Latest Institutional Purchases of Victory Portf Ii Shs Us Lrg Ca (CDL)

CDL Quotes by TradingView

This list provides information on the latest institutional transactions involving Victory Portf Ii Shs Us Lrg Ca (CDL) stock that were buys. 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 purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
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 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
Integrated Wealth Concepts LLC

BUY
 -
10.8K
+ 84.32%
$723K - $755K
23.6K $1.63M
Nov 06, 2025 Q3 2025
Atlantic Family Wealth, LLC

Coral Gables, FL
BUY
 -
8.65K
+ 2.37%
$578K - $604K
373K $25.7M
Nov 12, 2025 Q3 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
7.2K
+ 4.88%
$481K - $503K
155K $10.6M
Nov 04, 2025 Q3 2025
Jones Financial Companies Lllp

BUY
 -
6.98K
+ 10.58%
$466K - $487K
72.9K $5.02M
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
Bank Of America Corp

Charlotte, NC
BUY
 -
5.34K
+ 1.85%
$357K - $373K
294K $20.2M
Nov 04, 2025 Q3 2025
Envestnet Asset Management Inc

BUY
 -
3.98K
+ 19.79%
$266K - $278K
24.1K $1.66M
Nov 14, 2025 Q3 2025
Morgan Stanley

New York, NY
BUY
 -
3.52K
+ 0.62%
$236K - $246K
571K $39.3M
Oct 30, 2025 Q3 2025
Rossmore Private Capital

Glastonbury, CT
BUY
 -
2.11K
New
$141K - $147K
2.11K $145K
Nov 14, 2025 Q3 2025
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.56K
New
$104K - $109K
1.56K $107K
Oct 24, 2025 Q3 2025
Vicus Capital

State College, PA
BUY
 -
1.15K
+ 16.63%
$76.9K - $80.4K
8.07K $556K
Nov 13, 2025 Q3 2025
Ubs Group Ag

BUY
 -
919
+ 4.71%
$61.4K - $64.2K
20.5K $1.41M
Nov 14, 2025 Q3 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
274
+ 5.35%
$18.3K - $19.1K
5.4K $372K
Nov 10, 2025 Q3 2025
Us Bancorp \De\

BUY
 -
254
New
$17K - $17.7K
254 $17.5K
Nov 14, 2025 Q3 2025
Stone X Group Inc.

BUY
 -
230
+ 2.36%
$15.4K - $16.1K
9.97K $686K
Nov 13, 2025 Q3 2025
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
202
+ 2.95%
$13.5K - $14.1K
7.04K $485K
Oct 27, 2025 Q3 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
179
+ 5.34%
$12K - $12.5K
3.53K $243K
Nov 05, 2025 Q3 2025
Western Wealth Management, LLC

BUY
 -
166
+ 3.35%
$11.1K - $11.6K
5.12K $352K
Nov 14, 2025 Q3 2025
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
140
New
$9.36K - $9.77K
140 $9.63K
Nov 03, 2025 Q3 2025
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
69
+ 0.85%
$4.61K - $4.82K
8.21K $565K
Nov 10, 2025 Q3 2025
Ever Source Wealth Advisors, LLC

BUY
 -
19
+ 0.82%
$1.27K - $1.33K
2.35K $162K
Nov 13, 2025 Q3 2025
Russell Investments Group, Ltd.

BUY
 -
14
New
$936 - $977
14 $963
Nov 03, 2025 Q3 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
14
+ 0.42%
$936 - $977
3.31K $228K
Oct 14, 2025 Q3 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
1
+ 11.11%
$66.8 - $69.8
10 $688
Q2 2025
Aug 14, 2025 Q2 2025
Quantinno Capital Management LP

New York, NY
BUY
 -
3.34K
New
$203K - $228K
3.34K $230K
Aug 14, 2025 Q2 2025
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3.04K
New
$184K - $208K
3.04K $209K
Jul 30, 2025 Q2 2025
Sloy Dahl & Holst, LLC

BUY
 -
230
+ 1.29%
$14K - $15.8K
18.1K $1.25M
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
163
New
$9.91K - $11.2K
163 $11.2K
Aug 04, 2025 Q2 2025
Assetmark, Inc

BUY
 -
1
New
$60.8 - $68.5
1 $68.8
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 09, 2025 Q1 2025
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.11K
+ 6.55%
$135K - $146K
34.3K $2.36M
Apr 09, 2025 Q1 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
650
New
$41.7K - $45K
650 $44.7K
May 01, 2025 Q1 2025
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
233
New
$15K - $16.1K
233 $16K
May 07, 2025 Q1 2025
Ridgewood Investments LLC

BUY
 -
136
New
$8.73K - $9.42K
136 $9.36K
Q4 2024
Feb 11, 2025 Q4 2024
Tap Consulting, LLC

BUY
 -
891
+ 0.84%
$57.3K - $62.9K
106K $7.33M
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
735
New
$47.3K - $51.9K
735 $50.6K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
333
New
$21.4K - $23.5K
333 $22.9K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
202
New
$13K - $14.3K
202 $13.9K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
8
New
$515 - $565
8 $551
Q3 2024
Nov 14, 2024 Q3 2024
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
20.4K
New
$1.24M - $1.38M
20.4K $1.4M
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
19.3K
New
$1.17M - $1.31M
19.3K $1.33M
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
3
New
$182 - $203
3 $206
Q2 2024
Jul 10, 2024 Q2 2024
Albion Financial Group

BUY
 -
300
New
$17.6K - $18.9K
300 $20.6K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
200
New
$11.7K - $12.6K
200 $13.8K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
60
New
$3.52K - $3.78K
60 $4.13K
Q1 2024
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
10.5K
+ 25.04%
$599K - $650K
52.2K $3.59M
May 15, 2024 Q1 2024
Aptus Capital Advisors, LLC

BUY
 -
917
New
$52.5K - $57K
917 $63.1K

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