Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
300KNew |
$19.9M - $21.6M
|
300K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.35K+ 1.64% |
$421K - $458K
|
393K
$25.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.25KNew |
$348K - $378K
|
5.25K
$346K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.71KNew |
$312K - $339K
|
4.71K
$310K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.86KNew |
$123K - $134K
|
1.86K
$123K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
385New |
$25.5K - $27.7K
|
385
$25.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
220New |
$14.6K - $15.8K
|
220
$14.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16+ 0.36% |
$1.06K - $1.15K
|
4.46K
$294K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.38% |
$199 - $216
|
794
$52.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$133 - $144
|
662
$43.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1- 0.01% |
$66.3 - $72
|
12.3K
$809K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29- 0.41% |
$1.92K - $2.09K
|
7.01K
$462K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-200- 1.16% |
$13.3K - $14.4K
|
17K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-320- 1.64% |
$21.2K - $23.1K
|
19.2K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-355- 6.37% |
$23.5K - $25.6K
|
5.22K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-394- 1.01% |
$26.1K - $28.4K
|
38.5K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-396- 2.05% |
$26.2K - $28.5K
|
19K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-959- 3.55% |
$63.6K - $69.1K
|
26.1K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.1K- 8.45% |
$73.2K - $79.5K
|
12K
$788K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.03K- 13.9% |
$201K - $218K
|
18.8K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.77K- 7.37% |
$316K - $343K
|
59.9K
$3.95M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-40.3K- 70.94% |
$2.67M - $2.91M
|
16.5K
$1.09M
|