Concourse Financial Group Securities, Inc. Victory Portf Ii Shs Us Lrg Ca Transaction History

Concourse Financial Group Securities, Inc.

$1.67 Billion
Q4 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$64.34 - $70.57 $0 - $0	0 New	0 $0
Q3 2024 Oct 10, 2024	BUY	$60.7 - $67.83 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	BUY	$58.73 - $63.02 $0 - $0	0 New	0 $0
Q1 2024 Apr 30, 2024	BUY	$57.28 - $62.16 $0 - $0	0 New	0 $0
Q4 2023 Feb 07, 2024	SELL	$51.79 - $59.14 $2,744 - $3,134	-53 Closed	0 $0
Q3 2022 Nov 15, 2022	BUY	$53.0 - $62.5 $2,809 - $3,312	53 New	53 $3,000
Q2 2022 Aug 09, 2022	BUY	$55.6 - $64.8 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	BUY	$59.35 - $63.73 $0 - $0	0 New	0 $0
Q4 2021 Feb 07, 2022	BUY	$57.0 - $61.12 $0 - $0	0 New	0 $0
Q3 2021 Nov 09, 2021	BUY	$55.69 - $58.91 $0 - $0	0 New	0 $0
Q2 2021 Aug 13, 2021	BUY	$54.81 - $58.67 $0 - $0	0 New	0 $0
Q1 2021 May 13, 2021	BUY	$46.47 - $55.05 $0 - $0	0 New	0 $0
Q4 2020 Feb 02, 2021	BUY	$40.18 - $47.63 $0 - $0	0 New	0 $0
Q3 2020 Nov 13, 2020	BUY	$38.16 - $42.4 $0 - $0	0 New	0 $0
Q2 2020 Aug 13, 2020	BUY	$33.4 - $44.44 $0 - $0	0 New	0 $0
Q1 2020 May 13, 2020	BUY	$29.89 - $50.97 $0 - $0	0 New	0 $0
Q4 2019 Feb 14, 2020	BUY	$46.02 - $50.66 $0 - $0	0 New	0 $0
Q3 2019 Nov 13, 2019	BUY	$47.37 - $48.2 $0 - $0	0 New	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	0 New	0 $0
Q1 2019 May 15, 2019	BUY	N/A	0 New	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	0 New	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	0 New	0 $0

Others Institutions Holding CDL

# of Institutions

Shares Held

2.57M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

493K
Shares

$33.2 Million
0.0% of portfolio
Atlantic Family Wealth, LLC Coral Gables, FL

348K
Shares

$23.5 Million
26.92% of portfolio
Bank Of America Corp Charlotte, NC

287K
Shares

$19.3 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

193K
Shares

$13 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

152K
Shares

$10.2 Million
0.01% of portfolio

View Full List

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