Purchases and Sales Made in Q4 2023 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
150KNew |
$8.28M - $8.56M
|
150K
$9.88M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
110K+ 8.88% |
$6.04M - $6.25M
|
1.34M
$88.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91.7K+ 9.13% |
$5.06M - $5.23M
|
1.1M
$72M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.4K+ 202.32% |
$4.04M - $4.18M
|
110K
$7.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47KNew |
$2.59M - $2.68M
|
47K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
45.8K+ 1726.3% |
$2.52M - $2.61M
|
48.5K
$3.18M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.1KNew |
$2.37M - $2.45M
|
43.1K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.6K+ 563.35% |
$1.74M - $1.8M
|
37.2K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.2KNew |
$1.11M - $1.15M
|
20.2K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
19.7K+ 8.55% |
$1.09M - $1.12M
|
250K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
16.5K+ 12095.59% |
$907K - $937K
|
16.6K
$1.09M
|
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
13.5KNew |
$743K - $768K
|
13.5K
$886K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$710K - $734K
|
12.9K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$576K - $596K
|
10.5K
$687K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 17.36% |
$568K - $587K
|
69.6K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.54KNew |
$526K - $543K
|
9.54K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.82KNew |
$376K - $388K
|
6.82K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.29KNew |
$236K - $244K
|
4.29K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.49K+ 37.24% |
$192K - $199K
|
12.9K
$845K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.03KNew |
$56.8K - $58.7K
|
1.03K
$67.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
869+ 5.8% |
$47.9K - $49.5K
|
15.9K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
718+ 3.07% |
$39.6K - $40.9K
|
24.1K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$22K - $22.8K
|
400
$26.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
182+ 11.41% |
$10K - $10.4K
|
1.78K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
110+ 0.33% |
$6.06K - $6.27K
|
33.3K
$2.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100New |
$5.51K - $5.7K
|
100
$6.57K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
96+ 13.08% |
$5.29K - $5.47K
|
830
$54.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
27New |
$1.49K - $1.54K
|
27
$1.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4New |
$220 - $228
|
4
$263
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.36% |
$55.1 - $57
|
282
$18.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.01% |
$110 - $114
|
25.8K
$1.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3- 0.02% |
$165 - $171
|
13.8K
$909K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-50- 3.95% |
$2.76K - $2.85K
|
1.22K
$80K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-194- 2.82% |
$10.7K - $11.1K
|
6.68K
$439K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-222- 1.94% |
$12.2K - $12.6K
|
11.2K
$737K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-290- 6.5% |
$16K - $16.5K
|
4.17K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-291- 5.7% |
$16K - $16.6K
|
4.82K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-308- 1.89% |
$17K - $17.5K
|
16K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-347- 5.93% |
$19.1K - $19.8K
|
5.51K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-359- 5.94% |
$19.8K - $20.4K
|
5.69K
$374K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-391- 36.71% |
$21.5K - $22.3K
|
674
$44.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-394- 5.35% |
$21.7K - $22.4K
|
6.97K
$458K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-434- 9.66% |
$23.9K - $24.7K
|
4.06K
$267K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-434- 4.96% |
$23.9K - $24.7K
|
8.31K
$546K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-573- 0.5% |
$31.6K - $32.6K
|
114K
$7.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-585- 13.59% |
$32.2K - $33.3K
|
3.72K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-719- 12.83% |
$39.6K - $41K
|
4.89K
$321K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-753- 2.82% |
$41.5K - $42.9K
|
25.9K
$1.7M
|