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 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-200- 4.69% |
$12.3K - $13.3K
|
4.07K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-204- 0.37% |
$12.5K - $13.5K
|
55.5K
$3.5M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-237- 4.28% |
$14.6K - $15.7K
|
5.3K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-273- 3.35% |
$16.8K - $18.1K
|
7.87K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-366- 2.7% |
$22.5K - $24.3K
|
13.2K
$831K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-367- 2.97% |
$22.6K - $24.3K
|
12K
$755K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-579- 7.71% |
$35.6K - $38.4K
|
6.93K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-827- 77.07% |
$50.8K - $54.8K
|
246
$15.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-841- 57.41% |
$51.7K - $55.8K
|
624
$39.3K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-871- 0.15% |
$53.5K - $57.8K
|
572K
$36M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.11K- 24.91% |
$68.3K - $73.7K
|
3.35K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.2K- 0.69% |
$73.4K - $79.3K
|
173K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.22K- 3.34% |
$74.9K - $80.8K
|
35.3K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.26K- 1.02% |
$77.1K - $83.2K
|
122K
$7.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-1.49K- 7.56% |
$91.3K - $98.5K
|
18.2K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.64K- 4.12% |
$101K - $109K
|
38.1K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.72K- 12.59% |
$106K - $114K
|
12K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.33K- 12.76% |
$143K - $154K
|
15.9K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.35K- 20.67% |
$144K - $156K
|
9.02K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.36K- 98.99% |
$145K - $156K
|
24
$1.51K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 51.64% |
$151K - $163K
|
2.3K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.76K- 1.49% |
$169K - $183K
|
182K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.08K- 1.27% |
$189K - $204K
|
240K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.16K- 6.69% |
$194K - $209K
|
44.1K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.65K- 37.55% |
$224K - $242K
|
6.07K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.74K- 6.37% |
$291K - $314K
|
69.6K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.07K- 1.96% |
$373K - $403K
|
304K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.16K- 5.02% |
$379K - $409K
|
117K
$7.34M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.05K- 62.3% |
$433K - $468K
|
4.27K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.34K- 3.36% |
$451K - $487K
|
211K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.24K- 7.97% |
$506K - $546K
|
95.1K
$5.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-8.56K- 43.09% |
$526K - $568K
|
11.3K
$713K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.18K- 12.7% |
$564K - $609K
|
63.2K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.1K- 49.32% |
$868K - $937K
|
14.5K
$915K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.1K- 37.21% |
$1.11M - $1.2M
|
30.6K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-31.1K- 78.4% |
$1.91M - $2.07M
|
8.58K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-31.4K- 3.62% |
$1.93M - $2.08M
|
835K
$52.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-61.5K- 9.05% |
$3.78M - $4.08M
|
617K
$38.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-97.1K- 15.81% |
$5.97M - $6.44M
|
517K
$32.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-151K- 22.81% |
$9.31M - $10M
|
513K
$32.3M
|