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 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.69K- 4.45% |
$281K - $304K
|
101K
$6.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.85K- 8.83% |
$290K - $314K
|
50.1K
$3.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.98K- 1.09% |
$298K - $323K
|
450K
$28.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.17K- 0.6% |
$310K - $335K
|
854K
$55M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-6K- 8.28% |
$359K - $389K
|
66.5K
$4.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.89K- 54.14% |
$412K - $446K
|
5.83K
$375K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.34K- 19.55% |
$440K - $476K
|
30.2K
$1.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-7.51K- 4.46% |
$450K - $486K
|
161K
$10.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.53K- 1.4% |
$451K - $488K
|
530K
$34.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10.1K- 27.24% |
$607K - $657K
|
27.1K
$1.74M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.9K- 33.26% |
$891K - $964K
|
29.8K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.2K- 32.27% |
$970K - $1.05M
|
34K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.5K- 29.77% |
$1.11M - $1.2M
|
43.6K
$2.81M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.9K- 20.04% |
$1.13M - $1.23M
|
75.5K
$4.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-19.2K- 21.1% |
$1.15M - $1.24M
|
71.8K
$4.62M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-21.4K- 55.62% |
$1.28M - $1.39M
|
17.1K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.6K- 2.19% |
$1.35M - $1.47M
|
1.01M
$65M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.4K- 44.22% |
$1.64M - $1.77M
|
34.5K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-28.6K- 22.2% |
$1.71M - $1.85M
|
100K
$6.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-29.9K- 5.52% |
$1.79M - $1.94M
|
512K
$33M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33K- 13.65% |
$1.98M - $2.14M
|
209K
$13.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-36.1K- 16.79% |
$2.16M - $2.34M
|
179K
$11.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.9K- 12.56% |
$2.27M - $2.45M
|
263K
$17M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-44.3K- 28.51% |
$2.65M - $2.87M
|
111K
$7.15M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-54.3K- 61.39% |
$3.25M - $3.52M
|
34.1K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.2K- 24.12% |
$3.85M - $4.16M
|
202K
$13M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-75K- 64.26% |
$4.49M - $4.86M
|
41.7K
$2.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-100K- 53.09% |
$5.99M - $6.48M
|
88.3K
$5.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-123K- 66.42% |
$7.4M - $8M
|
62.4K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-130K- 6.96% |
$7.79M - $8.43M
|
1.74M
$112M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-671K- 98.39% |
$40.2M - $43.5M
|
11K
$707K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.5M- 99.9% |
$931M - $1.01B
|
15.6K
$1M
|