Purchases and Sales Made in Q3 2024 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150K+ 19740.21% |
$8.74M - $9.76M
|
151K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.4KNew |
$2.93M - $3.28M
|
50.4K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
49.6K+ 770.16% |
$2.89M - $3.22M
|
56K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.3K+ 2.37% |
$1.7M - $1.9M
|
1.26M
$80.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.6KNew |
$1.32M - $1.47M
|
22.6K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6K+ 174.04% |
$1.2M - $1.34M
|
32.5K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.9K+ 9.87% |
$982K - $1.1M
|
188K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.92K+ 1.39% |
$519K - $579K
|
651K
$41.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.6K+ 998.82% |
$442K - $494K
|
8.36K
$535K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.7K+ 3.72% |
$390K - $435K
|
187K
$11.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.51K+ 3.14% |
$321K - $358K
|
181K
$11.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.62K+ 1.63% |
$269K - $300K
|
288K
$18.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.28KNew |
$191K - $213K
|
3.28K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3.12KNew |
$182K - $203K
|
3.12K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.09KNew |
$180K - $201K
|
3.09K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.88K+ 1.17% |
$167K - $187K
|
249K
$15.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.64K+ 23.41% |
$154K - $172K
|
13.9K
$892K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.45K+ 23.82% |
$84.3K - $94.2K
|
7.53K
$482K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.42K+ 6.22% |
$82.8K - $92.5K
|
24.3K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
504+ 0.4% |
$29.3K - $32.8K
|
125K
$8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
229+ 0.98% |
$13.3K - $14.9K
|
23.6K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157+ 61.33% |
$9.14K - $10.2K
|
413
$26.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
146+ 1.53% |
$8.5K - $9.49K
|
9.7K
$620K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
103+ 1.24% |
$5.99K - $6.69K
|
8.4K
$538K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
81+ 0.99% |
$4.71K - $5.26K
|
8.25K
$528K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37+ 0.68% |
$2.15K - $2.4K
|
5.52K
$353K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25+ 0.25% |
$1.46K - $1.62K
|
10.1K
$646K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
24New |
$1.4K - $1.56K
|
24
$1.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.05% |
$175 - $195
|
5.73K
$366K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$116 - $130
|
5.41K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.17% |
$349 - $390
|
3.56K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-21- 0.55% |
$1.22K - $1.36K
|
3.77K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25- 0.21% |
$1.46K - $1.62K
|
11.7K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-49- 41.53% |
$2.85K - $3.18K
|
69
$4.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-75- 15.79% |
$4.37K - $4.87K
|
400
$25.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-110- 3.18% |
$6.4K - $7.15K
|
3.35K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-111- 2.72% |
$6.46K - $7.21K
|
3.97K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-116- 0.07% |
$6.75K - $7.54K
|
177K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-122- 2.7% |
$7.1K - $7.93K
|
4.4K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-144- 11.02% |
$8.38K - $9.36K
|
1.16K
$74.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-159- 1.21% |
$9.25K - $10.3K
|
13K
$834K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-216- 5.03% |
$12.6K - $14K
|
4.08K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-437- 3.33% |
$25.4K - $28.4K
|
12.7K
$811K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-467- 8.88% |
$27.2K - $30.4K
|
4.79K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-473- 17.7% |
$27.5K - $30.7K
|
2.2K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-504- 1.29% |
$29.3K - $32.8K
|
38.6K
$2.47M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-518Closed |
$30.1K - $33.7K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-518Closed |
$30.1K - $33.7K
|
0
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-526- 62.69% |
$30.6K - $34.2K
|
313
$20K
|