Purchases and Sales Made in Q2 2022 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 2022. 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, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
126K+ 203.86% |
$7.8M - $9.4M
|
188K
$13.8M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
118KNew |
$7.33M - $8.83M
|
118K
$8.67M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82.4K+ 13.38% |
$5.11M - $6.15M
|
698K
$51.2M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.1K+ 10.13% |
$4.41M - $5.31M
|
773K
$56.7M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.1K+ 10.13% |
$4.41M - $5.31M
|
773K
$56.7M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
64.8KNew |
$4.02M - $4.84M
|
64.8K
$4.75M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.2K+ 19.38% |
$3.6M - $4.34M
|
358K
$26.3M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 2.88% |
$2.39M - $2.87M
|
1.37M
$101M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
38.2K+ 17.0% |
$2.37M - $2.85M
|
263K
$19.3M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.9K+ 309.63% |
$1.48M - $1.78M
|
31.6K
$2.32M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
20.4K+ 14.78% |
$1.26M - $1.52M
|
158K
$11.6M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
19.5KNew |
$1.21M - $1.45M
|
19.5K
$1.43M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.8K+ 5.34% |
$1.1M - $1.33M
|
351K
$25.8M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17K+ 95.44% |
$1.05M - $1.27M
|
34.7K
$2.54M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.5K+ 5.21% |
$1.03M - $1.23M
|
334K
$24.5M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5K+ 6.3% |
$650K - $783K
|
177K
$13M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.58KNew |
$470K - $566K
|
7.58K
$556K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
5.7K+ 1.42% |
$353K - $425K
|
406K
$29.8M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.3K+ 1.84% |
$328K - $395K
|
294K
$21.5M
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.08K+ 1.13% |
$315K - $379K
|
456K
$33.5M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 31.11% |
$257K - $309K
|
17.4K
$1.28M
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
BUY
|
- |
3.99KNew |
$247K - $298K
|
3.99K
$292K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3K+ 6.68% |
$186K - $224K
|
47.9K
$3.51M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.94K+ 12.45% |
$182K - $220K
|
26.6K
$1.95M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.94K+ 12.45% |
$182K - $220K
|
26.6K
$1.95M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.68KNew |
$166K - $200K
|
2.68K
$196K
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$161K - $194K
|
2.6K
$191K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.76KNew |
$109K - $131K
|
1.76K
$129K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.65K+ 2.05% |
$102K - $123K
|
82.1K
$6.02M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 4.3% |
$66.5K - $80.1K
|
26K
$1.91M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
925+ 1.78% |
$57.3K - $69.1K
|
52.8K
$3.87M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
839New |
$52K - $62.6K
|
839
$61.5K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
151+ 0.61% |
$9.36K - $11.3K
|
24.7K
$1.81M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150+ 2.08% |
$9.3K - $11.2K
|
7.37K
$541K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
96New |
$5.95K - $7.17K
|
96
$7.04K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.13% |
$310 - $373
|
3.85K
$282K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$186 - $224
|
12.8K
$940K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18- 0.08% |
$1.12K - $1.34K
|
23.1K
$1.69M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-115- 9.79% |
$7.13K - $8.59K
|
1.06K
$77.7K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-305Closed |
$18.9K - $22.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-399- 4.25% |
$24.7K - $29.8K
|
8.98K
$658K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-654- 1.57% |
$40.5K - $48.8K
|
41K
$3.01M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-703- 0.53% |
$43.6K - $52.5K
|
133K
$9.72M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-859- 7.8% |
$53.2K - $64.1K
|
10.1K
$744K
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-922- 11.16% |
$57.1K - $68.8K
|
7.34K
$538K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 9.28% |
$67.7K - $81.6K
|
10.7K
$784K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 3.67% |
$74.4K - $89.6K
|
31.5K
$2.31M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.32K- 4.25% |
$81.9K - $98.6K
|
29.8K
$2.18M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.35KClosed |
$83.7K - $101K
|
0
$0
|