Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
686KNew |
N/A
|
686K
$44.1M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.4K+ 5.14% |
N/A
|
1.46M
$93.9M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
55.8KNew |
N/A
|
55.8K
$3.58M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55.2KNew |
N/A
|
55.2K
$3.54M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.5K+ 3.55% |
N/A
|
1.27M
$81.5M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.3KNew |
N/A
|
21.3K
$1.37M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.6K+ 9.15% |
N/A
|
246K
$15.8M
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
16.4K+ 4.86% |
N/A
|
354K
$22.8M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8K+ 4.52% |
N/A
|
341K
$21.9M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
14.6K+ 35.48% |
N/A
|
55.8K
$3.59M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.1K+ 7.48% |
N/A
|
189K
$12.1M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.5K+ 3.41% |
N/A
|
379K
$24.3M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.57K+ 3.66% |
N/A
|
271K
$17.4M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.43K+ 2.13% |
N/A
|
308K
$19.8M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.4K+ 16.98% |
N/A
|
30.3K
$1.95M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.99K+ 11.07% |
N/A
|
40K
$2.57M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.95K+ 11.37% |
N/A
|
38.7K
$2.49M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.5K+ 6.12% |
N/A
|
43.4K
$2.79M
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.43K+ 6.75% |
N/A
|
38.4K
$2.47M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.21KNew |
N/A
|
2.21K
$142K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.61KNew |
N/A
|
1.61K
$104K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$81.4K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1KNew |
N/A
|
1K
$64.4K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
558+ 0.92% |
N/A
|
61K
$3.92M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
60New |
N/A
|
60
$3.86K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14+ 0.19% |
N/A
|
7.23K
$464K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
12+ 0.01% |
N/A
|
136K
$8.74M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.23% |
N/A
|
4.34K
$279K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10- 0.03% |
N/A
|
35.1K
$2.26M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17- 0.52% |
N/A
|
3.26K
$210K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27- 0.08% |
N/A
|
32.1K
$2.06M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-32- 0.18% |
N/A
|
17.7K
$1.13M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76- 0.05% |
N/A
|
144K
$9.28M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-247- 2.55% |
N/A
|
9.46K
$608K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-475- 1.34% |
N/A
|
34.9K
$2.24M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-532- 2.38% |
N/A
|
21.9K
$1.4M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-697- 5.74% |
N/A
|
11.5K
$736K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-730- 2.99% |
N/A
|
23.7K
$1.52M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.16K- 4.27% |
N/A
|
26K
$1.67M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.43K- 17.25% |
N/A
|
6.87K
$441K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.87K- 1.04% |
N/A
|
177K
$11.4M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.97K- 15.35% |
N/A
|
10.9K
$698K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.13K- 1.59% |
N/A
|
132K
$8.49M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.46KClosed |
N/A
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.9KClosed |
N/A
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.12K- 23.08% |
N/A
|
13.7K
$883K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.25KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.8K- 2.18% |
N/A
|
305K
$19.6M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.33K- 5.26% |
N/A
|
150K
$9.64M
|