Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12.8K- 55.91% |
$723K - $776K
|
10.1K
$665K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.33K- 18.61% |
$75K - $80.5K
|
5.83K
$383K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-525- 3.69% |
$29.6K - $31.7K
|
13.7K
$900K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-451- 7.59% |
$25.4K - $27.3K
|
5.49K
$361K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.8K- 94.52% |
$2.51M - $2.73M
|
2.65K
$174K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.6K- 29.53% |
$1.13M - $1.22M
|
49.1K
$3.22M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16.5K- 99.18% |
$903K - $979K
|
136
$8.94K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.48K- 42.59% |
$301K - $326K
|
7.39K
$485K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.04K- 56.45% |
$277K - $300K
|
3.89K
$256K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-4.35K- 8.62% |
$239K - $259K
|
46.1K
$3.03M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.44K- 9.6% |
$189K - $205K
|
32.4K
$2.13M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.58K- 75.18% |
$141K - $153K
|
850
$55.8K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-840- 17.3% |
$46.1K - $50K
|
4.02K
$264K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-663- 98.37% |
$36.4K - $39.5K
|
11
$723
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-606- 9.37% |
$33.3K - $36.1K
|
5.86K
$385K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-400- 66.67% |
$22K - $23.8K
|
200
$13.1K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-156- 3.84% |
$8.56K - $9.29K
|
3.91K
$257K
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-113- 13.61% |
$6.2K - $6.73K
|
717
$47.1K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-32- 0.58% |
$1.76K - $1.9K
|
5.47K
$360K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-142K- 96.04% |
$7.85M - $8.11M
|
5.87K
$386K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-43.7K- 66.12% |
$2.41M - $2.49M
|
22.4K
$1.47M
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-41.4K- 76.33% |
$2.28M - $2.36M
|
12.9K
$844K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.4K- 24.98% |
$683K - $706K
|
37.2K
$2.45M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 58.16% |
$680K - $703K
|
8.88K
$583K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-5.4K- 96.58% |
$298K - $308K
|
191
$12.5K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.24K- 82.94% |
$233K - $241K
|
871
$57.2K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-585- 13.59% |
$32.2K - $33.3K
|
3.72K
$244K
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-573- 0.5% |
$31.6K - $32.6K
|
114K
$7.47M
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.01% |
$110 - $114
|
25.8K
$1.69M
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.94M- 99.48% |
$108M - $113M
|
10.1K
$664K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-11.8K- 71.84% |
$656K - $690K
|
4.64K
$305K
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.03K- 1.35% |
$57.2K - $60.1K
|
75.4K
$4.95M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-864- 10.25% |
$47.9K - $50.4K
|
7.57K
$497K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 0.5% |
$555 - $583
|
1.99K
$131K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-70K- 72.43% |
$3.99M - $4.26M
|
26.7K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-62.5K- 55.83% |
$3.56M - $3.8M
|
49.4K
$3.25M
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-11.8K- 54.43% |
$672K - $718K
|
9.88K
$649K
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.08K- 33.98% |
$517K - $553K
|
17.6K
$1.16M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.08K- 23.59% |
$61.6K - $65.8K
|
3.5K
$230K
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-591- 0.68% |
$33.7K - $36K
|
86.7K
$5.69M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-176- 68.75% |
$10K - $10.7K
|
80
$5.26K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-68- 4.57% |
$3.87K - $4.14K
|
1.42K
$93.2K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-61- 21.4% |
$3.47K - $3.71K
|
224
$14.7K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 5.26% |
$399 - $426
|
126
$8.28K
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-56.7K- 78.9% |
$3.26M - $3.72M
|
15.1K
$995K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.8K- 35.94% |
$1.08M - $1.23M
|
33.4K
$2.2M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.9K- 33.75% |
$972K - $1.11M
|
33.2K
$2.18M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.46K- 51.98% |
$545K - $621K
|
8.74K
$574K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.3K- 13.46% |
$132K - $151K
|
14.8K
$971K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.87K- 5.48% |
$108K - $123K
|
32.3K
$2.12M
|