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% |
N/A
|
188K
$12.1M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
118KNew |
N/A
|
118K
$7.6M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82.4K+ 13.38% |
N/A
|
698K
$44.9M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.1K+ 10.13% |
N/A
|
773K
$49.7M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.1K+ 10.13% |
N/A
|
773K
$49.7M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
64.8KNew |
N/A
|
64.8K
$4.17M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.2K+ 19.38% |
N/A
|
358K
$23M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 2.88% |
N/A
|
1.37M
$88.3M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
38.2K+ 17.0% |
N/A
|
263K
$16.9M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.9K+ 309.63% |
N/A
|
31.6K
$2.03M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
20.4K+ 14.78% |
N/A
|
158K
$10.2M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.8K+ 5.34% |
N/A
|
351K
$22.6M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17K+ 95.44% |
N/A
|
34.7K
$2.23M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.5K+ 5.21% |
N/A
|
334K
$21.5M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5K+ 6.3% |
N/A
|
177K
$11.4M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.58KNew |
N/A
|
7.58K
$487K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
5.7K+ 1.42% |
N/A
|
406K
$26.1M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.3K+ 1.84% |
N/A
|
294K
$18.9M
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.08K+ 1.13% |
N/A
|
456K
$29.3M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 31.11% |
N/A
|
17.4K
$1.12M
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
BUY
|
- |
3.99KNew |
N/A
|
3.99K
$256K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3K+ 6.68% |
N/A
|
47.9K
$3.08M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.94K+ 12.45% |
N/A
|
26.6K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.94K+ 12.45% |
N/A
|
26.6K
$1.71M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$172K
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
N/A
|
2.6K
$167K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.76KNew |
N/A
|
1.76K
$113K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 4.3% |
N/A
|
26K
$1.67M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
925+ 1.78% |
N/A
|
52.8K
$3.39M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
839New |
N/A
|
839
$53.9K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
151+ 0.61% |
N/A
|
24.7K
$1.59M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150+ 2.08% |
N/A
|
7.37K
$474K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
96New |
N/A
|
96
$6.17K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.13% |
N/A
|
3.85K
$247K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
N/A
|
12.8K
$824K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18- 0.08% |
N/A
|
23.1K
$1.49M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-115- 9.79% |
N/A
|
1.06K
$68.1K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-305Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-399- 4.25% |
N/A
|
8.98K
$577K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-654- 1.57% |
N/A
|
41K
$2.64M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-703- 0.53% |
N/A
|
133K
$8.52M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-859- 7.8% |
N/A
|
10.1K
$652K
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-922- 11.16% |
N/A
|
7.34K
$472K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.09K- 9.28% |
N/A
|
10.7K
$687K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 3.67% |
N/A
|
31.5K
$2.02M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.32K- 4.25% |
N/A
|
29.8K
$1.91M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.35KClosed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 2.32% |
N/A
|
66.6K
$4.28M
|