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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.71KNew |
$128K - $150K
|
1.71K
$151K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.44K- 1.17% |
$108K - $127K
|
121K
$10.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
379+ 65.68% |
$28.4K - $33.3K
|
956
$84.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 44.44% |
$15K - $17.6K
|
250
$22.1K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.2K+ 7092.97% |
$2.23M - $2.42M
|
27.6K
$2.44M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.91KClosed |
$729K - $791K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-280- 98.59% |
$22.9K - $24.9K
|
4
$354
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 10.24% |
$82K - $89.1K
|
8.79K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18+ 0.23% |
$1.47K - $1.6K
|
7.94K
$702K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-465- 2.55% |
$38K - $41.3K
|
17.8K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.7K- 2.41% |
$793K - $861K
|
393K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
595+ 0.09% |
$48.7K - $52.9K
|
695K
$61.5M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.01K+ 303.02% |
$164K - $179K
|
2.67K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144+ 0.23% |
$11.8K - $12.8K
|
63.7K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.8K+ 261.54% |
$2.35M - $2.55M
|
39.7K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
81+ 0.92% |
$6.63K - $7.2K
|
8.91K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.2% |
$491 - $533
|
3.08K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-200- 3.82% |
$16.4K - $17.8K
|
5.04K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
487+ 1.43% |
$39.8K - $43.3K
|
34.6K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
83.2KNew |
$6.8M - $7.39M
|
83.2K
$7.36M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 19.17% |
$1.17M - $1.27M
|
60.2K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
132K+ 87.95% |
$10.8M - $11.7M
|
282K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.4K- 90.86% |
$2.33M - $2.53M
|
2.86K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.03KClosed |
$84K - $91.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-17.9K- 6.42% |
$1.46M - $1.59M
|
260K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-292- 40.11% |
$23.9K - $25.9K
|
436
$38.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.16K- 2.89% |
$667K - $725K
|
274K
$24.3M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.43K- 9.27% |
$199K - $216K
|
23.8K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.76K+ 1.26% |
$308K - $334K
|
303K
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-32.4K- 16.1% |
$2.65M - $2.88M
|
169K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.36K- 5.49% |
$274K - $298K
|
57.7K
$5.11M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-397- 55.6% |
$32.5K - $35.3K
|
317
$28K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
227+ 6.76% |
$18.6K - $20.2K
|
3.59K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.1K- 5.15% |
$90K - $97.7K
|
20.3K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.16K- 5.19% |
$259K - $281K
|
57.8K
$5.11M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-452- 13.25% |
$37K - $40.2K
|
2.96K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 2.53% |
$108K - $117K
|
50.7K
$4.49M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
475+ 9.63% |
$38.9K - $42.2K
|
5.41K
$478K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3K- 1.88% |
$188K - $205K
|
120K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.73K+ 51.96% |
$141K - $153K
|
5.05K
$447K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
438+ 0.33% |
$35.8K - $38.9K
|
134K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.24K- 22.14% |
$102K - $110K
|
4.37K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.05% |
$81.8 - $88.9
|
2.14K
$189K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.18K- 2.33% |
$96.7K - $105K
|
49.6K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-3.05K- 20.88% |
$250K - $271K
|
11.6K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.09K- 2.69% |
$253K - $275K
|
112K
$9.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-662- 4.45% |
$54.2K - $58.8K
|
14.2K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-813- 6.64% |
$66.5K - $72.2K
|
11.4K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-564- 5.18% |
$46.1K - $50.1K
|
10.3K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
992+ 3.6% |
$81.1K - $88.1K
|
28.6K
$2.53M
|
|