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 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-626- 1.5% |
$36.4K - $40.7K
|
41.2K
$2.65M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-694- 11.05% |
$40.4K - $45.1K
|
5.59K
$359K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-973- 0.19% |
$56.6K - $63.2K
|
499K
$32.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.04K- 0.97% |
$60.6K - $67.7K
|
107K
$6.87M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.1K- 6.11% |
$64.1K - $71.6K
|
16.9K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 6.66% |
$120K - $134K
|
29K
$1.86M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.18K- 10.37% |
$127K - $142K
|
18.8K
$1.21M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.27K- 12.82% |
$132K - $147K
|
15.4K
$990K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.3K- 4.44% |
$134K - $149K
|
49.5K
$3.18M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.31K- 29.34% |
$134K - $150K
|
5.56K
$357K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.33K- 4.23% |
$136K - $152K
|
52.9K
$3.4M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.35K- 45.39% |
$137K - $153K
|
2.83K
$182K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.26KClosed |
$190K - $212K
|
0
$0
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-3.45K- 51.69% |
$201K - $224K
|
3.23K
$207K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.65K- 4.28% |
$213K - $237K
|
81.8K
$5.26M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.74K- 4.74% |
$217K - $243K
|
75.2K
$4.83M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.28K- 33.47% |
$249K - $278K
|
8.5K
$547K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.55K- 27.02% |
$265K - $296K
|
12.3K
$790K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.79K- 16.06% |
$279K - $311K
|
25K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.49K- 3.85% |
$377K - $422K
|
162K
$10.4M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.92K- 6.01% |
$402K - $449K
|
108K
$6.96M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.51K- 6.62% |
$496K - $553K
|
120K
$7.72M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.4K- 61.29% |
$604K - $675K
|
6.56K
$421K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.5K- 16.63% |
$670K - $748K
|
57.7K
$3.71M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.2K- 13.13% |
$1M - $1.12M
|
114K
$7.33M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-18.9K- 41.61% |
$1.1M - $1.23M
|
26.4K
$1.7M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.6K- 27.67% |
$1.26M - $1.4M
|
56.5K
$3.63M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32.5K- 4.47% |
$1.89M - $2.11M
|
693K
$44.6M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-34.3K- 53.21% |
$2M - $2.23M
|
30.2K
$1.94M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51.3K- 13.79% |
$2.99M - $3.33M
|
321K
$20.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-71.8K- 8.54% |
$4.18M - $4.66M
|
768K
$49.4M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.51M- 64.29% |
$87.8M - $98M
|
838K
$53.9M
|