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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.7K+ 23.88% |
$1.37M - $1.52M
|
96.9K
$7.69M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
12.9K+ 89.6% |
$948K - $1.05M
|
27.3K
$2.17M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.57KNew |
$335K - $371K
|
4.57K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.06K+ 35.62% |
$298K - $330K
|
15.5K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.87K+ 1.09% |
$211K - $234K
|
266K
$21.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.51KNew |
$184K - $204K
|
2.51K
$199K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.3K+ 12.41% |
$95.6K - $106K
|
11.8K
$936K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.27K+ 9.95% |
$93.3K - $103K
|
14K
$1.11M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$87.9K - $97.4K
|
1.2K
$95K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1KNew |
$80.6K - $89.3K
|
1.1K
$87.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
969+ 0.34% |
$71.2K - $78.8K
|
283K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
741+ 7.5% |
$54.4K - $60.3K
|
10.6K
$842K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
500+ 2.41% |
$36.7K - $40.7K
|
21.3K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
382New |
$28.1K - $31.1K
|
382
$30.3K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
166+ 5.13% |
$12.2K - $13.5K
|
3.4K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
131New |
$9.62K - $10.7K
|
131
$10.4K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
126+ 1.65% |
$9.25K - $10.3K
|
7.75K
$615K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
109+ 1.32% |
$8K - $8.87K
|
8.37K
$664K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 0.37% |
$1.76K - $1.95K
|
6.49K
$515K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22+ 0.28% |
$1.62K - $1.79K
|
7.84K
$622K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.23% |
$514 - $570
|
3.05K
$242K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
476+ 1.51% |
$30.8K - $35.7K
|
32K
$2.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
442New |
$28.6K - $33.2K
|
442
$35.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21New |
$1.36K - $1.58K
|
21
$1.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.72% |
$64.8 - $75
|
140
$11.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 2.33% |
$64.8 - $75
|
44
$3.49K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.77KNew |
$528K - $569K
|
7.77K
$616K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.74KNew |
$118K - $128K
|
1.74K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
215New |
$14.6K - $15.7K
|
215
$17.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.7KNew |
$2.37M - $2.54M
|
35.7K
$2.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
3.43KNew |
$228K - $244K
|
3.43K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.21KNew |
$213K - $228K
|
3.21K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
800+ 60.61% |
$53.2K - $56.9K
|
2.12K
$168K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
379+ 9.07% |
$25.2K - $26.9K
|
4.56K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
27+ 0.35% |
$1.8K - $1.92K
|
7.75K
$615K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.4K+ 99.91% |
$746K - $824K
|
22.9K
$1.81M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.9KNew |
$711K - $786K
|
10.9K
$865K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
110New |
$7.18K - $7.94K
|
110
$8.73K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.33KNew |
$285K - $308K
|
4.33K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.05KNew |
$201K - $217K
|
3.05K
$242K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
76New |
$5K - $5.41K
|
76
$6.03K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$101K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
57New |
N/A
|
57
$4.52K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
451New |
N/A
|
451
$35.8K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
113KNew |
N/A
|
113K
$8.97M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
575New |
N/A
|
575
$45.6K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12New |
N/A
|
12
$952
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
N/A
|
4.34K
$345K
|
|
| Q3 2021 | |||||||
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.08K+ 62.95% |
N/A
|
2.79K
$221K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250New |
N/A
|
250
$19.8K
|
|