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 |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 37.4% |
$109K - $121K
|
3.07K
$197K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
335KNew |
$19.9M - $22.1M
|
335K
$21.5M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-87.6K- 19.11% |
$5.21M - $5.78M
|
371K
$23.8M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 25.09% |
$69.5K - $77K
|
5.82K
$374K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.5K+ 43.96% |
$149K - $165K
|
8.17K
$525K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.44K- 36.75% |
$562K - $623K
|
16.3K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-66.1K- 58.71% |
$3.93M - $4.36M
|
46.5K
$2.99M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.8K- 60.54% |
$167K - $185K
|
1.83K
$117K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.63K- 3.48% |
$276K - $305K
|
129K
$8.26M
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.7KNew |
$101K - $112K
|
1.7K
$109K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.77K- 3.96% |
$462K - $512K
|
189K
$12.1M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.12KNew |
$245K - $272K
|
4.12K
$265K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.7K- 4.43% |
$993K - $1.1M
|
360K
$23.1M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.1K- 54.33% |
$1.91M - $2.12M
|
27K
$1.74M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-264- 2.6% |
$15.7K - $17.4K
|
9.88K
$635K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.97KNew |
$355K - $394K
|
5.97K
$384K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 4.64% |
$87.8K - $97.3K
|
30.3K
$1.95M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53K+ 18.82% |
$3.15M - $3.49M
|
334K
$21.5M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.17K- 1.18% |
$129K - $143K
|
183K
$11.7M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 3.95% |
$71.1K - $78.8K
|
29.1K
$1.87M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.75K- 12.25% |
$104K - $116K
|
12.6K
$807K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.86K- 4.21% |
$289K - $321K
|
111K
$7.11M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
216+ 0.16% |
$12.9K - $14.2K
|
133K
$8.53M
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-786- 8.08% |
$46.8K - $51.8K
|
8.94K
$575K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-94.3K- 18.98% |
$5.62M - $6.22M
|
403K
$25.9M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
229+ 8.37% |
$13.6K - $15.1K
|
2.97K
$191K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.8K- 57.32% |
$1.48M - $1.64M
|
18.5K
$1.19M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.56K- 8.38% |
$92.7K - $103K
|
17K
$1.09M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.94K- 6.06% |
$354K - $392K
|
92.1K
$5.92M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
649+ 0.6% |
$38.6K - $42.8K
|
109K
$6.98M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-250- 6.35% |
$14.9K - $16.5K
|
3.69K
$237K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
377+ 0.83% |
$22.4K - $24.9K
|
45.7K
$2.93M
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-587- 13.57% |
$34.9K - $38.7K
|
3.74K
$240K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-769- 14.87% |
$45.8K - $50.7K
|
4.4K
$283K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-193- 2.32% |
$11.5K - $12.7K
|
8.12K
$522K
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.06K- 9.62% |
$63.1K - $69.9K
|
9.96K
$640K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-15.1K- 21.52% |
$897K - $993K
|
54.9K
$3.53M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-309- 2.51% |
$18.4K - $20.4K
|
12K
$771K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.46K- 9.9% |
$206K - $228K
|
31.5K
$2.02M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
40+ 0.14% |
$2.38K - $2.64K
|
27.7K
$1.78M
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-179- 92.27% |
$10.7K - $11.8K
|
15
$964
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.4K- 6.28% |
$857K - $949K
|
215K
$13.8M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.68K- 95.95% |
$159K - $177K
|
113
$7.26K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.4K- 27.72% |
$1.1M - $1.21M
|
48K
$3.08M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.55K- 20.2% |
$390K - $432K
|
25.9K
$1.66M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.48K- 1.8% |
$386K - $427K
|
353K
$22.7M
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.91K- 25.61% |
$173K - $192K
|
8.46K
$544K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.09KNew |
$184K - $204K
|
3.09K
$199K
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-371- 1.63% |
$22.1K - $24.5K
|
22.4K
$1.44M
|