Latest Institutional Sells of Victory Portfolios Ii Shs Inco (CDC)
This list provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Inco (CDC) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.08K- 23.59% |
$61.6K - $65.8K
|
3.5K
$231K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-591- 0.68% |
$33.7K - $36K
|
86.7K
$5.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-176- 68.75% |
$10K - $10.7K
|
80
$5.28K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-68- 4.57% |
$3.87K - $4.14K
|
1.42K
$93.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-61- 21.4% |
$3.47K - $3.71K
|
224
$14.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 5.26% |
$399 - $426
|
126
$8.31K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-56.7K- 78.9% |
$3.26M - $3.72M
|
15.1K
$999K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.8K- 35.94% |
$1.08M - $1.23M
|
33.4K
$2.2M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.9K- 33.75% |
$972K - $1.11M
|
33.2K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.46K- 51.98% |
$545K - $621K
|
8.74K
$577K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.3K- 13.46% |
$132K - $151K
|
14.8K
$975K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.87K- 5.48% |
$108K - $123K
|
32.3K
$2.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.11K- 85.76% |
$63.8K - $72.7K
|
184
$12.1K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-920- 18.21% |
$52.9K - $60.4K
|
4.13K
$273K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-289- 4.68% |
$16.6K - $19K
|
5.88K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-200- 99.5% |
$11.5K - $13.1K
|
1
$66
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-671K- 98.39% |
$40.2M - $43.5M
|
11K
$725K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.85K- 7.63% |
$171K - $184K
|
34.5K
$2.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.03K- 5.54% |
$122K - $132K
|
34.6K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.28K- 27.28% |
$76.6K - $82.9K
|
3.41K
$225K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.2K- 79.73% |
$71.7K - $77.5K
|
304
$20.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58- 4.9% |
$3.47K - $3.76K
|
1.13K
$74.3K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10.2KClosed |
$603K - $710K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-3.4K- 1.13% |
$202K - $238K
|
297K
$19.6M
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-162KClosed |
$10.3M - $12M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-9.23K- 17.09% |
$585K - $681K
|
44.7K
$2.95M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.4KClosed |
$216K - $251K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-583- 4.4% |
$37K - $43.1K
|
12.7K
$835K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-176- 93.12% |
$11.2K - $13K
|
13
$858
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-157Closed |
$9.95K - $11.6K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-157Closed |
$9.95K - $11.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-94.3KClosed |
$6.38M - $6.85M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-19.9KClosed |
$1.35M - $1.44M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.43K- 49.97% |
$232K - $249K
|
3.43K
$226K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-740Closed |
$50.1K - $53.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-341Closed |
$23.1K - $24.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41- 12.02% |
$2.78K - $2.98K
|
300
$19.8K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.86KClosed |
$315K - $338K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.5KClosed |
$282K - $302K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-37Closed |
$2.32K - $2.48K
|
0
$0
|
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.93KClosed |
$261K - $309K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.28KClosed |
$227K - $268K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.55KClosed |
$135K - $160K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 16, 2020
Q2 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-39.6KClosed |
$1.62M - $2.02M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-550Closed |
$22.5K - $28.1K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-117Closed |
$4.78K - $5.97K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 27, 2020
Q1 2020
|
Minot Wealth Management LLC
|
SELL
|
- |
-7.8KClosed |
$313K - $385K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-425Closed |
$17K - $21K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-13.9KClosed |
$620K - $684K
|
0
$0
|
|