Purchases and Sales Made in Q3 2022 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
502K+ 52.91% |
$29.8M - $35.1M
|
1.45M
$97.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
404K+ 27.57% |
$24M - $28.3M
|
1.87M
$125M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
302K+ 196.79% |
$17.9M - $21.1M
|
455K
$30.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
232K+ 20.49% |
$13.8M - $16.2M
|
1.36M
$91.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
187K+ 10.55% |
$11.1M - $13.1M
|
1.96M
$131M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
185K+ 51.84% |
$11M - $12.9M
|
542K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
162K+ 18.66% |
$9.64M - $11.4M
|
1.03M
$69.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
140K+ 170.51% |
$8.33M - $9.81M
|
223K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
132K+ 18.18% |
$7.85M - $9.24M
|
859K
$57.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
129KNew |
$7.65M - $9.01M
|
129K
$8.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
121KNew |
$7.2M - $8.48M
|
121K
$8.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
118K+ 44.95% |
$6.99M - $8.23M
|
380K
$25.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
93.3KNew |
$5.54M - $6.52M
|
93.3K
$6.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
91KNew |
$5.4M - $6.36M
|
91K
$6.09M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
85.5K+ 157.98% |
$5.07M - $5.98M
|
140K
$9.34M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
82K+ 77.07% |
$4.87M - $5.73M
|
188K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77.1K+ 18.33% |
$4.58M - $5.39M
|
498K
$33.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
62.5K+ 17.02% |
$3.71M - $4.37M
|
430K
$28.8M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
61.4K+ 704.03% |
$3.64M - $4.29M
|
70.1K
$4.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
49.2KNew |
$2.92M - $3.44M
|
49.2K
$3.29M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.8K+ 25.26% |
$2.9M - $3.41M
|
242K
$16.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
42.6K+ 37.72% |
$2.53M - $2.98M
|
155K
$10.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.9K+ 82.14% |
$2.49M - $2.93M
|
92.9K
$6.22M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
39.6KNew |
$2.35M - $2.77M
|
39.6K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
32.1K+ 20.9% |
$1.91M - $2.25M
|
186K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.5K+ 6.09% |
$1.87M - $2.2M
|
549K
$36.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
30.9K+ 48.39% |
$1.84M - $2.16M
|
94.8K
$6.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.2K+ 5.73% |
$1.73M - $2.04M
|
538K
$36M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.9K+ 42.0% |
$1.66M - $1.95M
|
94.4K
$6.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.1K+ 13.24% |
$1.49M - $1.76M
|
215K
$14.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.9K+ 54.06% |
$1.48M - $1.74M
|
71K
$4.75M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
24.8K+ 6.16% |
$1.47M - $1.73M
|
428K
$28.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
24.6K+ 59.68% |
$1.46M - $1.72M
|
65.7K
$4.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
23.2K+ 1.36% |
$1.38M - $1.63M
|
1.73M
$116M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.7K+ 70.11% |
$1.23M - $1.45M
|
50.2K
$3.36M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
20K+ 5.83% |
$1.19M - $1.4M
|
363K
$24.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
19.5K+ 36.83% |
$1.16M - $1.36M
|
72.5K
$4.85M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17.6KNew |
$1.05M - $1.23M
|
17.6K
$1.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.6K+ 22.62% |
$984K - $1.16M
|
89.8K
$6.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.2K+ 71.72% |
$959K - $1.13M
|
38.7K
$2.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.3K+ 17.01% |
$909K - $1.07M
|
105K
$7.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15K+ 9.4% |
$892K - $1.05M
|
175K
$11.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.7K+ 50.86% |
$752K - $885K
|
37.6K
$2.51M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.6K+ 2.22% |
$751K - $884K
|
582K
$39M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
10.6K+ 32.88% |
$629K - $741K
|
42.8K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 44.7% |
$614K - $723K
|
33.5K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.71KNew |
$576K - $679K
|
9.71K
$650K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
8.98K+ 32.43% |
$533K - $628K
|
36.7K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.85KNew |
$525K - $618K
|
8.85K
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.57KNew |
$509K - $599K
|
8.57K
$574K
|