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 |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.2KNew |
$881K - $968K
|
11.2K
$971K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.62K- 6.6% |
$362K - $398K
|
65.3K
$5.64M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.4K- 5.02% |
$1.83M - $2.01M
|
442K
$38.2M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.5K- 22.84% |
$5.52M - $6.07M
|
238K
$20.6M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.5K- 10.96% |
$745K - $818K
|
77.2K
$6.67M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 2.13% |
$470 - $517
|
288
$24.9K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.19K+ 6.69% |
$172K - $189K
|
35K
$3.02M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.22KNew |
$252K - $277K
|
3.22K
$278K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
401+ 2.49% |
$31.4K - $34.5K
|
16.5K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-80K- 9.8% |
$6.27M - $6.89M
|
737K
$63.7M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.16K+ 3.24% |
$90.8K - $99.8K
|
36.9K
$3.18M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.66KNew |
$600K - $660K
|
7.66K
$662K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.2K- 55.47% |
$1.82M - $2M
|
18.6K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.87K+ 71.83% |
$773K - $850K
|
23.6K
$2.04M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.17K- 8.66% |
$483K - $531K
|
65K
$5.62M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-32- 0.01% |
$2.51K - $2.76K
|
278K
$24.1M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.51KNew |
$196K - $216K
|
2.51K
$216K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.51K- 2.89% |
$118K - $130K
|
50.8K
$4.39M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
321+ 0.11% |
$25.2K - $27.7K
|
283K
$24.5M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-403- 8.83% |
$31.6K - $34.7K
|
4.16K
$360K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
520New |
$40.8K - $44.8K
|
520
$44.9K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-63- 0.12% |
$4.94K - $5.43K
|
51.4K
$4.44M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.28K+ 90.98% |
$257K - $283K
|
6.89K
$595K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.7K+ 33.89% |
$2.95M - $3.25M
|
149K
$12.9M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.16% |
$157 - $172
|
1.25K
$108K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-964- 28.36% |
$75.5K - $83K
|
2.44K
$210K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.24K- 3.52% |
$332K - $365K
|
116K
$10M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
354+ 32.87% |
$27.7K - $30.5K
|
1.43K
$124K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27+ 0.34% |
$2.12K - $2.33K
|
7.89K
$682K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167+ 0.14% |
$13.1K - $14.4K
|
117K
$10.1M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.29% |
$705 - $775
|
3.06K
$265K
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-350- 1.59% |
$27.4K - $30.2K
|
21.7K
$1.88M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
240+ 2.01% |
$18.8K - $20.7K
|
12.2K
$1.05M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-494- 3.04% |
$38.7K - $42.6K
|
15.8K
$1.36M
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
91+ 0.64% |
$7.13K - $7.84K
|
14.4K
$1.24M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.35KNew |
$105K - $116K
|
1.35K
$116K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$157 - $172
|
27.6K
$2.39M
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.62KNew |
$597K - $656K
|
7.62K
$658K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-237- 3.71% |
$18.6K - $20.4K
|
6.15K
$532K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.67K- 1.31% |
$131K - $144K
|
126K
$10.9M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
193+ 0.15% |
$15.1K - $16.6K
|
133K
$11.5M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.3K- 81.71% |
$962K - $1.06M
|
2.75K
$237K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.79K- 5.83% |
$219K - $240K
|
45.1K
$3.89M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 5.2% |
$1.08M - $1.18M
|
251K
$21.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-227- 0.46% |
$17.8K - $19.6K
|
49.4K
$4.27M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.15% |
$78.4 - $86.2
|
671
$58K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4- 0.05% |
$313 - $345
|
8.68K
$750K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-118- 3.84% |
$9.25K - $10.2K
|
2.95K
$255K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.29K+ 4.23% |
$258K - $284K
|
81.2K
$7.02M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
234+ 8.85% |
$18.3K - $20.2K
|
2.88K
$249K
|