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
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.79K- 68.03% |
$101K - $108K
|
839
$53.9K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.84K- 9.26% |
$104K - $111K
|
18K
$1.16M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 26.73% |
$108K - $116K
|
5.26K
$338K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.02K- 14.67% |
$113K - $122K
|
11.7K
$754K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-3.09K- 11.9% |
$174K - $187K
|
22.9K
$1.47M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.79K- 6.81% |
$213K - $229K
|
51.8K
$3.33M
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.18K- 3.25% |
$236K - $253K
|
125K
$8.01M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.42K- 12.47% |
$249K - $267K
|
31K
$1.99M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.63K- 28.11% |
$261K - $280K
|
11.8K
$762K
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.55K- 10.92% |
$313K - $336K
|
45.3K
$2.91M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.96K- 0.7% |
$336K - $360K
|
840K
$54M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.09K- 88.88% |
$343K - $368K
|
761
$48.9K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.76K- 1.04% |
$380K - $408K
|
642K
$41.3M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.27K- 4.46% |
$466K - $500K
|
177K
$11.4M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.4K- 10.83% |
$585K - $627K
|
85.5K
$5.49M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.4K- 35.07% |
$639K - $686K
|
21K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.4K- 8.15% |
$644K - $691K
|
129K
$8.27M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-12.5K- 15.3% |
$704K - $756K
|
69.2K
$4.45M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12.8K- 55.91% |
$723K - $776K
|
10.1K
$651K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.1K- 4.59% |
$1.36M - $1.45M
|
500K
$32.1M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.9K- 14.87% |
$1.68M - $1.8M
|
171K
$11M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-39K- 25.33% |
$2.2M - $2.36M
|
115K
$7.4M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46K- 5.96% |
$2.59M - $2.78M
|
726K
$46.6M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.1K- 36.9% |
$2.6M - $2.79M
|
78.9K
$5.07M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52K- 12.27% |
$2.93M - $3.14M
|
372K
$23.9M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.9K- 5.5% |
$4.05M - $4.34M
|
1.23M
$79.4M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.9K- 5.5% |
$4.05M - $4.34M
|
1.23M
$79.4M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-124K- 48.66% |
$7M - $7.52M
|
131K
$8.43M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-144K- 64.85% |
$8.11M - $8.71M
|
78.1K
$5.02M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-350K- 67.52% |
$19.7M - $21.2M
|
168K
$10.8M
|