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 $2.79M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
43.1K
+ 17.79%
$2.59M - $2.71M
286K $18.4M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
28.1K
+ 3851.51%
$1.69M - $1.76M
28.8K $1.85M
Aug 14, 2023 Q2 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
21K
New
$1.26M - $1.32M
21K $1.35M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
17.1K
New
$1.03M - $1.07M
17.1K $1.1M
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
14.8K
New
$890K - $929K
14.8K $952K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
10.5K
New
$631K - $659K
10.5K $675K
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
5.93K
New
$357K - $372K
5.93K $381K
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
5.93K
New
$357K - $372K
5.93K $381K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.84K
+ 44.04%
$351K - $366K
19.1K $1.23M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.23K
+ 15.43%
$314K - $328K
39.1K $2.51M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.74K
New
$225K - $234K
3.74K $240K
Aug 08, 2023 Q2 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
3.4K
+ 3.17%
$204K - $213K
111K $7.1M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.91K
+ 52.73%
$175K - $183K
8.43K $542K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
2.43K
+ 228.77%
$146K - $152K
3.49K $224K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
921
+ 8.23%
$55.4K - $57.8K
12.1K $778K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
458
+ 1.54%
$27.5K - $28.7K
30.3K $1.94M
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
300
+ 0.7%
$18K - $18.8K
43.4K $2.79M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

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

BUY
 -
22
+ 0.29%
$1.32K - $1.38K
7.7K $495K
Jul 24, 2023 Q2 2023
Calton & Associates, Inc.

BUY
 -
18
+ 0.08%
$1.08K - $1.13K
24K $1.54M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
11
+ 0.28%
$661 - $690
3.94K $253K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
4
+ 0.33%
$241 - $251
1.21K $77.8K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
2
+ 0.05%
$120 - $126
4.11K $264K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1
+ 0.52%
$60.1 - $62.8
192 $12.3K
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 $10M
Jul 24, 2023 Q2 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
SELL
 -
-186
- 0.75%
$11.2K - $11.7K
24.5K $1.58M
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

SELL
 -
-380
- 3.3%
$22.8K - $23.8K
11.1K $716K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-420
- 4.6%
$25.3K - $26.4K
8.7K $559K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-581
- 2.71%
$34.9K - $36.5K
20.8K $1.34M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
SELL
 -
-670
- 6.07%
$40.3K - $42K
10.4K $666K
Jul 03, 2023 Q2 2023
Horizons Wealth Management

Asheville, NC
SELL
 -
-1.02K
- 5.41%
$61.2K - $63.8K
17.8K $1.14M
Jul 17, 2023 Q2 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
SELL
 -
-1.74K
- 1.84%
$105K - $109K
93K $5.97M
Jul 17, 2023 Q2 2023
Bowman & CO S.C.

SELL
 -
-3.35K
- 43.63%
$201K - $210K
4.32K $278K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-3.59K
- 3.5%
$216K - $225K
98.9K $6.36M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-4.03K
- 7.02%
$243K - $253K
53.5K $3.44M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-4.37K
- 12.37%
$263K - $274K
31K $1.99M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

SELL
 -
-5.84K
- 21.79%
$351K - $367K
21K $1.35M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-6.14K
- 31.86%
$369K - $385K
13.1K $844K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-6.72K
- 3.95%
$404K - $421K
163K $10.5M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-10.6K
- 11.63%
$639K - $667K
80.8K $5.19M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-11.1K
- 7.54%
$667K - $696K
136K $8.74M
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-11.6K
- 6.64%
$699K - $730K
164K $10.5M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-11.7K
- 58.3%
$706K - $737K
8.4K $539K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-13.2K
- 4.77%
$795K - $830K
264K $17M
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-14.5K
- 28.54%
$874K - $912K
36.4K $2.34M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-16.8K
- 4.25%
$1.01M - $1.06M
380K $24.4M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
SELL
 -
-18.5K
- 3.21%
$1.11M - $1.16M
557K $35.8M

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