Purchases and Sales Made in Q3 2025 in Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51.4KNew |
$4.5M - $4.69M
|
51.4K
$4.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.5K+ 54.68% |
$3.19M - $3.33M
|
103K
$9.25M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3K+ 99.82% |
$986K - $1.03M
|
22.6K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.44KNew |
$564K - $588K
|
6.44K
$577K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.42K+ 17.89% |
$562K - $586K
|
42.3K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.04KNew |
$528K - $551K
|
6.04K
$541K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.94KNew |
$520K - $542K
|
5.94K
$532K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.59K+ 1.54% |
$227K - $237K
|
171K
$15.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.26KNew |
$198K - $207K
|
2.26K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.83K+ 37.66% |
$160K - $167K
|
6.69K
$599K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.79K+ 565.93% |
$157K - $164K
|
2.11K
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.28K+ 27.6% |
$112K - $117K
|
5.94K
$532K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.2KNew |
$105K - $109K
|
1.2K
$107K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
449+ 13.36% |
$39.3K - $41K
|
3.81K
$341K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
423+ 39.28% |
$37K - $38.6K
|
1.5K
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
255+ 0.51% |
$22.3K - $23.3K
|
50.4K
$4.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
118+ 2.21% |
$10.3K - $10.8K
|
5.47K
$490K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37+ 0.41% |
$3.24K - $3.38K
|
9.01K
$808K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27+ 0.34% |
$2.36K - $2.46K
|
7.99K
$716K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25+ 0.22% |
$2.19K - $2.28K
|
11.1K
$999K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.29% |
$788 - $821
|
3.1K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8+ 114.29% |
$700 - $730
|
15
$1.34K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.15% |
$175 - $182
|
1.35K
$121K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.1% |
$87.5 - $91.2
|
957
$85.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$87.5 - $91.2
|
438
$39.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$87.5 - $91.2
|
28.6K
$2.56M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-168- 3.94% |
$14.7K - $15.3K
|
4.1K
$367K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-198- 9.24% |
$17.3K - $18.1K
|
1.95K
$174K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-237- 1.25% |
$20.7K - $21.6K
|
18.8K
$1.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-332- 9.94% |
$29.1K - $30.3K
|
3.01K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-357- 0.27% |
$31.2K - $32.6K
|
133K
$12M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-547- 2.42% |
$47.9K - $49.9K
|
22.1K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-975- 5.46% |
$85.3K - $88.9K
|
16.9K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-992- 2.88% |
$86.8K - $90.5K
|
33.4K
$3M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.03K- 2.08% |
$89.8K - $93.6K
|
48.3K
$4.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.09K- 8.03% |
$95.1K - $99.2K
|
12.5K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.15K- 2.39% |
$101K - $105K
|
47K
$4.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.66K- 1.49% |
$145K - $152K
|
110K
$9.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.96K- 1.16% |
$259K - $270K
|
253K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3K- 2.52% |
$263K - $274K
|
116K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.26K- 4.92% |
$285K - $298K
|
63.1K
$5.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.11K- 59.19% |
$360K - $375K
|
2.84K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.47K- 12.0% |
$478K - $499K
|
40.1K
$3.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-7.39K- 8.58% |
$647K - $674K
|
78.8K
$7.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.76K- 6.39% |
$679K - $708K
|
114K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.6K- 3.18% |
$753K - $784K
|
262K
$23.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.6K- 4.09% |
$1.36M - $1.42M
|
365K
$32.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.7K- 2.37% |
$1.37M - $1.43M
|
646K
$57.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53K- 93.0% |
$4.64M - $4.84M
|
3.99K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-56K- 19.43% |
$4.9M - $5.11M
|
232K
$20.8M
|
|