Purchases and Sales Made in Q1 2025 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
331K+ 830.94% |
$20.3M - $21.9M
|
371K
$23.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
152K+ 29.76% |
$9.36M - $10.1M
|
664K
$41.9M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
63.1KNew |
$3.88M - $4.18M
|
63.1K
$3.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
54.1KNew |
$3.32M - $3.59M
|
54.1K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.8K+ 2.93% |
$2.26M - $2.44M
|
1.29M
$81.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
25.7KNew |
$1.58M - $1.7M
|
25.7K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.8K+ 21.44% |
$1.52M - $1.64M
|
140K
$8.84M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17K+ 175.98% |
$1.04M - $1.13M
|
26.6K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.3K+ 27.56% |
$693K - $748K
|
52.2K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6KNew |
$369K - $398K
|
6K
$378K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.6KNew |
$283K - $305K
|
4.6K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.15KNew |
$255K - $275K
|
4.15K
$262K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.03KNew |
$248K - $268K
|
4.03K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.58KNew |
$220K - $237K
|
3.58K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
3.12KNew |
$192K - $207K
|
3.12K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.09KNew |
$190K - $205K
|
3.09K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.08KNew |
$189K - $204K
|
3.08K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.98K+ 1.85% |
$183K - $198K
|
164K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.83K+ 16.05% |
$174K - $187K
|
20.4K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.19K+ 0.74% |
$134K - $145K
|
298K
$18.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 6.71% |
$120K - $130K
|
31.1K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.61K+ 6.64% |
$98.6K - $106K
|
25.8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.55K+ 3.41% |
$95.4K - $103K
|
47.1K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
606+ 5.3% |
$37.2K - $40.2K
|
12K
$758K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
527+ 6.16% |
$32.4K - $35K
|
9.09K
$573K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
433+ 0.89% |
$26.6K - $28.7K
|
48.9K
$3.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$24.6K - $26.5K
|
400
$25.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
147+ 1336.36% |
$9.03K - $9.75K
|
158
$9.96K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
142+ 0.33% |
$8.73K - $9.42K
|
43.2K
$2.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118New |
$7.25K - $7.83K
|
118
$7.44K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
64+ 0.97% |
$3.93K - $4.24K
|
6.64K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
60+ 0.48% |
$3.69K - $3.98K
|
12.6K
$797K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 0.51% |
$2.64K - $2.85K
|
8.5K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
38+ 0.53% |
$2.34K - $2.52K
|
7.24K
$456K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.84K - $1.99K
|
30
$1.89K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
17+ 0.48% |
$1.04K - $1.13K
|
3.56K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.04% |
$123 - $133
|
5.63K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2+ 0.01% |
$123 - $133
|
38.5K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6- 0.07% |
$369 - $398
|
8.37K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6- 0.19% |
$369 - $398
|
3.21K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17- 0.31% |
$1.04K - $1.13K
|
5.55K
$350K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.85% |
$1.23K - $1.33K
|
2.33K
$147K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-36- 0.54% |
$2.21K - $2.39K
|
6.57K
$414K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-37- 3.64% |
$2.27K - $2.45K
|
980
$61.8K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-121- 1.95% |
$7.44K - $8.02K
|
6.08K
$383K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-125- 39.94% |
$7.68K - $8.29K
|
188
$11.8K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 6.0% |
$8.6K - $9.28K
|
2.19K
$138K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-188- 0.79% |
$11.6K - $12.5K
|
23.6K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-200- 74.35% |
$12.3K - $13.3K
|
69
$4.35K
|