Latest Institutional Transactions on Victory Portfolios Ii Shs Inco (CDC)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Inco (CDC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.87K- 4.5% |
$300K - $329K
|
103K
$6.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-126- 0.33% |
$7.77K - $8.51K
|
38.5K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-444- 4.4% |
$27.4K - $30K
|
9.65K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.2KNew |
$444K - $486K
|
7.2K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.3K- 54.53% |
$633K - $694K
|
8.56K
$551K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-258- 1.85% |
$15.9K - $17.4K
|
13.7K
$880K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
474New |
$29.2K - $32K
|
474
$30.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1K+ 2.62% |
$807K - $884K
|
512K
$32.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.05K- 3.55% |
$126K - $138K
|
55.7K
$3.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.59K+ 31.76% |
$591K - $648K
|
39.8K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-271- 2.32% |
$16.7K - $18.3K
|
11.4K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
180+ 0.42% |
$11.1K - $12.2K
|
43K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
53+ 0.81% |
$3.27K - $3.58K
|
6.61K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-163K- 90.28% |
$10.1M - $11M
|
17.6K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-108- 1.31% |
$6.66K - $7.3K
|
8.14K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.35KNew |
$145K - $159K
|
2.35K
$151K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
51+ 0.61% |
$3.14K - $3.45K
|
8.46K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1- 0.02% |
$61.7 - $67.6
|
4.39K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-428- 7.7% |
$26.4K - $28.9K
|
5.13K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.48K- 3.59% |
$91.3K - $100K
|
39.7K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-6.58K- 24.88% |
$406K - $444K
|
19.9K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 0.83% |
$2.1K - $2.3K
|
4.11K
$265K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-518Closed |
$30.1K - $33.7K
|
0
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-526- 62.69% |
$30.6K - $34.2K
|
313
$20.1K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.3K- 4.44% |
$134K - $149K
|
49.5K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 6.66% |
$120K - $134K
|
29K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.51K- 6.62% |
$496K - $553K
|
120K
$7.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.6KNew |
$1.32M - $1.47M
|
22.6K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.05% |
$175 - $195
|
5.73K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
229+ 0.98% |
$13.3K - $14.9K
|
23.6K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.2K- 13.13% |
$1M - $1.12M
|
114K
$7.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
49.6K+ 770.16% |
$2.89M - $3.22M
|
56K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.28K- 33.47% |
$249K - $278K
|
8.5K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.35K- 45.39% |
$137K - $153K
|
2.83K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.49K- 3.85% |
$377K - $422K
|
162K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.92K+ 1.39% |
$519K - $579K
|
651K
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6K+ 174.04% |
$1.2M - $1.34M
|
32.5K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.4KNew |
$2.93M - $3.28M
|
50.4K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.79K- 16.06% |
$279K - $311K
|
25K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51.3K- 13.79% |
$2.99M - $3.33M
|
321K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.09KNew |
$180K - $201K
|
3.09K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.3K+ 2.37% |
$1.7M - $1.9M
|
1.26M
$81.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.17% |
$349 - $390
|
3.56K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.65K- 4.28% |
$213K - $237K
|
81.8K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.27K- 12.82% |
$132K - $147K
|
15.4K
$991K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-473- 17.7% |
$27.5K - $30.7K
|
2.2K
$142K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.26KClosed |
$190K - $212K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.88K+ 1.17% |
$167K - $187K
|
249K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.74K- 4.74% |
$217K - $243K
|
75.2K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
146+ 1.53% |
$8.5K - $9.49K
|
9.7K
$624K
|
|