Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.95K+ 15.5% |
$672K - $787K
|
66.7K
$6.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.27K+ 29.96% |
$621K - $728K
|
35.9K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.92K+ 2.1% |
$444K - $521K
|
288K
$26.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.65KNew |
$349K - $409K
|
4.65K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.09K+ 142.97% |
$307K - $360K
|
6.95K
$633K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.74KNew |
$281K - $329K
|
3.74K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.36KNew |
$252K - $296K
|
3.36K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.34KNew |
$251K - $294K
|
3.34K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.05K+ 3.66% |
$229K - $268K
|
86.2K
$7.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.69K+ 4.23% |
$202K - $237K
|
66.3K
$6.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.28KNew |
$171K - $200K
|
2.28K
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.71KNew |
$128K - $150K
|
1.71K
$156K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.22K+ 6.87% |
$91.8K - $108K
|
19K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
678+ 18.9% |
$50.9K - $59.6K
|
4.27K
$388K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
379+ 65.68% |
$28.4K - $33.3K
|
956
$87.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66+ 0.74% |
$4.95K - $5.81K
|
8.98K
$817K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
60New |
$4.5K - $5.28K
|
60
$5.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28+ 0.35% |
$2.1K - $2.46K
|
7.97K
$725K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11+ 0.04% |
$826 - $968
|
28.6K
$2.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.29% |
$676 - $792
|
3.09K
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.14% |
$225 - $264
|
2.14K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 75.0% |
$225 - $264
|
7
$637
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.15% |
$150 - $176
|
1.35K
$123K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$75.1 - $88
|
437
$39.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-56- 1.04% |
$4.2K - $4.93K
|
5.35K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-74- 0.84% |
$5.55K - $6.51K
|
8.72K
$794K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-133- 0.12% |
$9.98K - $11.7K
|
112K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-153- 0.44% |
$11.5K - $13.5K
|
34.4K
$3.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-194- 3.84% |
$14.6K - $17.1K
|
4.86K
$442K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 44.44% |
$15K - $17.6K
|
250
$22.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-287- 0.58% |
$21.5K - $25.2K
|
49.3K
$4.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-313- 2.74% |
$23.5K - $27.5K
|
11.1K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-451- 0.34% |
$33.9K - $39.7K
|
134K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-481- 0.28% |
$36.1K - $42.3K
|
168K
$15.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-545- 1.07% |
$40.9K - $47.9K
|
50.2K
$4.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-663- 4.67% |
$49.8K - $58.3K
|
13.5K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-700- 1.21% |
$52.5K - $61.6K
|
57K
$5.19M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.1K- 2.23% |
$82.3K - $96.4K
|
48.2K
$4.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.16K- 4.87% |
$86.8K - $102K
|
22.6K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.28K- 1.06% |
$96.2K - $113K
|
119K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.44K- 1.17% |
$108K - $127K
|
121K
$11.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.67K- 14.46% |
$126K - $147K
|
9.9K
$901K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.71K- 61.37% |
$128K - $150K
|
1.08K
$98.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.4K- 11.85% |
$180K - $211K
|
17.9K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.72K- 0.9% |
$204K - $239K
|
300K
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.05K- 1.48% |
$304K - $357K
|
270K
$24.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-4.52K- 1.74% |
$339K - $398K
|
256K
$23.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.64K- 8.61% |
$348K - $408K
|
49.2K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.4K- 3.15% |
$929K - $1.09M
|
380K
$34.6M
|