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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.61K- 43.22% |
$223K - $244K
|
4.75K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.81K- 13.83% |
$482K - $528K
|
48.7K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.89K- 1.51% |
$116K - $127K
|
123K
$8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-96- 1.68% |
$5.92K - $6.48K
|
5.63K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51+ 0.92% |
$3.14K - $3.45K
|
5.57K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-922- 7.5% |
$56.8K - $62.3K
|
11.4K
$738K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
866KNew |
$53.4M - $58.5M
|
866K
$56.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
39.8KNew |
$2.45M - $2.69M
|
39.8K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.58K- 29.27% |
$97.2K - $106K
|
3.81K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.63K+ 3.0% |
$532K - $583K
|
296K
$19.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-48- 0.86% |
$2.96K - $3.24K
|
5.54K
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.87K- 4.5% |
$300K - $329K
|
103K
$6.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-126- 0.33% |
$7.77K - $8.51K
|
38.5K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-444- 4.4% |
$27.4K - $30K
|
9.65K
$627K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.3K- 54.53% |
$633K - $694K
|
8.56K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.2KNew |
$444K - $486K
|
7.2K
$467K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-258- 1.85% |
$15.9K - $17.4K
|
13.7K
$888K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.05K- 3.55% |
$126K - $138K
|
55.7K
$3.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
474New |
$29.2K - $32K
|
474
$30.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1K+ 2.62% |
$807K - $884K
|
512K
$33.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.59K+ 31.76% |
$591K - $648K
|
39.8K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
180+ 0.42% |
$11.1K - $12.2K
|
43K
$2.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
53+ 0.81% |
$3.27K - $3.58K
|
6.61K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.35KNew |
$145K - $159K
|
2.35K
$153K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
51+ 0.61% |
$3.14K - $3.45K
|
8.46K
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1- 0.02% |
$61.7 - $67.6
|
4.39K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-428- 7.7% |
$26.4K - $28.9K
|
5.13K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.48K- 3.59% |
$91.3K - $100K
|
39.7K
$2.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 0.83% |
$2.1K - $2.3K
|
4.11K
$267K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.23K+ 6.11% |
$130K - $145K
|
38.8K
$2.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-526- 62.69% |
$30.6K - $34.2K
|
313
$20.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.4KNew |
$2.93M - $3.28M
|
50.4K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.09KNew |
$180K - $201K
|
3.09K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-473- 17.7% |
$27.5K - $30.7K
|
2.2K
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.26KClosed |
$190K - $212K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3.12KNew |
$182K - $203K
|
3.12K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-3.45K- 51.69% |
$201K - $224K
|
3.23K
$209K
|
|
|
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
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150K+ 19740.21% |
$8.74M - $9.76M
|
151K
$9.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-110- 3.18% |
$6.4K - $7.15K
|
3.35K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-71.8K- 8.54% |
$4.18M - $4.66M
|
768K
$49.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.04K- 0.97% |
$60.6K - $67.7K
|
107K
$6.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$116 - $130
|
5.41K
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-111- 2.72% |
$6.46K - $7.21K
|
3.97K
$258K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
2.53KNew |
$143K - $153K
|
2.53K
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.51KNew |
$310K - $333K
|
5.51K
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12.8K- 55.91% |
$723K - $776K
|
10.1K
$658K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
157+ 1.06% |
$8.84K - $9.49K
|
15K
$972K
|
|