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 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-816Closed |
$50.6K - $60.9K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
113KNew |
$7.84M - $8.8M
|
113K
$9.7M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12New |
$832 - $933
|
12
$1.03K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
575New |
$39.9K - $44.7K
|
575
$49.3K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-58Closed |
$4.13K - $4.51K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14.8KClosed |
$1.05M - $1.15M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.08KClosed |
$76.6K - $83.6K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$310K - $338K
|
4.34K
$372K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-6.77KClosed |
$476K - $508K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.79KClosed |
$126K - $134K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-873Closed |
$61.4K - $65.5K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.08K+ 62.95% |
$75.7K - $80.8K
|
2.79K
$239K
|
|
Q2 2021 | |||||||
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-262Closed |
$17.7K - $18.8K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-15.8KClosed |
$1.07M - $1.13M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.56KClosed |
$376K - $399K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-129Closed |
$8.73K - $9.26K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250New |
$16.9K - $17.9K
|
250
$21.4K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-530Closed |
$35.9K - $38K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.59KClosed |
$175K - $186K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-853Closed |
$52.3K - $57.4K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.85K- 31.47% |
$236K - $259K
|
8.39K
$719K
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.18KClosed |
$72.2K - $79.2K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-180Closed |
$11K - $12.1K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-42Closed |
$2.58K - $2.83K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-316Closed |
$19.4K - $21.3K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
985New |
$60.4K - $66.3K
|
985
$84.5K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.17KClosed |
$71.5K - $78.4K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.19KClosed |
$210K - $238K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.26KClosed |
$63.3K - $71.5K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.85KClosed |
$294K - $332K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.98KClosed |
$200K - $226K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.6KClosed |
$548K - $739K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-449Closed |
$18.1K - $24.4K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-696Closed |
$28K - $37.8K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-6.9KClosed |
$278K - $375K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-625Closed |
$25.2K - $34K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-424Closed |
$17.1K - $23K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-25Closed |
$905 - $1.46K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
- |
-30Closed |
$1.09K - $1.75K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-116Closed |
$4.2K - $6.76K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.03KClosed |
$109K - $176K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.24KClosed |
$262K - $421K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.7KClosed |
$170K - $274K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-51.6KClosed |
$1.87M - $3M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 06, 2020
Q4 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-4.05KClosed |
$207K - $229K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-176Closed |
$8.99K - $9.95K
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-260Closed |
$13.3K - $14.7K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-68.4KClosed |
$3.6M - $3.65M
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.36KNew |
$439K - $447K
|
8.36K
$717K
|
|
Q2 2019 | |||||||
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|