Purchases and Sales Made in Q1 2021 in Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA) during Q1 2021. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II SHS US 5.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
15.8KNew |
$970K - $1.06M
|
15.8K
$1.36M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5K+ 155.1% |
$766K - $840K
|
20.5K
$1.77M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.8K+ 7.43% |
$417K - $457K
|
98.3K
$8.45M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.11K+ 5.05% |
$375K - $411K
|
127K
$10.9M
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.56KNew |
$341K - $374K
|
5.56K
$478K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.83K+ 119.06% |
$296K - $325K
|
8.89K
$764K
|
|
May 12, 2021
Q1 2021
|
Tap Consulting, LLC
|
BUY
|
- |
4.5K+ 11.81% |
$276K - $303K
|
42.6K
$3.67M
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
3.46K+ 11.12% |
$212K - $233K
|
34.5K
$2.97M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.45K+ 1.9% |
$212K - $232K
|
185K
$15.9M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.23K+ 69.33% |
$198K - $217K
|
7.88K
$678K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.16K+ 1.23% |
$194K - $213K
|
261K
$22.4M
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.05KNew |
$187K - $205K
|
3.05K
$262K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.74K+ 193.98% |
$168K - $184K
|
4.15K
$357K
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.59KNew |
$159K - $174K
|
2.59K
$223K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.2K+ 2.54% |
$135K - $148K
|
88.8K
$7.63M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.01K+ 2.78% |
$123K - $135K
|
74.1K
$6.37M
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.4K+ 2.68% |
$86K - $94.3K
|
53.7K
$4.62M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.01K+ 0.75% |
$61.9K - $67.8K
|
136K
$11.7M
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
985New |
$60.4K - $66.3K
|
985
$84.7K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
840+ 1.94% |
$51.6K - $56.5K
|
44.2K
$3.8M
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
133New |
$8.16K - $8.95K
|
133
$11.4K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
64+ 3.66% |
$3.93K - $4.31K
|
1.81K
$156K
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
51+ 0.4% |
$3.13K - $3.43K
|
12.7K
$1.09M
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
38+ 7.72% |
$2.33K - $2.56K
|
530
$45.6K
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13+ 0.17% |
$798 - $875
|
7.5K
$645K
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3+ 0.06% |
$184 - $202
|
4.71K
$405K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.03% |
$61.4 - $67.3
|
3.48K
$299K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28- 0.27% |
$1.72K - $1.88K
|
10.3K
$882K
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-42Closed |
$2.58K - $2.83K
|
0
$0
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-64- 3.53% |
$3.93K - $4.31K
|
1.75K
$150K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-169- 3.67% |
$10.4K - $11.4K
|
4.43K
$381K
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-180Closed |
$11K - $12.1K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
SELL
|
- |
-241- 1.52% |
$14.8K - $16.2K
|
15.6K
$1.34M
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-271- 1.55% |
$16.6K - $18.2K
|
17.2K
$1.48M
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-316Closed |
$19.4K - $21.3K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-370- 5.18% |
$22.7K - $24.9K
|
6.77K
$582K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-485- 2.18% |
$29.8K - $32.6K
|
21.7K
$1.87M
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-853Closed |
$52.3K - $57.4K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-980- 23.64% |
$60.1K - $65.9K
|
3.17K
$272K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.17KClosed |
$71.5K - $78.4K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.18KClosed |
$72.2K - $79.2K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Planning Directions Inc
|
SELL
|
- |
-1.38K- 16.27% |
$84.4K - $92.5K
|
7.08K
$609K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.44K- 12.74% |
$88.2K - $96.7K
|
9.84K
$846K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.47K- 17.45% |
$90K - $98.6K
|
6.93K
$596K
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.62K- 33.57% |
$161K - $177K
|
5.19K
$446K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.81K- 2.91% |
$172K - $189K
|
93.7K
$8.06M
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.33K- 40.84% |
$204K - $224K
|
4.83K
$415K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.42KClosed |
$210K - $230K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.46KClosed |
$212K - $233K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.85K- 31.47% |
$236K - $259K
|
8.39K
$721K
|