Purchases and Sales Made in Q1 2024 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q1 2024. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II SHS INCO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.9K+ 5.82% |
$3.94M - $4.28M
|
1.31M
$84.8M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
64.4K+ 5.87% |
$3.53M - $3.83M
|
1.16M
$75.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.7KNew |
$3.06M - $3.32M
|
55.7K
$3.62M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52K+ 13.98% |
$2.85M - $3.1M
|
424K
$27.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.8K+ 33.75% |
$2.57M - $2.78M
|
185K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.8KNew |
$1.69M - $1.84M
|
30.8K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
16.7K+ 11.11% |
$917K - $994K
|
167K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.67K+ 141.8% |
$531K - $575K
|
16.5K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.93KNew |
$380K - $412K
|
6.93K
$450K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.95K+ 2.88% |
$272K - $295K
|
177K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.82KNew |
$264K - $287K
|
4.82K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.4KNew |
$241K - $262K
|
4.4K
$285K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.01K+ 9.29% |
$165K - $179K
|
35.5K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.97KNew |
$108K - $117K
|
1.97K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.75K+ 98.71% |
$96.3K - $104K
|
3.53K
$229K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.22KNew |
$66.8K - $72.4K
|
1.22K
$79K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
797+ 7.62% |
$43.7K - $47.4K
|
11.3K
$730K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
441+ 2.79% |
$24.2K - $26.3K
|
16.2K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$16.5K - $17.9K
|
300
$19.5K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
255+ 4.48% |
$14K - $15.2K
|
5.94K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
212+ 2.52% |
$11.6K - $12.6K
|
8.61K
$559K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
192+ 548.57% |
$10.5K - $11.4K
|
227
$14.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
128+ 1.54% |
$7.03K - $7.62K
|
8.44K
$548K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
51+ 0.2% |
$2.8K - $3.04K
|
26K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
48New |
$2.63K - $2.86K
|
48
$3.11K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
45+ 0.55% |
$2.47K - $2.68K
|
8.3K
$539K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9New |
$494 - $536
|
9
$584
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23- 0.5% |
$1.26K - $1.37K
|
4.6K
$299K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-32- 0.58% |
$1.76K - $1.9K
|
5.47K
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-90- 0.65% |
$4.94K - $5.36K
|
13.7K
$891K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-113- 13.61% |
$6.2K - $6.73K
|
717
$46.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-123- 2.55% |
$6.75K - $7.32K
|
4.69K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-156- 3.84% |
$8.56K - $9.29K
|
3.91K
$253K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-164- 58.16% |
$9K - $9.76K
|
118
$7.66K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-233- 3.49% |
$12.8K - $13.9K
|
6.44K
$418K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-277- 5.67% |
$15.2K - $16.5K
|
4.61K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-304- 2.25% |
$16.7K - $18.1K
|
13.2K
$857K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-312- 0.48% |
$17.1K - $18.6K
|
64.5K
$4.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-346- 1.71% |
$19K - $20.6K
|
19.9K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-356- 1.48% |
$19.5K - $21.2K
|
23.7K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-400- 66.67% |
$22K - $23.8K
|
200
$13K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-416- 9.98% |
$22.8K - $24.8K
|
3.75K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-439- 3.02% |
$24.1K - $26.1K
|
14.1K
$913K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-606- 9.37% |
$33.3K - $36.1K
|
5.86K
$380K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-663- 98.37% |
$36.4K - $39.5K
|
11
$714
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-730- 9.23% |
$40.1K - $43.5K
|
7.18K
$466K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-774- 12.24% |
$42.5K - $46.1K
|
5.55K
$360K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-840- 17.3% |
$46.1K - $50K
|
4.02K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.05K- 6.6% |
$57.5K - $62.3K
|
14.8K
$961K
|