Purchases and Sales Made in Q4 2022 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.6MNew |
$932M - $1.01B
|
15.6M
$1.02B
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
676K+ 11170.91% |
$40.5M - $43.8M
|
682K
$44.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
256KNew |
$15.3M - $16.6M
|
256K
$16.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
232K+ 16.03% |
$13.9M - $15.1M
|
1.68M
$111M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
201KNew |
$12M - $13M
|
201K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
196K+ 14.42% |
$11.8M - $12.7M
|
1.56M
$102M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
96.4K+ 5.57% |
$5.78M - $6.25M
|
1.83M
$120M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
72.4KNew |
$4.34M - $4.69M
|
72.4K
$4.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
65.2K+ 11.19% |
$3.9M - $4.22M
|
648K
$42.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.1K+ 9.49% |
$3.12M - $3.37M
|
601K
$39.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50.6K+ 133.6% |
$3.03M - $3.28M
|
88.4K
$5.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.9K+ 8.42% |
$2.51M - $2.71M
|
539K
$35.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
40.1KNew |
$2.4M - $2.6M
|
40.1K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.7K+ 8.78% |
$2.26M - $2.44M
|
467K
$30.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.9K+ 170.07% |
$1.97M - $2.13M
|
52.2K
$3.43M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
30K+ 21.51% |
$1.8M - $1.95M
|
170K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.8KNew |
$1.79M - $1.93M
|
29.8K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.8K+ 359.65% |
$1.78M - $1.93M
|
38.1K
$2.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
29KNew |
$1.74M - $1.88M
|
29K
$1.91M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25.4KNew |
$1.52M - $1.65M
|
25.4K
$1.67M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23KNew |
$1.38M - $1.49M
|
23K
$1.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
22.4K+ 18.51% |
$1.34M - $1.45M
|
144K
$9.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
BUY
|
- |
21.4KNew |
$1.28M - $1.39M
|
21.4K
$1.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.4K+ 30.09% |
$1.28M - $1.38M
|
92.3K
$6.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
19.6KNew |
$1.17M - $1.27M
|
19.6K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.4K+ 33.31% |
$860K - $930K
|
57.5K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4K+ 15.44% |
$860K - $930K
|
107K
$7.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$606K - $655K
|
10.1K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.83K+ 14.25% |
$589K - $637K
|
78.8K
$5.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
9.51K+ 2.22% |
$570K - $616K
|
437K
$28.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
8.9K+ 3.87% |
$533K - $577K
|
239K
$15.7M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.46K+ 74.62% |
$507K - $548K
|
19.8K
$1.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.99K+ 36.44% |
$479K - $518K
|
29.9K
$1.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.86K+ 13.94% |
$411K - $445K
|
56.1K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6.28K+ 6.62% |
$376K - $407K
|
101K
$6.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.2KNew |
$372K - $402K
|
6.2K
$408K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.17KNew |
$370K - $400K
|
6.17K
$405K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.07KNew |
$364K - $394K
|
6.07K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8KNew |
$347K - $376K
|
5.8K
$381K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.13K+ 5.71% |
$307K - $332K
|
94.9K
$6.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.7KNew |
$282K - $305K
|
4.7K
$309K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.31KNew |
$258K - $279K
|
4.31K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.2K+ 2.71% |
$252K - $272K
|
159K
$10.5M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.02K+ 5.73% |
$241K - $260K
|
74.1K
$4.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.91K+ 23.46% |
$234K - $253K
|
20.6K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.7KNew |
$222K - $240K
|
3.7K
$243K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.62K+ 0.18% |
$217K - $235K
|
1.96M
$129M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.19K+ 1.82% |
$191K - $207K
|
178K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.76KNew |
$165K - $179K
|
2.76K
$181K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.65K+ 17.01% |
$159K - $172K
|
18.2K
$1.2M
|