Latest Institutional Transactions on Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Us 5 (CFO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$175K - $205K
|
2.87K
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 21.56% |
$5.05K - $5.92K
|
468
$33.7K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.24K+ 3.82% |
$149K - $162K
|
60.9K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.2K- 4.51% |
$344K - $374K
|
110K
$7.92M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-347- 1.66% |
$23K - $25K
|
20.6K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.71K- 4.3% |
$511K - $555K
|
172K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11K- 3.27% |
$726K - $789K
|
324K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
16.5K+ 886.47% |
$1.09M - $1.19M
|
18.4K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.88K- 0.87% |
$125K - $136K
|
214K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.74K- 3.3% |
$182K - $197K
|
80.3K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
228New |
$15.1K - $16.4K
|
228
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.62K- 24.7% |
$108K - $117K
|
4.95K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.98K+ 6.69% |
$131K - $142K
|
31.5K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.27K- 7.09% |
$84.2K - $91.6K
|
16.7K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.99K- 29.96% |
$596K - $647K
|
21K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-15- 0.19% |
$994 - $1.08K
|
7.86K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.83K+ 4.8% |
$320K - $348K
|
105K
$7.59M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.63K- 2.66% |
$240K - $261K
|
133K
$9.54M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.21K- 2.54% |
$147K - $159K
|
84.9K
$6.11M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.72K- 1.58% |
$445K - $484K
|
418K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-129- 3.08% |
$8.55K - $9.29K
|
4.07K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.7K+ 4.62% |
$577K - $627K
|
197K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 2.23% |
$82.7K - $89.9K
|
54.6K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.73K+ 755.02% |
$115K - $125K
|
1.96K
$141K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.21K- 7.19% |
$80.1K - $87K
|
15.6K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.09K- 2.82% |
$337K - $367K
|
176K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-111- 2.12% |
$7.36K - $8K
|
5.12K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-65- 0.76% |
$4.31K - $4.68K
|
8.45K
$608K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19.1K- 96.34% |
$1.27M - $1.37M
|
726
$52.2K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.11K- 31.04% |
$140K - $152K
|
4.68K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.9K- 1.92% |
$458K - $497K
|
353K
$25.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.35K+ 1.64% |
$421K - $458K
|
393K
$28.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-396- 2.05% |
$26.2K - $28.5K
|
19K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$133 - $144
|
662
$47.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.38% |
$199 - $216
|
794
$57.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16+ 0.36% |
$1.06K - $1.15K
|
4.46K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-320- 1.64% |
$21.2K - $23.1K
|
19.2K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-200- 1.16% |
$13.3K - $14.4K
|
17K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.1K- 8.45% |
$73.2K - $79.5K
|
12K
$861K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-355- 6.37% |
$23.5K - $25.6K
|
5.22K
$375K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.77K- 7.37% |
$316K - $343K
|
59.9K
$4.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-394- 1.01% |
$26.1K - $28.4K
|
38.5K
$2.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
220New |
$14.6K - $15.8K
|
220
$15.8K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-40.3K- 70.94% |
$2.67M - $2.91M
|
16.5K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.03K- 13.9% |
$201K - $218K
|
18.8K
$1.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
300KNew |
$19.9M - $21.6M
|
300K
$21.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1- 0.01% |
$66.3 - $72
|
12.3K
$884K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.25KNew |
$348K - $378K
|
5.25K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-959- 3.55% |
$63.6K - $69.1K
|
26.1K
$1.88M
|
|