Purchases and Sales Made in Q2 2024 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q2 2024. 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, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19M+ 102.22% |
$66.8M - $71.7M
|
2.35M
$150M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.9K+ 23.52% |
$2.64M - $2.84M
|
246K
$15.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
41.8KNew |
$2.36M - $2.53M
|
41.8K
$2.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26K+ 673.37% |
$1.46M - $1.57M
|
29.8K
$1.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
8.59K+ 5.14% |
$484K - $519K
|
176K
$11.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.44KNew |
$363K - $389K
|
6.44K
$412K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.28KNew |
$354K - $380K
|
6.28K
$402K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.08KNew |
$343K - $368K
|
6.08K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.51KNew |
$310K - $333K
|
5.51K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.48KNew |
$309K - $331K
|
5.48K
$351K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.3KNew |
$242K - $260K
|
4.3K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.17K+ 48.48% |
$235K - $252K
|
12.8K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.21K+ 6695.83% |
$181K - $194K
|
3.26K
$209K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.14K+ 1.78% |
$177K - $190K
|
180K
$11.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
2.53KNew |
$143K - $153K
|
2.53K
$162K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.64K+ 46.56% |
$92.6K - $99.4K
|
5.18K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.42K+ 8.72% |
$79.8K - $85.7K
|
17.7K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
761New |
$42.9K - $46K
|
761
$48.7K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
518New |
$29.2K - $31.3K
|
518
$33.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
256New |
$14.4K - $15.5K
|
256
$16.4K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
202+ 2.05% |
$11.4K - $12.2K
|
10.1K
$644K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
191+ 0.07% |
$10.8K - $11.5K
|
283K
$18.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
157+ 1.06% |
$8.84K - $9.49K
|
15K
$957K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39+ 0.06% |
$2.2K - $2.36K
|
64.5K
$4.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
34+ 0.91% |
$1.91K - $2.06K
|
3.79K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
26+ 0.61% |
$1.46K - $1.57K
|
4.3K
$275K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$56.3 - $60.5
|
1
$64
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-60- 0.06% |
$3.38K - $3.63K
|
108K
$6.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-90- 0.68% |
$5.07K - $5.44K
|
13.1K
$839K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-92- 2.0% |
$5.18K - $5.56K
|
4.52K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-137- 2.47% |
$7.72K - $8.28K
|
5.41K
$346K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-173- 1.51% |
$9.74K - $10.5K
|
11.3K
$723K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-254- 3.67% |
$14.3K - $15.4K
|
6.68K
$427K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-275- 3.26% |
$15.5K - $16.6K
|
8.17K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-330- 1.39% |
$18.6K - $19.9K
|
23.4K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-451- 7.59% |
$25.4K - $27.3K
|
5.49K
$351K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-524- 11.39% |
$29.5K - $31.7K
|
4.08K
$261K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-525- 3.69% |
$29.6K - $31.7K
|
13.7K
$876K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-561- 1.01% |
$31.6K - $33.9K
|
55.2K
$3.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-666- 33.76% |
$37.5K - $40.3K
|
1.31K
$83.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-699- 57.44% |
$39.4K - $42.3K
|
518
$33.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-717- 11.13% |
$40.4K - $43.3K
|
5.73K
$366K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-882- 6.27% |
$49.7K - $53.3K
|
13.2K
$844K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.08K- 23.25% |
$60.8K - $65.3K
|
3.57K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.17K- 6.52% |
$66.1K - $71K
|
16.8K
$1.08M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 3.13% |
$71.1K - $76.3K
|
39.2K
$2.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.33K- 18.61% |
$75K - $80.5K
|
5.83K
$373K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 29.12% |
$80.1K - $86K
|
3.46K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.7K- 15.11% |
$95.7K - $103K
|
9.55K
$611K
|