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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.71% |
$76.8 - $81.1
|
141
$12.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-820- 7.72% |
$63K - $66.5K
|
9.8K
$840K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24New |
$1.84K - $1.95K
|
24
$2.06K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.1% |
$154 - $162
|
1.98K
$170K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
400New |
$30.7K - $32.4K
|
400
$34.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.6KNew |
$1.04M - $1.1M
|
13.6K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-58- 9.03% |
$4.45K - $4.7K
|
584
$50.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
131New |
$9.62K - $10.7K
|
131
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.22K- 26.35% |
$163K - $181K
|
6.21K
$532K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-230- 5.12% |
$16.9K - $18.7K
|
4.26K
$365K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
12.9K+ 89.6% |
$948K - $1.05M
|
27.3K
$2.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.5K- 12.14% |
$1.43M - $1.59M
|
141K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.23% |
$514 - $570
|
3.05K
$261K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$87.9K - $97.4K
|
1.2K
$103K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 6.85% |
$972 - $1.13K
|
204
$17.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21New |
$1.36K - $1.58K
|
21
$1.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
442New |
$28.6K - $33.2K
|
442
$37.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 2.33% |
$64.8 - $75
|
44
$3.77K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.14KNew |
$77.4K - $83.4K
|
1.14K
$97.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.74KNew |
$118K - $128K
|
1.74K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-102- 0.99% |
$6.94K - $7.47K
|
10.2K
$873K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 71.43% |
$6.8K - $7.33K
|
40
$3.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
215New |
$14.6K - $15.7K
|
215
$18.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-918- 21.89% |
$62.4K - $67.2K
|
3.28K
$281K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.77KNew |
$528K - $569K
|
7.77K
$666K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-127- 2.51% |
$8.64K - $9.3K
|
4.93K
$423K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-257- 6.81% |
$17.5K - $18.8K
|
3.52K
$301K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.21KNew |
$213K - $228K
|
3.21K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
800+ 60.61% |
$53.2K - $56.9K
|
2.12K
$182K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
27+ 0.35% |
$1.8K - $1.92K
|
7.75K
$664K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
379+ 9.07% |
$25.2K - $26.9K
|
4.56K
$391K
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
3.43KNew |
$228K - $244K
|
3.43K
$294K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-352- 0.67% |
$23K - $25.4K
|
51.9K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-506- 59.46% |
$33K - $36.5K
|
345
$29.6K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.9KNew |
$711K - $786K
|
10.9K
$934K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-16.5K- 9.31% |
$1.08M - $1.19M
|
161K
$13.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-819- 13.68% |
$53.5K - $59.1K
|
5.17K
$443K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.4K+ 99.91% |
$746K - $824K
|
22.9K
$1.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-153- 47.08% |
$9.99K - $11K
|
172
$14.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.05KNew |
$187K - $217K
|
3.05K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.33KNew |
$266K - $308K
|
4.33K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-540- 3.37% |
$33.2K - $38.5K
|
15.5K
$1.33M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
76New |
$4.67K - $5.41K
|
76
$6.52K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.62K- 2.11% |
$160K - $189K
|
122K
$10.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.27KNew |
$77.3K - $91.5K
|
1.27K
$109K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
57New |
$3.48K - $4.11K
|
57
$4.89K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.81KClosed |
$175K - $210K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-785Closed |
$48.7K - $58.6K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6.8KClosed |
$422K - $507K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
451New |
$28K - $33.6K
|
451
$38.7K
|
|