Latest Institutional Purchases of Victory Portfolios Ii Shs Inco (CDC)

CDC Quotes by TradingView

This list provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Inco (CDC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 20, 2024 Q1 2024
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
192
+ 548.57%
$10.5K - $11.4K
227 $14.7K
Q4 2023
Feb 13, 2024 Q4 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
47K
New
$2.59M - $2.68M
47K $3.05M
Feb 13, 2024 Q4 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
19.7K
+ 8.55%
$1.09M - $1.12M
250K $16.3M
Apr 30, 2024 Q4 2023
Ridgepath Capital Management LLC

Knoxville, TN
BUY
 -
13.5K
New
$743K - $768K
13.5K $876K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
12.9K
New
$710K - $734K
12.9K $837K
Feb 14, 2024 Q4 2023
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
9.54K
New
$526K - $543K
9.54K $619K
Feb 12, 2024 Q4 2023
Cap Partners, LLC

Franklin, TN
BUY
 -
4.29K
New
$236K - $244K
4.29K $278K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
1.03K
New
$56.8K - $58.7K
1.03K $66.9K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
400
New
$22K - $22.8K
400 $26K
Jan 22, 2024 Q4 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
100
New
$5.51K - $5.7K
100 $6.49K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
4
New
$220 - $228
4 $260
Q3 2023
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
901
New
$50K - $52.5K
901 $58.5K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
192
+ 1.98%
$10.7K - $11.2K
9.91K $643K
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
2
+ 1.07%
$111 - $117
189 $12.3K
Q2 2023
Oct 29, 2024 Q2 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
30.8K
New
$1.76M - $1.88M
30.8K $2M
Jul 13, 2023 Q2 2023
Fluent Financial, LLC

BUY
 -
6.32K
+ 14.19%
$360K - $385K
50.8K $3.3M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
3.48K
New
$198K - $212K
3.48K $226K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
2.35K
New
$134K - $143K
2.35K $153K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
1.83K
New
$104K - $111K
1.83K $118K
Feb 14, 2024 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
1.32K
New
$75.2K - $80.4K
1.32K $85.7K
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
56
New
$3.19K - $3.41K
56 $3.64K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
1
+ 1.49%
$57 - $60.9
68 $4.42K
Q1 2023
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
63.9K
New
$3.67M - $4.19M
63.9K $4.15M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
36.3K
New
$2.09M - $2.38M
36.3K $2.36M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
9.54K
New
$549K - $626K
9.54K $619K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1.73K
+ 453.14%
$99.6K - $114K
2.11K $137K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.01K
New
$58.2K - $66.4K
1.01K $65.7K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
720
New
$41.4K - $47.2K
720 $46.7K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
2
+ 0.08%
$115 - $131
2.6K $169K
Q4 2022
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
23K
New
$1.38M - $1.49M
23K $1.49M
Jan 12, 2023 Q4 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
6.86K
+ 13.94%
$411K - $445K
56.1K $3.64M
Jan 23, 2023 Q4 2022
Canvas Wealth Advisors, LLC

BUY
 -
6.2K
New
$372K - $402K
6.2K $403K
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
6.07K
New
$364K - $394K
6.07K $394K
Feb 14, 2023 Q4 2022
Marshall Wace, LLP

London, X0
BUY
 -
3.7K
New
$222K - $240K
3.7K $240K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
2.76K
New
$165K - $179K
2.76K $179K
Jan 13, 2023 Q4 2022
Piershale Financial Group, Inc.

BUY
 -
300
New
$18K - $19.4K
300 $19.5K
Jan 06, 2023 Q4 2022
Goal Vest Advisory LLC

BUY
 -
250
New
$15K - $16.2K
250 $16.2K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
47
New
$2.82K - $3.05K
47 $3.05K
Q3 2022
Nov 14, 2022 Q3 2022
Prudential PLC

London, England, X0
BUY
 -
93.3K
New
$5.54M - $6.52M
93.3K $6.06M
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
16.2K
+ 71.72%
$959K - $1.13M
38.7K $2.51M
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
7.41K
New
$440K - $518K
7.41K $481K
Nov 10, 2022 Q3 2022
Seaview Investment Managers LLC

BUY
 -
3.61K
New
$214K - $252K
3.61K $234K
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.78K
+ 6.5%
$106K - $124K
29.2K $1.89M
Oct 24, 2022 Q3 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
400
New
$23.7K - $28K
400 $26K
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
32
New
$1.9K - $2.24K
32 $2.08K
Q2 2022
Jul 20, 2022 Q2 2022
Act Advisors, Llc.

BUY
 -
33.1K
New
$2.1M - $2.44M
33.1K $2.15M
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
20.5K
+ 222.35%
$1.3M - $1.51M
29.7K $1.93M
Jul 15, 2022 Q2 2022
Westside Investment Management, Inc.

BUY
 -
399
New
$25.3K - $29.5K
399 $25.9K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
346
New
$21.9K - $25.6K
346 $22.5K

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