Purchases and Sales Made in Q1 2022 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.73KNew |
$455K - $489K
|
6.73K
$430K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.97K+ 2.11% |
$404K - $434K
|
289K
$18.5M
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
5.83KNew |
$395K - $423K
|
5.83K
$373K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.15K+ 8.05% |
$349K - $374K
|
69.2K
$4.42M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.13KNew |
$347K - $373K
|
5.13K
$328K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.72K+ 60.09% |
$320K - $343K
|
12.6K
$805K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.61K+ 21.69% |
$312K - $335K
|
25.8K
$1.65M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.39K+ 69.73% |
$297K - $319K
|
10.7K
$684K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.38K+ 15.59% |
$297K - $318K
|
32.5K
$2.08M
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
3.77K+ 249.4% |
$255K - $274K
|
5.28K
$338K
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.75KNew |
$254K - $272K
|
3.75K
$240K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.74K+ 55.33% |
$253K - $272K
|
10.5K
$672K
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.67KNew |
$248K - $266K
|
3.67K
$235K
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.16KNew |
$214K - $229K
|
3.16K
$202K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.96KNew |
$200K - $215K
|
2.96K
$189K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
2.85K+ 24.04% |
$193K - $207K
|
14.7K
$941K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
2.66K+ 66.02% |
$180K - $193K
|
6.7K
$428K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.53K+ 2.93% |
$171K - $184K
|
89K
$5.69M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.27K+ 18.41% |
$154K - $165K
|
14.6K
$934K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 3.14% |
$133K - $143K
|
64.5K
$4.12M
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.88KNew |
$127K - $137K
|
1.88K
$120K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1.8KNew |
$122K - $131K
|
1.8K
$115K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.33K+ 19.79% |
$90.2K - $96.8K
|
8.07K
$516K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
970+ 30.58% |
$65.7K - $70.4K
|
4.14K
$265K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
729+ 2.84% |
$49.3K - $52.9K
|
26.4K
$1.69M
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
619+ 5.23% |
$41.9K - $45K
|
12.5K
$797K
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
579+ 14.58% |
$39.2K - $42K
|
4.55K
$291K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
465+ 3.72% |
$31.5K - $33.8K
|
13K
$829K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
300New |
$20.3K - $21.8K
|
300
$19.2K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
224+ 2.57% |
$15.2K - $16.3K
|
8.95K
$572K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
174+ 5.39% |
$11.8K - $12.6K
|
3.4K
$217K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
157New |
$10.6K - $11.4K
|
157
$10K
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
94+ 0.4% |
$6.36K - $6.83K
|
23.8K
$1.52M
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
47+ 0.24% |
$3.18K - $3.41K
|
19.3K
$1.24M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 11.76% |
$406 - $436
|
57
$3.64K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5+ 0.16% |
$338 - $363
|
3.04K
$194K
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1+ 0.64% |
$67.7 - $72.6
|
157
$10K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-34- 0.19% |
$2.3K - $2.47K
|
18.3K
$1.17M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-41- 12.02% |
$2.78K - $2.98K
|
300
$19.2K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-47- 0.24% |
$3.18K - $3.41K
|
19.9K
$1.27M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-100- 0.8% |
$6.77K - $7.26K
|
12.5K
$797K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-296- 0.92% |
$20K - $21.5K
|
31.7K
$2.03M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-310- 3.01% |
$21K - $22.5K
|
10K
$639K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-341Closed |
$23.1K - $24.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-353Closed |
$23.9K - $25.6K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-500- 68.03% |
$33.8K - $36.3K
|
235
$15K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-740Closed |
$50.1K - $53.7K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 5.73% |
$72.2K - $77.5K
|
17.5K
$1.12M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.12K- 85.51% |
$75.5K - $81K
|
189
$12.1K
|