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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.63K- 0.98% |
$156K - $184K
|
266K
$17.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.72K- 31.04% |
$162K - $190K
|
6.05K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-3.4K- 1.13% |
$202K - $238K
|
297K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.83K- 1.26% |
$227K - $268K
|
301K
$20.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.63K- 6.94% |
$275K - $324K
|
62.1K
$4.16M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10.2KClosed |
$603K - $710K
|
0
$0
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.2K- 57.92% |
$668K - $786K
|
8.17K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-20.2K- 21.45% |
$1.2M - $1.42M
|
74.1K
$4.96M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-33.1K- 5.04% |
$1.97M - $2.32M
|
624K
$41.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.1K- 88.87% |
$2.56M - $3.01M
|
5.39K
$361K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-45.4K- 28.03% |
$2.7M - $3.18M
|
117K
$7.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-50.4K- 23.05% |
$2.99M - $3.52M
|
168K
$11.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59.2K- 48.88% |
$3.51M - $4.14M
|
61.9K
$4.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-66K- 35.4% |
$3.92M - $4.61M
|
120K
$8.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-86.1K- 31.58% |
$5.11M - $6.02M
|
187K
$12.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-92.5K- 62.74% |
$5.49M - $6.47M
|
54.9K
$3.67M
|