Purchases and Sales Made in Q3 2023 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
54.3KNew |
$3.01M - $3.16M
|
54.3K
$3.49M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
28.8KNew |
$1.6M - $1.68M
|
28.8K
$1.85M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.6K+ 34.64% |
$699K - $734K
|
49K
$3.14M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.87KNew |
$492K - $517K
|
8.87K
$570K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.37KNew |
$409K - $429K
|
7.37K
$473K
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.91K+ 3.09% |
$383K - $403K
|
231K
$14.8M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.04K+ 19.97% |
$335K - $352K
|
36.3K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.61K+ 8.6% |
$311K - $327K
|
70.9K
$4.55M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.34K+ 5.95% |
$296K - $311K
|
95K
$6.1M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.49KNew |
$249K - $262K
|
4.49K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.96K+ 13.54% |
$219K - $231K
|
33.2K
$2.13M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
3.06K+ 12.93% |
$169K - $178K
|
26.7K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.56K+ 2848.89% |
$142K - $149K
|
2.65K
$170K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.12K+ 60.67% |
$117K - $123K
|
5.6K
$360K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.58K+ 5.08% |
$87.8K - $92.2K
|
32.7K
$2.1M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.08K+ 212.13% |
$60.1K - $63.2K
|
1.6K
$102K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
901New |
$50K - $52.5K
|
901
$57.9K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
867+ 20.45% |
$48.1K - $50.5K
|
5.11K
$328K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
475New |
$26.3K - $27.7K
|
475
$30.5K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
473+ 8.3% |
$26.2K - $27.6K
|
6.17K
$396K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
400+ 7.08% |
$22.2K - $23.3K
|
6.05K
$388K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
250+ 30.67% |
$13.9K - $14.6K
|
1.07K
$68.4K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
194+ 2.27% |
$10.8K - $11.3K
|
8.75K
$562K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
192+ 1.98% |
$10.7K - $11.2K
|
9.91K
$636K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
149+ 0.37% |
$8.27K - $8.69K
|
40.4K
$2.59M
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
146+ 0.57% |
$8.1K - $8.51K
|
25.8K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
134+ 0.58% |
$7.43K - $7.81K
|
23.4K
$1.5M
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 1.07% |
$111 - $117
|
189
$12.1K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 0.5% |
$555 - $583
|
1.99K
$128K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 0.14% |
$1.05K - $1.11K
|
13.8K
$888K
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-106- 12.62% |
$5.88K - $6.18K
|
734
$47.1K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-190- 3.29% |
$10.5K - $11.1K
|
5.59K
$359K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-327- 5.51% |
$18.1K - $19.1K
|
5.61K
$360K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-352- 2.15% |
$19.5K - $20.5K
|
16K
$1.03M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-360- 37.5% |
$20K - $21K
|
600
$38.5K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-379- 23.03% |
$21K - $22.1K
|
1.27K
$81.4K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-543- 9.61% |
$30.1K - $31.7K
|
5.11K
$328K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-607- 0.56% |
$33.7K - $35.4K
|
109K
$6.98M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-683- 4.32% |
$37.9K - $39.8K
|
15.1K
$972K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-769- 6.3% |
$42.7K - $44.8K
|
11.4K
$734K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-772- 15.21% |
$42.8K - $45K
|
4.31K
$276K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-790- 15.05% |
$43.8K - $46.1K
|
4.46K
$286K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-864- 10.25% |
$47.9K - $50.4K
|
7.57K
$486K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-966- 4.99% |
$53.6K - $56.3K
|
18.4K
$1.18M
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.03K- 1.35% |
$57.2K - $60.1K
|
75.4K
$4.84M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.11K- 1.66% |
$61.7K - $64.9K
|
66.1K
$4.24M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.16K- 9.75% |
$64.1K - $67.3K
|
10.7K
$686K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.31K- 0.82% |
$72.9K - $76.6K
|
159K
$10.2M
|