Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
144K+ 96.92% |
$8.83M - $10.2M
|
292K
$25.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.1K+ 6.02% |
$2.65M - $3.07M
|
759K
$67M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.8K+ 8.48% |
$2.08M - $2.41M
|
432K
$38.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5K+ 117.14% |
$1.38M - $1.6M
|
41.7K
$3.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
16.5K+ 10.27% |
$1.01M - $1.17M
|
177K
$15.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 50.22% |
$828K - $960K
|
40.3K
$3.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 55.96% |
$668K - $774K
|
30.3K
$2.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.99KNew |
$368K - $426K
|
5.99K
$528K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.33KNew |
$266K - $308K
|
4.33K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.19KNew |
$258K - $299K
|
4.19K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.64K+ 1.18% |
$224K - $259K
|
312K
$27.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.05KNew |
$187K - $217K
|
3.05K
$269K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
2.7K+ 4.31% |
$166K - $192K
|
65.4K
$5.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.92K+ 0.76% |
$118K - $137K
|
255K
$22.5M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.63K+ 39.05% |
$100K - $116K
|
5.81K
$512K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25K+ 1.47% |
$76.7K - $88.9K
|
86K
$7.59M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
889+ 0.71% |
$54.6K - $63.3K
|
127K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
851New |
$52.3K - $60.6K
|
851
$75.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
550+ 5.05% |
$33.8K - $39.2K
|
11.4K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
427+ 0.12% |
$26.2K - $30.4K
|
343K
$30.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
165+ 0.32% |
$10.1K - $11.7K
|
52.3K
$4.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80New |
$4.92K - $5.7K
|
80
$7.06K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
76New |
$4.67K - $5.41K
|
76
$6.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
46+ 0.6% |
$2.83K - $3.28K
|
7.7K
$679K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13+ 0.2% |
$799 - $926
|
6.68K
$589K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10+ 200.0% |
$614 - $712
|
15
$1.32K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.1% |
$553 - $641
|
9.47K
$836K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.73% |
$61.4 - $71.2
|
138
$12.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-18- 0.11% |
$1.11K - $1.28K
|
17.1K
$1.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-37- 13.21% |
$2.27K - $2.63K
|
243
$21.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-85- 1.99% |
$5.22K - $6.05K
|
4.18K
$369K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-96- 2.79% |
$5.9K - $6.84K
|
3.34K
$295K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-288- 7.58% |
$17.7K - $20.5K
|
3.51K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-300- 2.31% |
$18.4K - $21.4K
|
12.7K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-307- 6.09% |
$18.9K - $21.9K
|
4.74K
$418K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-540- 3.37% |
$33.2K - $38.5K
|
15.5K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-554- 0.46% |
$34K - $39.5K
|
120K
$10.6M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-714- 6.78% |
$43.9K - $50.8K
|
9.82K
$867K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-860- 1.54% |
$52.8K - $61.2K
|
55.1K
$4.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-970- 24.43% |
$59.6K - $69.1K
|
3K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 10.91% |
$64K - $74.2K
|
8.51K
$750K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.11K- 12.32% |
$68.3K - $79.1K
|
7.91K
$698K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.96K- 5.59% |
$120K - $139K
|
33K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.61K- 6.21% |
$160K - $186K
|
39.4K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.54K- 27.47% |
$218K - $252K
|
9.36K
$826K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.74K- 7.16% |
$291K - $338K
|
61.5K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.76K- 7.86% |
$477K - $552K
|
90.9K
$8.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-16.5K- 9.31% |
$1.01M - $1.17M
|
161K
$14.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-20.4K- 12.94% |
$1.26M - $1.46M
|
138K
$12.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-37.6K- 15.91% |
$2.31M - $2.68M
|
199K
$17.6M
|