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 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 58.16% |
$680K - $703K
|
8.88K
$517K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.24K- 82.94% |
$233K - $241K
|
871
$50.7K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$22K - $22.8K
|
400
$23.3K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
27New |
$1.49K - $1.54K
|
27
$1.57K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.4K- 24.98% |
$683K - $706K
|
37.2K
$2.17M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-43.7K- 66.12% |
$2.41M - $2.49M
|
22.4K
$1.3M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.1KNew |
$2.37M - $2.45M
|
43.1K
$2.51M
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-573- 0.5% |
$31.6K - $32.6K
|
114K
$6.62M
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100New |
$5.51K - $5.7K
|
100
$5.82K
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-41.4K- 76.33% |
$2.28M - $2.36M
|
12.9K
$748K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-585- 13.59% |
$32.2K - $33.3K
|
3.72K
$217K
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.01% |
$110 - $114
|
25.8K
$1.5M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-97.6K- 95.26% |
$5.38M - $5.56M
|
4.86K
$283K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-5.4K- 96.58% |
$298K - $308K
|
191
$11.1K
|
|
Q3 2023 | |||||||
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.6KClosed |
$199K - $210K
|
0
$0
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.03K- 1.35% |
$57.2K - $60.1K
|
75.4K
$4.39M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-864- 10.25% |
$47.9K - $50.4K
|
7.57K
$440K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.49KNew |
$249K - $262K
|
4.49K
$261K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-11.8K- 71.84% |
$656K - $690K
|
4.64K
$270K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
475New |
$26.3K - $27.7K
|
475
$27.6K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 0.5% |
$555 - $583
|
1.99K
$116K
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.94M- 99.48% |
$108M - $113M
|
10.1K
$588K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
192+ 1.98% |
$10.7K - $11.2K
|
9.91K
$577K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
901New |
$50K - $52.5K
|
901
$52.4K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 1.07% |
$111 - $117
|
189
$11K
|
|
Q2 2023 | |||||||
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.32KNew |
$75.2K - $80.4K
|
1.32K
$76.8K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.35KNew |
$134K - $143K
|
2.35K
$137K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-62.5K- 55.83% |
$3.56M - $3.8M
|
49.4K
$2.88M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.08K- 23.59% |
$61.6K - $65.8K
|
3.5K
$204K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 5.26% |
$399 - $426
|
126
$7.33K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-68- 4.57% |
$3.87K - $4.14K
|
1.42K
$82.6K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-176- 68.75% |
$10K - $10.7K
|
80
$4.66K
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 1.12% |
$59.4K - $63.5K
|
91.9K
$5.35M
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.08K- 33.98% |
$517K - $553K
|
17.6K
$1.03M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
56New |
$3.19K - $3.41K
|
56
$3.26K
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-70K- 72.43% |
$3.99M - $4.26M
|
26.7K
$1.55M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.49% |
$57 - $60.9
|
68
$3.96K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.48KNew |
$198K - $212K
|
3.48K
$202K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-219- 35.67% |
$12.5K - $13.3K
|
395
$23K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-61- 21.4% |
$3.47K - $3.71K
|
224
$13K
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
6.32K+ 14.19% |
$360K - $385K
|
50.8K
$2.96M
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-591- 0.68% |
$33.7K - $36K
|
86.7K
$5.04M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.83KNew |
$104K - $111K
|
1.83K
$106K
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-11.8K- 54.43% |
$672K - $718K
|
9.88K
$575K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
339+ 706.25% |
$19.5K - $22.2K
|
387
$22.5K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.3KNew |
$2.09M - $2.38M
|
36.3K
$2.11M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
63.9KNew |
$3.67M - $4.19M
|
63.9K
$3.72M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.46K- 51.98% |
$545K - $621K
|
8.74K
$509K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.8K- 35.94% |
$1.08M - $1.23M
|
33.4K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-200- 99.5% |
$11.5K - $13.1K
|
1
$58.2
|