Purchases and Sales Made in Q3 2023 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q3 2023. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II SHS INCO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.38K- 6.1% |
$76.5K - $80.5K
|
21.2K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.5K- 2.75% |
$83K - $87.3K
|
53K
$3.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.97K- 17.37% |
$109K - $115K
|
9.37K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.06K- 31.38% |
$114K - $120K
|
4.5K
$288K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.13K- 2.04% |
$118K - $124K
|
103K
$6.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.52K- 21.13% |
$140K - $147K
|
9.41K
$602K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.76K- 4.45% |
$153K - $161K
|
59.3K
$3.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.11K- 2.65% |
$172K - $181K
|
114K
$7.32M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.6KClosed |
$199K - $210K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.1K- 6.2% |
$227K - $239K
|
62K
$3.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.4K- 2.86% |
$244K - $256K
|
149K
$9.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.97K- 47.77% |
$276K - $290K
|
5.43K
$348K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.22K- 9.52% |
$290K - $304K
|
49.6K
$3.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.48K- 56.77% |
$359K - $378K
|
4.94K
$316K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.95K- 38.88% |
$385K - $405K
|
10.9K
$699K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.38K- 30.35% |
$465K - $489K
|
19.2K
$1.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-8.39K- 35.88% |
$465K - $489K
|
15K
$959K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 34.81% |
$577K - $606K
|
19.5K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.5K- 5.37% |
$583K - $613K
|
185K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-11.8K- 71.84% |
$656K - $690K
|
4.64K
$297K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.5K- 15.65% |
$696K - $731K
|
67.6K
$4.33M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.2KClosed |
$733K - $771K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-13.8K- 12.82% |
$764K - $803K
|
93.7K
$6M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15.1K- 55.89% |
$839K - $882K
|
11.9K
$764K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.8K- 70.27% |
$987K - $1.04M
|
7.53K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.2K- 64.89% |
$1.01M - $1.06M
|
9.86K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.5K- 72.88% |
$1.02M - $1.08M
|
6.87K
$440K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20K- 4.96% |
$1.11M - $1.17M
|
383K
$24.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.7K- 1.32% |
$1.15M - $1.21M
|
1.55M
$99M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.1K- 62.49% |
$1.17M - $1.23M
|
12.7K
$810K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.4K- 10.67% |
$1.19M - $1.25M
|
179K
$11.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.2K- 6.04% |
$1.29M - $1.35M
|
361K
$23.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-23.7K- 13.79% |
$1.32M - $1.38M
|
148K
$9.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-26.9K- 55.88% |
$1.49M - $1.57M
|
21.3K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-27.3K- 82.32% |
$1.51M - $1.59M
|
5.85K
$375K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-33.1K- 5.04% |
$1.84M - $1.93M
|
624K
$40M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-43.1K- 9.82% |
$2.39M - $2.51M
|
396K
$25.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-57.9K- 29.71% |
$3.21M - $3.38M
|
137K
$8.77M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-69.2K- 72.61% |
$3.84M - $4.04M
|
26.1K
$1.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-69.2K- 72.61% |
$3.84M - $4.04M
|
26.1K
$1.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-70.6K- 21.54% |
$3.92M - $4.11M
|
257K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.1K- 93.01% |
$4M - $4.21M
|
5.42K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.9K- 22.37% |
$4.38M - $4.6M
|
274K
$17.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-83.7K- 53.15% |
$4.64M - $4.88M
|
73.8K
$4.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-95.2K- 44.28% |
$5.28M - $5.55M
|
120K
$7.67M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-101K- 91.06% |
$5.61M - $5.89M
|
9.93K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-111K- 48.02% |
$6.15M - $6.47M
|
120K
$7.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-114K- 19.74% |
$6.3M - $6.63M
|
462K
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-115K- 31.91% |
$6.37M - $6.69M
|
245K
$15.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-150K- 13.85% |
$8.32M - $8.74M
|
933K
$59.7M
|