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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
909+ 349.62% |
$54.1K - $59.9K
|
1.17K
$74.9K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.51K+ 9.49% |
$89.8K - $99.5K
|
17.4K
$1.12M
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-870- 9.1% |
$51.8K - $57.4K
|
8.69K
$557K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.23K- 2.24% |
$192K - $213K
|
141K
$9.05M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-344- 30.47% |
$20.5K - $22.7K
|
785
$50.3K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-446- 1.61% |
$24.9K - $27.2K
|
27.2K
$1.74M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.81K+ 26.61% |
$548K - $599K
|
46.7K
$2.99M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.23KNew |
$348K - $380K
|
6.23K
$399K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.5KNew |
$754K - $824K
|
13.5K
$865K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.01K- 7.16% |
$56.4K - $61.7K
|
13.1K
$840K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40- 9.8% |
$2.24K - $2.44K
|
368
$23.6K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.34KNew |
$187K - $204K
|
3.34K
$214K
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 31.09% |
$119K - $130K
|
4.71K
$302K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 8.62% |
$5.59K - $6.11K
|
1.06K
$67.9K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$22.4K - $24.4K
|
400
$25.6K
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.56K- 6.46% |
$87.4K - $95.4K
|
22.6K
$1.45M
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
160New |
$8.94K - $9.77K
|
160
$10.3K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46.3KNew |
$2.59M - $2.83M
|
46.3K
$2.97M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-43.6K- 91.28% |
$2.44M - $2.66M
|
4.16K
$267K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-14.7K- 85.79% |
$821K - $897K
|
2.43K
$156K
|
|
Q3 2023 | |||||||
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-31.5K- 5.63% |
$1.85M - $2M
|
529K
$33.9M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.02KNew |
$236K - $255K
|
4.02K
$258K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 64.61% |
$1.04M - $1.12M
|
9.68K
$620K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 2.79% |
$5.87K - $6.34K
|
3.49K
$223K
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-6.52K- 7.02% |
$383K - $413K
|
86.4K
$5.54M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 2.47% |
$470 - $507
|
316
$20.3K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
529New |
$31.1K - $33.5K
|
529
$33.9K
|
|
Q2 2023 | |||||||
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
43.4KNew |
$2.61M - $2.72M
|
43.4K
$2.78M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.93KNew |
$357K - $372K
|
5.93K
$380K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-61.6K- 56.71% |
$3.7M - $3.87M
|
47K
$3.01M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.74KNew |
$225K - $234K
|
3.74K
$239K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-106K- 96.07% |
$6.37M - $6.65M
|
4.34K
$278K
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-87.7K- 75.16% |
$5.27M - $5.51M
|
29K
$1.86M
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
14.8KNew |
$890K - $929K
|
14.8K
$949K
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-3.35K- 43.63% |
$201K - $210K
|
4.32K
$277K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$1.9K - $2.09K
|
32
$2.05K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
142New |
$8.41K - $9.28K
|
142
$9.1K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.02K- 32.97% |
$179K - $198K
|
6.15K
$394K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$595K - $657K
|
10K
$644K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.68K- 5.86% |
$99.4K - $110K
|
26.9K
$1.73M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
87New |
$5.15K - $5.69K
|
87
$5.58K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.56K- 11.33% |
$330K - $364K
|
43.5K
$2.79M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07KNew |
$63.6K - $70.2K
|
1.07K
$68.8K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$11.8K - $13.1K
|
200
$12.8K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5New |
$317 - $345
|
5
$321
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.68K+ 3.15% |
$551K - $599K
|
284K
$18.2M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
230New |
$14.6K - $15.9K
|
230
$14.7K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
521New |
$33.1K - $36K
|
521
$33.4K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.91K- 11.62% |
$121K - $132K
|
14.6K
$933K
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$165K - $179K
|
2.6K
$167K
|