Purchases and Sales Made in Q1 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
335KNew |
$19.9M - $22.1M
|
335K
$24.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53K+ 18.82% |
$3.15M - $3.49M
|
334K
$24.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.4K+ 6.13% |
$1.28M - $1.41M
|
371K
$27.2M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
20.1KNew |
$1.2M - $1.33M
|
20.1K
$1.48M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20K+ 5.9% |
$1.19M - $1.32M
|
360K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.97KNew |
$355K - $394K
|
5.97K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.12KNew |
$245K - $272K
|
4.12K
$302K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.09KNew |
$184K - $204K
|
3.09K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5K+ 43.96% |
$149K - $165K
|
8.17K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.7KNew |
$101K - $112K
|
1.7K
$125K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.51K+ 9.49% |
$89.8K - $99.5K
|
17.4K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 25.09% |
$69.5K - $77K
|
5.82K
$427K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
909+ 349.62% |
$54.1K - $59.9K
|
1.17K
$85.7K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
649+ 0.6% |
$38.6K - $42.8K
|
109K
$7.96M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
377+ 0.83% |
$22.4K - $24.9K
|
45.7K
$3.35M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
229+ 8.37% |
$13.6K - $15.1K
|
2.97K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
216+ 0.16% |
$12.9K - $14.2K
|
133K
$9.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
40+ 0.14% |
$2.38K - $2.64K
|
27.7K
$2.03M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35New |
$2.08K - $2.31K
|
35
$2.57K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-179- 92.27% |
$10.7K - $11.8K
|
15
$1.1K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-193- 2.32% |
$11.5K - $12.7K
|
8.12K
$596K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-250- 6.35% |
$14.9K - $16.5K
|
3.69K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-264- 2.6% |
$15.7K - $17.4K
|
9.88K
$724K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-309- 2.51% |
$18.4K - $20.4K
|
12K
$880K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-344- 30.47% |
$20.5K - $22.7K
|
785
$57.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-371- 1.63% |
$22.1K - $24.5K
|
22.4K
$1.65M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-587- 13.57% |
$34.9K - $38.7K
|
3.74K
$274K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-764- 2.81% |
$45.5K - $50.4K
|
26.5K
$1.94M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-769- 14.87% |
$45.8K - $50.7K
|
4.4K
$323K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-786- 8.08% |
$46.8K - $51.8K
|
8.94K
$656K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-870- 9.1% |
$51.8K - $57.4K
|
8.69K
$637K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.06K- 9.62% |
$63.1K - $69.9K
|
9.96K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 3.95% |
$71.1K - $78.8K
|
29.1K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 4.64% |
$87.8K - $97.3K
|
30.3K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.56K- 8.38% |
$92.7K - $103K
|
17K
$1.25M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.74K- 41.86% |
$104K - $115K
|
2.42K
$177K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.75K- 12.25% |
$104K - $116K
|
12.6K
$920K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 37.4% |
$109K - $121K
|
3.07K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.17K- 1.18% |
$129K - $143K
|
183K
$13.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.68K- 95.95% |
$159K - $177K
|
113
$8.28K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.8K- 60.54% |
$167K - $185K
|
1.83K
$134K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.91K- 25.61% |
$173K - $192K
|
8.46K
$620K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.23K- 2.24% |
$192K - $213K
|
141K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.46K- 9.9% |
$206K - $228K
|
31.5K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.63K- 3.48% |
$276K - $305K
|
129K
$9.43M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.86K- 4.21% |
$289K - $321K
|
111K
$8.11M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.94K- 6.06% |
$354K - $392K
|
92.1K
$6.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.48K- 1.8% |
$386K - $427K
|
353K
$25.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.55K- 20.2% |
$390K - $432K
|
25.9K
$1.9M
|