Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
290KNew |
$19.7M - $21.3M
|
290K
$25.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
161KNew |
$10.9M - $11.8M
|
161K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5K+ 606.16% |
$1.19M - $1.28M
|
20.4K
$1.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9.76KNew |
$664K - $715K
|
9.76K
$857K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
7.96K+ 13.9% |
$541K - $583K
|
65.2K
$5.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.77KNew |
$528K - $569K
|
7.77K
$682K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.99K+ 12.18% |
$475K - $512K
|
64.4K
$5.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
6.49K+ 1.99% |
$441K - $476K
|
333K
$29.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.29KNew |
$292K - $314K
|
4.29K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.25K+ 17.45% |
$153K - $165K
|
15.1K
$1.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.9K+ 3.91% |
$129K - $139K
|
50.5K
$4.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.74KNew |
$118K - $128K
|
1.74K
$153K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 15.34% |
$105K - $114K
|
11.7K
$1.02M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.14KNew |
$77.4K - $83.4K
|
1.14K
$99.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
858+ 5.01% |
$58.3K - $62.8K
|
18K
$1.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
783New |
$53.2K - $57.4K
|
783
$68.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
517+ 13.35% |
$35.2K - $37.9K
|
4.39K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
215New |
$14.6K - $15.7K
|
215
$18.9K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
124+ 1.57% |
$8.43K - $9.08K
|
8.03K
$705K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98+ 1.01% |
$6.66K - $7.18K
|
9.82K
$862K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
65+ 0.05% |
$4.42K - $4.76K
|
120K
$10.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60+ 0.11% |
$4.08K - $4.4K
|
53.7K
$4.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 0.68% |
$2.99K - $3.22K
|
6.54K
$574K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
43New |
$2.92K - $3.15K
|
43
$3.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.18% |
$1.02K - $1.1K
|
8.35K
$733K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.27% |
$544 - $586
|
3.03K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.06% |
$136 - $147
|
3.34K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17- 19.1% |
$1.16K - $1.25K
|
72
$6.32K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-18- 0.1% |
$1.22K - $1.32K
|
18.6K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 71.43% |
$6.8K - $7.33K
|
40
$3.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-102- 0.99% |
$6.94K - $7.47K
|
10.2K
$894K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-127- 2.51% |
$8.64K - $9.3K
|
4.93K
$433K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-166- 0.13% |
$11.3K - $12.2K
|
132K
$11.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-198- 5.78% |
$13.5K - $14.5K
|
3.23K
$283K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-236- 6.46% |
$16K - $17.3K
|
3.42K
$300K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-244- 0.65% |
$16.6K - $17.9K
|
37.6K
$3.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-257- 6.81% |
$17.5K - $18.8K
|
3.52K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-260- 0.82% |
$17.7K - $19K
|
31.5K
$2.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-697- 0.26% |
$47.4K - $51.1K
|
268K
$23.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-918- 21.89% |
$62.4K - $67.2K
|
3.28K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 1.36% |
$76.2K - $82.1K
|
81.3K
$7.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.24K- 2.15% |
$152K - $164K
|
102K
$8.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.91K- 49.92% |
$266K - $287K
|
3.93K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.23K- 1.2% |
$356K - $383K
|
430K
$37.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.66K- 10.51% |
$521K - $561K
|
65.2K
$5.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.62K- 25.61% |
$654K - $704K
|
27.9K
$2.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.8K- 8.83% |
$1.01M - $1.08M
|
153K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.1K- 6.19% |
$1.3M - $1.4M
|
290K
$25.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72K- 36.76% |
$4.89M - $5.27M
|
124K
$10.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-78.7K- 8.8% |
$5.35M - $5.76M
|
816K
$71.6M
|