Purchases and Sales Made in Q2 2025 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-471- 1.83% |
$27.4K - $30.9K
|
25.2K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-476- 7.17% |
$27.7K - $31.3K
|
6.16K
$407K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-476- 1.24% |
$27.7K - $31.3K
|
38K
$2.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-595- 4.98% |
$34.7K - $39.1K
|
11.4K
$750K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-825- 0.45% |
$48.1K - $54.2K
|
181K
$12M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-928- 17.51% |
$54.1K - $61K
|
4.37K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.27K- 0.53% |
$73.7K - $83.1K
|
239K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.4K- 3.97% |
$81.7K - $92K
|
33.9K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.63K- 6.88% |
$94.7K - $107K
|
22K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.64K- 1.72% |
$95.3K - $107K
|
93.5K
$6.17M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1.81K- 35.42% |
$105K - $119K
|
3.3K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 83.28% |
$111K - $126K
|
384
$25.3K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.19K- 4.96% |
$128K - $144K
|
41.9K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.23K- 18.59% |
$130K - $146K
|
9.76K
$644K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.42K- 26.86% |
$141K - $159K
|
6.6K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.14K- 2.69% |
$183K - $206K
|
113K
$7.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-3.74K- 33.03% |
$218K - $245K
|
7.57K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.91K- 7.05% |
$228K - $257K
|
51.6K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.29K- 8.37% |
$308K - $347K
|
57.9K
$3.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.8K- 3.36% |
$338K - $381K
|
167K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.91K- 19.33% |
$344K - $388K
|
24.6K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.94K- 22.3% |
$346K - $390K
|
20.7K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.71K- 1.88% |
$566K - $637K
|
508K
$33.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-13.5K- 2.64% |
$788K - $888K
|
499K
$33M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.9K- 2.9% |
$1.04M - $1.17M
|
600K
$39.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.5K- 12.49% |
$1.19M - $1.34M
|
143K
$9.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.9K- 2.55% |
$1.92M - $2.16M
|
1.26M
$83.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-34.2K- 24.4% |
$2M - $2.25M
|
106K
$7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.5K- 19.2% |
$2.36M - $2.66M
|
171K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-75.8K- 9.09% |
$4.42M - $4.98M
|
759K
$50.1M
|