Purchases and Sales Made in Q2 2024 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 2024. 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 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45.8KNew |
$2.85M - $3.01M
|
45.8K
$3.36M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.5K+ 12.68% |
$2.65M - $2.79M
|
377K
$27.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.6KNew |
$2.16M - $2.27M
|
34.6K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.85K+ 114.73% |
$426K - $450K
|
12.8K
$939K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.67KNew |
$353K - $372K
|
5.67K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.36KNew |
$334K - $352K
|
5.36K
$393K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.56KNew |
$222K - $234K
|
3.56K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.26K+ 1.78% |
$203K - $214K
|
186K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.31K+ 22.53% |
$81.7K - $86.1K
|
7.14K
$523K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
980+ 8.17% |
$61K - $64.3K
|
13K
$952K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
763New |
$47.5K - $50.1K
|
763
$55.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
656New |
$40.9K - $43.1K
|
656
$48.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
492+ 3.92% |
$30.6K - $32.3K
|
13K
$956K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
252+ 1.48% |
$15.7K - $16.5K
|
17.3K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122New |
$7.6K - $8.01K
|
122
$8.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
26New |
$1.62K - $1.71K
|
26
$1.91K
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
14+ 0.32% |
$872 - $919
|
4.42K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$249 - $263
|
4.13K
$303K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.25% |
$125 - $131
|
787
$57.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8- 0.04% |
$498 - $525
|
22.4K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13- 0.16% |
$810 - $853
|
8.16K
$598K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-165- 1.02% |
$10.3K - $10.8K
|
16.1K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-220- 2.53% |
$13.7K - $14.4K
|
8.47K
$621K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-268- 1.33% |
$16.7K - $17.6K
|
19.9K
$1.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-270- 1.02% |
$16.8K - $17.7K
|
26.2K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-318- 86.41% |
$19.8K - $20.9K
|
50
$3.67K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-475- 1.71% |
$29.6K - $31.2K
|
27.3K
$2M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-675- 63.68% |
$42K - $44.3K
|
385
$28.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-685- 6.88% |
$42.7K - $45K
|
9.27K
$680K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-833- 34.25% |
$51.9K - $54.7K
|
1.6K
$117K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-908- 30.62% |
$56.6K - $59.6K
|
2.06K
$151K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-909- 77.76% |
$56.6K - $59.7K
|
260
$19.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.33K- 13.42% |
$82.5K - $87K
|
8.55K
$627K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.2K- 1.66% |
$137K - $145K
|
130K
$9.57M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.27K- 7.47% |
$141K - $149K
|
28.1K
$2.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.45K- 30.21% |
$153K - $161K
|
5.67K
$416K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.8K- 12.36% |
$174K - $184K
|
19.8K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 99.97% |
$191K - $202K
|
1
$73.3
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.37K- 7.03% |
$210K - $221K
|
44.6K
$3.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.8K- 4.12% |
$236K - $249K
|
88.3K
$6.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.68K- 25.37% |
$292K - $307K
|
13.8K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.32K- 19.68% |
$331K - $349K
|
21.7K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.25K- 24.17% |
$389K - $411K
|
19.6K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.98K- 12.7% |
$435K - $458K
|
47.9K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.2K- 4.28% |
$573K - $604K
|
206K
$15.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.44K- 32.47% |
$588K - $620K
|
19.6K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.83K- 7.65% |
$612K - $646K
|
119K
$8.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 5.44% |
$639K - $674K
|
178K
$13.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.7K- 34.07% |
$668K - $704K
|
20.7K
$1.52M
|