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
Feb 04, 2025 Q4 2024
Atlantic Family Wealth, LLC

Coral Gables, FL
BUY
 -
348K
New
$22.4M - $24.6M
348K $24M
Feb 14, 2025 Q4 2024
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
46.9K
New
$3.02M - $3.31M
46.9K $3.22M
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
40.7K
New
$2.62M - $2.87M
40.7K $2.8M
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
16.1K
+ 104.54%
$1.04M - $1.14M
31.6K $2.17M
Feb 14, 2025 Q4 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
15.2K
+ 11.45%
$980K - $1.08M
148K $10.2M
Feb 14, 2025 Q4 2024
Morgan Stanley

New York, NY
BUY
 -
11.1K
+ 2.31%
$717K - $787K
493K $33.9M
Feb 11, 2025 Q4 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.5K
+ 15.32%
$676K - $742K
79.1K $5.44M
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
4.1K
New
$264K - $289K
4.1K $282K
Jan 30, 2025 Q4 2024
Vicus Capital

State College, PA
BUY
 -
3.8K
New
$245K - $268K
3.8K $261K
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

BUY
 -
935
+ 0.49%
$60.2K - $66K
193K $13.3M
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
735
New
$47.3K - $51.9K
735 $50.5K
Feb 07, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
433
+ 0.79%
$27.9K - $30.6K
55.4K $3.81M
Feb 14, 2025 Q4 2024
Integrated Wealth Concepts LLC

BUY
 -
349
+ 3.58%
$22.5K - $24.6K
10.1K $693K
Jan 08, 2025 Q4 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
285
+ 6.85%
$18.3K - $20.1K
4.45K $306K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
202
New
$13K - $14.3K
202 $13.9K
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
175
+ 17.95%
$11.3K - $12.3K
1.15K $79K
Jan 24, 2025 Q4 2024
Sloy Dahl & Holst, LLC

BUY
 -
150
+ 0.85%
$9.65K - $10.6K
17.7K $1.22M
Jan 15, 2025 Q4 2024
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
84
+ 1.06%
$5.4K - $5.93K
8.03K $552K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
8
New
$515 - $565
8 $550
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
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 12, 2024 Q3 2024
Western Wealth Management, LLC

BUY
 -
4.7K
New
$285K - $319K
4.7K $323K
Feb 19, 2025 Q3 2024
Keystone Financial Group

BUY
 -
832
+ 10.21%
$50.5K - $56.4K
8.98K $617K
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 $13.7K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
60
New
$3.52K - $3.78K
60 $4.12K
Aug 07, 2024 Q2 2024
Stone X Group Inc.

BUY
 -
11
+ 0.11%
$646 - $693
10.1K $695K
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 $63K
May 08, 2024 Q1 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
451
+ 10.81%
$25.8K - $28K
4.62K $318K
Q4 2023
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
560
New
$29K - $33.1K
560 $38.5K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
4
+ 1.48%
$207 - $237
274 $18.8K
Q3 2023
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
5.96K
+ 55.5%
$323K - $351K
16.7K $1.15M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
5.12K
New
$278K - $302K
5.12K $352K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
650
New
$35.3K - $38.3K
650 $44.7K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
29
New
$1.57K - $1.71K
29 $1.99K
Q2 2023
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
430
New
$23.3K - $25.1K
430 $29.6K
Q1 2023
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
13.6K
New
$741K - $847K
13.6K $935K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
4.29K
New
$234K - $267K
4.29K $295K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.68K
+ 23.12%
$91.6K - $105K
8.95K $615K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
403
New
$22K - $25.1K
403 $27.7K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
378
+ 11.08%
$20.6K - $23.5K
3.79K $260K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
360
+ 0.69%
$19.6K - $22.4K
52.2K $3.59M
Q4 2022
Jan 31, 2023 Q4 2022
Empirical Asset Management, LLC

BUY
 -
8.79K
New
$464K - $540K
8.79K $604K
Jan 12, 2023 Q4 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
3.65K
New
$193K - $224K
3.65K $251K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
444
New
$23.4K - $27.3K
444 $30.5K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
135
New
$7.13K - $8.29K
135 $9.28K

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