Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.6K+ 13.98% |
$3.96M - $4.67M
|
609K
$40M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
55.4K+ 25627.31% |
$2.93M - $3.46M
|
55.6K
$3.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.1K+ 35.72% |
$1.81M - $2.13M
|
130K
$8.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.2KNew |
$1.71M - $2.01M
|
32.2K
$2.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
23.9KNew |
$1.27M - $1.5M
|
23.9K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
23.4KNew |
$1.24M - $1.47M
|
23.4K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.4K+ 9.24% |
$1.24M - $1.46M
|
277K
$18.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.7K+ 26.19% |
$1.15M - $1.35M
|
104K
$6.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.6K+ 37.55% |
$932K - $1.1M
|
64.4K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 37.44% |
$642K - $757K
|
44.4K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.55K+ 31.68% |
$347K - $410K
|
27.2K
$1.79M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.36KNew |
$337K - $398K
|
6.36K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.99KNew |
$211K - $249K
|
3.99K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.43K+ 107.28% |
$129K - $152K
|
4.7K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.35K+ 9.14% |
$125K - $147K
|
28.1K
$1.84M
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2.06K+ 2.29% |
$109K - $129K
|
91.8K
$6.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01K+ 1.85% |
$53.4K - $63K
|
55.5K
$3.65M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
896+ 8.13% |
$47.5K - $56K
|
11.9K
$783K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
764+ 11.75% |
$40.5K - $47.8K
|
7.27K
$477K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
682+ 8.31% |
$36.1K - $42.6K
|
8.89K
$584K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
393New |
$20.8K - $24.6K
|
393
$25.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
326+ 7.06% |
$17.3K - $20.4K
|
4.95K
$325K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
283+ 2.89% |
$15K - $17.7K
|
10.1K
$660K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
181+ 4.79% |
$9.59K - $11.3K
|
3.96K
$260K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
131+ 0.46% |
$6.94K - $8.19K
|
28.7K
$1.88M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
85+ 0.48% |
$4.51K - $5.31K
|
17.9K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
63+ 0.8% |
$3.34K - $3.94K
|
7.95K
$522K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53New |
$2.81K - $3.31K
|
53
$3.48K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37+ 2.21% |
$1.96K - $2.31K
|
1.71K
$112K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10+ 0.19% |
$530 - $625
|
5.28K
$347K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$106 - $125
|
3.97K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 5.1% |
$265 - $313
|
93
$6.11K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-55- 1.11% |
$2.92K - $3.44K
|
4.91K
$322K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
SELL
|
- |
-134- 0.51% |
$7.1K - $8.38K
|
26.1K
$1.71M
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-152- 0.21% |
$8.06K - $9.5K
|
71.3K
$4.68M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-232- 0.15% |
$12.3K - $14.5K
|
154K
$10.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-285- 0.76% |
$15.1K - $17.8K
|
37.3K
$2.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-468- 6.48% |
$24.8K - $29.3K
|
6.76K
$444K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-494- 11.88% |
$26.2K - $30.9K
|
3.66K
$241K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-715- 9.46% |
$37.9K - $44.7K
|
6.84K
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.14K- 4.38% |
$166K - $196K
|
68.5K
$4.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.21K- 3.02% |
$170K - $201K
|
103K
$6.78M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5K- 35.16% |
$265K - $312K
|
9.21K
$605K
|