Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
137K+ 54.59% |
$8.67M - $9.43M
|
387K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
98.6KNew |
$6.26M - $6.81M
|
98.6K
$7.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
67.7K+ 10.82% |
$4.29M - $4.67M
|
693K
$50.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
60.8K+ 159.75% |
$3.85M - $4.19M
|
98.8K
$7.24M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.1KNew |
$3.11M - $3.39M
|
49.1K
$3.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
36.8K+ 22.34% |
$2.33M - $2.54M
|
201K
$14.8M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 385.14% |
$1.89M - $2.06M
|
37.6K
$2.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
25KNew |
$1.58M - $1.72M
|
25K
$1.83M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.9K+ 6.0% |
$1.2M - $1.3M
|
333K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.6K+ 5.34% |
$1.05M - $1.14M
|
327K
$24M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
14.2K+ 16.64% |
$904K - $984K
|
99.9K
$7.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
11.2KNew |
$713K - $775K
|
11.2K
$823K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 2.8% |
$663K - $721K
|
384K
$28.1M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.68K+ 3.15% |
$551K - $599K
|
284K
$20.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
6.92K+ 1.93% |
$439K - $478K
|
365K
$26.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.9K+ 4.1% |
$438K - $476K
|
175K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.44K+ 4.05% |
$345K - $375K
|
140K
$10.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.4K+ 11.82% |
$279K - $303K
|
41.6K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.16KNew |
$264K - $287K
|
4.16K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3.6K+ 3.75% |
$229K - $249K
|
99.5K
$7.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.44KNew |
$218K - $238K
|
3.44K
$252K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.16K+ 1.9% |
$200K - $218K
|
170K
$12.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
2.69K+ 40.22% |
$171K - $186K
|
9.38K
$687K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$165K - $179K
|
2.6K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.29K+ 7.25% |
$145K - $158K
|
33.9K
$2.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.21K+ 1.84% |
$140K - $152K
|
122K
$8.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.54K+ 5.85% |
$97.7K - $106K
|
27.9K
$2.04M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.14K+ 6.23% |
$72.1K - $78.4K
|
19.4K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
889+ 5.12% |
$56.4K - $61.4K
|
18.3K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
750+ 2.62% |
$47.6K - $51.8K
|
29.3K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
612+ 0.21% |
$38.8K - $42.2K
|
293K
$21.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
550+ 9.94% |
$34.9K - $38K
|
6.09K
$446K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
521New |
$33.1K - $36K
|
521
$38.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
230New |
$14.6K - $15.9K
|
230
$16.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
193New |
$12.2K - $13.3K
|
193
$14.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
188+ 2.11% |
$11.9K - $13K
|
9.1K
$667K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
136+ 1.8% |
$8.63K - $9.39K
|
7.69K
$564K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
107+ 1.18% |
$6.79K - $7.39K
|
9.17K
$672K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
84+ 2.17% |
$5.33K - $5.8K
|
3.95K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77+ 0.03% |
$4.89K - $5.32K
|
248K
$18.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
32+ 2.73% |
$2.03K - $2.21K
|
1.2K
$88.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18+ 0.16% |
$1.14K - $1.24K
|
11.2K
$823K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5New |
$317 - $345
|
5
$367
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.69% |
$63.5 - $69
|
60
$4.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10- 0.03% |
$635 - $690
|
28.6K
$2.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-242- 0.98% |
$15.4K - $16.7K
|
24.5K
$1.8M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-316- 1.63% |
$20.1K - $21.8K
|
19.1K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-346- 0.25% |
$22K - $23.9K
|
136K
$9.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-499- 40.64% |
$31.7K - $34.4K
|
729
$53.4K
|