Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
132K+ 87.95% |
$10.8M - $11.7M
|
282K
$24.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
123KNew |
$10.1M - $10.9M
|
123K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
83.2KNew |
$6.8M - $7.39M
|
83.2K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.8K+ 261.54% |
$2.35M - $2.55M
|
39.7K
$3.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.2K+ 7092.97% |
$2.23M - $2.42M
|
27.6K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.76K+ 1.26% |
$308K - $334K
|
303K
$25.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.93KNew |
$240K - $261K
|
2.93K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.62K+ 5.1% |
$214K - $232K
|
53.9K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.01K+ 303.02% |
$164K - $179K
|
2.67K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.73K+ 51.96% |
$141K - $153K
|
5.05K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
992+ 3.6% |
$81.1K - $88.1K
|
28.6K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
595+ 0.09% |
$48.7K - $52.9K
|
695K
$59.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
577New |
$47.2K - $51.3K
|
577
$49.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
551+ 4.71% |
$45.1K - $49K
|
12.2K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
487+ 1.43% |
$39.8K - $43.3K
|
34.6K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
475+ 9.63% |
$38.9K - $42.2K
|
5.41K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
438+ 0.33% |
$35.8K - $38.9K
|
134K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
227+ 6.76% |
$18.6K - $20.2K
|
3.59K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144+ 0.23% |
$11.8K - $12.8K
|
63.7K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
81+ 0.92% |
$6.63K - $7.2K
|
8.91K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18+ 0.23% |
$1.47K - $1.6K
|
7.94K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.2% |
$491 - $533
|
3.08K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.15% |
$164 - $178
|
1.35K
$116K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.05% |
$81.8 - $88.9
|
2.14K
$183K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-77- 2.51% |
$6.3K - $6.84K
|
2.99K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-200- 3.82% |
$16.4K - $17.8K
|
5.04K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-280- 98.59% |
$22.9K - $24.9K
|
4
$342
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-292- 40.11% |
$23.9K - $25.9K
|
436
$37.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-331- 6.61% |
$27.1K - $29.4K
|
4.68K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-397- 55.6% |
$32.5K - $35.3K
|
317
$27.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-452- 13.25% |
$37K - $40.2K
|
2.96K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-465- 2.55% |
$38K - $41.3K
|
17.8K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-564- 5.18% |
$46.1K - $50.1K
|
10.3K
$885K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-662- 4.45% |
$54.2K - $58.8K
|
14.2K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-813- 6.64% |
$66.5K - $72.2K
|
11.4K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 10.24% |
$82K - $89.1K
|
8.79K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.03KClosed |
$84K - $91.3K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.1K- 5.15% |
$90K - $97.7K
|
20.3K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.18K- 2.33% |
$96.7K - $105K
|
49.6K
$4.24M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.24K- 22.14% |
$102K - $110K
|
4.37K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 2.53% |
$108K - $117K
|
50.7K
$4.34M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.01K- 75.16% |
$164K - $178K
|
663
$56.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3K- 1.88% |
$188K - $205K
|
120K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.43K- 9.27% |
$199K - $216K
|
23.8K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-3.05K- 20.88% |
$250K - $271K
|
11.6K
$991K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.09K- 2.69% |
$253K - $275K
|
112K
$9.57M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.16K- 5.19% |
$259K - $281K
|
57.8K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.36K- 5.49% |
$274K - $298K
|
57.7K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.16K- 2.89% |
$667K - $725K
|
274K
$23.5M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.91KClosed |
$729K - $791K
|
0
$0
|