Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
299KNew |
$25.3M - $27.3M
|
299K
$26.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.45K+ 108.25% |
$630K - $680K
|
14.3K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 0.78% |
$87K - $93.8K
|
134K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
884+ 7.24% |
$74.7K - $80.6K
|
13.1K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
472+ 0.93% |
$39.9K - $43K
|
51.3K
$4.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
379+ 64.9% |
$32K - $34.6K
|
963
$84.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
269+ 1.87% |
$22.7K - $24.5K
|
14.6K
$1.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
192+ 6.67% |
$16.2K - $17.5K
|
3.07K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139+ 4.32% |
$11.8K - $12.7K
|
3.36K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
136+ 4.15% |
$11.5K - $12.4K
|
3.41K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.13% |
$1.27K - $1.37K
|
11.3K
$988K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.32% |
$338 - $365
|
1.26K
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.15% |
$169 - $182
|
1.35K
$118K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 2.15% |
$3.97K - $4.29K
|
2.14K
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-79- 2.87% |
$6.68K - $7.2K
|
2.67K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-609- 1.19% |
$51.5K - $55.5K
|
50.7K
$4.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-897- 5.69% |
$75.8K - $81.8K
|
14.9K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-939- 7.43% |
$79.4K - $85.6K
|
11.7K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.14K- 0.9% |
$96K - $104K
|
125K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.15K- 18.61% |
$96.8K - $104K
|
5.01K
$440K
|