Purchases and Sales Made in Q2 2022 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
513K+ 83.07% |
$32.5M - $37.9M
|
1.13M
$72.7M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
352K+ 58.94% |
$22.3M - $26M
|
948K
$61M
|
|
Aug 08, 2022
Q2 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
301KNew |
$19.1M - $22.2M
|
301K
$19.3M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
286K+ 19.25% |
$18.1M - $21.1M
|
1.77M
$114M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
257K+ 17.74% |
$16.3M - $19M
|
1.71M
$110M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 16.73% |
$13.3M - $15.5M
|
1.47M
$94.3M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 16.73% |
$13.3M - $15.5M
|
1.47M
$94.3M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
177K+ 72.9% |
$11.2M - $13.1M
|
420K
$27M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
152K+ 26.43% |
$9.64M - $11.2M
|
727K
$46.8M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
134K+ 96.03% |
$8.47M - $9.87M
|
273K
$17.5M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
130K+ 404.53% |
$8.24M - $9.6M
|
162K
$10.4M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
128K+ 90.62% |
$8.1M - $9.44M
|
269K
$17.3M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
109K+ 46.56% |
$6.91M - $8.05M
|
343K
$22.1M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
106KNew |
$6.74M - $7.86M
|
106K
$6.84M
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
100K+ 116.08% |
$6.35M - $7.39M
|
186K
$12M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
96.8K+ 23.51% |
$6.14M - $7.15M
|
509K
$32.7M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
94.6K+ 358.45% |
$6M - $6.99M
|
121K
$7.79M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
82.3KNew |
$5.22M - $6.08M
|
82.3K
$5.29M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
77.4K+ 101.4% |
$4.91M - $5.72M
|
154K
$9.89M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.7K+ 17.42% |
$4.86M - $5.67M
|
517K
$33.3M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
67.5K+ 250.65% |
$4.28M - $4.98M
|
94.4K
$6.07M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
63.9KNew |
$4.05M - $4.72M
|
63.9K
$4.11M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61K+ 209.31% |
$3.86M - $4.5M
|
90.1K
$5.79M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
55.4KNew |
$3.51M - $4.09M
|
55.4K
$3.57M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.8K+ 17.55% |
$3.47M - $4.05M
|
367K
$23.6M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
53.1K+ 17.49% |
$3.37M - $3.93M
|
357K
$23M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.7K+ 6.31% |
$3.28M - $3.82M
|
871K
$56M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
46.1KNew |
$2.92M - $3.4M
|
46.1K
$2.96M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.9K+ 31.14% |
$2.91M - $3.39M
|
193K
$12.4M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.7KNew |
$2.83M - $3.3M
|
44.7K
$2.88M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.7KNew |
$2.83M - $3.3M
|
44.7K
$2.88M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.7K+ 157.34% |
$2.58M - $3M
|
66.5K
$4.28M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.3K+ 377.21% |
$2.56M - $2.98M
|
51K
$3.28M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
39K+ 279.07% |
$2.47M - $2.88M
|
52.9K
$3.41M
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
BUY
|
- |
33.1KNew |
$2.1M - $2.44M
|
33.1K
$2.13M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
32.5K+ 28.3% |
$2.06M - $2.4M
|
147K
$9.48M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30K+ 5.56% |
$1.9M - $2.22M
|
570K
$36.7M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
27.7KNew |
$1.76M - $2.05M
|
27.7K
$1.78M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.4KNew |
$1.74M - $2.02M
|
27.4K
$1.76M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.3K+ 208.87% |
$1.67M - $1.94M
|
38.9K
$2.5M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
26.3K+ 249.9% |
$1.66M - $1.94M
|
36.8K
$2.36M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.7K+ 14.98% |
$1.57M - $1.83M
|
190K
$12.2M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23.9K+ 26.84% |
$1.51M - $1.76M
|
113K
$7.26M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
22.9K+ 125.5% |
$1.45M - $1.69M
|
41.2K
$2.65M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.5KNew |
$1.43M - $1.66M
|
22.5K
$1.45M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
20.5K+ 222.35% |
$1.3M - $1.51M
|
29.7K
$1.91M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.8KNew |
$1.26M - $1.47M
|
19.8K
$1.28M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.4KNew |
$1.23M - $1.43M
|
19.4K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19K+ 458.33% |
$1.2M - $1.4M
|
23.1K
$1.49M
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18.2K+ 270.08% |
$1.15M - $1.34M
|
24.9K
$1.6M
|