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 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.4KNew |
$241K - $262K
|
4.4K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.8KNew |
$1.69M - $1.84M
|
30.8K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.6K- 29.53% |
$1.13M - $1.22M
|
49.1K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.04K- 56.45% |
$277K - $300K
|
3.89K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-156- 3.84% |
$8.56K - $9.29K
|
3.91K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.8K- 94.52% |
$2.51M - $2.73M
|
2.65K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-606- 9.37% |
$33.3K - $36.1K
|
5.86K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16.5K- 99.18% |
$903K - $979K
|
136
$8.69K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.82KNew |
$264K - $287K
|
4.82K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.44K- 9.6% |
$189K - $205K
|
32.4K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.48K- 42.59% |
$301K - $326K
|
7.39K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$16.5K - $17.9K
|
300
$19.2K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-4.35K- 8.62% |
$239K - $259K
|
46.1K
$2.95M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-113- 13.61% |
$6.2K - $6.73K
|
717
$45.8K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-32- 0.58% |
$1.76K - $1.9K
|
5.47K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.58K- 75.18% |
$141K - $153K
|
850
$54.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-400- 66.67% |
$22K - $23.8K
|
200
$12.8K
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
13.5KNew |
$743K - $768K
|
13.5K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.54KNew |
$526K - $543K
|
9.54K
$610K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47KNew |
$2.59M - $2.68M
|
47K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-142K- 96.04% |
$7.85M - $8.11M
|
5.87K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
19.7K+ 8.55% |
$1.09M - $1.12M
|
250K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.29KNew |
$236K - $244K
|
4.29K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$710K - $734K
|
12.9K
$824K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4New |
$220 - $228
|
4
$256
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.03KNew |
$56.8K - $58.7K
|
1.03K
$65.8K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 58.16% |
$680K - $703K
|
8.88K
$568K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.24K- 82.94% |
$233K - $241K
|
871
$55.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$22K - $22.8K
|
400
$25.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
27New |
$1.49K - $1.54K
|
27
$1.73K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.4K- 24.98% |
$683K - $706K
|
37.2K
$2.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-43.7K- 66.12% |
$2.41M - $2.49M
|
22.4K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-573- 0.5% |
$31.6K - $32.6K
|
114K
$7.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100New |
$5.51K - $5.7K
|
100
$6.39K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-41.4K- 76.33% |
$2.28M - $2.36M
|
12.9K
$822K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-585- 13.59% |
$32.2K - $33.3K
|
3.72K
$238K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.01% |
$110 - $114
|
25.8K
$1.65M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-5.4K- 96.58% |
$298K - $308K
|
191
$12.2K
|
|
| Q3 2023 | |||||||
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.03K- 1.35% |
$57.2K - $60.1K
|
75.4K
$4.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-864- 10.25% |
$47.9K - $50.4K
|
7.57K
$484K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-11.8K- 71.84% |
$656K - $690K
|
4.64K
$297K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 0.5% |
$555 - $583
|
1.99K
$127K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.94M- 99.48% |
$108M - $113M
|
10.1K
$646K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
192+ 1.98% |
$10.7K - $11.2K
|
9.91K
$634K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
901New |
$50K - $52.5K
|
901
$57.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 1.07% |
$111 - $117
|
189
$12.1K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30.8KNew |
$1.76M - $1.88M
|
30.8K
$1.97M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.32KNew |
$75.2K - $80.4K
|
1.32K
$84.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.35KNew |
$134K - $143K
|
2.35K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-62.5K- 55.83% |
$3.56M - $3.8M
|
49.4K
$3.16M
|
|