Purchases and Sales Made in Q4 2024 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q4 2024. 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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.1K+ 2.62% |
$807K - $884K
|
512K
$32.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.59K+ 31.76% |
$591K - $648K
|
39.8K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7.2KNew |
$444K - $486K
|
7.2K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.35KNew |
$145K - $159K
|
2.35K
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
474New |
$29.2K - $32K
|
474
$30.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
180+ 0.42% |
$11.1K - $12.2K
|
43K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
53+ 0.81% |
$3.27K - $3.58K
|
6.61K
$424K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
51+ 0.61% |
$3.14K - $3.45K
|
8.46K
$543K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
34+ 0.83% |
$2.1K - $2.3K
|
4.11K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1- 0.02% |
$61.7 - $67.6
|
4.39K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-108- 1.31% |
$6.66K - $7.3K
|
8.14K
$523K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-258- 1.85% |
$15.9K - $17.4K
|
13.7K
$878K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-271- 2.32% |
$16.7K - $18.3K
|
11.4K
$734K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-428- 7.7% |
$26.4K - $28.9K
|
5.13K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.48K- 3.59% |
$91.3K - $100K
|
39.7K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.05K- 3.55% |
$126K - $138K
|
55.7K
$3.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-6.58K- 24.88% |
$406K - $444K
|
19.9K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.3K- 54.53% |
$633K - $694K
|
8.56K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-163K- 90.28% |
$10.1M - $11M
|
17.6K
$1.13M
|