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 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
954+ 12.52% |
$61.9K - $66.4K
|
8.57K
$552K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
777+ 9.77% |
$50.4K - $54.1K
|
8.73K
$561K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
777+ 3.8% |
$50.4K - $54.1K
|
21.2K
$1.37M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
608+ 0.98% |
$39.5K - $42.3K
|
62.5K
$4.02M
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
578+ 4.91% |
$37.5K - $40.2K
|
12.3K
$794K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
487+ 3.5% |
$31.6K - $33.9K
|
14.4K
$927K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
437+ 3.62% |
$28.4K - $30.4K
|
12.5K
$805K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
379+ 1.5% |
$24.6K - $26.4K
|
25.7K
$1.65M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
341New |
$22.1K - $23.7K
|
341
$21.9K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
156New |
$10.1K - $10.9K
|
156
$10K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
136New |
$8.83K - $9.47K
|
136
$8.75K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
115+ 0.98% |
$7.46K - $8K
|
11.8K
$762K
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16+ 0.23% |
$1.04K - $1.11K
|
6.84K
$440K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4- 1.16% |
$260 - $278
|
341
$21.9K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8- 13.56% |
$519 - $557
|
51
$3.28K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 1.08% |
$519 - $557
|
735
$47.3K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-60- 0.58% |
$3.89K - $4.18K
|
10.3K
$663K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-100- 2.42% |
$6.49K - $6.96K
|
4.04K
$260K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-117- 0.36% |
$7.59K - $8.14K
|
32K
$2.06M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-222- 1.97% |
$14.4K - $15.5K
|
11.1K
$712K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-412- 11.32% |
$26.7K - $28.7K
|
3.23K
$208K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-478Closed |
$31K - $33.3K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-577- 15.97% |
$37.4K - $40.2K
|
3.04K
$195K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-604- 3.2% |
$39.2K - $42K
|
18.3K
$1.18M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-943- 72.76% |
$61.2K - $65.6K
|
353
$22.7K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 4.89% |
$66.6K - $71.4K
|
19.9K
$1.28M
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.03K- 4.15% |
$66.7K - $71.5K
|
23.7K
$1.53M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 3.64% |
$99K - $106K
|
40.3K
$2.59M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.84K- 8.72% |
$120K - $128K
|
19.3K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.22K- 5.15% |
$144K - $154K
|
40.8K
$2.63M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.34K- 3.05% |
$152K - $163K
|
74.5K
$4.79M
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4KClosed |
$259K - $278K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.7K- 45.31% |
$305K - $327K
|
5.67K
$365K
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.86KClosed |
$315K - $338K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-7.09K- 15.06% |
$460K - $494K
|
40K
$2.57M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.2KClosed |
$792K - $850K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.6K- 49.32% |
$949K - $1.02M
|
15K
$967K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.3K- 4.92% |
$1.26M - $1.35M
|
373K
$24M
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-70.8K- 19.19% |
$4.6M - $4.93M
|
298K
$19.2M
|