Purchases and Sales Made in Q1 2025 in Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO) during Q1 2025. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II SHS US 5.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
300KNew |
$19.9M - $21.6M
|
300K
$21.6M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
16.5K+ 886.47% |
$1.09M - $1.19M
|
18.4K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.7K+ 4.62% |
$577K - $627K
|
197K
$14.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.35K+ 1.64% |
$421K - $458K
|
393K
$28.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.25KNew |
$348K - $378K
|
5.25K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.83K+ 4.8% |
$320K - $348K
|
105K
$7.59M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.71KNew |
$312K - $339K
|
4.71K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.72K+ 28.81% |
$246K - $268K
|
16.6K
$1.2M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.24K+ 3.82% |
$149K - $162K
|
60.9K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.98K+ 6.69% |
$131K - $142K
|
31.5K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.86KNew |
$123K - $134K
|
1.86K
$134K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.73K+ 755.02% |
$115K - $125K
|
1.96K
$141K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
385New |
$25.5K - $27.7K
|
385
$27.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
228New |
$15.1K - $16.4K
|
228
$16.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
220New |
$14.6K - $15.8K
|
220
$15.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16+ 0.36% |
$1.06K - $1.15K
|
4.46K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.38% |
$199 - $216
|
794
$57.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$133 - $144
|
662
$47.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1- 0.01% |
$66.3 - $72
|
12.3K
$884K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-15- 0.19% |
$994 - $1.08K
|
7.86K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29- 0.41% |
$1.92K - $2.09K
|
7.01K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-65- 0.76% |
$4.31K - $4.68K
|
8.45K
$608K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-111- 2.12% |
$7.36K - $8K
|
5.12K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-129- 3.08% |
$8.55K - $9.29K
|
4.07K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-200- 1.16% |
$13.3K - $14.4K
|
17K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-320- 1.64% |
$21.2K - $23.1K
|
19.2K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-347- 1.66% |
$23K - $25K
|
20.6K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-355- 6.37% |
$23.5K - $25.6K
|
5.22K
$375K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-394- 1.01% |
$26.1K - $28.4K
|
38.5K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-396- 2.05% |
$26.2K - $28.5K
|
19K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-959- 3.55% |
$63.6K - $69.1K
|
26.1K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.1K- 8.45% |
$73.2K - $79.5K
|
12K
$861K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.21K- 7.19% |
$80.1K - $87K
|
15.6K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 2.23% |
$82.7K - $89.9K
|
54.6K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.27K- 7.09% |
$84.2K - $91.6K
|
16.7K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.62K- 24.7% |
$108K - $117K
|
4.95K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.88K- 0.87% |
$125K - $136K
|
214K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.11K- 31.04% |
$140K - $152K
|
4.68K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.21K- 2.54% |
$147K - $159K
|
84.9K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.74K- 3.3% |
$182K - $197K
|
80.3K
$5.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.03K- 13.9% |
$201K - $218K
|
18.8K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.63K- 2.66% |
$240K - $261K
|
133K
$9.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.77K- 7.37% |
$316K - $343K
|
59.9K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.09K- 2.82% |
$337K - $367K
|
176K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.2K- 4.51% |
$344K - $374K
|
110K
$7.92M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.72K- 1.58% |
$445K - $484K
|
418K
$30M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.9K- 1.92% |
$458K - $497K
|
353K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.71K- 4.3% |
$511K - $555K
|
172K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.99K- 29.96% |
$596K - $647K
|
21K
$1.51M
|