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 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-30.8K- 35.93% |
$1.75M - $1.87M
|
54.8K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.4K- 12.29% |
$1.85M - $1.97M
|
231K
$15.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34.3K- 57.49% |
$1.95M - $2.09M
|
25.3K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.5K- 4.58% |
$2.48M - $2.65M
|
907K
$61.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-61.4K- 6.97% |
$3.5M - $3.74M
|
820K
$55.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-62.5K- 55.83% |
$3.56M - $3.8M
|
49.4K
$3.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-69.7K- 39.98% |
$3.97M - $4.24M
|
105K
$7.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-70K- 72.43% |
$3.99M - $4.26M
|
26.7K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-75.3K- 48.43% |
$4.29M - $4.58M
|
80.2K
$5.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80.5K- 17.31% |
$4.59M - $4.9M
|
385K
$26M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-80.7K- 87.12% |
$4.6M - $4.91M
|
11.9K
$805K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-104K- 78.76% |
$5.93M - $6.34M
|
28.1K
$1.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-118K- 25.14% |
$6.74M - $7.21M
|
353K
$23.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-126K- 38.62% |
$7.19M - $7.69M
|
201K
$13.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-129K- 70.39% |
$7.37M - $7.88M
|
54.5K
$3.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-131K- 88.9% |
$7.47M - $7.98M
|
16.4K
$1.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-153K- 58.82% |
$8.74M - $9.35M
|
107K
$7.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-168K- 60.62% |
$9.58M - $10.2M
|
109K
$7.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-173K- 9.94% |
$9.85M - $10.5M
|
1.57M
$106M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-181K- 33.42% |
$10.3M - $11M
|
360K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-211K- 15.64% |
$12M - $12.8M
|
1.14M
$76.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-254K- 14.08% |
$14.5M - $15.5M
|
1.55M
$105M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-572K- 34.58% |
$32.6M - $34.8M
|
1.08M
$73.1M
|