Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 41.57% |
$1M - $1.21M
|
55.1K
$4.87M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
16.1K+ 6.76% |
$997K - $1.2M
|
254K
$22.4M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.54KNew |
$592K - $712K
|
9.54K
$843K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.98K+ 6.71% |
$557K - $670K
|
143K
$12.6M
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
6.12K+ 11.3% |
$380K - $456K
|
60.2K
$5.32M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.3K+ 2.17% |
$267K - $321K
|
203K
$17.9M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
4.04K+ 1.15% |
$251K - $301K
|
354K
$31.2M
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
2.73K+ 18.36% |
$169K - $203K
|
17.6K
$1.55M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.61K+ 1.91% |
$100K - $120K
|
85.9K
$7.59M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.54K+ 0.5% |
$95.8K - $115K
|
310K
$27.4M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
826+ 3.66% |
$51.3K - $61.6K
|
23.4K
$2.07M
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
500+ 4.34% |
$31K - $37.3K
|
12K
$1.06M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
451New |
$28K - $33.6K
|
451
$39.8K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
402+ 0.64% |
$24.9K - $30K
|
62.8K
$5.55M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
368+ 4.53% |
$22.8K - $27.5K
|
8.5K
$750K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
160+ 0.31% |
$9.93K - $11.9K
|
51.9K
$4.58M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
127+ 0.18% |
$7.88K - $9.47K
|
71.6K
$6.33M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
101+ 0.08% |
$6.27K - $7.53K
|
121K
$10.7M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77+ 0.85% |
$4.78K - $5.74K
|
9.17K
$810K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27+ 32.53% |
$1.68K - $2.01K
|
110
$9.71K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25+ 0.33% |
$1.55K - $1.86K
|
7.62K
$673K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.2% |
$496 - $597
|
3.96K
$350K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.06% |
$124 - $149
|
3.42K
$302K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$124 - $149
|
9.46K
$835K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.05% |
$124 - $149
|
4.34K
$383K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3- 0.12% |
$186 - $224
|
2.52K
$222K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-36- 0.92% |
$2.23K - $2.69K
|
3.86K
$341K
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
SELL
|
- |
-109- 1.97% |
$6.76K - $8.13K
|
5.42K
$478K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-276- 0.78% |
$17.1K - $20.6K
|
35K
$3.09M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-440- 9.35% |
$27.3K - $32.8K
|
4.27K
$377K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-453- 2.27% |
$28.1K - $33.8K
|
19.5K
$1.73M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-601- 3.61% |
$37.3K - $44.8K
|
16K
$1.42M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-635- 20.53% |
$39.4K - $47.4K
|
2.46K
$217K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-785Closed |
$48.7K - $58.6K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-816Closed |
$50.6K - $60.9K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-849- 0.68% |
$52.7K - $63.3K
|
125K
$11M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23K- 21.93% |
$76.3K - $91.8K
|
4.38K
$387K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.72K- 13.79% |
$107K - $128K
|
10.7K
$948K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.81KClosed |
$175K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.82K- 1.99% |
$175K - $210K
|
139K
$12.3M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.05KClosed |
$189K - $228K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.5KClosed |
$217K - $261K
|
0
$0
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.69KClosed |
$291K - $350K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.11K- 5.37% |
$379K - $456K
|
108K
$9.51M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.31K- 5.15% |
$392K - $471K
|
116K
$10.3M
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6.8KClosed |
$422K - $507K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.88KClosed |
$551K - $662K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.15K- 9.89% |
$568K - $682K
|
83.4K
$7.36M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.54KClosed |
$592K - $712K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60.9K- 27.98% |
$3.78M - $4.54M
|
157K
$13.8M
|