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
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
720
New
$41.4K - $47.2K
720 $46.3K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
614
New
$35.3K - $40.3K
614 $39.5K
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
590
+ 0.64%
$33.9K - $38.7K
92.9K $5.97M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
542
+ 7.07%
$31.2K - $35.6K
8.21K $528K
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
366
+ 6.44%
$21.1K - $24K
6.05K $389K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
339
+ 706.25%
$19.5K - $22.2K
387 $24.9K
May 01, 2023 Q1 2023
Virginia National Bank

BUY
 -
288
+ 1.35%
$16.6K - $18.9K
21.7K $1.39M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
226
+ 6.1%
$13K - $14.8K
3.93K $253K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
224
+ 367.21%
$12.9K - $14.7K
285 $18.3K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
185
New
$10.6K - $12.1K
185 $11.9K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
56
+ 3.06%
$3.22K - $3.67K
1.89K $121K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
2
+ 0.08%
$115 - $131
2.6K $167K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 01, 2023 Q1 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
SELL
 -
-4
- 0.02%
$230 - $262
24.1K $1.55M
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

SELL
 -
-15
- 1.0%
$863 - $984
1.49K $95.6K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-17
- 0.01%
$978 - $1.12K
263K $16.9M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
SELL
 -
-162
- 0.01%
$9.32K - $10.6K
1.74M $112M
May 09, 2023 Q1 2023
Integrity Financial Corp

SELL
 -
-166
- 3.07%
$9.55K - $10.9K
5.25K $337K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
SELL
 -
-200
- 99.5%
$11.5K - $13.1K
1 $64.3
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-212
- 1.64%
$12.2K - $13.9K
12.7K $817K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

SELL
 -
-237
- 1.67%
$13.6K - $15.6K
14K $899K
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-289
- 1.06%
$16.6K - $19K
26.9K $1.73M
Apr 17, 2023 Q1 2023
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-289
- 4.68%
$16.6K - $19K
5.88K $378K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-300
- 2.39%
$17.3K - $19.7K
12.3K $788K
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

SELL
 -
-300
- 3.38%
$17.3K - $19.7K
8.57K $551K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-319
- 5.47%
$18.4K - $20.9K
5.51K $354K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

SELL
 -
-324
- 55.86%
$18.6K - $21.3K
256 $16.5K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-324
- 0.47%
$18.6K - $21.3K
68.7K $4.41M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-412
- 1.73%
$23.7K - $27K
23.4K $1.5M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-565
- 80.95%
$32.5K - $37.1K
133 $8.55K
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-658
- 0.38%
$37.9K - $43.2K
173K $11.1M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-920
- 18.21%
$52.9K - $60.4K
4.13K $266K
May 10, 2023 Q1 2023
Fluent Financial, LLC

SELL
 -
-955
- 2.1%
$55K - $62.7K
44.5K $2.86M
Apr 17, 2023 Q1 2023
Gradient Investments LLC

SELL
 -
-1.11K
- 85.76%
$63.8K - $72.7K
184 $11.8K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
SELL
 -
-1.22K
- 25.89%
$70K - $79.9K
3.48K $224K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.87K
- 5.48%
$108K - $123K
32.3K $2.07M
May 15, 2023 Q1 2023
Stephens Inc

SELL
 -
-2.03K
- 30.67%
$117K - $133K
4.58K $295K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-2.15K
- 9.79%
$124K - $141K
19.8K $1.27M
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

SELL
 -
-2.3K
- 13.46%
$132K - $151K
14.8K $950K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

SELL
 -
-2.3K
- 16.07%
$132K - $151K
12K $772K
Apr 17, 2023 Q1 2023
Garrett Wealth Advisory Group, LLC

SELL
 -
-2.32K
- 1.45%
$134K - $153K
158K $10.2M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

SELL
 -
-2.73K
- 3.09%
$157K - $179K
85.6K $5.5M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

SELL
 -
-2.78K
- 1.74%
$160K - $183K
157K $10.1M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-3.02K
- 17.64%
$174K - $198K
14.1K $906K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-3.4K
- 4.6%
$196K - $223K
70.6K $4.54M
May 12, 2023 Q1 2023
Cresta Advisors, Ltd.

Laredo, TX
SELL
 -
-3.53K
- 3.53%
$203K - $232K
96.7K $6.21M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-3.75K
- 12.55%
$216K - $246K
26.2K $1.68M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-4.1K
- 11.89%
$236K - $269K
30.4K $1.95M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-4.65K
- 33.29%
$268K - $305K
9.32K $599K

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