Purchases and Sales Made in Q2 2023 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 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 3.21% |
$1.11M - $1.16M
|
557K
$40.2M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.6K- 10.69% |
$1.6M - $1.67M
|
222K
$16M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.8K- 59.04% |
$1.79M - $1.87M
|
20.7K
$1.49M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32K- 4.54% |
$1.93M - $2.01M
|
673K
$48.5M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-41.2K- 6.85% |
$2.48M - $2.58M
|
560K
$40.4M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-50.3K- 13.81% |
$3.03M - $3.16M
|
314K
$22.7M
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-59.8K- 42.28% |
$3.6M - $3.75M
|
81.7K
$5.89M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-61.6K- 56.71% |
$3.7M - $3.87M
|
47K
$3.39M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-62.1K- 40.2% |
$3.74M - $3.9M
|
92.4K
$6.66M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76.3K- 24.26% |
$4.59M - $4.79M
|
238K
$17.2M
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-87.7K- 75.16% |
$5.27M - $5.51M
|
29K
$2.09M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-96.9K- 39.06% |
$5.82M - $6.08M
|
151K
$10.9M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-105K- 13.38% |
$6.29M - $6.57M
|
678K
$48.9M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-106K- 96.07% |
$6.37M - $6.65M
|
4.34K
$313K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-137K- 45.22% |
$8.26M - $8.62M
|
166K
$12M
|