Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.6K+ 71.93% |
$2.9M - $3.1M
|
104K
$9.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.7KNew |
$2.37M - $2.54M
|
35.7K
$3.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13K+ 5.09% |
$865K - $925K
|
269K
$23.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3K+ 37.96% |
$687K - $734K
|
37.5K
$3.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.84KNew |
$521K - $557K
|
7.84K
$692K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.87KNew |
$258K - $275K
|
3.87K
$342K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
3.43KNew |
$228K - $244K
|
3.43K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.21KNew |
$213K - $228K
|
3.21K
$283K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.81K+ 38.55% |
$187K - $200K
|
10.1K
$892K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 4.97% |
$153K - $164K
|
48.6K
$4.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.14K+ 1.82% |
$142K - $152K
|
120K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.11K+ 12.84% |
$73.5K - $78.6K
|
9.72K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
800+ 60.61% |
$53.2K - $56.9K
|
2.12K
$187K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
379+ 9.07% |
$25.2K - $26.9K
|
4.56K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
89New |
$5.92K - $6.33K
|
89
$7.86K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
27+ 0.35% |
$1.8K - $1.92K
|
7.75K
$684K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.3% |
$598 - $640
|
3.02K
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.06% |
$133 - $142
|
3.43K
$302K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
2+ 0.01% |
$133 - $142
|
17.1K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.06% |
$133 - $142
|
3.34K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.72% |
$66.5 - $71.1
|
139
$12.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-10- 0.28% |
$665 - $711
|
3.5K
$309K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12- 0.04% |
$798 - $853
|
31.8K
$2.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-75- 2.01% |
$4.99K - $5.33K
|
3.65K
$322K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-222- 3.31% |
$14.8K - $15.8K
|
6.49K
$573K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-255- 2.42% |
$17K - $18.1K
|
10.3K
$908K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-290- 3.54% |
$19.3K - $20.6K
|
7.9K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-377- 0.46% |
$25.1K - $26.8K
|
82.4K
$7.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-533- 12.38% |
$35.4K - $37.9K
|
3.77K
$333K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-540- 1.41% |
$35.9K - $38.4K
|
37.8K
$3.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 3.15% |
$124K - $132K
|
57.4K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.74K- 30.96% |
$248K - $266K
|
8.34K
$736K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.93K- 6.82% |
$261K - $279K
|
53.7K
$4.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.39K- 3.21% |
$292K - $312K
|
132K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.64K- 1.7% |
$375K - $401K
|
326K
$28.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.16K- 1.96% |
$409K - $437K
|
309K
$27.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-10K- 14.92% |
$668K - $714K
|
57.3K
$5.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.9K- 80.46% |
$791K - $846K
|
2.89K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.9K- 2.61% |
$1.39M - $1.48M
|
778K
$68.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.5K- 21.7% |
$3.09M - $3.3M
|
168K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-56.7K- 43.75% |
$3.77M - $4.03M
|
72.9K
$6.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-57.5K- 11.68% |
$3.83M - $4.09M
|
435K
$38.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-155K- 44.23% |
$10.3M - $11M
|
196K
$17.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-167K- 89.98% |
$11.1M - $11.9M
|
18.6K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195K- 17.89% |
$13M - $13.9M
|
894K
$79M
|