Purchases and Sales Made in Q4 2021 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
170K+ 60.19% |
$11M - $11.8M
|
452K
$29.1M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 17.18% |
$7.43M - $7.96M
|
780K
$50.2M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
94.3KNew |
$6.12M - $6.56M
|
94.3K
$6.07M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.7K+ 6.51% |
$5.18M - $5.55M
|
1.31M
$84M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
65.1K+ 107.84% |
$4.22M - $4.53M
|
125K
$8.07M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
54K+ 6.0% |
$3.5M - $3.76M
|
953K
$61.3M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
48.9K+ 482.47% |
$3.18M - $3.41M
|
59.1K
$3.8M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48.3K+ 55.59% |
$3.14M - $3.36M
|
135K
$8.7M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.3K+ 500.3% |
$1.64M - $1.76M
|
30.4K
$1.95M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
22.5K+ 6.41% |
$1.46M - $1.56M
|
373K
$24M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.4K+ 4.47% |
$1.39M - $1.49M
|
499K
$32.1M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
19.9KNew |
$1.29M - $1.38M
|
19.9K
$1.28M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.1K+ 3.25% |
$1.17M - $1.26M
|
574K
$36.9M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.9KNew |
$1.1M - $1.18M
|
16.9K
$1.09M
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.1K+ 84.4% |
$1.05M - $1.12M
|
35.2K
$2.26M
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
15.9K+ 96.71% |
$1.03M - $1.1M
|
32.2K
$2.07M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.5KNew |
$875K - $939K
|
13.5K
$867K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.6KNew |
$815K - $875K
|
12.6K
$808K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.1K+ 16.3% |
$786K - $843K
|
86.4K
$5.56M
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
9.36K+ 15.85% |
$607K - $651K
|
68.4K
$4.4M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.01K+ 3.28% |
$584K - $627K
|
283K
$18.2M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
8.13K+ 4.69% |
$527K - $566K
|
181K
$11.7M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8K+ 129.03% |
$519K - $557K
|
14.2K
$913K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.86KNew |
$510K - $547K
|
7.86K
$506K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.66K+ 16.2% |
$497K - $533K
|
55K
$3.54M
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.85KNew |
$445K - $477K
|
6.85K
$441K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.74K+ 47.55% |
$437K - $469K
|
20.9K
$1.35M
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
6.74KNew |
$437K - $469K
|
6.74K
$433K
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.81K+ 9.97% |
$377K - $404K
|
64K
$4.12M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.76K+ 81.69% |
$374K - $401K
|
12.8K
$824K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.91K+ 2.13% |
$319K - $342K
|
235K
$15.1M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.79K+ 1.53% |
$311K - $333K
|
317K
$20.4M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.16K+ 7.12% |
$270K - $290K
|
62.6K
$4.03M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.09KNew |
$265K - $285K
|
4.09K
$263K
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.97KNew |
$258K - $276K
|
3.97K
$255K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.39KNew |
$220K - $236K
|
3.39K
$218K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.17KNew |
$206K - $221K
|
3.17K
$204K
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.06KNew |
$199K - $213K
|
3.06K
$197K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.03K+ 17.65% |
$197K - $211K
|
20.2K
$1.3M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.47K+ 2.18% |
$160K - $172K
|
116K
$7.46M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.34K+ 24.58% |
$152K - $163K
|
11.9K
$764K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 54.53% |
$144K - $155K
|
6.3K
$405K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.81K+ 1.64% |
$117K - $126K
|
112K
$7.2M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.71K+ 1.22% |
$111K - $119K
|
142K
$9.14M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.54K+ 1.32% |
$100K - $107K
|
118K
$7.59M
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
1.51KNew |
$98.1K - $105K
|
1.51K
$97.3K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.5KNew |
$97.4K - $104K
|
1.5K
$96.5K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.31K+ 24.07% |
$85.1K - $91.3K
|
6.76K
$435K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 7.54% |
$84.7K - $90.8K
|
18.6K
$1.2M
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
1.19K+ 3.29% |
$77.3K - $82.9K
|
37.3K
$2.4M
|