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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.28KNew |
$492K - $579K
|
8.28K
$559K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.87K+ 39.86% |
$467K - $551K
|
27.6K
$1.87M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
7.41KNew |
$440K - $518K
|
7.41K
$500K
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.08KNew |
$420K - $495K
|
7.08K
$478K
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6K+ 74.48% |
$356K - $420K
|
14.1K
$949K
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.41K+ 3.21% |
$321K - $378K
|
174K
$11.7M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.39KNew |
$320K - $377K
|
5.39K
$364K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
4.3K+ 1.9% |
$255K - $300K
|
230K
$15.5M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.04K+ 6.22% |
$240K - $282K
|
69K
$4.66M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.9K+ 21.85% |
$232K - $273K
|
21.8K
$1.47M
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.61KNew |
$214K - $252K
|
3.61K
$244K
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
BUY
|
- |
3.04K+ 7.43% |
$180K - $212K
|
43.9K
$2.96M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.79K+ 24.55% |
$165K - $195K
|
14.1K
$955K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.39K+ 21.73% |
$142K - $167K
|
13.4K
$904K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.38K+ 1.55% |
$141K - $166K
|
155K
$10.5M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 5.36% |
$119K - $140K
|
39.5K
$2.67M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.89K+ 7.42% |
$112K - $132K
|
27.4K
$1.85M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.78K+ 6.5% |
$106K - $124K
|
29.2K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.73K+ 4.69% |
$102K - $121K
|
38.5K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.6K+ 14.39% |
$95K - $112K
|
12.7K
$858K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
1.31K+ 8.51% |
$77.6K - $91.4K
|
16.7K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.29K+ 3.84% |
$76.3K - $89.9K
|
34.8K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.06K+ 6.45% |
$63.2K - $74.4K
|
17.6K
$1.19M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
960New |
$57K - $67.1K
|
960
$64.8K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
602+ 30.25% |
$35.7K - $42.1K
|
2.59K
$175K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
400New |
$23.7K - $28K
|
400
$27K
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
390+ 9.07% |
$23.2K - $27.3K
|
4.69K
$316K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
378+ 0.54% |
$22.4K - $26.4K
|
70.1K
$4.74M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
237New |
$14.1K - $16.6K
|
237
$16K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
127+ 0.85% |
$7.54K - $8.88K
|
15.1K
$1.02M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
117New |
$6.95K - $8.18K
|
117
$7.9K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
115+ 0.75% |
$6.83K - $8.04K
|
15.4K
$1.04M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
83+ 0.66% |
$4.93K - $5.8K
|
12.7K
$858K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75+ 100.0% |
$4.45K - $5.24K
|
150
$10.1K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
67New |
$3.98K - $4.68K
|
67
$4.52K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
57+ 0.3% |
$3.38K - $3.99K
|
19.3K
$1.3M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
32New |
$1.9K - $2.24K
|
32
$2.16K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 4.26% |
$594 - $699
|
245
$16.5K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-131- 6.96% |
$7.78K - $9.16K
|
1.75K
$118K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-186- 1.52% |
$11K - $13K
|
12.1K
$814K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-227- 0.52% |
$13.5K - $15.9K
|
43.1K
$2.91M
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-367- 6.72% |
$21.8K - $25.7K
|
5.09K
$344K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-649- 0.96% |
$38.5K - $45.4K
|
66.8K
$4.51M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-759- 9.25% |
$45.1K - $53.1K
|
7.45K
$503K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 2.62% |
$60.4K - $71.2K
|
37.9K
$2.56M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.8K- 6.88% |
$107K - $126K
|
24.4K
$1.65M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.09K- 10.7% |
$124K - $146K
|
17.4K
$1.18M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.39K- 11.5% |
$142K - $167K
|
18.4K
$1.24M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.44K- 6.13% |
$145K - $170K
|
37.3K
$2.52M
|