Purchases and Sales Made in Q2 2023 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
558K+ 91.01% |
$31.8M - $34M
|
1.17M
$78.4M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
79.6K+ 16.05% |
$4.54M - $4.85M
|
576K
$38.5M
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
78.2K+ 457.69% |
$4.46M - $4.76M
|
95.3K
$6.38M
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
BUY
|
- |
76.4KNew |
$4.35M - $4.65M
|
76.4K
$5.11M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
31.1KNew |
$1.77M - $1.89M
|
31.1K
$2.08M
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30.8KNew |
$1.76M - $1.88M
|
30.8K
$2.06M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.3KNew |
$1.73M - $1.85M
|
30.3K
$2.03M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
24.6K+ 1.28% |
$1.4M - $1.5M
|
1.95M
$130M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.9KNew |
$1.3M - $1.39M
|
22.9K
$1.53M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9K+ 126.8% |
$963K - $1.03M
|
30.2K
$2.02M
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.8K+ 7.59% |
$899K - $961K
|
224K
$15M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
14.3K+ 42.13% |
$814K - $870K
|
48.2K
$3.23M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 7.17% |
$743K - $794K
|
195K
$13M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.57KNew |
$488K - $522K
|
8.57K
$574K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.57KNew |
$488K - $522K
|
8.57K
$574K
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
6.32K+ 14.19% |
$360K - $385K
|
50.8K
$3.4M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.65KNew |
$322K - $344K
|
5.65K
$378K
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.04K+ 3.31% |
$287K - $307K
|
158K
$10.5M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.87K+ 4.59% |
$278K - $297K
|
111K
$7.43M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.94K+ 6.22% |
$224K - $240K
|
67.2K
$4.5M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.49KNew |
$199K - $212K
|
3.49K
$233K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.48KNew |
$198K - $212K
|
3.48K
$233K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.42K+ 3.97% |
$195K - $208K
|
89.7K
$6M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.1K+ 1.98% |
$177K - $189K
|
160K
$10.7M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.35KNew |
$134K - $143K
|
2.35K
$157K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.29K+ 8.52% |
$131K - $140K
|
29.2K
$1.95M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
2.19K+ 10.21% |
$125K - $133K
|
23.6K
$1.58M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.83KNew |
$104K - $111K
|
1.83K
$122K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.73K+ 12.25% |
$98.4K - $105K
|
15.8K
$1.06M
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 6.38% |
$87.7K - $93.7K
|
25.7K
$1.72M
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.32KNew |
$75.2K - $80.4K
|
1.32K
$88.3K
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.21K+ 5.44% |
$68.6K - $73.4K
|
23.4K
$1.56M
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
840New |
$47.8K - $51.1K
|
840
$56.2K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
653+ 3.49% |
$37.2K - $39.8K
|
19.4K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
511New |
$29.1K - $31.1K
|
511
$34.2K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
342+ 4.16% |
$19.5K - $20.8K
|
8.55K
$573K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
306+ 7.78% |
$17.4K - $18.6K
|
4.24K
$284K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
202+ 1.68% |
$11.5K - $12.3K
|
12.2K
$817K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
90New |
$5.13K - $5.48K
|
90
$6.02K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
56New |
$3.19K - $3.41K
|
56
$3.75K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23+ 0.46% |
$1.31K - $1.4K
|
5.08K
$340K
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 1.08% |
$114 - $122
|
187
$12.5K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
2+ 0.04% |
$114 - $122
|
5.25K
$351K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.49% |
$57 - $60.9
|
68
$4.55K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.36% |
$57 - $60.9
|
281
$18.8K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 5.26% |
$399 - $426
|
126
$8.43K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-61- 21.4% |
$3.47K - $3.71K
|
224
$15K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-68- 4.57% |
$3.87K - $4.14K
|
1.42K
$95K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-134- 0.96% |
$7.63K - $8.16K
|
13.9K
$927K
|