.26K- 2.83% |
$71.9K - $78K
|
43.2K
$2.64M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 22.6% |
$65K - $70.6K
|
3.89K
$237K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-426- 9.18% |
$24.4K - $26.5K
|
4.22K
$257K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-400- 5.08% |
$22.9K - $24.9K
|
7.47K
$456K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-383- 2.24% |
$21.9K - $23.8K
|
16.7K
$1.02M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-288- 1.41% |
$16.5K - $17.9K
|
20.1K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-187- 1.87% |
$10.7K - $11.6K
|
9.84K
$601K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-164- 2.5% |
$9.39K - $10.2K
|
6.39K
$390K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-159- 2.54% |
$9.11K - $9.88K
|
6.11K
$373K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-90- 49.72% |
$5.16K - $5.59K
|
91
$5.56K
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.32K- 6.92% |
$68.4K - $78.1K
|
17.8K
$1.08M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.03K- 4.82% |
$53.1K - $60.7K
|
20.3K
$1.24M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-315- 6.09% |
$16.3K - $18.6K
|
4.85K
$296K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-263- 1.91% |
$13.6K - $15.6K
|
13.5K
$822K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-51- 0.56% |
$2.64K - $3.02K
|
8.98K
$548K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.87K- 50.36% |
$264K - $287K
|
4.8K
$293K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-19.3K- 47.31% |
$1.04M - $1.13M
|
21.5K
$1.31M
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.28K- 25.55% |
$69.3K - $74.8K
|
3.74K
$228K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.6K- 15.99% |
$634K - $724K
|
61.1K
$3.73M
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.97K- 28.77% |
$112K - $121K
|
4.88K
$298K
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-10- 33.33% |
$571 - $614
|
20
$1.22K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 5.1% |
N/A
|
93
$5.68K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.93KClosed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.33KClosed |
N/A
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2- 0.02% |
N/A
|
11K
$672K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-987Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.66KClosed |
N/A
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.76KClosed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-6.27KClosed |
N/A
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-546Closed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-1.31KClosed |
N/A
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-770Closed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13KClosed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.03KClosed |
N/A
|
0
$0
|