Purchases and Sales Made in Q1 2025 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 2025. 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 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
123KNew |
$10.1M - $10.9M
|
123K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.93KNew |
$240K - $261K
|
2.93K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.73K+ 51.96% |
$141K - $153K
|
5.05K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
992+ 3.6% |
$81.1K - $88.1K
|
28.6K
$2.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
577New |
$47.2K - $51.3K
|
577
$47.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
551+ 4.71% |
$45.1K - $49K
|
12.2K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
438+ 0.33% |
$35.8K - $38.9K
|
134K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.15% |
$164 - $178
|
1.35K
$111K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.05% |
$81.8 - $88.9
|
2.14K
$176K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-77- 2.51% |
$6.3K - $6.84K
|
2.99K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-331- 6.61% |
$27.1K - $29.4K
|
4.68K
$385K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-564- 5.18% |
$46.1K - $50.1K
|
10.3K
$850K
|
|
|
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
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-813- 6.64% |
$66.5K - $72.2K
|
11.4K
$941K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.18K- 2.33% |
$96.7K - $105K
|
49.6K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.24K- 22.14% |
$102K - $110K
|
4.37K
$359K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.01K- 75.16% |
$164K - $178K
|
663
$54.6K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-3.05K- 20.88% |
$250K - $271K
|
11.6K
$952K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.09K- 2.69% |
$253K - $275K
|
112K
$9.2M
|