Purchases and Sales Made in Q3 2025 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q3 2025. 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 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.7K+ 116.23% |
$3.12M - $3.26M
|
90.6K
$5.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15K+ 29.69% |
$963K - $1.01M
|
65.7K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
13.5K+ 122.4% |
$865K - $904K
|
24.6K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.92KNew |
$635K - $664K
|
9.92K
$655K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.28K+ 1.61% |
$594K - $621K
|
587K
$38.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
9.08K+ 2.42% |
$581K - $608K
|
384K
$25.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
8.71K+ 2.73% |
$557K - $583K
|
327K
$21.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6K+ 3.52% |
$384K - $401K
|
176K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.77K+ 87.35% |
$305K - $319K
|
10.2K
$674K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.55K+ 10.94% |
$291K - $305K
|
46.2K
$3.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.04KNew |
$258K - $270K
|
4.04K
$266K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.5KNew |
$224K - $234K
|
3.5K
$231K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.1KNew |
$198K - $207K
|
3.1K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.77K+ 5.07% |
$177K - $185K
|
57.4K
$3.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.51K+ 22.05% |
$160K - $168K
|
13.9K
$915K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
702+ 2.54% |
$44.9K - $47K
|
28.4K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
395New |
$25.3K - $26.4K
|
395
$26.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
281+ 0.65% |
$18K - $18.8K
|
43.4K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
223+ 0.59% |
$14.3K - $14.9K
|
38.3K
$2.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
120New |
$7.68K - $8.03K
|
120
$7.92K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
71+ 0.83% |
$4.54K - $4.75K
|
8.64K
$570K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
62+ 0.85% |
$3.97K - $4.15K
|
7.37K
$486K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34+ 0.56% |
$2.18K - $2.27K
|
6.14K
$405K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13+ 0.24% |
$832 - $870
|
5.5K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7+ 41.18% |
$448 - $468
|
24
$1.58K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1- 0.01% |
$64 - $66.9
|
8.48K
$559K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.05% |
$128 - $134
|
3.65K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-4- 0.09% |
$256 - $268
|
4.37K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 4.03% |
$640 - $669
|
238
$15.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20- 0.47% |
$1.28K - $1.34K
|
4.19K
$276K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-118- 1.49% |
$7.55K - $7.9K
|
7.78K
$513K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-131- 1.04% |
$8.38K - $8.77K
|
12.4K
$821K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-134- 5.0% |
$8.58K - $8.97K
|
2.55K
$168K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-153- 1.28% |
$9.79K - $10.2K
|
11.8K
$776K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-158- 50.48% |
$10.1K - $10.6K
|
155
$10.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-183- 47.66% |
$11.7K - $12.2K
|
201
$13.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-214- 3.94% |
$13.7K - $14.3K
|
5.21K
$344K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-222- 22.65% |
$14.2K - $14.9K
|
758
$50K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-230- 6.47% |
$14.7K - $15.4K
|
3.33K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-247- 5.37% |
$15.8K - $16.5K
|
4.35K
$287K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-254- 4.64% |
$16.3K - $17K
|
5.22K
$344K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-285- 0.75% |
$18.2K - $19.1K
|
37.5K
$2.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-383- 61.38% |
$24.5K - $25.6K
|
241
$15.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-387- 12.08% |
$24.8K - $25.9K
|
2.82K
$186K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-684- 0.14% |
$43.8K - $45.8K
|
499K
$32.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-805- 12.21% |
$51.5K - $53.9K
|
5.79K
$382K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-856- 2.52% |
$54.8K - $57.3K
|
33.1K
$2.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-872- 9.56% |
$55.8K - $58.3K
|
8.25K
$544K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-877- 12.92% |
$56.1K - $58.7K
|
5.91K
$390K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-909- 25.56% |
$58.2K - $60.8K
|
2.65K
$175K
|
|