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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
424KNew |
$29.2M - $31.4M
|
424K
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
87.1KNew |
$5.99M - $6.44M
|
87.1K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.1K+ 272.18% |
$2.55M - $2.74M
|
50.8K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
37K+ 186.02% |
$2.54M - $2.73M
|
56.9K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30KNew |
$2.06M - $2.22M
|
30K
$2.08M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
19.2KNew |
$1.32M - $1.42M
|
19.2K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.45K+ 20.35% |
$649K - $698K
|
55.9K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.78K+ 67.48% |
$466K - $501K
|
16.8K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.51KNew |
$448K - $481K
|
6.51K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.49K+ 1.44% |
$377K - $406K
|
386K
$26.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.42K+ 9.14% |
$372K - $401K
|
64.7K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.91K+ 1.68% |
$131K - $141K
|
115K
$7.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.76K+ 1.31% |
$121K - $130K
|
136K
$9.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.36K+ 25.98% |
$93.2K - $100K
|
6.58K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.22K+ 1.23% |
$84.1K - $90.5K
|
101K
$6.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
933New |
$64.1K - $69K
|
933
$64.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
50New |
$3.44K - $3.7K
|
50
$3.46K
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
13+ 0.29% |
$893 - $961
|
4.44K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.19% |
$412 - $443
|
3.11K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$275 - $296
|
4.19K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.25% |
$137 - $148
|
791
$54.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$137 - $148
|
660
$45.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57- 0.43% |
$3.92K - $4.21K
|
13.1K
$905K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-57- 1.08% |
$3.92K - $4.21K
|
5.23K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-62- 0.23% |
$4.26K - $4.58K
|
27K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-84- 1.03% |
$5.77K - $6.21K
|
8.07K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-100- 2.49% |
$6.87K - $7.39K
|
3.92K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-100- 0.58% |
$6.87K - $7.39K
|
17.2K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-110- 1.94% |
$7.56K - $8.13K
|
5.57K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-145- 55.77% |
$9.96K - $10.7K
|
115
$7.96K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-203- 0.52% |
$13.9K - $15K
|
38.9K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-256- 1.29% |
$17.6K - $18.9K
|
19.5K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-351- 2.65% |
$24.1K - $25.9K
|
12.9K
$893K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-396- 5.51% |
$27.2K - $29.3K
|
6.79K
$470K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-433- 4.84% |
$29.8K - $32K
|
8.51K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-580- 4.51% |
$39.9K - $42.9K
|
12.3K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-676- 7.9% |
$46.4K - $50K
|
7.88K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-891- 4.4% |
$61.2K - $65.9K
|
19.4K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 26.77% |
$86.6K - $93.1K
|
3.45K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.35K- 1.6% |
$92.5K - $99.5K
|
83K
$5.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.44K- 16.93% |
$98.6K - $106K
|
7.04K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.06K- 0.61% |
$142K - $152K
|
335K
$23.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.35K- 12.26% |
$161K - $173K
|
16.8K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.64K- 1.38% |
$181K - $195K
|
188K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.77K- 12.27% |
$190K - $205K
|
19.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.23K- 12.52% |
$291K - $313K
|
29.6K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.01K- 3.25% |
$413K - $444K
|
179K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.74K- 24.35% |
$463K - $498K
|
20.9K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.73K- 4.1% |
$531K - $571K
|
181K
$12.5M
|