Purchases and Sales Made in Q4 2024 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 2024. 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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.42K+ 9.14% |
$372K - $401K
|
64.7K
$4.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-62- 0.23% |
$4.26K - $4.58K
|
27K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-100- 0.58% |
$6.87K - $7.39K
|
17.2K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-110- 1.94% |
$7.56K - $8.13K
|
5.57K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-145- 55.77% |
$9.96K - $10.7K
|
115
$8.23K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-203- 0.52% |
$13.9K - $15K
|
38.9K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-256- 1.29% |
$17.6K - $18.9K
|
19.5K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-433- 4.84% |
$29.8K - $32K
|
8.51K
$609K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-580- 4.51% |
$39.9K - $42.9K
|
12.3K
$879K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 26.77% |
$86.6K - $93.1K
|
3.45K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.44K- 16.93% |
$98.6K - $106K
|
7.04K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.35K- 12.26% |
$161K - $173K
|
16.8K
$1.2M
|