Latest Institutional Transactions on Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Us 5 (CFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
472+ 0.93% |
$39.9K - $43K
|
51.3K
$4.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-609- 1.19% |
$51.5K - $55.5K
|
50.7K
$4.46M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139+ 4.32% |
$11.8K - $12.7K
|
3.36K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
299KNew |
$25.3M - $27.3M
|
299K
$26.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.45K+ 108.25% |
$630K - $680K
|
14.3K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 2.15% |
$3.97K - $4.29K
|
2.14K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
379+ 64.9% |
$32K - $34.6K
|
963
$84.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 0.78% |
$87K - $93.8K
|
134K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
136+ 4.15% |
$11.5K - $12.4K
|
3.41K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.13% |
$1.27K - $1.37K
|
11.3K
$988K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
884+ 7.24% |
$74.7K - $80.6K
|
13.1K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-939- 7.43% |
$79.4K - $85.6K
|
11.7K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-897- 5.69% |
$75.8K - $81.8K
|
14.9K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.14K- 0.9% |
$96K - $104K
|
125K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.15% |
$169 - $182
|
1.35K
$118K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-79- 2.87% |
$6.68K - $7.2K
|
2.67K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.15K- 18.61% |
$96.8K - $104K
|
5.01K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.32% |
$338 - $365
|
1.26K
$110K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
269+ 1.87% |
$22.7K - $24.5K
|
14.6K
$1.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
192+ 6.67% |
$16.2K - $17.5K
|
3.07K
$269K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.5K- 10.96% |
$745K - $818K
|
77.2K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 2.13% |
$470 - $517
|
288
$25.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.19K+ 6.69% |
$172K - $189K
|
35K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
401+ 2.49% |
$31.4K - $34.5K
|
16.5K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.16K+ 3.24% |
$90.8K - $99.8K
|
36.9K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.5K- 22.84% |
$5.52M - $6.07M
|
238K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.62K- 6.6% |
$362K - $398K
|
65.3K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.4K- 5.02% |
$1.83M - $2.01M
|
442K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-80K- 9.8% |
$6.27M - $6.89M
|
737K
$64.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-32- 0.01% |
$2.51K - $2.76K
|
278K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.17K- 8.66% |
$483K - $531K
|
65K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.87K+ 71.83% |
$773K - $850K
|
23.6K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.2K- 55.47% |
$1.82M - $2M
|
18.6K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.66KNew |
$600K - $660K
|
7.66K
$673K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
520New |
$40.8K - $44.8K
|
520
$45.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
321+ 0.11% |
$25.2K - $27.7K
|
283K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.51KNew |
$196K - $216K
|
2.51K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-403- 8.83% |
$31.6K - $34.7K
|
4.16K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.7K+ 33.89% |
$2.95M - $3.25M
|
149K
$13.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
354+ 32.87% |
$27.7K - $30.5K
|
1.43K
$126K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.24K- 3.52% |
$332K - $365K
|
116K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-964- 28.36% |
$75.5K - $83K
|
2.44K
$214K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27+ 0.34% |
$2.12K - $2.33K
|
7.89K
$693K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.29% |
$705 - $775
|
3.06K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167+ 0.14% |
$13.1K - $14.4K
|
117K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-350- 1.59% |
$27.4K - $30.2K
|
21.7K
$1.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$157 - $172
|
27.6K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.62KNew |
$597K - $656K
|
7.62K
$669K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 5.2% |
$1.08M - $1.18M
|
251K
$22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.79K- 5.83% |
$219K - $240K
|
45.1K
$3.96M
|
|