Purchases and Sales Made in Q3 2025 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 2025. 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, 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 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
3.37KNew |
$225K - $235K
|
3.37K
$232K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.11KNew |
$141K - $147K
|
2.11K
$145K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.56KNew |
$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
|
- |
254New |
$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
|
- |
140New |
$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 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14+ 0.42% |
$936 - $977
|
3.31K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$936 - $977
|
14
$963
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 11.11% |
$66.8 - $69.8
|
10
$688
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-91- 2.76% |
$6.08K - $6.35K
|
3.21K
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-98- 0.35% |
$6.55K - $6.84K
|
28.2K
$1.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-140- 0.39% |
$9.36K - $9.77K
|
35.6K
$2.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-164- 1.08% |
$11K - $11.5K
|
15K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-327- 2.1% |
$21.9K - $22.8K
|
15.2K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-342- 0.79% |
$22.9K - $23.9K
|
43K
$2.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-401- 5.63% |
$26.8K - $28K
|
6.72K
$462K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-572- 1.16% |
$38.2K - $39.9K
|
48.8K
$3.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-577- 10.23% |
$38.6K - $40.3K
|
5.07K
$349K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-585- 0.55% |
$39.1K - $40.8K
|
106K
$7.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-648- 33.16% |
$43.3K - $45.2K
|
1.31K
$89.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-673- 11.09% |
$45K - $47K
|
5.39K
$371K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-751- 4.21% |
$50.2K - $52.4K
|
17.1K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.15K- 25.49% |
$77.1K - $80.5K
|
3.37K
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 1.22% |
$114K - $119K
|
138K
$9.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.59K- 8.25% |
$173K - $181K
|
28.9K
$1.99M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.09K- 21.1% |
$474K - $495K
|
26.5K
$1.82M
|
|
|
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 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.7K- 91.57% |
$3.12M - $3.26M
|
4.3K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.6K- 38.6% |
$3.18M - $3.32M
|
75.6K
$5.21M
|
|