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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.7KNew |
$347K - $406K
|
5.7K
$414K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.82KNew |
$171K - $201K
|
2.82K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-363- 1.89% |
$22.1K - $25.9K
|
18.9K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-426- 5.04% |
$25.9K - $30.4K
|
8.02K
$582K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.11K- 7.09% |
$67.3K - $78.8K
|
14.5K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-211- 8.72% |
$12.8K - $15K
|
2.21K
$161K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
75New |
$4.56K - $5.35K
|
75
$5.45K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$175K - $205K
|
2.87K
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 21.56% |
$5.05K - $5.92K
|
468
$34K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
228New |
$15.1K - $16.4K
|
228
$16.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
220New |
$14.6K - $15.8K
|
220
$16K
|
|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
300KNew |
$19.9M - $21.6M
|
300K
$21.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.25KNew |
$348K - $378K
|
5.25K
$381K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.71KNew |
$312K - $339K
|
4.71K
$342K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
50New |
$3.44K - $3.7K
|
50
$3.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-84- 1.03% |
$5.77K - $6.21K
|
8.07K
$586K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.19% |
$412 - $443
|
3.11K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.51KNew |
$448K - $481K
|
6.51K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-100- 2.49% |
$6.87K - $7.39K
|
3.92K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
933New |
$64.1K - $69K
|
933
$67.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 26.77% |
$86.6K - $93.1K
|
3.45K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-145- 55.77% |
$9.96K - $10.7K
|
115
$8.35K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
596New |
$37.8K - $41.6K
|
596
$43.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
430New |
$27.3K - $30K
|
430
$31.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.41KNew |
$216K - $238K
|
3.41K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48- 0.01% |
$3.05K - $3.35K
|
322K
$23.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
147+ 0.75% |
$9.33K - $10.3K
|
19.8K
$1.44M
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.43KNew |
$152K - $160K
|
2.43K
$177K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.56KNew |
$222K - $234K
|
3.56K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.36KNew |
$334K - $352K
|
5.36K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.85K+ 114.73% |
$426K - $450K
|
12.8K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
26New |
$1.62K - $1.71K
|
26
$1.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 99.97% |
$191K - $202K
|
1
$72.6
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
763New |
$47.5K - $50.1K
|
763
$55.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
122New |
$7.6K - $8.01K
|
122
$8.86K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35New |
$2.08K - $2.31K
|
35
$2.54K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.8K- 60.54% |
$167K - $185K
|
1.83K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.7KNew |
$101K - $112K
|
1.7K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53K+ 18.82% |
$3.15M - $3.49M
|
334K
$24.3M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
377+ 0.83% |
$22.4K - $24.9K
|
45.7K
$3.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-179- 92.27% |
$10.7K - $11.8K
|
15
$1.09K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.68K- 95.95% |
$159K - $177K
|
113
$8.21K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.09KNew |
$184K - $204K
|
3.09K
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.91K- 25.61% |
$173K - $192K
|
8.46K
$615K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.23KNew |
$348K - $380K
|
6.23K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.01K- 7.16% |
$56.4K - $61.7K
|
13.1K
$952K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.34KNew |
$187K - $204K
|
3.34K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$22.4K - $24.4K
|
400
$29.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
160New |
$8.94K - $9.77K
|
160
$11.6K
|
|