Purchases and Sales Made in Q1 2022 in Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA) during Q1 2022. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II SHS US 5.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
142KNew |
$9.82M - $11M
|
142K
$12.5M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
114K+ 7.75% |
$7.89M - $8.85M
|
1.58M
$140M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
113KNew |
$7.84M - $8.8M
|
113K
$9.98M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46K+ 17.54% |
$3.19M - $3.58M
|
308K
$27.2M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.2K+ 22.68% |
$2.79M - $3.13M
|
218K
$19.2M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.6K+ 191.52% |
$1.77M - $1.99M
|
39K
$3.44M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18.5K+ 34.91% |
$1.28M - $1.44M
|
71.5K
$6.31M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.9K+ 16.67% |
$1.24M - $1.39M
|
125K
$11.1M
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.6KNew |
$876K - $983K
|
12.6K
$1.12M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.4K+ 12.18% |
$857K - $961K
|
114K
$10M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.57K+ 2.89% |
$386K - $433K
|
198K
$17.5M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.36K+ 4.17% |
$372K - $417K
|
134K
$11.8M
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.69KNew |
$326K - $365K
|
4.69K
$414K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.54K+ 3.84% |
$315K - $353K
|
123K
$10.8M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.2KNew |
$291K - $327K
|
4.2K
$371K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.19K+ 50.23% |
$221K - $248K
|
9.54K
$843K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
3.12K+ 6.13% |
$217K - $243K
|
54.1K
$4.78M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.55K+ 14.63% |
$177K - $198K
|
20K
$1.77M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.35K+ 76.95% |
$93.3K - $105K
|
3.09K
$273K
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
950+ 8.99% |
$65.9K - $73.9K
|
11.5K
$1.02M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
575New |
$39.9K - $44.7K
|
575
$50.8K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
561+ 3.93% |
$38.9K - $43.6K
|
14.9K
$1.31M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
319+ 2.63% |
$22.1K - $24.8K
|
12.5K
$1.1M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
247+ 0.4% |
$17.1K - $19.2K
|
62.4K
$5.51M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
228+ 2.64% |
$15.8K - $17.7K
|
8.88K
$784K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
18+ 0.24% |
$1.25K - $1.4K
|
7.59K
$670K
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
13+ 0.24% |
$902 - $1.01K
|
5.53K
$488K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12New |
$832 - $933
|
12
$1.06K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.07% |
$485 - $545
|
9.46K
$835K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.15% |
$416 - $467
|
3.95K
$349K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4+ 0.1% |
$277 - $311
|
3.9K
$344K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.06% |
$139 - $156
|
3.42K
$302K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.02% |
$69.4 - $77.8
|
4.33K
$383K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.74% |
$69.4 - $77.8
|
136
$12K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.08% |
$139 - $156
|
2.52K
$223K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-33- 0.65% |
$2.29K - $2.57K
|
5.06K
$447K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-35- 1.23% |
$2.43K - $2.72K
|
2.81K
$248K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-90- 0.54% |
$6.24K - $7K
|
16.6K
$1.47M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-271- 1.19% |
$18.8K - $21.1K
|
22.6K
$1.99M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-346- 80.65% |
$24K - $26.9K
|
83
$7.33K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-483- 0.92% |
$33.5K - $37.6K
|
51.7K
$4.57M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-584- 9.43% |
$40.5K - $45.4K
|
5.61K
$495K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-648- 8.7% |
$44.9K - $50.4K
|
6.8K
$601K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 4.78% |
$123K - $138K
|
35.2K
$3.11M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.6KClosed |
$180K - $202K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.77K- 2.9% |
$192K - $215K
|
92.5K
$8.17M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.82K- 3.06% |
$265K - $297K
|
121K
$10.7M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.91K- 6.55% |
$410K - $460K
|
84.3K
$7.44M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.42K- 47.7% |
$514K - $577K
|
8.13K
$718K
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.93K- 69.37% |
$550K - $617K
|
3.5K
$309K
|