Purchases and Sales Made in Q3 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 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
|
- |
39.1K+ 194.59% |
$2.77M - $2.89M
|
59.1K
$4.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.7K+ 4.68% |
$1.33M - $1.38M
|
418K
$30.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.78K+ 2.17% |
$623K - $649K
|
413K
$30M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.83K+ 2.82% |
$484K - $505K
|
249K
$18.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.6KNew |
$326K - $340K
|
4.6K
$334K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$197K - $205K
|
2.77K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 2.38% |
$93.5K - $97.4K
|
56.7K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
952+ 5.98% |
$67.6K - $70.4K
|
16.9K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
931+ 1.57% |
$66.1K - $68.9K
|
60.3K
$4.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
923+ 5.48% |
$65.5K - $68.3K
|
17.8K
$1.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
207New |
$14.7K - $15.3K
|
207
$15K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
131+ 1.67% |
$9.3K - $9.69K
|
7.99K
$580K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64+ 0.52% |
$4.54K - $4.73K
|
12.4K
$897K
|
|
|
Nov 03, 2025
Q3 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16+ 0.36% |
$1.14K - $1.18K
|
4.49K
$326K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14+ 0.27% |
$993 - $1.04K
|
5.25K
$381K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$142 - $148
|
667
$48.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.33% |
$71 - $74
|
304
$22.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3- 0.02% |
$213 - $222
|
17K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4- 0.5% |
$284 - $296
|
792
$57.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-39- 0.96% |
$2.77K - $2.88K
|
4.04K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-69- 1.67% |
$4.9K - $5.1K
|
4.06K
$295K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-105- 0.64% |
$7.45K - $7.77K
|
16.2K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-134- 0.76% |
$9.51K - $9.91K
|
17.5K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-177- 2.72% |
$12.6K - $13.1K
|
6.34K
$461K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-311- 1.26% |
$22.1K - $23K
|
24.5K
$1.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-320- 1.69% |
$22.7K - $23.7K
|
18.7K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-344- 59.31% |
$24.4K - $25.4K
|
236
$17.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-479- 0.81% |
$34K - $35.4K
|
58.5K
$4.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-512- 2.85% |
$36.3K - $37.9K
|
17.5K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-517- 3.13% |
$36.7K - $38.2K
|
16K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1K- 19.27% |
$71.2K - $74.2K
|
4.2K
$305K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.27K- 30.74% |
$89.8K - $93.6K
|
2.85K
$207K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 0.75% |
$93.7K - $97.7K
|
174K
$12.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.54K- 12.82% |
$109K - $114K
|
10.5K
$760K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.82K- 93.11% |
$129K - $135K
|
135
$9.81K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.85K- 2.5% |
$132K - $137K
|
72.3K
$5.25M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-2K- 2.45% |
$142K - $148K
|
79.8K
$5.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.52K- 7.43% |
$179K - $186K
|
31.4K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.56K- 2.38% |
$182K - $189K
|
105K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.94K- 53.93% |
$280K - $292K
|
3.37K
$245K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5K- 27.2% |
$355K - $370K
|
13.4K
$972K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.94K- 19.48% |
$422K - $439K
|
24.5K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.53K- 1.87% |
$463K - $483K
|
343K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.59K- 23.49% |
$539K - $562K
|
24.7K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.92K- 7.62% |
$562K - $586K
|
96.1K
$6.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.4K- 10.34% |
$1.16M - $1.21M
|
142K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.2K- 6.96% |
$1.5M - $1.57M
|
283K
$20.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.5K- 17.39% |
$2.52M - $2.63M
|
169K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-52K- 59.2% |
$3.69M - $3.85M
|
35.8K
$2.6M
|
|