Purchases and Sales Made in Q4 2022 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q4 2022. 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 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.24K+ 12.75% |
$134K - $145K
|
19.8K
$1.27M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.68K+ 1121.33% |
$101K - $109K
|
1.83K
$118K
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
1.57K+ 3.58% |
$94.2K - $102K
|
45.4K
$2.92M
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.4K+ 4.01% |
$83.6K - $90.4K
|
36.2K
$2.33M
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.32KNew |
$79.1K - $85.5K
|
1.32K
$84.8K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 3.09% |
$73.1K - $79.1K
|
40.7K
$2.62M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 4.36% |
$72.1K - $78K
|
28.8K
$1.85M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
698New |
$41.8K - $45.2K
|
698
$44.9K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
619+ 0.28% |
$37.1K - $40.1K
|
223K
$14.4M
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
343+ 144.73% |
$20.5K - $22.2K
|
580
$37.3K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
323+ 6.34% |
$19.4K - $20.9K
|
5.41K
$348K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$18K - $19.4K
|
300
$19.3K
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
297+ 1.25% |
$17.8K - $19.2K
|
24.1K
$1.55M
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
250New |
$15K - $16.2K
|
250
$16.1K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
224+ 3.01% |
$13.4K - $14.5K
|
7.67K
$493K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
214+ 1.68% |
$12.8K - $13.9K
|
12.9K
$831K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
201+ 2.27% |
$12K - $13K
|
9.05K
$581K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
184+ 16.61% |
$11K - $11.9K
|
1.29K
$83K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
158+ 1.12% |
$9.47K - $10.2K
|
14.3K
$919K
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
138+ 0.98% |
$8.27K - $8.94K
|
14.2K
$913K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
47New |
$2.82K - $3.05K
|
47
$3.02K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 14.29% |
$2.1K - $2.27K
|
280
$18K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.31% |
$479 - $518
|
2.6K
$167K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23- 19.66% |
$1.38K - $1.49K
|
94
$6.04K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27- 0.33% |
$1.62K - $1.75K
|
8.14K
$523K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-30- 0.45% |
$1.8K - $1.94K
|
6.61K
$425K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58- 4.9% |
$3.47K - $3.76K
|
1.13K
$72.4K
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-92- 0.12% |
$5.51K - $5.96K
|
74K
$4.76M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-167- 0.61% |
$10K - $10.8K
|
27.2K
$1.75M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-225- 1.46% |
$13.5K - $14.6K
|
15.2K
$977K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-250- 14.27% |
$15K - $16.2K
|
1.5K
$96.5K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-289- 1.66% |
$17.3K - $18.7K
|
17.1K
$1.1M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-336- 6.24% |
$20.1K - $21.8K
|
5.05K
$325K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-433- 0.23% |
$25.9K - $28.1K
|
186K
$12M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-486- 0.74% |
$29.1K - $31.5K
|
65.3K
$4.19M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-525- 4.35% |
$31.5K - $34K
|
11.5K
$742K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-605- 2.48% |
$36.2K - $39.2K
|
23.8K
$1.53M
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-846- 5.61% |
$50.7K - $54.8K
|
14.2K
$914K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.15K- 1.64% |
$69K - $74.6K
|
69K
$4.43M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.2K- 79.73% |
$71.7K - $77.5K
|
304
$19.5K
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.28K- 27.28% |
$76.6K - $82.9K
|
3.41K
$219K
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.4K- 1.16% |
$83.8K - $90.6K
|
119K
$7.65M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.03K- 5.54% |
$122K - $132K
|
34.6K
$2.23M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.85K- 7.63% |
$171K - $184K
|
34.5K
$2.22M
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.41K- 25.49% |
$204K - $221K
|
9.98K
$641K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.73K- 1.03% |
$223K - $241K
|
359K
$23.1M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.83K- 11.45% |
$230K - $248K
|
29.6K
$1.9M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.35K- 1.15% |
$261K - $282K
|
375K
$24.1M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.46K- 24.18% |
$267K - $289K
|
14K
$898K
|