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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
331K+ 830.94% |
$20.3M - $21.9M
|
371K
$24M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-61.5K- 9.05% |
$3.78M - $4.08M
|
617K
$40M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.1K- 37.21% |
$1.11M - $1.2M
|
30.6K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17- 0.31% |
$1.04K - $1.13K
|
5.55K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
433+ 0.89% |
$26.6K - $28.7K
|
48.9K
$3.17M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.24K- 7.97% |
$506K - $546K
|
95.1K
$6.17M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
527+ 6.16% |
$32.4K - $35K
|
9.09K
$590K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17K+ 175.98% |
$1.04M - $1.13M
|
26.6K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.61K+ 6.64% |
$98.6K - $106K
|
25.8K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 74.35% |
$12.3K - $13.3K
|
69
$4.48K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.19K+ 0.74% |
$134K - $145K
|
298K
$19.4M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-31.1K- 78.4% |
$1.91M - $2.07M
|
8.58K
$556K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.84K - $1.99K
|
30
$1.95K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.72K- 12.59% |
$106K - $114K
|
12K
$776K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.2K- 0.69% |
$73.4K - $79.3K
|
173K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2+ 0.01% |
$123 - $133
|
38.5K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.26K- 1.02% |
$77.1K - $83.2K
|
122K
$7.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
54.1KNew |
$3.32M - $3.59M
|
54.1K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-151K- 22.81% |
$9.31M - $10M
|
513K
$33.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-366- 2.7% |
$22.5K - $24.3K
|
13.2K
$856K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.64K- 4.12% |
$101K - $109K
|
38.1K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-204- 0.37% |
$12.5K - $13.5K
|
55.5K
$3.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-125- 39.94% |
$7.68K - $8.29K
|
188
$12.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-1.49K- 7.56% |
$91.3K - $98.5K
|
18.2K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
25.7KNew |
$1.58M - $1.7M
|
25.7K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118New |
$7.25K - $7.83K
|
118
$7.65K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 0.51% |
$2.64K - $2.85K
|
8.5K
$551K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.34K- 3.36% |
$451K - $487K
|
211K
$13.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.15KNew |
$255K - $275K
|
4.15K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-37- 3.64% |
$2.27K - $2.45K
|
980
$63.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
606+ 5.3% |
$37.2K - $40.2K
|
12K
$781K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-273- 3.35% |
$16.8K - $18.1K
|
7.87K
$510K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-8.56K- 43.09% |
$526K - $568K
|
11.3K
$733K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.83K+ 16.05% |
$174K - $187K
|
20.4K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$24.6K - $26.5K
|
400
$25.9K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
148+ 0.23% |
$9.12K - $10K
|
63.3K
$4.11M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.26KNew |
$201K - $220K
|
3.26K
$212K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
34New |
$2.1K - $2.3K
|
34
$2.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-18K- 79.68% |
$1.11M - $1.22M
|
4.59K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
5.11KNew |
$315K - $345K
|
5.11K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.88KNew |
$239K - $262K
|
3.88K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.58K- 29.27% |
$97.2K - $106K
|
3.81K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
474New |
$29.2K - $32K
|
474
$30.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-428- 7.7% |
$26.4K - $28.9K
|
5.13K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 0.83% |
$2.1K - $2.3K
|
4.11K
$267K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.26KClosed |
$190K - $212K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-473- 17.7% |
$27.5K - $30.7K
|
2.2K
$143K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
24New |
$1.4K - $1.56K
|
24
$1.56K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157+ 61.33% |
$9.14K - $10.2K
|
413
$26.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.28KNew |
$191K - $213K
|
3.28K
$213K
|
|