Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-759- 6.18% |
$48.2K - $52.4K
|
11.5K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.59K- 2.96% |
$101K - $110K
|
52.1K
$3.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.91K- 11.62% |
$121K - $132K
|
14.6K
$1.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-2.69K- 0.58% |
$171K - $186K
|
462K
$32.1M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.59K- 4.38% |
$227K - $247K
|
78.3K
$5.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.59K- 50.0% |
$228K - $248K
|
3.59K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.07K- 9.8% |
$258K - $281K
|
37.5K
$2.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.47K- 1.36% |
$283K - $308K
|
325K
$22.5M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.23K- 13.36% |
$332K - $361K
|
33.9K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 9.53% |
$720K - $783K
|
108K
$7.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.5K- 13.21% |
$1.49M - $1.62M
|
154K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.6K- 58.5% |
$1.5M - $1.63M
|
16.8K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23.7K- 58.14% |
$1.5M - $1.64M
|
17.1K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.1K- 3.73% |
$1.91M - $2.08M
|
777K
$54M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-50.9K- 7.41% |
$3.23M - $3.51M
|
635K
$44.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-69.5K- 7.68% |
$4.41M - $4.8M
|
835K
$58M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-117K- 39.27% |
$7.4M - $8.05M
|
180K
$12.5M
|