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 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-988- 0.61% |
$60.9K - $66.7K
|
161K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.48K- 3.59% |
$91.3K - $100K
|
39.7K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.58K- 29.27% |
$97.2K - $106K
|
3.81K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.89K- 1.51% |
$116K - $127K
|
123K
$8.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.05K- 3.55% |
$126K - $138K
|
55.7K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.26K- 4.56% |
$139K - $152K
|
47.2K
$3.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.82K- 3.76% |
$174K - $191K
|
72.3K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.83K- 1.51% |
$174K - $191K
|
185K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.86K- 1.62% |
$177K - $193K
|
174K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.61K- 43.22% |
$223K - $244K
|
4.75K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.38K- 8.28% |
$270K - $296K
|
48.5K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.87K- 4.5% |
$300K - $329K
|
103K
$6.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.27K- 2.51% |
$386K - $423K
|
243K
$16M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-6.58K- 24.88% |
$406K - $444K
|
19.9K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.47K- 9.13% |
$461K - $505K
|
74.3K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.81K- 13.83% |
$482K - $528K
|
48.7K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.93K- 0.71% |
$551K - $603K
|
1.26M
$82.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.3K- 54.53% |
$633K - $694K
|
8.56K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.5K- 3.27% |
$646K - $708K
|
310K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-10.5K- 18.72% |
$647K - $709K
|
45.5K
$3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.3K- 2.06% |
$879K - $964K
|
679K
$44.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-18K- 79.68% |
$1.11M - $1.22M
|
4.59K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.2K- 65.15% |
$1.3M - $1.43M
|
11.3K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-78.5K- 12.05% |
$4.84M - $5.3M
|
573K
$37.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-163K- 90.28% |
$10.1M - $11M
|
17.6K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-223K- 26.67% |
$13.8M - $15.1M
|
615K
$40.5M
|