Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.6K+ 89.79% |
$4.04M - $4.27M
|
111K
$9.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
51.4KNew |
$3.95M - $4.17M
|
51.4K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3K+ 170.34% |
$2.02M - $2.13M
|
41.8K
$3.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
14.3KNew |
$1.1M - $1.16M
|
14.3K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.6KNew |
$1.04M - $1.1M
|
13.6K
$1.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.69K+ 172.01% |
$667K - $704K
|
13.7K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6.8K+ 9.57% |
$522K - $552K
|
77.9K
$6.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.25K+ 0.77% |
$480K - $507K
|
817K
$71.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.25K+ 0.77% |
$480K - $507K
|
817K
$71.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.61KNew |
$277K - $292K
|
3.61K
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.16K+ 2.7% |
$243K - $256K
|
120K
$10.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.06KNew |
$235K - $248K
|
3.06K
$268K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.64KNew |
$203K - $214K
|
2.64K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.04K+ 14.55% |
$157K - $166K
|
16.1K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29K+ 2.53% |
$99.2K - $105K
|
52.3K
$4.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 3.83% |
$78.2K - $82.6K
|
27.6K
$2.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
921+ 0.33% |
$70.7K - $74.7K
|
278K
$24.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
788+ 3.71% |
$60.5K - $63.9K
|
22.1K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
772+ 2.41% |
$59.3K - $62.6K
|
32.8K
$2.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
400New |
$30.7K - $32.4K
|
400
$35.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
322+ 3.85% |
$24.7K - $26.1K
|
8.69K
$763K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
216+ 25.09% |
$16.6K - $17.5K
|
1.08K
$94.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
172+ 1.46% |
$13.2K - $13.9K
|
12K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
152+ 13.84% |
$11.7K - $12.3K
|
1.25K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25+ 0.32% |
$1.92K - $2.03K
|
7.86K
$690K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24New |
$1.84K - $1.95K
|
24
$2.11K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13+ 0.03% |
$998 - $1.05K
|
47.9K
$4.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.1% |
$154 - $162
|
1.98K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.71% |
$76.8 - $81.1
|
141
$12.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.15% |
$76.8 - $81.1
|
670
$58.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-23- 0.79% |
$1.77K - $1.86K
|
2.9K
$254K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47- 1.51% |
$3.61K - $3.81K
|
3.07K
$270K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-58- 9.03% |
$4.45K - $4.7K
|
584
$51.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62- 0.12% |
$4.76K - $5.03K
|
49.6K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100- 26.18% |
$7.68K - $8.11K
|
282
$24.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-103- 1.59% |
$7.91K - $8.35K
|
6.39K
$561K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-351- 0.12% |
$26.9K - $28.5K
|
283K
$24.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-665- 0.52% |
$51.1K - $53.9K
|
128K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-820- 7.72% |
$63K - $66.5K
|
9.8K
$860K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-832- 4.87% |
$63.9K - $67.5K
|
16.3K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-988- 0.84% |
$75.9K - $80.1K
|
116K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.37K- 0.52% |
$105K - $111K
|
264K
$23.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.8K- 2.5% |
$138K - $146K
|
69.9K
$6.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.54K- 3.31% |
$348K - $368K
|
133K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.87K- 2.49% |
$604K - $638K
|
309K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.25K- 9.64% |
$710K - $750K
|
86.7K
$7.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.5K- 3.62% |
$1.34M - $1.42M
|
465K
$40.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.7K- 26.5% |
$1.97M - $2.08M
|
71.2K
$6.25M
|