Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
348KNew |
$22.4M - $24.6M
|
348K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
46.9KNew |
$3.02M - $3.31M
|
46.9K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
40.7KNew |
$2.62M - $2.87M
|
40.7K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 104.54% |
$1.04M - $1.14M
|
31.6K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.2K+ 11.45% |
$980K - $1.08M
|
148K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 2.31% |
$717K - $787K
|
493K
$33.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 15.32% |
$676K - $742K
|
79.1K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
8.15KNew |
$524K - $575K
|
8.15K
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.1KNew |
$264K - $289K
|
4.1K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.8KNew |
$245K - $268K
|
3.8K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
935+ 0.49% |
$60.2K - $66K
|
193K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
891+ 0.84% |
$57.3K - $62.9K
|
106K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
735New |
$47.3K - $51.9K
|
735
$50.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
433+ 0.79% |
$27.9K - $30.6K
|
55.4K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
349+ 3.58% |
$22.5K - $24.6K
|
10.1K
$690K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
333New |
$21.4K - $23.5K
|
333
$22.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
285+ 6.85% |
$18.3K - $20.1K
|
4.45K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
202New |
$13K - $14.3K
|
202
$13.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
175+ 17.95% |
$11.3K - $12.3K
|
1.15K
$78.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
150+ 0.85% |
$9.65K - $10.6K
|
17.7K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
84+ 1.06% |
$5.4K - $5.93K
|
8.03K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$515 - $565
|
8
$547
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-3- 0.02% |
$193 - $212
|
19.6K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 2.78% |
$450 - $494
|
245
$16.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 0.43% |
$901 - $988
|
3.23K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-18- 4.16% |
$1.16K - $1.27K
|
415
$28.4K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-55- 5.27% |
$3.54K - $3.88K
|
989
$67.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-120- 55.56% |
$7.72K - $8.47K
|
96
$6.57K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-123- 0.57% |
$7.91K - $8.68K
|
21.5K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-183- 2.02% |
$11.8K - $12.9K
|
8.88K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-191- 3.13% |
$12.3K - $13.5K
|
5.92K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-284- 0.98% |
$18.3K - $20K
|
28.8K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-308- 1.89% |
$19.8K - $21.7K
|
16K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-341- 9.38% |
$21.9K - $24.1K
|
3.29K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-359- 1.83% |
$23.1K - $25.3K
|
19.3K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-388- 1.19% |
$25K - $27.4K
|
32.3K
$2.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-864- 21.17% |
$55.6K - $61K
|
3.22K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 28.99% |
$94.4K - $104K
|
3.59K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.49K- 6.22% |
$95.7K - $105K
|
22.4K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.73K- 4.2% |
$112K - $122K
|
39.5K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.09K- 5.21% |
$134K - $147K
|
38K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.92K- 6.26% |
$188K - $206K
|
43.8K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.68K- 6.4% |
$237K - $260K
|
53.9K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.91K- 59.19% |
$444K - $487K
|
4.76K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.3K- 3.79% |
$728K - $799K
|
287K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 8.83% |
$945K - $1.04M
|
152K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.8K- 67.07% |
$1.91M - $2.1M
|
14.6K
$1M
|