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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150K+ 19740.21% |
$8.74M - $9.76M
|
151K
$9.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-110- 3.18% |
$6.4K - $7.15K
|
3.35K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-71.8K- 8.54% |
$4.18M - $4.66M
|
768K
$49.8M
|
|
|
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
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.02KNew |
$114K - $122K
|
2.02K
$131K
|
|
|
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
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12.8K- 55.91% |
$723K - $776K
|
10.1K
$657K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
157+ 1.06% |
$8.84K - $9.49K
|
15K
$971K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-451- 7.59% |
$25.4K - $27.3K
|
5.49K
$356K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.3KNew |
$242K - $260K
|
4.3K
$279K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.33K- 18.61% |
$75K - $80.5K
|
5.83K
$378K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-525- 3.69% |
$29.6K - $31.7K
|
13.7K
$888K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
192+ 548.57% |
$10.5K - $11.4K
|
227
$14.7K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.8KNew |
$1.69M - $1.84M
|
30.8K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.4KNew |
$241K - $262K
|
4.4K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.8K- 94.52% |
$2.51M - $2.73M
|
2.65K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-156- 3.84% |
$8.56K - $9.29K
|
3.91K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.04K- 56.45% |
$277K - $300K
|
3.89K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.6K- 29.53% |
$1.13M - $1.22M
|
49.1K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-606- 9.37% |
$33.3K - $36.1K
|
5.86K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16.5K- 99.18% |
$903K - $979K
|
136
$8.82K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.44K- 9.6% |
$189K - $205K
|
32.4K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$16.5K - $17.9K
|
300
$19.5K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.48K- 42.59% |
$301K - $326K
|
7.39K
$479K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-32- 0.58% |
$1.76K - $1.9K
|
5.47K
$355K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-113- 13.61% |
$6.2K - $6.73K
|
717
$46.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.58K- 75.18% |
$141K - $153K
|
850
$55.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-400- 66.67% |
$22K - $23.8K
|
200
$13K
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
13.5KNew |
$743K - $768K
|
13.5K
$875K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.54KNew |
$526K - $543K
|
9.54K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
19.7K+ 8.55% |
$1.09M - $1.12M
|
250K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-142K- 96.04% |
$7.85M - $8.11M
|
5.87K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47KNew |
$2.59M - $2.68M
|
47K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.29KNew |
$236K - $244K
|
4.29K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$710K - $734K
|
12.9K
$836K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4New |
$220 - $228
|
4
$259
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.03KNew |
$56.8K - $58.7K
|
1.03K
$66.8K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 58.16% |
$680K - $703K
|
8.88K
$576K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$22K - $22.8K
|
400
$25.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.24K- 82.94% |
$233K - $241K
|
871
$56.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
27New |
$1.49K - $1.54K
|
27
$1.75K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.4K- 24.98% |
$683K - $706K
|
37.2K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-43.7K- 66.12% |
$2.41M - $2.49M
|
22.4K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-573- 0.5% |
$31.6K - $32.6K
|
114K
$7.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100New |
$5.51K - $5.7K
|
100
$6.49K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-41.4K- 76.33% |
$2.28M - $2.36M
|
12.9K
$834K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-585- 13.59% |
$32.2K - $33.3K
|
3.72K
$241K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.01% |
$110 - $114
|
25.8K
$1.67M
|
|