Latest Institutional Sells of Victory Portfolios Ii Shs Us 5 (CFO)
This list provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Us 5 (CFO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-61.6K- 56.71% |
$3.7M - $3.87M
|
47K
$3.36M
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-3.35K- 43.63% |
$201K - $210K
|
4.32K
$309K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.56K- 11.33% |
$330K - $364K
|
43.5K
$3.11M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.02K- 32.97% |
$179K - $198K
|
6.15K
$440K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.68K- 5.86% |
$99.4K - $110K
|
26.9K
$1.93M
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.91K- 11.62% |
$121K - $132K
|
14.6K
$1.04M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.7K- 31.96% |
$109K - $114K
|
3.62K
$259K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-792- 1.48% |
$50.8K - $53K
|
52.9K
$3.78M
|
|
Q2 2022 | |||||||
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-11.1K- 60.56% |
$686K - $826K
|
7.21K
$515K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.18KClosed |
$197K - $237K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3KClosed |
$186K - $224K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.98KClosed |
$185K - $223K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.84KClosed |
$114K - $137K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.35KClosed |
$83.7K - $101K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-305Closed |
$18.9K - $22.8K
|
0
$0
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.88KClosed |
$200K - $224K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.63KClosed |
$182K - $205K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-307Closed |
$21.3K - $23.9K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-64Closed |
$4.44K - $4.98K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.61KClosed |
$115K - $125K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.46KClosed |
$173K - $185K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-70Closed |
$4.74K - $5.03K
|
0
$0
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2021 | |||||||
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-501Closed |
$30.8K - $33.7K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.85KClosed |
$532K - $614K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.44KClosed |
$294K - $340K
|
0
$0
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-434Closed |
$23.4K - $27.1K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-75.6KClosed |
$3.91M - $4.29M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-996Closed |
$51.5K - $56.5K
|
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
|
|
Apr 29, 2020
Q1 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-26.5KClosed |
$1.2M - $1.44M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17.3KClosed |
$781K - $938K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-12.7KClosed |
$574K - $689K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.45KClosed |
$65.5K - $78.7K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-936Closed |
$42.3K - $50.8K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-392Closed |
$17.7K - $21.3K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-120KClosed |
$5.71M - $6.33M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-46.1KClosed |
$2.19M - $2.43M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.38KClosed |
$351K - $388K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.62KClosed |
$315K - $349K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Wedbush Securities Inc
|
SELL
|
- |
-4.99KClosed |
$237K - $263K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-61Closed |
$2.9K - $3.21K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-34.3KClosed |
$1.68M - $1.71M
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16.1KClosed |
$788K - $799K
|
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 14, 2019
Q3 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-20Closed |
$981 - $996
|
0
$0
|
|
Q2 2019 | |||||||
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.85KClosed |
N/A
|
0
$0
|