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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.09K- 2.69% |
$253K - $275K
|
112K
$9.2M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-3.05K- 20.88% |
$250K - $271K
|
11.6K
$952K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3K- 1.88% |
$188K - $205K
|
120K
$9.91M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.01K- 75.16% |
$164K - $178K
|
663
$54.6K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.24K- 22.14% |
$102K - $110K
|
4.37K
$359K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.18K- 2.33% |
$96.7K - $105K
|
49.6K
$4.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-813- 6.64% |
$66.5K - $72.2K
|
11.4K
$941K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-662- 4.45% |
$54.2K - $58.8K
|
14.2K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-564- 5.18% |
$46.1K - $50.1K
|
10.3K
$850K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-331- 6.61% |
$27.1K - $29.4K
|
4.68K
$385K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-77- 2.51% |
$6.3K - $6.84K
|
2.99K
$246K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.9K- 5.69% |
$3.55M - $3.82M
|
695K
$57.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.7K- 8.97% |
$3.35M - $3.62M
|
402K
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-36.8K- 15.45% |
$3.11M - $3.35M
|
201K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.62K- 40.93% |
$644K - $694K
|
11K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.64K- 60.6% |
$392K - $423K
|
3.02K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.24K- 6.49% |
$358K - $386K
|
61.1K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.72K- 3.52% |
$230K - $248K
|
74.5K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.93K- 65.22% |
$163K - $176K
|
1.03K
$84.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.52K- 2.34% |
$129K - $139K
|
63.5K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-880- 2.52% |
$74.4K - $80.2K
|
34.1K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-704- 0.25% |
$59.5K - $64.2K
|
282K
$23.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-703- 49.13% |
$59.4K - $64.1K
|
728
$59.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-550- 6.56% |
$46.5K - $50.1K
|
7.84K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-350- 1.61% |
$29.6K - $31.9K
|
21.4K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 13.46% |
$5.92K - $6.38K
|
450
$37K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-45- 0.02% |
$3.8K - $4.1K
|
278K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 1.39% |
$338 - $365
|
284
$23.4K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 5.2% |
$1.08M - $1.18M
|
251K
$20.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.79K- 5.83% |
$219K - $240K
|
45.1K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-964- 28.36% |
$75.5K - $83K
|
2.44K
$200K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-820- 7.72% |
$63K - $66.5K
|
9.8K
$806K
|
|
| Q1 2024 | |||||||
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.5K- 12.14% |
$1.43M - $1.59M
|
141K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.22K- 26.35% |
$163K - $181K
|
6.21K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-230- 5.12% |
$16.9K - $18.7K
|
4.26K
$351K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 6.85% |
$972 - $1.13K
|
204
$16.8K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-257- 6.81% |
$17.5K - $18.8K
|
3.52K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-102- 0.99% |
$6.94K - $7.47K
|
10.2K
$838K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 71.43% |
$6.8K - $7.33K
|
40
$3.29K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-16.5K- 9.31% |
$1.08M - $1.19M
|
161K
$13.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-819- 13.68% |
$53.5K - $59.1K
|
5.17K
$425K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-506- 59.46% |
$33K - $36.5K
|
345
$28.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-153- 47.08% |
$9.99K - $11K
|
172
$14.2K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-540- 3.37% |
$33.2K - $38.5K
|
15.5K
$1.27M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.62K- 2.11% |
$160K - $189K
|
122K
$10M
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6.8KClosed |
$422K - $507K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.81KClosed |
$175K - $210K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-816Closed |
$50.6K - $60.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-785Closed |
$48.7K - $58.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14.8KClosed |
$1.05M - $1.15M
|
0
$0
|
|