Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
693KNew |
$42.3M - $50M
|
693K
$60.9M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
255K+ 178.66% |
$15.6M - $18.4M
|
398K
$35M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.3K+ 24.81% |
$3.06M - $3.63M
|
253K
$22.2M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42KNew |
$2.56M - $3.03M
|
42K
$3.69M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.1K+ 13.79% |
$1.17M - $1.38M
|
158K
$13.9M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.9KNew |
$664K - $786K
|
10.9K
$956K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.47K+ 8.14% |
$577K - $683K
|
126K
$11M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.73K+ 40.67% |
$227K - $269K
|
12.9K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.42K+ 14.59% |
$208K - $247K
|
26.8K
$2.36M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
2.5K+ 4.15% |
$152K - $180K
|
62.7K
$5.51M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.33K+ 53.68% |
$142K - $168K
|
6.66K
$585K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.27KNew |
$77.3K - $91.5K
|
1.27K
$111K
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
950+ 7.91% |
$57.9K - $68.6K
|
13K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
565New |
$34.4K - $40.8K
|
565
$49.6K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
521+ 6.13% |
$31.8K - $37.6K
|
9.02K
$792K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
199+ 0.38% |
$12.1K - $14.4K
|
52.1K
$4.57M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
57New |
$3.48K - $4.11K
|
57
$5.01K
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
32+ 0.42% |
$1.95K - $2.31K
|
7.65K
$672K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
12+ 0.35% |
$732 - $866
|
3.44K
$302K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.28% |
$671 - $794
|
3.97K
$349K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.07% |
$427 - $505
|
9.46K
$831K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$305 - $361
|
5
$439
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.03% |
$183 - $216
|
9.55K
$838K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.74% |
$61 - $72.2
|
137
$12K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-23- 0.07% |
$1.4K - $1.66K
|
34.9K
$3.07M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-35- 0.22% |
$2.13K - $2.53K
|
16K
$1.41M
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-66- 1.71% |
$4.02K - $4.76K
|
3.8K
$333K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-88- 2.06% |
$5.37K - $6.35K
|
4.18K
$367K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-102- 0.52% |
$6.22K - $7.36K
|
19.4K
$1.71M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112- 2.56% |
$6.83K - $8.08K
|
4.27K
$375K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-166- 0.13% |
$10.1K - $12K
|
132K
$11.6M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-207- 1.93% |
$12.6K - $14.9K
|
10.5K
$925K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-292- 11.88% |
$17.8K - $21.1K
|
2.17K
$190K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-304- 0.42% |
$18.5K - $21.9K
|
71.3K
$6.26M
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-375- 6.92% |
$22.9K - $27.1K
|
5.04K
$443K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-442- 2.51% |
$26.9K - $31.9K
|
17.1K
$1.5M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-741- 0.61% |
$45.2K - $53.5K
|
120K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.15K- 1.34% |
$69.9K - $82.8K
|
84.8K
$7.44M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.76K- 0.57% |
$107K - $127K
|
308K
$27.1M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.62K- 2.11% |
$160K - $189K
|
122K
$10.7M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.85K- 10.9% |
$418K - $494K
|
56K
$4.92M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.44K- 5.38% |
$515K - $609K
|
148K
$13M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.02K- 8.37% |
$550K - $651K
|
98.7K
$8.66M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-11.2K- 3.18% |
$685K - $811K
|
343K
$30.1M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.1K- 20.55% |
$1.05M - $1.24M
|
66.3K
$5.82M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.3K- 6.81% |
$1.05M - $1.25M
|
237K
$20.8M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 65.17% |
$2.19M - $2.59M
|
19.2K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66.2K- 8.46% |
$4.04M - $4.78M
|
716K
$62.9M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.4K- 6.56% |
$5.88M - $6.96M
|
1.37M
$121M
|