Purchases and Sales Made in Q1 2023 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 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 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.09K- 5.59% |
$124K - $137K
|
35.4K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.52K- 8.59% |
$149K - $165K
|
26.8K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.02K- 32.97% |
$179K - $198K
|
6.15K
$424K
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-3.88K- 3.93% |
$230K - $254K
|
94.7K
$6.54M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.95K- 12.74% |
$293K - $324K
|
33.9K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.08K- 4.72% |
$301K - $332K
|
103K
$7.08M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.56K- 11.33% |
$330K - $364K
|
43.5K
$3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.1K- 3.12% |
$600K - $662K
|
314K
$21.7M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 27.32% |
$608K - $671K
|
27.3K
$1.89M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-16.5K- 10.43% |
$976K - $1.08M
|
141K
$9.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.6K- 11.78% |
$1.22M - $1.35M
|
155K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-26.1K- 12.96% |
$1.55M - $1.71M
|
175K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-33.1K- 18.35% |
$1.96M - $2.16M
|
147K
$10.2M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-34.1K- 5.37% |
$2.02M - $2.23M
|
601K
$41.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.6K- 32.78% |
$2.64M - $2.91M
|
91.4K
$6.31M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.9K- 6.33% |
$3.13M - $3.46M
|
783K
$54M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-55.9K- 16.78% |
$3.31M - $3.66M
|
277K
$19.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-64.8K- 53.0% |
$3.84M - $4.24M
|
57.5K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-79K- 24.16% |
$4.68M - $5.16M
|
248K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-144K- 37.32% |
$8.55M - $9.44M
|
242K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-202K- 25.95% |
$12M - $13.2M
|
576K
$39.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-345K- 74.74% |
$20.5M - $22.6M
|
117K
$8.06M
|