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VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) Institutional Ownership

VictoryShares US Large Cap High Div Volatility Wtd ETF logo
$69.95 +0.47 (+0.68%)
(As of 11/22/2024 ET)

Institutional Ownership Changes (13F Filings) for VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$45.94K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$566.65K
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CDL Institutional Buying and Selling by Quarter

VictoryShares US Large Cap High Div Volatility Wtd ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 IHT Wealth Management LLC3,634$247K0.0%+7.8%0.070%
8/14/2024 EverSource Wealth Advisors LLC3,481$225K0.0%-10.4%0.063%
7/26/2024 Cambridge Investment Research Advisors Inc.16,251$992K0.0%-2.6%0.295%
6/11/2024 EverSource Wealth Advisors LLC3,887$235K0.0%-22.6%0.069%
5/17/2024 Comerica Bank6,112$380K0.0%-2.5%0.108%
5/9/2024 Eagle Bay Advisors LLC4,623$287K0.2%+10.8%0.082%
2/9/2024 EverSource Wealth Advisors LLC5,022$294K0.0%-59.7%0.084%
11/4/2023 NBC Securities Inc.650$35K0.0%N/A0.011%
11/4/2023 EverSource Wealth Advisors LLC12,466$677K0.1%-9.6%0.203%
10/18/2023 Private Trust Co. NA4,716$256K0.0%+17.2%0.076%
8/7/2023 Keystone Financial Group9,031$511K0.1%N/A0.141%
8/4/2023 EverSource Wealth Advisors LLC13,786$780K0.1%+1,177.7%0.215%
8/2/2023 North Star Investment Management Corp.3,735$211K0.0%-25.6%0.058%
7/28/2023 Private Trust Co. NA4,023$228K0.0%+9.8%0.063%
7/13/2023 Cambridge Investment Research Advisors Inc.16,778$949K0.0%-24.7%0.262%
5/5/2023 Silver Oak Securities Incorporated52,170$3M0.5%+0.7%0.779%
5/3/2023 Integrated Wealth Concepts LLC13,930$801K0.0%+126.0%0.208%
4/28/2023 Janney Montgomery Scott LLC61,065$3.51M0.0%-16.0%0.911%
4/26/2023 Eagle Bay Advisors LLC4,172$240K0.1%N/A0.062%
2/13/2023 Integrated Wealth Concepts LLC6,165$363K0.0%+24.6%0.096%
2/9/2023 EverSource Wealth Advisors LLC970$57K0.0%N/A0.015%
2/8/2023 Cambridge Investment Research Advisors Inc.12,544$739K0.0%+5.2%0.196%
2/2/2023 Silver Oak Securities Incorporated51,810$3.05M0.6%+38.8%0.810%
2/1/2023 Janney Montgomery Scott LLC72,687$4.28M0.0%N/A1.136%
1/11/2023 North Star Investment Management Corp.5,017$295K0.0%N/A0.081%
10/20/2022 Silver Oak Securities Incorporated37,320$1.98M0.4%-0.8%0.661%
10/17/2022 Private Trust Co. NA3,664$194K0.0%-11.9%0.062%
10/17/2022 Cambridge Investment Research Advisors Inc.11,923$632K0.0%+8.1%0.200%
9/16/2022 Private Trust Co. NA4,158$242K0.0%N/A0.082%
8/9/2022TIAA FSB3,654$212K0.0%N/A0.072%
8/5/2022 Keystone Financial Group9,031$525K0.1%-5.3%0.177%
2/14/2022 IHT Wealth Management LLC3,954$242K0.0%-5.8%0.093%
2/3/2022 Cambridge Investment Research Advisors Inc.10,974$671K0.0%+38.0%0.264%
11/12/2021 Keystone Financial Group12,660$720K0.1%-11.0%0.329%
8/24/2021 Flow Traders U.S. LLC4,329$245K0.0%N/A0.112%
7/20/2021 Country Trust Bank697$39K0.0%N/A0.018%
5/17/2021 Ameriprise Financial Inc.62,204$3.11M0.0%+9.5%1.616%
5/11/2021 Keystone Financial Group14,911$816K0.2%-9.8%0.387%
5/3/2021 Calton & Associates Inc.3,796$208K0.0%N/A0.099%
4/30/2021IFP Advisors Inc3,416$188K0.0%-56.2%0.089%
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2/10/2021 Keystone Financial Group16,523$778K0.2%-45.5%0.424%
2/8/2021Sloy Dahl & Holst LLC14,435$727K0.3%+10.5%0.370%
2/4/2021 Cambridge Investment Research Advisors Inc.8,102$382K0.0%-13.7%0.208%
1/25/2021IFP Advisors Inc7,798$366K0.0%-3.7%0.200%
(Data available from 1/1/2016 forward)

CDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CDL shares?

During the previous two years, 12 institutional investors and hedge funds held shares of VictoryShares US Large Cap High Div Volatility Wtd ETF. The most heavily invested institutionals were Janney Montgomery Scott LLC ($3.51M), Silver Oak Securities Incorporated ($3M), Cambridge Investment Research Advisors Inc. ($992K), Integrated Wealth Concepts LLC ($801K), Keystone Financial Group ($511K), Comerica Bank ($380K), and Eagle Bay Advisors LLC ($287K).Learn more on CDL's institutional investors.

Which institutional investors have been buying VictoryShares US Large Cap High Div Volatility Wtd ETF stock?

Of the 11 institutional investors that purchased VictoryShares US Large Cap High Div Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($72.69K), Silver Oak Securities Incorporated ($14.85K), EverSource Wealth Advisors LLC ($13.68K), Keystone Financial Group ($9.03K), Integrated Wealth Concepts LLC ($8.98K), North Star Investment Management Corp. ($5.02K), and Eagle Bay Advisors LLC ($4.62K).

How much institutional buying is happening at VictoryShares US Large Cap High Div Volatility Wtd ETF?

Institutional investors have bought a total of 131,456 shares in the last 24 months. This purchase volume represents approximately $13.97M in transactions.

Which VictoryShares US Large Cap High Div Volatility Wtd ETF major shareholders have been selling company stock?

The following institutional investors have sold VictoryShares US Large Cap High Div Volatility Wtd ETF stock in the last 24 months: Janney Montgomery Scott LLC ($11.62K), EverSource Wealth Advisors LLC ($10.31K), Cambridge Investment Research Advisors Inc. ($5.95K), North Star Investment Management Corp. ($1.28K), and Comerica Bank ($159.00).

How much institutional selling is happening at VictoryShares US Large Cap High Div Volatility Wtd ETF?

Institutional investors have sold a total of 29,315 shares in the last 24 months. This volume of shares sold represents approximately $2.36M in transactions.



This page (NASDAQ:CDL) was last updated on 11/23/2024 by MarketBeat.com Staff
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