Purchases and Sales Made in Q1 2022 in Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
616KNew |
N/A
|
616K
$39.6M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
140K+ 30.38% |
N/A
|
602K
$38.7M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
124K+ 199.53% |
N/A
|
187K
$12M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
114KNew |
N/A
|
114K
$7.31M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
81.4K+ 37.23% |
N/A
|
300K
$19.3M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
58.5K+ 97.85% |
N/A
|
118K
$7.6M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
54.9K+ 802.94% |
N/A
|
61.7K
$3.97M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.1KNew |
N/A
|
23.1K
$1.49M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8KNew |
N/A
|
17.8K
$1.14M
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
17.1K+ 4.47% |
N/A
|
400K
$25.7M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.8K+ 4.32% |
N/A
|
334K
$21.4M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.41K+ 19.34% |
N/A
|
51.9K
$3.33M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.31K+ 0.63% |
N/A
|
1.34M
$85.9M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.93KNew |
N/A
|
5.93K
$381K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.15K+ 1.35% |
N/A
|
312K
$20.1M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.16K+ 78.72% |
N/A
|
7.17K
$461K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.98K+ 7.1% |
N/A
|
44.9K
$2.88M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.88K+ 1.01% |
N/A
|
288K
$18.5M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 20.54% |
N/A
|
13.3K
$855K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
2K+ 1.47% |
N/A
|
138K
$8.85M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$86.8K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.2K+ 0.91% |
N/A
|
133K
$8.56M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
988+ 539.89% |
N/A
|
1.17K
$75.2K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
824+ 1.22% |
N/A
|
68.2K
$4.38M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
759+ 2.5% |
N/A
|
31.1K
$2M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
684+ 1.16% |
N/A
|
59.8K
$3.84M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
330+ 1.34% |
N/A
|
24.9K
$1.6M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
305New |
N/A
|
305
$19.6K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
98+ 1.06% |
N/A
|
9.38K
$603K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
58New |
N/A
|
58
$3.73K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
26+ 0.11% |
N/A
|
24.6K
$1.58M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13+ 0.18% |
N/A
|
7.22K
$464K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
9+ 0.08% |
N/A
|
11K
$707K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.24% |
N/A
|
2.98K
$192K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.22% |
N/A
|
3.18K
$204K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-11- 0.29% |
N/A
|
3.85K
$247K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-60- 0.34% |
N/A
|
17.5K
$1.13M
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-64Closed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-162- 1.25% |
N/A
|
12.8K
$824K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-307Closed |
N/A
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-598- 1.07% |
N/A
|
55.3K
$3.55M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-642- 3.4% |
N/A
|
18.3K
$1.17M
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-922- 10.04% |
N/A
|
8.27K
$531K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-994- 11.41% |
N/A
|
7.72K
$496K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.32K- 13.85% |
N/A
|
8.23K
$529K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 5.67% |
N/A
|
23.6K
$1.52M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 5.67% |
N/A
|
23.6K
$1.52M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.43K- 7.47% |
N/A
|
30.1K
$1.94M
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-2.6KClosed |
N/A
|
0
$0
|