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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-810- 14.91% |
$44.6K - $46.1K
|
4.62K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-978- 15.85% |
$53.9K - $55.7K
|
5.19K
$341K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.15K- 12.25% |
$63.5K - $65.7K
|
8.26K
$542K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21K- 16.08% |
$66.7K - $69K
|
6.32K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 2.1% |
$71.6K - $74K
|
60.7K
$3.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.5K- 9.36% |
$82.6K - $85.4K
|
14.5K
$954K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 30.6% |
$83.2K - $86K
|
3.43K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.88K- 34.72% |
$104K - $107K
|
3.54K
$232K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 12.63% |
$105K - $109K
|
13.2K
$869K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2.31K- 98.51% |
$127K - $132K
|
35
$2.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.19K- 32.08% |
$176K - $181K
|
6.74K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.34K- 31.21% |
$184K - $190K
|
7.35K
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.39K- 34.38% |
$187K - $193K
|
6.47K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.43K- 17.82% |
$189K - $195K
|
15.8K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.73K- 29.45% |
$206K - $212K
|
8.93K
$587K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.24K- 82.94% |
$233K - $241K
|
871
$57.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.39K- 40.2% |
$242K - $250K
|
6.53K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.87K- 26.5% |
$268K - $278K
|
13.5K
$888K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-5.4K- 96.58% |
$298K - $308K
|
191
$12.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.09K- 8.6% |
$336K - $347K
|
64.8K
$4.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.19K- 5.16% |
$341K - $353K
|
114K
$7.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.53K- 4.2% |
$415K - $429K
|
172K
$11.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.91K- 14.93% |
$436K - $451K
|
45.1K
$2.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-8.4K- 39.49% |
$463K - $478K
|
12.9K
$846K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.68K- 44.59% |
$478K - $494K
|
10.8K
$709K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.02K- 34.54% |
$497K - $514K
|
17.1K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.02K- 34.54% |
$497K - $514K
|
17.1K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.3K- 6.5% |
$567K - $587K
|
148K
$9.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.6K- 9.76% |
$585K - $604K
|
98.1K
$6.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 8.38% |
$633K - $654K
|
125K
$8.24M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-11.8K- 98.63% |
$649K - $671K
|
164
$10.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-12.3K- 13.09% |
$676K - $698K
|
81.4K
$5.35M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 58.16% |
$680K - $703K
|
8.88K
$583K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.4K- 24.98% |
$683K - $706K
|
37.2K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-13.1K- 26.84% |
$724K - $748K
|
35.8K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-15.4K- 10.27% |
$846K - $875K
|
134K
$8.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 75.82% |
$1.37M - $1.41M
|
7.91K
$519K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26K- 38.47% |
$1.43M - $1.48M
|
41.6K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-32K- 79.19% |
$1.76M - $1.82M
|
8.4K
$552K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-41.4K- 76.33% |
$2.28M - $2.36M
|
12.9K
$844K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-43.7K- 66.12% |
$2.41M - $2.49M
|
22.4K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-45.7K- 17.76% |
$2.52M - $2.6M
|
211K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.7K- 25.19% |
$2.57M - $2.66M
|
139K
$9.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.7K- 5.12% |
$2.63M - $2.72M
|
885K
$58.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-53.7K- 72.74% |
$2.96M - $3.06M
|
20.1K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-62.6K- 65.87% |
$3.45M - $3.57M
|
32.4K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-64.1K- 23.44% |
$3.53M - $3.65M
|
210K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-65.4K- 18.09% |
$3.6M - $3.72M
|
296K
$19.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-66.1K- 10.59% |
$3.64M - $3.77M
|
558K
$36.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-69.4K- 57.9% |
$3.82M - $3.95M
|
50.4K
$3.31M
|