Latest Institutional Transactions on Victory Portf Ii Shs Us Lrg Ca (CDL)
This table provides information on the latest institutional transactions involving Victory Portf Ii Shs Us Lrg Ca (CDL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.34K+ 1.85% |
$357K - $373K
|
294K
$20.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-585- 0.55% |
$39.1K - $40.8K
|
106K
$7.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.17K+ 3.21% |
$412K - $431K
|
198K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8K+ 84.32% |
$723K - $755K
|
23.6K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
274+ 5.35% |
$18.3K - $19.1K
|
5.4K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.56KNew |
$104K - $109K
|
1.56K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.6K- 38.6% |
$3.18M - $3.32M
|
75.6K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3K+ 619.58% |
$1.76M - $1.84M
|
30.6K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-572- 1.16% |
$38.2K - $39.9K
|
48.8K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.52K+ 0.62% |
$236K - $246K
|
571K
$39.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
230+ 2.36% |
$15.4K - $16.1K
|
9.97K
$686K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91- 2.76% |
$6.08K - $6.35K
|
3.21K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
140New |
$9.36K - $9.77K
|
140
$9.63K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.9K- 86.38% |
$1.93M - $2.01M
|
4.55K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.98K- 12.38% |
$399K - $417K
|
42.3K
$2.91M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43.3K+ 8430.16% |
$2.9M - $3.03M
|
43.8K
$3.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$936 - $977
|
14
$963
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
202+ 2.95% |
$13.5K - $14.1K
|
7.04K
$485K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-140- 0.39% |
$9.36K - $9.77K
|
35.6K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
919+ 4.71% |
$61.4K - $64.2K
|
20.5K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-577- 10.23% |
$38.6K - $40.3K
|
5.07K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.59K- 8.25% |
$173K - $181K
|
28.9K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.7K- 91.57% |
$3.12M - $3.26M
|
4.3K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.2K+ 4.88% |
$481K - $503K
|
155K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-327- 2.1% |
$21.9K - $22.8K
|
15.2K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.82% |
$1.27K - $1.33K
|
2.35K
$162K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
254New |
$17K - $17.7K
|
254
$17.5K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 1.22% |
$114K - $119K
|
138K
$9.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
8.65K+ 2.37% |
$578K - $604K
|
373K
$25.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-401- 5.63% |
$26.8K - $28K
|
6.72K
$462K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
166+ 3.35% |
$11.1K - $11.6K
|
5.12K
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.98K+ 19.79% |
$266K - $278K
|
24.1K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.98K+ 10.58% |
$466K - $487K
|
72.9K
$5.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
69+ 0.85% |
$4.61K - $4.82K
|
8.21K
$565K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14+ 0.42% |
$936 - $977
|
3.31K
$228K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-98- 0.35% |
$6.55K - $6.84K
|
28.2K
$1.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.11KNew |
$141K - $147K
|
2.11K
$145K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-673- 11.09% |
$45K - $47K
|
5.39K
$371K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3.37KNew |
$225K - $235K
|
3.37K
$232K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-164- 1.08% |
$11K - $11.5K
|
15K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
179+ 5.34% |
$12K - $12.5K
|
3.53K
$243K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.15K+ 16.63% |
$76.9K - $80.4K
|
8.07K
$556K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-342- 0.79% |
$22.9K - $23.9K
|
43K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.15K- 25.49% |
$77.1K - $80.5K
|
3.37K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-648- 33.16% |
$43.3K - $45.2K
|
1.31K
$89.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 11.11% |
$66.8 - $69.8
|
10
$688
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-751- 4.21% |
$50.2K - $52.4K
|
17.1K
$1.18M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25- 0.07% |
$1.52K - $1.71K
|
33.6K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.34KNew |
$203K - $228K
|
3.34K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.04KNew |
$184K - $208K
|
3.04K
$209K
|
|