Purchases and Sales Made in Q2 2023 in Victory Portfolios Ii Shs Us 5 (CFO)

CFO Quotes by TradingView

This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO) during Q2 2023. 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
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
43.4K
New
$2.61M - $2.72M
43.4K $3.13M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
43.1K
+ 17.79%
$2.59M - $2.71M
286K $20.6M
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
36.5K
+ 109.47%
$2.19M - $2.29M
69.8K $5.03M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
28.1K
+ 3851.51%
$1.69M - $1.76M
28.8K $2.08M
Aug 14, 2023 Q2 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
21K
New
$1.26M - $1.32M
21K $1.51M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
17.1K
New
$1.03M - $1.07M
17.1K $1.23M
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
14.8K
New
$890K - $929K
14.8K $1.07M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
10.5K
New
$631K - $659K
10.5K $757K
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
5.93K
New
$357K - $372K
5.93K $428K
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
5.93K
New
$357K - $372K
5.93K $428K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
5.27K
+ 3.81%
$317K - $331K
144K $10.4M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.23K
+ 15.43%
$314K - $328K
39.1K $2.82M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.74K
New
$225K - $234K
3.74K $269K
Aug 08, 2023 Q2 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
3.4K
+ 3.17%
$204K - $213K
111K $7.97M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.91K
+ 52.73%
$175K - $183K
8.43K $608K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
2.43K
+ 228.77%
$146K - $152K
3.49K $251K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
921
+ 8.23%
$55.4K - $57.8K
12.1K $873K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
458
+ 1.54%
$27.5K - $28.7K
30.3K $2.18M
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
300
+ 0.7%
$18K - $18.8K
43.4K $3.13M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
28
+ 0.1%
$1.68K - $1.76K
27.3K $1.97M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
22
+ 0.29%
$1.32K - $1.38K
7.7K $555K
Jul 24, 2023 Q2 2023
Calton & Associates, Inc.

BUY
 -
18
+ 0.08%
$1.08K - $1.13K
24K $1.73M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
11
+ 0.28%
$661 - $690
3.94K $284K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
4
+ 0.33%
$241 - $251
1.21K $87.2K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
2
+ 0.05%
$120 - $126
4.11K $296K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1
+ 0.52%
$60.1 - $62.8
192 $13.8K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

SELL
 -
-82
- 0.05%
$4.93K - $5.15K
156K $11.3M
Jul 24, 2023 Q2 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
SELL
 -
-186
- 0.75%
$11.2K - $11.7K
24.5K $1.77M
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

SELL
 -
-380
- 3.3%
$22.8K - $23.8K
11.1K $804K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-420
- 4.6%
$25.3K - $26.4K
8.7K $627K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-581
- 2.71%
$34.9K - $36.5K
20.8K $1.5M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
SELL
 -
-670
- 6.07%
$40.3K - $42K
10.4K $747K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
SELL
 -
-1.02K
- 5.41%
$61.2K - $63.8K
17.8K $1.28M
Jul 17, 2023 Q2 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
SELL
 -
-1.74K
- 1.84%
$105K - $109K
93K $6.7M
Jul 17, 2023 Q2 2023
Bowman & CO S.C.

SELL
 -
-3.35K
- 43.63%
$201K - $210K
4.32K $312K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-3.59K
- 3.5%
$216K - $225K
98.9K $7.13M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-4.03K
- 7.02%
$243K - $253K
53.5K $3.85M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-4.37K
- 12.37%
$263K - $274K
31K $2.23M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

SELL
 -
-5.84K
- 21.79%
$351K - $367K
21K $1.51M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-6.14K
- 31.86%
$369K - $385K
13.1K $947K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-6.72K
- 3.95%
$404K - $421K
163K $11.8M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-10.6K
- 11.63%
$639K - $667K
80.8K $5.83M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-11.1K
- 7.54%
$667K - $696K
136K $9.81M
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-11.6K
- 6.64%
$699K - $730K
164K $11.8M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-11.7K
- 58.3%
$706K - $737K
8.4K $605K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-13.2K
- 4.77%
$795K - $830K
264K $19M
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-14.5K
- 28.54%
$874K - $912K
36.4K $2.62M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-16.8K
- 4.25%
$1.01M - $1.06M
380K $27.4M

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