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 |
$42.7M - $47.9M
|
616K
$42.8M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
140K+ 30.38% |
$9.72M - $10.9M
|
602K
$41.8M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
124K+ 199.53% |
$8.63M - $9.69M
|
187K
$13M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
114KNew |
$7.89M - $8.86M
|
114K
$7.9M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
81.4K+ 37.23% |
$5.65M - $6.34M
|
300K
$20.8M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
60.6K+ 305.33% |
$4.2M - $4.72M
|
80.5K
$5.59M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
58.5K+ 97.85% |
$4.06M - $4.55M
|
118K
$8.21M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
54.9K+ 802.94% |
$3.81M - $4.27M
|
61.7K
$4.29M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.1KNew |
$1.6M - $1.8M
|
23.1K
$1.61M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8KNew |
$1.23M - $1.38M
|
17.8K
$1.23M
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
17.1K+ 4.47% |
$1.19M - $1.33M
|
400K
$27.8M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.8K+ 4.32% |
$958K - $1.08M
|
334K
$23.2M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.41K+ 19.34% |
$583K - $654K
|
51.9K
$3.6M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.31K+ 0.63% |
$576K - $647K
|
1.34M
$92.8M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.93KNew |
$411K - $461K
|
5.93K
$411K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.15K+ 1.35% |
$288K - $323K
|
312K
$21.7M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.16K+ 78.72% |
$219K - $246K
|
7.17K
$498K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.98K+ 7.1% |
$206K - $232K
|
44.9K
$3.12M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.88K+ 1.01% |
$200K - $224K
|
288K
$20M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 20.54% |
$157K - $177K
|
13.3K
$924K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
2K+ 1.47% |
$139K - $156K
|
138K
$9.56M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.35KNew |
$93.6K - $105K
|
1.35K
$93.7K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.2K+ 0.91% |
$83K - $93.2K
|
133K
$9.25M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
988+ 539.89% |
$68.5K - $76.9K
|
1.17K
$81.3K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
824+ 1.22% |
$57.2K - $64.1K
|
68.2K
$4.73M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
759+ 2.5% |
$52.6K - $59.1K
|
31.1K
$2.16M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
684+ 1.16% |
$47.4K - $53.2K
|
59.8K
$4.15M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
330+ 1.34% |
$22.9K - $25.7K
|
24.9K
$1.73M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
305New |
$21.2K - $23.7K
|
305
$21.2K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
98+ 1.06% |
$6.8K - $7.63K
|
9.38K
$651K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
58New |
$4.02K - $4.51K
|
58
$4.03K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
26+ 0.11% |
$1.8K - $2.02K
|
24.6K
$1.71M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13+ 0.18% |
$902 - $1.01K
|
7.22K
$502K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
9+ 0.08% |
$624 - $701
|
11K
$764K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.22% |
$486 - $545
|
3.18K
$221K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.24% |
$486 - $545
|
2.98K
$207K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-11- 0.29% |
$763 - $856
|
3.85K
$267K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-60- 0.34% |
$4.16K - $4.67K
|
17.5K
$1.22M
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-64Closed |
$4.44K - $4.98K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-162- 1.25% |
$11.2K - $12.6K
|
12.8K
$890K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-307Closed |
$21.3K - $23.9K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-598- 1.07% |
$41.5K - $46.5K
|
55.3K
$3.84M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-642- 3.4% |
$44.5K - $50K
|
18.3K
$1.27M
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-922- 10.04% |
$63.9K - $71.8K
|
8.27K
$574K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-994- 11.41% |
$68.9K - $77.4K
|
7.72K
$536K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.32K- 13.85% |
$91.8K - $103K
|
8.23K
$572K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 5.67% |
$98.6K - $111K
|
23.6K
$1.64M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.42K- 5.67% |
$98.6K - $111K
|
23.6K
$1.64M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.43K- 7.47% |
$169K - $189K
|
30.1K
$2.09M
|