Purchases and Sales Made in Q4 2022 in Victory Portf Ii Shs Us Lrg Ca (CDL)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Lrg Ca (CDL) during Q4 2022. The information is specifically focused on institutions that hold shares of VICTORY PORTF II SHS US LRG CA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
93.2K+ 43134.72% |
$4.92M - $5.72M
|
93.4K
$6.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72.7KNew |
$3.84M - $4.46M
|
72.7K
$4.96M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
44.6K+ 42.71% |
$2.35M - $2.74M
|
149K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.1K+ 99.13% |
$2.33M - $2.71M
|
88.5K
$6.04M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
37.5KNew |
$1.98M - $2.3M
|
37.5K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.6KNew |
$1.83M - $2.12M
|
34.6K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25.1KNew |
$1.32M - $1.54M
|
25.1K
$1.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
18.6KNew |
$981K - $1.14M
|
18.6K
$1.27M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.5K+ 14.29% |
$978K - $1.14M
|
148K
$10.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 67.71% |
$974K - $1.13M
|
45.7K
$3.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.5K+ 38.83% |
$765K - $890K
|
51.8K
$3.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12K+ 134.75% |
$633K - $736K
|
20.9K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.66KNew |
$510K - $593K
|
9.66K
$659K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.79KNew |
$464K - $540K
|
8.79K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.77KNew |
$463K - $539K
|
8.77K
$598K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.26K+ 9.13% |
$330K - $384K
|
74.8K
$5.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.87K+ 92.27% |
$310K - $360K
|
12.2K
$834K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.72KNew |
$302K - $351K
|
5.72K
$390K
|
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.38K+ 5.86% |
$284K - $330K
|
97.2K
$6.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.22K+ 1.89% |
$276K - $321K
|
282K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.1KNew |
$269K - $313K
|
5.1K
$348K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.02KNew |
$265K - $308K
|
5.02K
$342K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.33K+ 2.81% |
$229K - $266K
|
159K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.33K+ 92.17% |
$229K - $266K
|
9.03K
$616K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.11K+ 83.69% |
$217K - $252K
|
9.02K
$615K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.02K+ 3.89% |
$212K - $247K
|
107K
$7.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.98K+ 16.63% |
$210K - $244K
|
27.9K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.75KNew |
$198K - $230K
|
3.75K
$256K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.65KNew |
$193K - $224K
|
3.65K
$249K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.28KNew |
$173K - $201K
|
3.28K
$224K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.24K+ 5.83% |
$171K - $199K
|
58.8K
$4.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
2.75K+ 3.86% |
$145K - $169K
|
74.1K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.66K+ 0.44% |
$141K - $163K
|
611K
$41.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.22K+ 24.65% |
$64.4K - $74.8K
|
6.17K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
970New |
$51.2K - $59.6K
|
970
$66.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
882+ 3.76% |
$46.6K - $54.2K
|
24.3K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
621+ 5.21% |
$32.8K - $38.1K
|
12.5K
$856K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
444New |
$23.4K - $27.3K
|
444
$30.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
395New |
$20.9K - $24.3K
|
395
$26.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
318+ 4.71% |
$16.8K - $19.5K
|
7.08K
$483K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
292+ 3.17% |
$15.4K - $17.9K
|
9.5K
$648K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
283+ 0.99% |
$14.9K - $17.4K
|
28.9K
$1.97M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
135New |
$7.13K - $8.29K
|
135
$9.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$5.28K - $6.14K
|
100
$6.82K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
91+ 1.15% |
$4.8K - $5.59K
|
8.04K
$548K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
89+ 5.2% |
$4.7K - $5.46K
|
1.8K
$123K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-10- 33.33% |
$528 - $614
|
20
$1.36K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-17- 0.07% |
$898 - $1.04K
|
26.1K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-164- 3.1% |
$8.66K - $10.1K
|
5.12K
$349K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-547- 13.82% |
$28.9K - $33.6K
|
3.41K
$233K
|