Latest Institutional Transactions on Victory Portfolios Ii Shs Inco (CDC)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Inco (CDC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
346New |
$21.9K - $25.6K
|
346
$22.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-157Closed |
$9.95K - $11.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-583- 4.4% |
$37K - $43.1K
|
12.7K
$814K
|
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
BUY
|
- |
33.1KNew |
$2.1M - $2.44M
|
33.1K
$2.13M
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-9.23K- 17.09% |
$585K - $681K
|
44.7K
$2.88M
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-162KClosed |
$10.3M - $12M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
399New |
$25.3K - $29.5K
|
399
$25.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
20.5K+ 222.35% |
$1.3M - $1.51M
|
29.7K
$1.91M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
300New |
$20.3K - $21.8K
|
300
$19.3K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41- 12.02% |
$2.78K - $2.98K
|
300
$19.3K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-94.3KClosed |
$6.38M - $6.85M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.43K- 49.97% |
$232K - $249K
|
3.43K
$221K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-341Closed |
$23.1K - $24.8K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-19.9KClosed |
$1.35M - $1.44M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-740Closed |
$50.1K - $53.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.5KNew |
$875K - $939K
|
13.5K
$867K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.86KClosed |
$315K - $338K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
162New |
$10.3K - $10.9K
|
162
$10.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-974Closed |
$61.9K - $65.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-37Closed |
$2.32K - $2.48K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.5KClosed |
$282K - $302K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.55KClosed |
$135K - $160K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.28KClosed |
$227K - $268K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.93KClosed |
$261K - $309K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-117Closed |
$4.78K - $5.97K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-550Closed |
$22.5K - $28.1K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-39.6KClosed |
$1.62M - $2.02M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-15.3KClosed |
$614K - $756K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-425Closed |
$17K - $21K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Minot Wealth Management LLC
|
SELL
|
- |
-7.8KClosed |
$313K - $385K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-101Closed |
$4.49K - $4.96K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.92KClosed |
$130K - $143K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10KClosed |
$446K - $492K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-13.9KClosed |
$620K - $684K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-252Closed |
$11.2K - $12.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-155KClosed |
$7.12M - $7.24M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-9.91KClosed |
$455K - $462K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-12.5KClosed |
$574K - $583K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-725Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Sageworth Trust CO
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 24, 2023
Q4 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-42Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.87KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
725New |
N/A
|
725
$46.6K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
39.8KNew |
N/A
|
39.8K
$2.56M
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.12KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 07, 2018
Q2 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.7KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-1.51KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 08, 2018
Q4 2017
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|