Purchases and Sales Made in Q1 2023 in Victory Portfolios Ii Shs Inco (CDC)

CDC Quotes by TradingView

This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q1 2023. 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 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
238K
+ 63.4%
$13.7M - $15.6M
613K $39.5M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
122K
+ 77.92%
$6.99M - $7.97M
277K $17.8M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
106K
New
$6.11M - $6.97M
106K $6.83M
Apr 19, 2023 Q1 2023
Retirement Planning Group

BUY
 -
98.4K
+ 5.39%
$5.66M - $6.46M
1.92M $124M
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
63.9K
New
$3.67M - $4.19M
63.9K $4.11M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
63.3K
New
$3.64M - $4.15M
63.3K $4.07M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
36.3K
New
$2.09M - $2.38M
36.3K $2.33M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
31.4K
+ 31.21%
$1.81M - $2.06M
132K $8.5M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
29.3K
New
$1.69M - $1.92M
29.3K $1.89M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
27.2K
+ 3.18%
$1.56M - $1.78M
881K $56.7M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
24.3K
New
$1.4M - $1.59M
24.3K $1.56M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
22.8K
+ 11.29%
$1.31M - $1.5M
225K $14.5M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
22.3K
+ 3.44%
$1.28M - $1.46M
670K $43.1M
Apr 18, 2023 Q1 2023
Empirical Asset Management, LLC

BUY
 -
22.2K
New
$1.28M - $1.45M
22.2K $1.43M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
21.8K
+ 73.49%
$1.25M - $1.43M
51.4K $3.31M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
18.7K
New
$1.08M - $1.23M
18.7K $1.2M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
14.4K
+ 8.48%
$828K - $944K
184K $11.8M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
13.4K
+ 3.07%
$773K - $882K
451K $29M
Apr 17, 2023 Q1 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
13.2K
+ 17.77%
$758K - $864K
87.3K $5.61M
May 15, 2023 Q1 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
10.8K
+ 10.68%
$621K - $708K
112K $7.2M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
10.8K
+ 14.24%
$619K - $706K
86.3K $5.55M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
10.6K
+ 93.57%
$611K - $696K
22K $1.41M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
9.54K
New
$549K - $626K
9.54K $614K
May 08, 2023 Q1 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
8.84K
+ 6.15%
$508K - $580K
153K $9.81M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
8.29K
+ 54.51%
$477K - $544K
23.5K $1.51M
May 05, 2023 Q1 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
7.53K
+ 3.76%
$433K - $494K
208K $13.4M
Apr 17, 2023 Q1 2023
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
7.16K
+ 36.63%
$412K - $470K
26.7K $1.72M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
6.15K
New
$354K - $403K
6.15K $395K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
5.91K
New
$340K - $388K
5.91K $380K
Apr 20, 2023 Q1 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
5.27K
+ 2.06%
$303K - $346K
261K $16.8M
May 15, 2023 Q1 2023
Bison Wealth, LLC

BUY
 -
4.91K
+ 16.91%
$282K - $322K
33.9K $2.18M
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
4.33K
+ 4.56%
$249K - $284K
99.3K $6.39M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
4.16K
+ 10.22%
$239K - $273K
44.9K $2.89M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.85K
+ 3.62%
$164K - $187K
81.6K $5.25M
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.63K
New
$151K - $172K
2.63K $169K
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
2.3K
+ 16.16%
$132K - $151K
16.5K $1.06M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.15K
+ 10.85%
$124K - $141K
22K $1.41M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
2.13K
+ 3.71%
$123K - $140K
59.6K $3.83M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1.73K
+ 453.14%
$99.6K - $114K
2.11K $136K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.32K
+ 4.58%
$76.1K - $86.7K
30.2K $1.94M
Apr 20, 2023 Q1 2023
Provident Wealth Management, LLC

BUY
 -
1.08K
+ 0.91%
$62.2K - $70.9K
120K $7.72M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.05K
+ 0.2%
$60.6K - $69.2K
540K $34.8M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.01K
New
$58.2K - $66.4K
1.01K $65.1K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
887
+ 2.94%
$51K - $58.2K
31.1K $2M
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
870
+ 2.41%
$50.1K - $57.1K
37K $2.38M
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
868
+ 9.6%
$49.9K - $57K
9.91K $638K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
856
+ 4.16%
$49.3K - $56.2K
21.4K $1.38M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
794
+ 7.96%
$45.7K - $52.1K
10.8K $693K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
741
+ 17.18%
$42.6K - $48.6K
5.05K $325K

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