Latest Institutional Purchases of Victory Portfolios Ii Shs Inco (CDC)
This list provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Inco (CDC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
901New |
$50K - $52.5K
|
901
$57.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
192+ 1.98% |
$10.7K - $11.2K
|
9.91K
$635K
|
|
|
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
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
6.32K+ 14.19% |
$360K - $385K
|
50.8K
$3.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.48KNew |
$198K - $212K
|
3.48K
$223K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.35KNew |
$134K - $143K
|
2.35K
$151K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.83KNew |
$104K - $111K
|
1.83K
$117K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.32KNew |
$75.2K - $80.4K
|
1.32K
$84.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
56New |
$3.19K - $3.41K
|
56
$3.59K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.49% |
$57 - $60.9
|
68
$4.36K
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
63.9KNew |
$3.67M - $4.19M
|
63.9K
$4.09M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.3KNew |
$2.09M - $2.38M
|
36.3K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9.54KNew |
$549K - $626K
|
9.54K
$611K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.73K+ 453.14% |
$99.6K - $114K
|
2.11K
$135K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.01KNew |
$58.2K - $66.4K
|
1.01K
$64.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
720New |
$41.4K - $47.2K
|
720
$46.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.08% |
$115 - $131
|
2.6K
$167K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23KNew |
$1.38M - $1.49M
|
23K
$1.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.86K+ 13.94% |
$411K - $445K
|
56.1K
$3.59M
|
|
|
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
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.7KNew |
$222K - $240K
|
3.7K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.76KNew |
$165K - $179K
|
2.76K
$177K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$18K - $19.4K
|
300
$19.2K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
250New |
$15K - $16.2K
|
250
$16K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
47New |
$2.82K - $3.05K
|
47
$3.01K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
93.3KNew |
$5.54M - $6.52M
|
93.3K
$5.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.2K+ 71.72% |
$959K - $1.13M
|
38.7K
$2.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
10.6K+ 32.88% |
$629K - $741K
|
42.8K
$2.74M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
7.41KNew |
$440K - $518K
|
7.41K
$475K
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.61KNew |
$214K - $252K
|
3.61K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.78K+ 6.5% |
$106K - $124K
|
29.2K
$1.87M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
400New |
$23.7K - $28K
|
400
$25.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
32New |
$1.9K - $2.24K
|
32
$2.05K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
BUY
|
- |
33.1KNew |
$2.1M - $2.44M
|
33.1K
$2.12M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
20.5K+ 222.35% |
$1.3M - $1.51M
|
29.7K
$1.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
399New |
$25.3K - $29.5K
|
399
$25.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
346New |
$21.9K - $25.6K
|
346
$22.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
11+ 0.35% |
$697 - $813
|
3.17K
$203K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.23% |
$444 - $517
|
3.05K
$195K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
300New |
$20.3K - $21.8K
|
300
$19.2K
|
|
| Q4 2021 | |||||||
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.5KNew |
$875K - $939K
|
13.5K
$864K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
162New |
$10.3K - $10.9K
|
162
$10.4K
|
|
| Q4 2018 | |||||||
|
Jan 24, 2019
Q4 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
725New |
N/A
|
725
$46.4K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
39.8KNew |
N/A
|
39.8K
$2.55M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$64.1
|
|