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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-812- 48.54% |
$59.6K - $66.1K
|
861
$68.3K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.57KNew |
$335K - $371K
|
4.57K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 1.76% |
$1.07M - $1.18M
|
810K
$64.3M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
382New |
$28.1K - $31.1K
|
382
$30.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.36K- 9.79% |
$467K - $517K
|
58.6K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.1K- 18.75% |
$1.63M - $1.8M
|
95.9K
$7.61M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
741+ 7.5% |
$54.4K - $60.3K
|
10.6K
$842K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.27K+ 9.95% |
$93.3K - $103K
|
14K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-194K- 28.65% |
$14.2M - $15.8M
|
483K
$38.3M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
131New |
$9.62K - $10.7K
|
131
$10.4K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.22K- 26.35% |
$163K - $181K
|
6.21K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.7K+ 23.88% |
$1.37M - $1.52M
|
96.9K
$7.69M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.06K+ 35.62% |
$298K - $330K
|
15.5K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-12.6K- 4.35% |
$926K - $1.03M
|
277K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
166+ 5.13% |
$12.2K - $13.5K
|
3.4K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-230- 5.12% |
$16.9K - $18.7K
|
4.26K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.25K- 3.49% |
$312K - $346K
|
117K
$9.32M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.4K- 3.47% |
$835K - $925K
|
316K
$25.1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.95K- 6.45% |
$363K - $402K
|
71.7K
$5.69M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
500+ 2.41% |
$36.7K - $40.7K
|
21.3K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22+ 0.28% |
$1.62K - $1.79K
|
7.84K
$622K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
109+ 1.32% |
$8K - $8.87K
|
8.37K
$664K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
969+ 0.34% |
$71.2K - $78.8K
|
283K
$22.5M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-629- 0.49% |
$46.2K - $51.2K
|
128K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-379K- 76.4% |
$27.9M - $30.9M
|
117K
$9.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.78K- 6.9% |
$278K - $308K
|
51K
$4.05M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
12.9K+ 89.6% |
$948K - $1.05M
|
27.3K
$2.17M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.51KNew |
$184K - $204K
|
2.51K
$199K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1K- 68.8% |
$818K - $906K
|
5.05K
$401K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
126+ 1.65% |
$9.25K - $10.3K
|
7.75K
$615K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-588- 3.33% |
$43.2K - $47.8K
|
17.1K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-278- 8.19% |
$20.4K - $22.6K
|
3.12K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 0.37% |
$1.76K - $1.95K
|
6.49K
$515K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1KNew |
$80.6K - $89.3K
|
1.1K
$87.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 9.9% |
$1.11M - $1.23M
|
137K
$10.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 5.44% |
$210K - $232K
|
49.6K
$3.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.5K- 12.14% |
$1.43M - $1.59M
|
141K
$11.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.25K- 23.68% |
$606K - $671K
|
26.6K
$2.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.3K+ 12.41% |
$95.6K - $106K
|
11.8K
$936K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.87K+ 1.09% |
$211K - $234K
|
266K
$21.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.84K- 10.87% |
$428K - $475K
|
47.8K
$3.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-16.6K- 18.96% |
$1.22M - $1.35M
|
71.1K
$5.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.23% |
$514 - $570
|
3.05K
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-355- 10.85% |
$26.1K - $28.9K
|
2.92K
$232K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$87.9K - $97.4K
|
1.2K
$95K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 6.95% |
$3.67K - $4.07K
|
669
$53.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-64- 9.07% |
$4.7K - $5.21K
|
642
$50.9K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 6.85% |
$972 - $1.13K
|
204
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.72% |
$64.8 - $75
|
140
$11.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
476+ 1.51% |
$30.8K - $35.7K
|
32K
$2.54M
|
|