Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
169K+ 90.06% |
$9.15M - $9.94M
|
356K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 57.21% |
$915K - $995K
|
46.4K
$3.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
13.2K+ 137.73% |
$719K - $781K
|
22.9K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.59K+ 5.55% |
$520K - $566K
|
182K
$12M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.38K+ 2.1% |
$509K - $553K
|
456K
$29.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.61KNew |
$359K - $390K
|
6.61K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.96K+ 55.5% |
$323K - $351K
|
16.7K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.12KNew |
$278K - $302K
|
5.12K
$336K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
4.7K+ 6.09% |
$255K - $277K
|
81.9K
$5.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.4K+ 7.21% |
$130K - $142K
|
35.8K
$2.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27K+ 1.08% |
$68.9K - $74.9K
|
118K
$7.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.2K+ 9.33% |
$65.3K - $70.9K
|
14.1K
$925K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
750+ 3.65% |
$40.7K - $44.2K
|
21.3K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
693+ 17.23% |
$37.6K - $40.9K
|
4.72K
$310K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$35.3K - $38.3K
|
650
$42.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
629+ 2.29% |
$34.1K - $37.1K
|
28.1K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
284+ 3.9% |
$15.4K - $16.7K
|
7.56K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
250+ 3.61% |
$13.6K - $14.7K
|
7.17K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
160New |
$8.68K - $9.44K
|
160
$10.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
62+ 0.76% |
$3.36K - $3.66K
|
8.2K
$538K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
40+ 10.34% |
$2.17K - $2.36K
|
427
$28K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
29New |
$1.57K - $1.71K
|
29
$1.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20+ 0.12% |
$1.09K - $1.18K
|
16.8K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 1.12% |
$163 - $177
|
270
$17.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-19- 0.38% |
$1.03K - $1.12K
|
4.93K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-66- 0.5% |
$3.58K - $3.89K
|
13K
$856K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-146- 1.05% |
$7.92K - $8.61K
|
13.7K
$902K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-169- 3.17% |
$9.17K - $9.97K
|
5.17K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-196- 17.03% |
$10.6K - $11.6K
|
955
$62.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-438- 0.61% |
$23.8K - $25.8K
|
71.8K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-600- 1.99% |
$32.6K - $35.4K
|
29.5K
$1.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-636- 3.23% |
$34.5K - $37.5K
|
19.1K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.17K- 12.47% |
$63.3K - $68.8K
|
8.19K
$538K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 9.57% |
$71.6K - $77.8K
|
12.5K
$818K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.41K- 3.23% |
$76.6K - $83.2K
|
42.3K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.84K- 6.53% |
$154K - $168K
|
40.7K
$2.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.21K- 22.44% |
$174K - $190K
|
11.1K
$729K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.64K- 4.52% |
$197K - $215K
|
76.8K
$5.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.87K- 50.36% |
$264K - $287K
|
4.8K
$315K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-5.09K- 19.86% |
$276K - $300K
|
20.5K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.12K- 7.14% |
$332K - $361K
|
79.6K
$5.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.01K- 10.93% |
$381K - $414K
|
57.1K
$3.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-13.5K- 13.48% |
$732K - $795K
|
86.5K
$5.68M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-61.3K- 70.64% |
$3.33M - $3.62M
|
25.5K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-79.4K- 39.94% |
$4.31M - $4.68M
|
119K
$7.83M
|