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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.41K- 4.55% |
$343K - $377K
|
113K
$8.35M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.48K+ 2.56% |
$157K - $173K
|
99.4K
$7.32M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-377- 1.34% |
$23.9K - $26.3K
|
27.7K
$2.04M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 0.04% |
$191 - $209
|
8.15K
$601K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.07K- 3.07% |
$67.9K - $74.6K
|
33.8K
$2.49M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.96K+ 2.67% |
$315K - $346K
|
191K
$14.1M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.06K- 37.16% |
$512K - $563K
|
13.6K
$1M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.94K+ 3.89% |
$441K - $485K
|
185K
$13.6M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12K- 3.42% |
$759K - $835K
|
337K
$24.8M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.2K- 8.3% |
$1.79M - $1.97M
|
312K
$22.9M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
31+ 0.18% |
$1.97K - $2.16K
|
17.3K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
607+ 1.32% |
$38.5K - $42.4K
|
46.4K
$3.42M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.92K- 26.85% |
$122K - $134K
|
5.22K
$384K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.97K+ 3.04% |
$252K - $277K
|
134K
$9.9M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-526- 3.82% |
$33.4K - $36.7K
|
13.3K
$976K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.48K+ 0.92% |
$221K - $243K
|
381K
$28.1M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
326+ 8.83% |
$20.7K - $22.8K
|
4.02K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.84K+ 11.41% |
$117K - $128K
|
17.9K
$1.32M
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
15+ 0.34% |
$953 - $1.05K
|
4.43K
$326K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$127 - $140
|
658
$48.5K
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-48- 0.24% |
$3.05K - $3.35K
|
19.8K
$1.46M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-490- 2.5% |
$31.1K - $34.2K
|
19.1K
$1.41M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.53K- 2.51% |
$605K - $665K
|
370K
$27.3M
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.08K- 22.48% |
$132K - $145K
|
7.19K
$529K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.83K- 88.87% |
$116K - $128K
|
229
$16.9K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
596New |
$37.8K - $41.6K
|
596
$43.9K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.1KNew |
$197K - $217K
|
3.1K
$229K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
84+ 0.64% |
$5.33K - $5.86K
|
13.1K
$967K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
63+ 1.53% |
$4K - $4.4K
|
4.19K
$309K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.6K- 13.75% |
$229K - $251K
|
22.6K
$1.66M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.89K- 18.53% |
$564K - $620K
|
39.1K
$2.88M
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
23+ 0.12% |
$1.46K - $1.61K
|
19.9K
$1.46M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-113- 0.87% |
$7.18K - $7.89K
|
12.9K
$948K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
430New |
$27.3K - $30K
|
430
$31.7K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 25.92% |
$734K - $807K
|
33.1K
$2.43M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14+ 0.25% |
$889 - $977
|
5.68K
$419K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.41KNew |
$216K - $238K
|
3.41K
$251K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-181- 0.66% |
$11.5K - $12.6K
|
27.1K
$2M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-498- 2.4% |
$31.6K - $34.8K
|
20.2K
$1.49M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.62K- 22.9% |
$420K - $462K
|
22.3K
$1.64M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
147+ 0.75% |
$9.33K - $10.3K
|
19.8K
$1.46M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.1K- 8.31% |
$1.08M - $1.19M
|
188K
$13.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48- 0.01% |
$3.05K - $3.35K
|
322K
$23.7M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-383- 6.75% |
$24.3K - $26.7K
|
5.29K
$390K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.91K- 4.43% |
$248K - $273K
|
84.4K
$6.21M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$182K - $200K
|
2.87K
$212K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.25% |
$127 - $140
|
789
$58.1K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-65.9K- 52.63% |
$4.18M - $4.6M
|
59.3K
$4.37M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-203- 3.46% |
$12.9K - $14.2K
|
5.67K
$417K
|