Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
85.6KNew |
$5.49M - $5.73M
|
85.6K
$6.28M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
62K+ 312.42% |
$3.98M - $4.15M
|
81.9K
$6M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.6K+ 4.48% |
$2.22M - $2.32M
|
808K
$59.2M
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
31.1K+ 47.96% |
$1.99M - $2.08M
|
95.9K
$7.03M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.8K+ 4.49% |
$1.72M - $1.8M
|
625K
$45.8M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22K+ 6.26% |
$1.41M - $1.47M
|
373K
$27.4M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
18.5KNew |
$1.19M - $1.24M
|
18.5K
$1.35M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.1K+ 4.61% |
$778K - $811K
|
275K
$20.2M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.5K+ 43.18% |
$736K - $768K
|
38K
$2.79M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.5K+ 43.18% |
$736K - $768K
|
38K
$2.79M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3K+ 3.44% |
$663K - $692K
|
310K
$22.8M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.48K+ 36.66% |
$544K - $567K
|
31.6K
$2.32M
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8.28K+ 1.81% |
$531K - $554K
|
465K
$34.1M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.16K+ 2.33% |
$460K - $479K
|
314K
$23.1M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.06KNew |
$453K - $472K
|
7.06K
$517K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
6.92KNew |
$444K - $463K
|
6.92K
$507K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
6.5K+ 4.11% |
$417K - $435K
|
165K
$12.1M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.66K+ 16.3% |
$363K - $379K
|
40.4K
$2.96M
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$224K - $234K
|
3.5K
$256K
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
2.7K+ 67.74% |
$173K - $181K
|
6.69K
$490K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.88K+ 1.59% |
$120K - $126K
|
120K
$8.81M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.57K+ 1.18% |
$101K - $105K
|
134K
$9.83M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.43K+ 5.28% |
$92K - $96K
|
28.6K
$2.09M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.14K+ 0.65% |
$73.3K - $76.4K
|
178K
$13M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 24.1% |
$69K - $71.9K
|
5.54K
$406K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
898+ 1.7% |
$57.6K - $60.1K
|
53.7K
$3.94M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
683+ 3.89% |
$43.8K - $45.7K
|
18.2K
$1.34M
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
600New |
$38.5K - $40.2K
|
600
$44K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
519+ 4.86% |
$33.3K - $34.7K
|
11.2K
$822K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
292+ 1.12% |
$18.7K - $19.5K
|
26.3K
$1.93M
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
204+ 19.25% |
$13.1K - $13.7K
|
1.26K
$92.7K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
177+ 2.4% |
$11.4K - $11.8K
|
7.55K
$554K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165+ 2.18% |
$10.6K - $11K
|
7.75K
$568K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
43+ 0.17% |
$2.76K - $2.88K
|
24.8K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
39New |
$2.5K - $2.61K
|
39
$2.86K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.31% |
$770 - $803
|
3.86K
$283K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.72% |
$64.2 - $66.9
|
59
$4.33K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-61- 0.31% |
$3.91K - $4.08K
|
19.4K
$1.42M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-70- 0.4% |
$4.49K - $4.69K
|
17.4K
$1.27M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-70- 0.78% |
$4.49K - $4.69K
|
8.91K
$653K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-255- 0.62% |
$16.4K - $17.1K
|
40.8K
$2.99M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-365- 1.86% |
$23.4K - $24.4K
|
19.3K
$1.41M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-544- 4.24% |
$34.9K - $36.4K
|
12.3K
$900K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-629- 0.21% |
$40.4K - $42.1K
|
293K
$21.5M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-792- 1.48% |
$50.8K - $53K
|
52.9K
$3.88M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-1.09K- 10.69% |
$69.6K - $72.6K
|
9.06K
$664K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.1K- 2.57% |
$70.4K - $73.4K
|
41.5K
$3.04M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.45K- 2.02% |
$92.9K - $96.9K
|
70.1K
$5.14M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.7K- 31.96% |
$109K - $114K
|
3.62K
$265K
|