Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53.5K+ 637.22% |
$3.14M - $3.39M
|
61.9K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.7K+ 187.16% |
$2.1M - $2.26M
|
54.8K
$4.01M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
29.1K+ 146.35% |
$1.71M - $1.84M
|
48.9K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 78.35% |
$951K - $1.03M
|
36.9K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
12.2K+ 33.64% |
$719K - $776K
|
48.6K
$3.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.61KNew |
$447K - $482K
|
7.61K
$557K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.93KNew |
$348K - $376K
|
5.93K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.58K+ 2.75% |
$269K - $290K
|
171K
$12.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.14KNew |
$243K - $262K
|
4.14K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.02KNew |
$236K - $255K
|
4.02K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.33KNew |
$137K - $148K
|
2.33K
$170K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.16KNew |
$68.1K - $73.5K
|
1.16K
$84.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.01K+ 0.35% |
$59.5K - $64.2K
|
287K
$21M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
927+ 11.0% |
$54.4K - $58.7K
|
9.36K
$684K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
529New |
$31.1K - $33.5K
|
529
$38.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
484+ 4.0% |
$28.4K - $30.7K
|
12.6K
$920K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
199+ 2.58% |
$11.7K - $12.6K
|
7.9K
$577K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
113+ 4.22% |
$6.63K - $7.16K
|
2.79K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
58+ 0.31% |
$3.41K - $3.68K
|
18.7K
$1.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.38% |
$881 - $951
|
3.95K
$289K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 0.5% |
$352 - $380
|
1.22K
$88.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.52% |
$58.7 - $63.4
|
193
$14.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 2.47% |
$470 - $507
|
316
$23.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-68- 0.66% |
$3.99K - $4.31K
|
10.3K
$753K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 2.79% |
$5.87K - $6.34K
|
3.49K
$255K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-165- 4.02% |
$9.69K - $10.5K
|
3.94K
$288K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-190- 0.9% |
$11.2K - $12K
|
20.8K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-215- 1.03% |
$12.6K - $13.6K
|
20.8K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-218- 6.77% |
$12.8K - $13.8K
|
3K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-224- 2.57% |
$13.2K - $14.2K
|
8.48K
$620K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-300- 1.22% |
$17.6K - $19K
|
24.2K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-512- 6.97% |
$30.1K - $32.4K
|
6.83K
$499K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-520- 4.66% |
$30.5K - $33K
|
10.6K
$777K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-674- 3.79% |
$39.6K - $42.7K
|
17.1K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-885- 14.54% |
$52K - $56.1K
|
5.2K
$380K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.18K- 4.1% |
$69.5K - $75K
|
27.7K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.4K- 0.86% |
$82.1K - $88.6K
|
162K
$11.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.56K- 5.16% |
$91.7K - $99K
|
28.7K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.97K- 2.44% |
$116K - $125K
|
78.8K
$5.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 16.08% |
$124K - $134K
|
11K
$806K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.23K- 1.55% |
$131K - $141K
|
142K
$10.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.57K- 3.15% |
$151K - $163K
|
79.1K
$5.78M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.23K- 92.54% |
$189K - $204K
|
260
$19K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.37K- 10.86% |
$198K - $213K
|
27.6K
$2.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.73K- 10.71% |
$336K - $363K
|
47.7K
$3.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.96K- 2.5% |
$350K - $378K
|
232K
$17M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.33K- 16.19% |
$372K - $401K
|
32.8K
$2.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-6.52K- 7.02% |
$383K - $413K
|
86.4K
$6.32M
|