Latest Institutional Purchases of Victory Portfolios Ii Shs Us 5 (CFA)
This list provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Us 5 (CFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
299KNew |
$25.3M - $27.3M
|
299K
$26.3M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.45K+ 108.25% |
$630K - $680K
|
14.3K
$1.26M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 0.78% |
$87K - $93.8K
|
134K
$11.7M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
884+ 7.24% |
$74.7K - $80.6K
|
13.1K
$1.15M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
472+ 0.93% |
$39.9K - $43K
|
51.3K
$4.5M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
379+ 64.9% |
$32K - $34.6K
|
963
$84.6K
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
269+ 1.87% |
$22.7K - $24.5K
|
14.6K
$1.28M
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
192+ 6.67% |
$16.2K - $17.5K
|
3.07K
$269K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139+ 4.32% |
$11.8K - $12.7K
|
3.36K
$295K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
136+ 4.15% |
$11.5K - $12.4K
|
3.41K
$300K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.13% |
$1.27K - $1.37K
|
11.3K
$988K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.32% |
$338 - $365
|
1.26K
$110K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.15% |
$169 - $182
|
1.35K
$118K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.7K+ 33.89% |
$2.95M - $3.25M
|
149K
$13.1M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.87K+ 71.83% |
$773K - $850K
|
23.6K
$2.07M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.66KNew |
$600K - $660K
|
7.66K
$673K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.62KNew |
$597K - $656K
|
7.62K
$669K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.29K+ 4.23% |
$258K - $284K
|
81.2K
$7.13M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.51KNew |
$196K - $216K
|
2.51K
$220K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.19K+ 6.69% |
$172K - $189K
|
35K
$3.07M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.16K+ 3.24% |
$90.8K - $99.8K
|
36.9K
$3.24M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
520New |
$40.8K - $44.8K
|
520
$45.7K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
401+ 2.49% |
$31.4K - $34.5K
|
16.5K
$1.45M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
354+ 32.87% |
$27.7K - $30.5K
|
1.43K
$126K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
321+ 0.11% |
$25.2K - $27.7K
|
283K
$24.9M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
167+ 0.14% |
$13.1K - $14.4K
|
117K
$10.2M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27+ 0.34% |
$2.12K - $2.33K
|
7.89K
$693K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.29% |
$705 - $775
|
3.06K
$269K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 2.13% |
$470 - $517
|
288
$25.3K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.15% |
$78.4 - $86.2
|
671
$58.9K
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.6KNew |
$1.04M - $1.1M
|
13.6K
$1.19M
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
400New |
$30.7K - $32.4K
|
400
$35.1K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24New |
$1.84K - $1.95K
|
24
$2.11K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.71% |
$76.8 - $81.1
|
141
$12.4K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
12.9K+ 89.6% |
$948K - $1.05M
|
27.3K
$2.4M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$87.9K - $97.4K
|
1.2K
$105K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
131New |
$9.62K - $10.7K
|
131
$11.5K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.23% |
$514 - $570
|
3.05K
$268K
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
442New |
$28.6K - $33.2K
|
442
$38.8K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21New |
$1.36K - $1.58K
|
21
$1.84K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 2.33% |
$64.8 - $75
|
44
$3.86K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.77KNew |
$528K - $569K
|
7.77K
$682K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.74KNew |
$118K - $128K
|
1.74K
$153K
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.14KNew |
$77.4K - $83.4K
|
1.14K
$99.9K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
215New |
$14.6K - $15.7K
|
215
$18.9K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
3.43KNew |
$228K - $244K
|
3.43K
$302K
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.21KNew |
$213K - $228K
|
3.21K
$282K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
800+ 60.61% |
$53.2K - $56.9K
|
2.12K
$186K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
379+ 9.07% |
$25.2K - $26.9K
|
4.56K
$400K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
27+ 0.35% |
$1.8K - $1.92K
|
7.75K
$680K
|