Purchases and Sales Made in Q4 2024 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
866KNew |
$53.4M - $58.5M
|
866K
$57M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.9KNew |
$2.52M - $2.76M
|
40.9K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
39.8KNew |
$2.45M - $2.69M
|
39.8K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
36.5KNew |
$2.25M - $2.47M
|
36.5K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.8K+ 17.03% |
$1.96M - $2.15M
|
218K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
19.6KNew |
$1.21M - $1.33M
|
19.6K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
13.6KNew |
$836K - $916K
|
13.6K
$893K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1K+ 2.62% |
$807K - $884K
|
512K
$33.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.59K+ 31.76% |
$591K - $648K
|
39.8K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.63K+ 3.0% |
$532K - $583K
|
296K
$19.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.2KNew |
$444K - $486K
|
7.2K
$474K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.2KNew |
$382K - $419K
|
6.2K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
5.11KNew |
$315K - $345K
|
5.11K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.88KNew |
$239K - $262K
|
3.88K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.61K+ 14.41% |
$222K - $244K
|
28.6K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.85K+ 18.51% |
$176K - $193K
|
18.3K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.52K+ 2.1% |
$155K - $170K
|
123K
$8.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.35KNew |
$145K - $159K
|
2.35K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.56K+ 1.37% |
$96.2K - $105K
|
116K
$7.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.47KNew |
$90.3K - $99K
|
1.47K
$96.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.02KNew |
$62.7K - $68.7K
|
1.02K
$67K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
474New |
$29.2K - $32K
|
474
$31.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
218+ 0.75% |
$13.4K - $14.7K
|
29.2K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
200+ 289.86% |
$12.3K - $13.5K
|
269
$17.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
180+ 0.42% |
$11.1K - $12.2K
|
43K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
178+ 0.75% |
$11K - $12K
|
23.8K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
53+ 0.81% |
$3.27K - $3.58K
|
6.61K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
51+ 0.61% |
$3.14K - $3.45K
|
8.46K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51+ 0.92% |
$3.14K - $3.45K
|
5.57K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 0.83% |
$2.1K - $2.3K
|
4.11K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24+ 0.25% |
$1.48K - $1.62K
|
9.72K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1- 0.02% |
$61.7 - $67.6
|
4.39K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-21- 0.28% |
$1.29K - $1.42K
|
7.51K
$495K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-48- 0.86% |
$2.96K - $3.24K
|
5.54K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-90- 7.74% |
$5.55K - $6.08K
|
1.07K
$70.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-96- 1.68% |
$5.92K - $6.48K
|
5.63K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-102- 0.8% |
$6.29K - $6.89K
|
12.6K
$829K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-108- 1.31% |
$6.66K - $7.3K
|
8.14K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-126- 0.33% |
$7.77K - $8.51K
|
38.5K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-130- 1.53% |
$8.01K - $8.78K
|
8.37K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-154- 0.63% |
$9.49K - $10.4K
|
24.2K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-229- 6.08% |
$14.1K - $15.5K
|
3.54K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-258- 1.85% |
$15.9K - $17.4K
|
13.7K
$901K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-271- 2.32% |
$16.7K - $18.3K
|
11.4K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-331- 6.91% |
$20.4K - $22.4K
|
4.46K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-343- 9.63% |
$21.1K - $23.2K
|
3.22K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-428- 7.7% |
$26.4K - $28.9K
|
5.13K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-444- 4.4% |
$27.4K - $30K
|
9.65K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-447- 15.82% |
$27.6K - $30.2K
|
2.38K
$157K
|