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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.08K- 23.59% |
$61.6K - $65.8K
|
3.5K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 5.26% |
$399 - $426
|
126
$8.06K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-68- 4.57% |
$3.87K - $4.14K
|
1.42K
$90.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.08K- 33.98% |
$517K - $553K
|
17.6K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-176- 68.75% |
$10K - $10.7K
|
80
$5.11K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
56New |
$3.19K - $3.41K
|
56
$3.58K
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-70K- 72.43% |
$3.99M - $4.26M
|
26.7K
$1.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.49% |
$57 - $60.9
|
68
$4.35K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.48KNew |
$198K - $212K
|
3.48K
$222K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-61- 21.4% |
$3.47K - $3.71K
|
224
$14.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
6.32K+ 14.19% |
$360K - $385K
|
50.8K
$3.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.83KNew |
$104K - $111K
|
1.83K
$117K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-591- 0.68% |
$33.7K - $36K
|
86.7K
$5.54M
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-11.8K- 54.43% |
$672K - $718K
|
9.88K
$631K
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.3KNew |
$2.09M - $2.38M
|
36.3K
$2.32M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
63.9KNew |
$3.67M - $4.19M
|
63.9K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-200- 99.5% |
$11.5K - $13.1K
|
1
$63.9
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.46K- 51.98% |
$545K - $621K
|
8.74K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.8K- 35.94% |
$1.08M - $1.23M
|
33.4K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-920- 18.21% |
$52.9K - $60.4K
|
4.13K
$264K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.73K+ 453.14% |
$99.6K - $114K
|
2.11K
$135K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9.54KNew |
$549K - $626K
|
9.54K
$610K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.9K- 33.75% |
$972K - $1.11M
|
33.2K
$2.12M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.87K- 5.48% |
$108K - $123K
|
32.3K
$2.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.01KNew |
$58.2K - $66.4K
|
1.01K
$64.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-56.7K- 78.9% |
$3.26M - $3.72M
|
15.1K
$968K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
720New |
$41.4K - $47.2K
|
720
$46K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.3K- 13.46% |
$132K - $151K
|
14.8K
$945K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.08% |
$115 - $131
|
2.6K
$166K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.11K- 85.76% |
$63.8K - $72.7K
|
184
$11.8K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-289- 4.68% |
$16.6K - $19K
|
5.88K
$376K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23KNew |
$1.38M - $1.49M
|
23K
$1.47M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.9K- 33.26% |
$891K - $964K
|
29.8K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-671K- 98.39% |
$40.2M - $43.5M
|
11K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.76KNew |
$165K - $179K
|
2.76K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.7KNew |
$222K - $240K
|
3.7K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.28K- 27.28% |
$76.6K - $82.9K
|
3.41K
$218K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58- 4.9% |
$3.47K - $3.76K
|
1.13K
$72K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.03K- 5.54% |
$122K - $132K
|
34.6K
$2.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.2K- 79.73% |
$71.7K - $77.5K
|
304
$19.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.85K- 7.63% |
$171K - $184K
|
34.5K
$2.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.2KNew |
$372K - $402K
|
6.2K
$397K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$364K - $394K
|
6.07K
$388K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$18K - $19.4K
|
300
$19.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.86K+ 13.94% |
$411K - $445K
|
56.1K
$3.58M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
47New |
$2.82K - $3.05K
|
47
$3K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
250New |
$15K - $16.2K
|
250
$16K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10.2KClosed |
$603K - $710K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.78K+ 6.5% |
$106K - $124K
|
29.2K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
93.3KNew |
$5.54M - $6.52M
|
93.3K
$5.96M
|
|