Purchases and Sales Made in Q1 2023 in Victory Portfolios Ii Shs Inco (CDC)
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 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5K- 11.46% |
$288K - $328K
|
38.6K
$2.49M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.33K- 12.78% |
$307K - $350K
|
36.4K
$2.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.06K- 29.79% |
$464K - $529K
|
19K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.46K- 51.98% |
$545K - $621K
|
8.74K
$562K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-13.7K- 7.34% |
$786K - $896K
|
172K
$11.1M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 4.2% |
$867K - $989K
|
344K
$22.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.2K- 3.15% |
$930K - $1.06M
|
496K
$31.9M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.9K- 33.75% |
$972K - $1.11M
|
33.2K
$2.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-18.4K- 16.61% |
$1.06M - $1.21M
|
92.6K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.8K- 35.94% |
$1.08M - $1.23M
|
33.4K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.2K- 17.9% |
$1.1M - $1.26M
|
88.1K
$5.67M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.7K- 60.78% |
$1.19M - $1.36M
|
13.3K
$857K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23.3K- 13.03% |
$1.34M - $1.53M
|
155K
$10M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-24.6K- 39.4% |
$1.42M - $1.61M
|
37.8K
$2.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-27.1K- 12.97% |
$1.56M - $1.78M
|
182K
$11.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.7K- 1.65% |
$1.6M - $1.82M
|
1.65M
$106M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-30.6K- 17.18% |
$1.76M - $2.01M
|
147K
$9.49M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.1K- 49.85% |
$2.08M - $2.37M
|
36.3K
$2.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-44.6K- 68.29% |
$2.56M - $2.92M
|
20.7K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-48.6K- 73.09% |
$2.79M - $3.19M
|
17.9K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-48.9K- 21.91% |
$2.81M - $3.21M
|
174K
$11.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-56.7K- 78.9% |
$3.26M - $3.72M
|
15.1K
$975K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60K- 5.94% |
$3.45M - $3.94M
|
950K
$61.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-61.9K- 13.24% |
$3.56M - $4.06M
|
405K
$26.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-65.1K- 12.27% |
$3.74M - $4.27M
|
465K
$29.9M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-123K- 27.32% |
$7.07M - $8.07M
|
327K
$21M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-130K- 21.59% |
$7.46M - $8.51M
|
471K
$30.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-159K- 8.09% |
$9.14M - $10.4M
|
1.8M
$116M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-211K- 13.57% |
$12.2M - $13.9M
|
1.35M
$86.7M
|