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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.34K- 11.99% |
$73.8K - $80K
|
9.87K
$646K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.63K- 26.73% |
$89.3K - $96.8K
|
4.46K
$291K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.76K- 13.31% |
$96.6K - $105K
|
11.5K
$750K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.86K- 27.58% |
$102K - $111K
|
4.88K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.11K- 10.48% |
$116K - $126K
|
18K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.26K- 34.62% |
$124K - $135K
|
4.27K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.33K- 33.37% |
$128K - $139K
|
4.65K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.52K- 48.52% |
$138K - $150K
|
2.67K
$175K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.58K- 75.18% |
$141K - $153K
|
850
$55.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.87K- 16.79% |
$157K - $171K
|
14.2K
$930K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.44K- 9.6% |
$189K - $205K
|
32.4K
$2.12M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 36.52% |
$216K - $234K
|
6.85K
$448K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-4.35K- 8.62% |
$239K - $259K
|
46.1K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.65K- 10.32% |
$255K - $277K
|
40.4K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.73K- 64.31% |
$260K - $282K
|
2.62K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.04K- 56.45% |
$277K - $300K
|
3.89K
$254K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.09K- 8.4% |
$280K - $303K
|
55.6K
$3.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-5.35K- 3.99% |
$294K - $318K
|
129K
$8.42M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.48K- 42.59% |
$301K - $326K
|
7.39K
$483K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.7K- 44.35% |
$313K - $340K
|
7.16K
$468K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-5.91K- 2.05% |
$324K - $352K
|
283K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.1K- 5.46% |
$444K - $482K
|
140K
$9.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.15K- 50.9% |
$447K - $485K
|
7.86K
$514K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.26K- 22.24% |
$508K - $551K
|
32.4K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.98K- 4.76% |
$548K - $594K
|
200K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.3K- 30.94% |
$565K - $613K
|
23K
$1.5M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-16.3K- 16.65% |
$896K - $972K
|
81.7K
$5.35M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16.5K- 99.18% |
$903K - $979K
|
136
$8.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.6K- 14.01% |
$965K - $1.05M
|
108K
$7.06M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.1K- 15.88% |
$993K - $1.08M
|
95.8K
$6.27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.6K- 29.53% |
$1.13M - $1.22M
|
49.1K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26K- 3.85% |
$1.42M - $1.55M
|
649K
$42.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.2K- 70.47% |
$1.44M - $1.56M
|
11K
$718K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-30.6K- 37.54% |
$1.68M - $1.82M
|
50.9K
$3.33M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-34.4K- 6.16% |
$1.89M - $2.05M
|
524K
$34.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.8K- 2.81% |
$2.08M - $2.25M
|
1.31M
$85.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.8K- 2.81% |
$2.08M - $2.25M
|
1.31M
$85.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39K- 4.41% |
$2.14M - $2.32M
|
846K
$55.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.5K- 26.66% |
$2.5M - $2.71M
|
125K
$8.18M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.8K- 94.52% |
$2.51M - $2.73M
|
2.65K
$174K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.3K- 27.08% |
$3.14M - $3.41M
|
154K
$10.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-80K- 26.49% |
$4.39M - $4.77M
|
222K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-91.9K- 26.45% |
$5.05M - $5.47M
|
256K
$16.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-95.4K- 32.21% |
$5.23M - $5.68M
|
201K
$13.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-106K- 96.48% |
$5.81M - $6.3M
|
3.86K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-194K- 27.23% |
$10.6M - $11.5M
|
518K
$33.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-243K- 36.45% |
$13.3M - $14.5M
|
424K
$27.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-328K- 29.83% |
$18M - $19.5M
|
772K
$50.5M
|