Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-379K- 76.4% |
$27.9M - $30.9M
|
117K
$9.3M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-194K- 28.65% |
$14.2M - $15.8M
|
483K
$38.3M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.1K- 18.75% |
$1.63M - $1.8M
|
95.9K
$7.61M
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.5K- 12.14% |
$1.43M - $1.59M
|
141K
$11.2M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-16.6K- 18.96% |
$1.22M - $1.35M
|
71.1K
$5.64M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 9.9% |
$1.11M - $1.23M
|
137K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 1.76% |
$1.07M - $1.18M
|
810K
$64.3M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-12.6K- 4.35% |
$926K - $1.03M
|
277K
$22M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.4K- 3.47% |
$835K - $925K
|
316K
$25.1M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1K- 68.8% |
$818K - $906K
|
5.05K
$401K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.25K- 23.68% |
$606K - $671K
|
26.6K
$2.11M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.36K- 9.79% |
$467K - $517K
|
58.6K
$4.65M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.84K- 10.87% |
$428K - $475K
|
47.8K
$3.8M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.95K- 6.45% |
$363K - $402K
|
71.7K
$5.69M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.25K- 3.49% |
$312K - $346K
|
117K
$9.32M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.78K- 6.9% |
$278K - $308K
|
51K
$4.05M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 5.44% |
$210K - $232K
|
49.6K
$3.94M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.22K- 26.35% |
$163K - $181K
|
6.21K
$493K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-812- 48.54% |
$59.6K - $66.1K
|
861
$68.3K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-629- 0.49% |
$46.2K - $51.2K
|
128K
$10.2M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-588- 3.33% |
$43.2K - $47.8K
|
17.1K
$1.36M
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-355- 10.85% |
$26.1K - $28.9K
|
2.92K
$232K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-278- 8.19% |
$20.4K - $22.6K
|
3.12K
$247K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-230- 5.12% |
$16.9K - $18.7K
|
4.26K
$338K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-64- 9.07% |
$4.7K - $5.21K
|
642
$50.9K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 6.95% |
$3.67K - $4.07K
|
669
$53.1K
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.25K- 38.61% |
$80.7K - $93.5K
|
1.98K
$157K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 6.85% |
$972 - $1.13K
|
204
$16.2K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-918- 21.89% |
$62.4K - $67.2K
|
3.28K
$260K
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-257- 6.81% |
$17.5K - $18.8K
|
3.52K
$279K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-127- 2.51% |
$8.64K - $9.3K
|
4.93K
$391K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-102- 0.99% |
$6.94K - $7.47K
|
10.2K
$808K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 71.43% |
$6.8K - $7.33K
|
40
$3.17K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-16.5K- 9.31% |
$1.08M - $1.19M
|
161K
$12.8M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-819- 13.68% |
$53.5K - $59.1K
|
5.17K
$410K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-506- 59.46% |
$33K - $36.5K
|
345
$27.4K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-352- 0.67% |
$23K - $25.4K
|
51.9K
$4.12M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-153- 47.08% |
$9.99K - $11K
|
172
$13.6K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-540- 3.37% |
$35.5K - $38.5K
|
15.5K
$1.23M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.62K- 2.11% |
N/A
|
122K
$9.68M
|
|
Q2 2022 | |||||||
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6.8KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.81KClosed |
N/A
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-816Closed |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-785Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.76KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14.8KClosed |
N/A
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-58Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-6.77KClosed |
N/A
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|