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
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-153- 0.65% |
$8.71K - $9.32K
|
23.2K
$1.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-174- 1.05% |
$9.91K - $10.6K
|
16.3K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-176- 68.75% |
$10K - $10.7K
|
80
$5.35K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-196- 1.98% |
$11.2K - $11.9K
|
9.72K
$650K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-219- 35.67% |
$12.5K - $13.3K
|
395
$26.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-242- 12.82% |
$13.8K - $14.7K
|
1.65K
$110K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-269- 4.45% |
$15.3K - $16.4K
|
5.78K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-420- 0.24% |
$23.9K - $25.6K
|
172K
$11.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-500- 8.14% |
$28.5K - $30.4K
|
5.65K
$378K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-565- 2.73% |
$32.2K - $34.4K
|
20.1K
$1.35M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-591- 0.68% |
$33.7K - $36K
|
86.7K
$5.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-685- 1.85% |
$39K - $41.7K
|
36.4K
$2.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-850- 6.93% |
$48.4K - $51.8K
|
11.4K
$764K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-870- 6.84% |
$49.6K - $53K
|
11.8K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-880- 3.75% |
$50.1K - $53.6K
|
22.6K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 1.12% |
$59.4K - $63.5K
|
91.9K
$6.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.08K- 23.59% |
$61.6K - $65.8K
|
3.5K
$234K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.14K- 5.97% |
$64.6K - $69.1K
|
17.9K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.24K- 17.9% |
$70.7K - $75.6K
|
5.7K
$381K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 11.23% |
$75K - $80.1K
|
10.4K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.6K- 3.78% |
$148K - $158K
|
66.1K
$4.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.69K- 2.24% |
$153K - $163K
|
117K
$7.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 29.7% |
$158K - $168K
|
6.55K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.79K- 9.17% |
$159K - $170K
|
27.6K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.85K- 0.7% |
$163K - $174K
|
403K
$26.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-3.06K- 1.77% |
$174K - $186K
|
170K
$11.4M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.26K- 8.96% |
$186K - $198K
|
33.1K
$2.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.95K- 3.98% |
$225K - $240K
|
95.3K
$6.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.4K- 2.78% |
$250K - $268K
|
154K
$10.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.55K- 55.84% |
$259K - $277K
|
3.6K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.83K- 16.0% |
$275K - $294K
|
25.3K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.84K- 44.92% |
$276K - $295K
|
5.93K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.88K- 12.62% |
$278K - $297K
|
33.8K
$2.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.38K- 7.62% |
$306K - $328K
|
65.3K
$4.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.46K- 42.73% |
$482K - $515K
|
11.3K
$759K
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.08K- 33.98% |
$517K - $553K
|
17.6K
$1.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-9.46K- 52.87% |
$539K - $576K
|
8.43K
$564K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.5K- 11.96% |
$600K - $641K
|
77.6K
$5.19M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.1K- 45.58% |
$631K - $674K
|
13.2K
$885K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.2K- 21.78% |
$638K - $682K
|
40.2K
$2.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-11.7K- 2.6% |
$668K - $714K
|
439K
$29.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-11.8K- 54.43% |
$672K - $718K
|
9.88K
$661K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12.4K- 1.84% |
$704K - $752K
|
658K
$44M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-14.6K- 47.04% |
$833K - $891K
|
16.5K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15K- 33.47% |
$856K - $915K
|
29.9K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.5K- 4.8% |
$940K - $1.01M
|
328K
$21.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.6K- 23.98% |
$1.11M - $1.19M
|
62.1K
$4.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-24.2K- 10.12% |
$1.38M - $1.47M
|
215K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25.3K- 96.88% |
$1.44M - $1.54M
|
815
$54.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.1K- 12.94% |
$1.66M - $1.77M
|
196K
$13.1M
|