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
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.56KNew |
$222K - $234K
|
3.56K
$261K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.33K- 13.42% |
$82.5K - $87K
|
8.55K
$626K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.6KNew |
$2.16M - $2.27M
|
34.6K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.85K+ 114.73% |
$426K - $450K
|
12.8K
$938K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-318- 86.41% |
$19.8K - $20.9K
|
50
$3.66K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.36KNew |
$334K - $352K
|
5.36K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
26New |
$1.62K - $1.71K
|
26
$1.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 99.97% |
$191K - $202K
|
1
$73.2
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
763New |
$47.5K - $50.1K
|
763
$55.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-833- 34.25% |
$51.9K - $54.7K
|
1.6K
$117K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122New |
$7.6K - $8.01K
|
122
$8.93K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-220- 2.53% |
$13.7K - $14.4K
|
8.47K
$620K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-909- 77.76% |
$56.6K - $59.7K
|
260
$19K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-675- 63.68% |
$42K - $44.3K
|
385
$28.2K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35New |
$2.08K - $2.31K
|
35
$2.56K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.74K- 41.86% |
$104K - $115K
|
2.42K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.8K- 60.54% |
$167K - $185K
|
1.83K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.7KNew |
$101K - $112K
|
1.7K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53K+ 18.82% |
$3.15M - $3.49M
|
334K
$24.5M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-786- 8.08% |
$46.8K - $51.8K
|
8.94K
$655K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
649+ 0.6% |
$38.6K - $42.8K
|
109K
$7.95M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
377+ 0.83% |
$22.4K - $24.9K
|
45.7K
$3.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-179- 92.27% |
$10.7K - $11.8K
|
15
$1.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.68K- 95.95% |
$159K - $177K
|
113
$8.27K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.09KNew |
$184K - $204K
|
3.09K
$226K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.91K- 25.61% |
$173K - $192K
|
8.46K
$620K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.5KNew |
$754K - $824K
|
13.5K
$988K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.23KNew |
$348K - $380K
|
6.23K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.01K- 7.16% |
$56.4K - $61.7K
|
13.1K
$959K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.34KNew |
$187K - $204K
|
3.34K
$244K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 31.09% |
$119K - $130K
|
4.71K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$22.4K - $24.4K
|
400
$29.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
160New |
$8.94K - $9.77K
|
160
$11.7K
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-31.5K- 5.63% |
$1.85M - $2M
|
529K
$38.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.02KNew |
$236K - $255K
|
4.02K
$295K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 64.61% |
$1.04M - $1.12M
|
9.68K
$708K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 2.79% |
$5.87K - $6.34K
|
3.49K
$255K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-6.52K- 7.02% |
$383K - $413K
|
86.4K
$6.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 2.47% |
$470 - $507
|
316
$23.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
529New |
$31.1K - $33.5K
|
529
$38.7K
|
|
| Q2 2023 | |||||||
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
43.4KNew |
$2.61M - $2.72M
|
43.4K
$3.18M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.93KNew |
$357K - $372K
|
5.93K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-61.6K- 56.71% |
$3.7M - $3.87M
|
47K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.74KNew |
$225K - $234K
|
3.74K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-106K- 96.07% |
$6.37M - $6.65M
|
4.34K
$317K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-87.7K- 75.16% |
$5.27M - $5.51M
|
29K
$2.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
14.8KNew |
$890K - $929K
|
14.8K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-3.35K- 43.63% |
$201K - $210K
|
4.32K
$316K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$1.9K - $2.09K
|
32
$2.34K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
142New |
$8.41K - $9.28K
|
142
$10.4K
|
|