Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.65KNew |
$349K - $409K
|
4.65K
$412K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.74KNew |
$281K - $329K
|
3.74K
$331K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.34KNew |
$251K - $294K
|
3.34K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.71KNew |
$128K - $150K
|
1.71K
$151K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
678+ 18.9% |
$50.9K - $59.6K
|
4.27K
$377K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
379+ 65.68% |
$28.4K - $33.3K
|
956
$84.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
66+ 0.74% |
$4.95K - $5.81K
|
8.98K
$794K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11+ 0.04% |
$826 - $968
|
28.6K
$2.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.29% |
$676 - $792
|
3.09K
$273K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.14% |
$225 - $264
|
2.14K
$190K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.15% |
$150 - $176
|
1.35K
$120K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-133- 0.12% |
$9.98K - $11.7K
|
112K
$9.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-194- 3.84% |
$14.6K - $17.1K
|
4.86K
$430K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 44.44% |
$15K - $17.6K
|
250
$22.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-287- 0.58% |
$21.5K - $25.2K
|
49.3K
$4.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-313- 2.74% |
$23.5K - $27.5K
|
11.1K
$984K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-451- 0.34% |
$33.9K - $39.7K
|
134K
$11.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-545- 1.07% |
$40.9K - $47.9K
|
50.2K
$4.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.44K- 1.17% |
$108K - $127K
|
121K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.67K- 14.46% |
$126K - $147K
|
9.9K
$876K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.71K- 61.37% |
$128K - $150K
|
1.08K
$95.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.4K- 11.85% |
$180K - $211K
|
17.9K
$1.58M
|