Purchases and Sales Made in Q1 2023 in Victory Portfolios Ii Shs Us 5 (CFO)

CFO Quotes by TradingView

This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO) during Q1 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
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
33.7K
+ 201.28%
$2M - $2.2M
50.5K $3.5M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
18K
New
$1.07M - $1.18M
18K $1.25M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
13.5K
+ 67.83%
$798K - $880K
33.3K $2.31M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
13.3K
New
$785K - $867K
13.3K $920K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
13.1K
+ 3.4%
$774K - $854K
397K $27.6M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
12.1K
+ 1.74%
$714K - $788K
705K $48.9M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
11.5K
+ 11.68%
$684K - $754K
110K $7.66M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
10.1K
+ 3.44%
$598K - $660K
304K $21.1M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
10K
New
$595K - $657K
10K $698K
May 15, 2023 Q1 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
9.06K
+ 9.1%
$536K - $592K
109K $7.54M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
5.52K
New
$327K - $361K
5.52K $383K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.95K
+ 14.6%
$293K - $324K
38.8K $2.7M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
4.1K
New
$243K - $268K
4.1K $285K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.07K
+ 17.98%
$182K - $201K
20.1K $1.4M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.98K
+ 10.17%
$117K - $129K
21.4K $1.49M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.95K
+ 6.99%
$115K - $127K
29.8K $2.07M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
1.67K
+ 1.08%
$99K - $109K
156K $10.8M
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.51K
+ 3.63%
$89.4K - $98.6K
43.1K $2.99M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.12K
+ 18.94%
$66.6K - $73.5K
7.06K $490K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.07K
New
$63.6K - $70.2K
1.07K $74.6K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.01K
+ 5.53%
$59.9K - $66.1K
19.3K $1.34M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
838
+ 0.34%
$49.6K - $54.8K
249K $17.3M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
426
+ 0.25%
$25.2K - $27.8K
170K $11.8M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
264
+ 440.0%
$15.6K - $17.3K
324 $22.5K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
200
New
$11.8K - $13.1K
200 $13.9K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
142
New
$8.41K - $9.28K
142 $9.86K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
87
New
$5.15K - $5.69K
87 $6.04K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
32
New
$1.9K - $2.09K
32 $2.22K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
21
+ 0.23%
$1.24K - $1.37K
9.12K $633K
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
7
+ 0.06%
$415 - $458
11.5K $800K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
3
+ 0.25%
$178 - $196
1.21K $83.7K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.14%
$59.2 - $65.4
730 $50.7K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-2
- 1.04%
$118 - $131
191 $13.3K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-9
- 0.12%
$533 - $588
7.68K $533K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-22
- 0.56%
$1.3K - $1.44K
3.93K $273K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

SELL
 -
-38
- 0.34%
$2.25K - $2.48K
11.2K $777K
May 15, 2023 Q1 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
SELL
 -
-196
- 1.74%
$11.6K - $12.8K
11K $766K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

SELL
 -
-204
- 16.14%
$12.1K - $13.3K
1.06K $73.6K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-223
- 6.48%
$13.2K - $14.6K
3.22K $224K
May 15, 2023 Q1 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
SELL
 -
-261
- 1.05%
$15.5K - $17.1K
24.7K $1.71M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-278
- 0.71%
$16.5K - $18.2K
38.8K $2.7M
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
SELL
 -
-297
- 1.55%
$17.6K - $19.4K
18.8K $1.31M
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

SELL
 -
-570
- 2.32%
$33.8K - $37.3K
24K $1.66M
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-688
- 3.55%
$40.8K - $45K
18.7K $1.3M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

SELL
 -
-1.09K
- 0.78%
$64.3K - $70.9K
138K $9.61M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-1.17K
- 2.25%
$69.5K - $76.7K
50.9K $3.54M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
SELL
 -
-1.68K
- 5.86%
$99.4K - $110K
26.9K $1.87M
Apr 13, 2023 Q1 2023
Bowman & CO S.C.

SELL
 -
-1.71K
- 18.22%
$101K - $112K
7.67K $532K

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