Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
633K+ 9214.93% |
$45M - $49.2M
|
639K
$46.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
493KNew |
$35.1M - $38.4M
|
493K
$35.6M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
278KNew |
$19.8M - $21.6M
|
278K
$20M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.4K+ 4.68% |
$4.23M - $4.62M
|
1.33M
$95.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
53.4K+ 594.4% |
$3.8M - $4.15M
|
62.4K
$4.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.6K+ 10.18% |
$3.03M - $3.32M
|
461K
$33.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
28.9K+ 8.15% |
$2.06M - $2.25M
|
383K
$27.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.3K+ 6.16% |
$1.66M - $1.81M
|
402K
$29M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.6K+ 2.86% |
$1.39M - $1.52M
|
705K
$50.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
18.9KNew |
$1.35M - $1.47M
|
18.9K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.3K+ 5.29% |
$1.02M - $1.12M
|
285K
$20.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14K+ 7.43% |
$997K - $1.09M
|
203K
$14.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 22.12% |
$869K - $949K
|
67.4K
$4.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$786K - $859K
|
11K
$796K
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9.19KNew |
$654K - $715K
|
9.19K
$662K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.89KNew |
$633K - $692K
|
8.89K
$641K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.84KNew |
$487K - $532K
|
6.84K
$493K
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.78KNew |
$269K - $294K
|
3.78K
$272K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.75K+ 17.6% |
$267K - $292K
|
25K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.75K+ 17.6% |
$267K - $292K
|
25K
$1.81M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.5KNew |
$249K - $272K
|
3.5K
$252K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.49K+ 9.09% |
$248K - $272K
|
41.9K
$3.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.46K+ 8.65% |
$246K - $269K
|
43.5K
$3.13M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.29K+ 5.89% |
$234K - $256K
|
59.1K
$4.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.88KNew |
$205K - $224K
|
2.88K
$208K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.79KNew |
$198K - $217K
|
2.79K
$201K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.72K+ 7.79% |
$193K - $211K
|
37.6K
$2.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.63KNew |
$187K - $205K
|
2.63K
$190K
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$185K - $202K
|
2.6K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.47K+ 3.39% |
$105K - $114K
|
44.9K
$3.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
956+ 4.37% |
$68.1K - $74.4K
|
22.8K
$1.64M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
907+ 3.83% |
$64.6K - $70.6K
|
24.6K
$1.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
452+ 32.54% |
$32.2K - $35.2K
|
1.84K
$133K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
449+ 0.13% |
$32K - $34.9K
|
342K
$24.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
435+ 1.35% |
$31K - $33.8K
|
32.6K
$2.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
307New |
$21.9K - $23.9K
|
307
$22.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$14.2K - $15.6K
|
200
$14.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
169+ 5.63% |
$12K - $13.1K
|
3.17K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
129New |
$9.18K - $10K
|
129
$9.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
94+ 0.17% |
$6.69K - $7.31K
|
55.9K
$4.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
75+ 69.44% |
$5.34K - $5.84K
|
183
$13.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
64New |
$4.56K - $4.98K
|
64
$4.61K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 1.13% |
$3.56K - $3.89K
|
4.46K
$322K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9New |
$641 - $700
|
9
$649
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14- 0.19% |
$997 - $1.09K
|
7.21K
$520K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-52- 0.29% |
$3.7K - $4.05K
|
17.6K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64- 0.05% |
$4.56K - $4.98K
|
132K
$9.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-174- 1.84% |
$12.4K - $13.5K
|
9.28K
$669K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-261- 0.19% |
$18.6K - $20.3K
|
136K
$9.79M
|