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 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-996Closed |
$51.5K - $56.5K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-75.6KClosed |
$3.91M - $4.29M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-800Closed |
$36.9K - $43.2K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-675Closed |
$31.1K - $36.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100KClosed |
$4.52M - $5.43M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17.3KClosed |
$781K - $938K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.45KClosed |
$65.5K - $78.7K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-392Closed |
$17.7K - $21.3K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-26.5KClosed |
$1.2M - $1.44M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-936Closed |
$42.3K - $50.8K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-46.1KClosed |
$2.19M - $2.43M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.62KClosed |
$315K - $349K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.38KClosed |
$351K - $388K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-120KClosed |
$5.71M - $6.33M
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-61Closed |
$2.9K - $3.21K
|
0
$0
|
|
|
Jan 16, 2020
Q4 2019
|
Wedbush Securities Inc
|
SELL
|
- |
-4.99KClosed |
$237K - $263K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-20Closed |
$981 - $996
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-34.3KClosed |
$1.68M - $1.71M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4KClosed |
$196K - $199K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-235Closed |
$11.5K - $11.7K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16.1KClosed |
$788K - $799K
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
532New |
$26.1K - $26.5K
|
532
$38K
|
|
| Q2 2019 | |||||||
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.85KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.46KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.58KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.44KClosed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-747Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Aldebaran Financial Inc.
|
SELL
|
- |
-8.24KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-515Closed |
N/A
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5.41KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-13.1KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.93K- 75.11% |
N/A
|
1.3K
$93K
|
|
|
Jan 24, 2019
Q4 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
515New |
N/A
|
515
$36.8K
|
|
|
Jan 24, 2019
Q4 2018
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.55KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
39.6KNew |
N/A
|
39.6K
$2.83M
|
|
|
Nov 13, 2018
Q3 2018
|
Altshuler Shaham LTD
|
SELL
|
- |
-26Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.45KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-451Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 03, 2018
Q2 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-945Closed |
N/A
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-1.1KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$71.4
|
|
| Q2 2017 | |||||||
|
May 07, 2020
Q2 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.39KClosed |
N/A
|
0
$0
|
|