Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.94K+ 3.89% |
$441K - $485K
|
185K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.46K+ 28.77% |
$410K - $451K
|
28.9K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.96K+ 2.67% |
$315K - $346K
|
191K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.97K+ 3.04% |
$252K - $277K
|
134K
$9.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.48K+ 0.92% |
$221K - $243K
|
381K
$27.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.41KNew |
$216K - $238K
|
3.41K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.1KNew |
$197K - $217K
|
3.1K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$182K - $200K
|
2.87K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.48K+ 2.56% |
$157K - $173K
|
99.4K
$7.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.84K+ 11.41% |
$117K - $128K
|
17.9K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
607+ 1.32% |
$38.5K - $42.4K
|
46.4K
$3.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
596New |
$37.8K - $41.6K
|
596
$43K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
430New |
$27.3K - $30K
|
430
$31K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
326+ 8.83% |
$20.7K - $22.8K
|
4.02K
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
147+ 0.75% |
$9.33K - $10.3K
|
19.8K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
84+ 0.64% |
$5.33K - $5.86K
|
13.1K
$947K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
63+ 1.53% |
$4K - $4.4K
|
4.19K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
31+ 0.18% |
$1.97K - $2.16K
|
17.3K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
23+ 0.12% |
$1.46K - $1.61K
|
19.9K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
15+ 0.34% |
$953 - $1.05K
|
4.43K
$319K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14+ 0.25% |
$889 - $977
|
5.68K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$127 - $140
|
658
$47.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.25% |
$127 - $140
|
789
$56.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 0.04% |
$191 - $209
|
8.15K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-48- 0.24% |
$3.05K - $3.35K
|
19.8K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48- 0.01% |
$3.05K - $3.35K
|
322K
$23.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-113- 0.87% |
$7.18K - $7.89K
|
12.9K
$928K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-181- 0.66% |
$11.5K - $12.6K
|
27.1K
$1.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-203- 3.46% |
$12.9K - $14.2K
|
5.67K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-377- 1.34% |
$23.9K - $26.3K
|
27.7K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-383- 6.75% |
$24.3K - $26.7K
|
5.29K
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-490- 2.5% |
$31.1K - $34.2K
|
19.1K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-498- 2.4% |
$31.6K - $34.8K
|
20.2K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-526- 3.82% |
$33.4K - $36.7K
|
13.3K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.07K- 3.07% |
$67.9K - $74.6K
|
33.8K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.83K- 88.87% |
$116K - $128K
|
229
$16.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.92K- 26.85% |
$122K - $134K
|
5.22K
$376K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.08K- 22.48% |
$132K - $145K
|
7.19K
$518K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.6K- 13.75% |
$229K - $251K
|
22.6K
$1.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.91K- 4.43% |
$248K - $273K
|
84.4K
$6.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.41K- 4.55% |
$343K - $377K
|
113K
$8.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.62K- 22.9% |
$420K - $462K
|
22.3K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.06K- 37.16% |
$512K - $563K
|
13.6K
$983K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.89K- 18.53% |
$564K - $620K
|
39.1K
$2.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.53K- 2.51% |
$605K - $665K
|
370K
$26.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 25.92% |
$734K - $807K
|
33.1K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12K- 3.42% |
$759K - $835K
|
337K
$24.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.1K- 8.31% |
$1.08M - $1.19M
|
188K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.2K- 8.3% |
$1.79M - $1.97M
|
312K
$22.5M
|