Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
429KNew |
N/A
|
429K
$27.6M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
311KNew |
N/A
|
311K
$20M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.7K+ 6.13% |
N/A
|
1.23M
$78.7M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.9K+ 15.13% |
N/A
|
327K
$21M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.3K+ 2.98% |
N/A
|
1.39M
$89.3M
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
27.7K+ 8.94% |
N/A
|
338K
$21.7M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.4K+ 5.4% |
N/A
|
261K
$16.8M
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$824K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 43.4% |
N/A
|
42.3K
$2.72M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9K+ 3.35% |
N/A
|
366K
$23.5M
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.7K+ 48.17% |
N/A
|
36K
$2.31M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.1K+ 75.02% |
N/A
|
25.9K
$1.67M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.3K+ 2.83% |
N/A
|
302K
$19.4M
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.5K+ 8.37% |
N/A
|
97.2K
$6.24M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
5.52K+ 4.23% |
N/A
|
136K
$8.74M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.41K+ 3.18% |
N/A
|
175K
$11.3M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.25KNew |
N/A
|
4.25K
$273K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.37K+ 8.97% |
N/A
|
40.9K
$2.63M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.36K+ 2.17% |
N/A
|
158K
$10.2M
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.82K+ 5.33% |
N/A
|
36K
$2.31M
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.79K+ 266.47% |
N/A
|
2.46K
$158K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41K+ 3.55% |
N/A
|
41.2K
$2.65M
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 4.09% |
N/A
|
35.4K
$2.27M
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
930+ 144.19% |
N/A
|
1.58K
$101K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
245+ 0.7% |
N/A
|
35.1K
$2.26M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
235+ 0.39% |
N/A
|
60.4K
$3.88M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
98+ 0.44% |
N/A
|
22.4K
$1.44M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
67New |
N/A
|
67
$4.31K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.15% |
N/A
|
9.7K
$624K
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
10+ 0.08% |
N/A
|
12.1K
$781K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.18% |
N/A
|
4.33K
$279K
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
N/A
|
3K
$193K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25- 0.56% |
N/A
|
4.41K
$283K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-70Closed |
N/A
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 0.41% |
N/A
|
24.4K
$1.57M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-120- 3.97% |
N/A
|
2.9K
$186K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-155- 1.83% |
N/A
|
8.3K
$533K
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-339- 1.23% |
N/A
|
27.2K
$1.75M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-710- 8.96% |
N/A
|
7.21K
$463K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-836- 0.62% |
N/A
|
134K
$8.63M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.14KClosed |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.15K- 0.79% |
N/A
|
145K
$9.29M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.36K- 3.38% |
N/A
|
38.7K
$2.49M
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.39K- 7.22% |
N/A
|
17.9K
$1.15M
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.86K- 36.22% |
N/A
|
3.28K
$211K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.16K- 8.95% |
N/A
|
32.2K
$2.07M
|
|
Aug 06, 2021
Q2 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-3.29KClosed |
N/A
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.35KClosed |
N/A
|
0
$0
|