Latest Institutional Transactions on Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Us 5 (CFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.72K- 3.52% |
$230K - $248K
|
74.5K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 10.79% |
$150K - $162K
|
18.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-36.8K- 15.45% |
$3.11M - $3.35M
|
201K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.52K- 2.34% |
$129K - $139K
|
63.5K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.7K- 8.97% |
$3.35M - $3.62M
|
402K
$32.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
146+ 1.68% |
$12.3K - $13.3K
|
8.83K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.68K+ 32.55% |
$650K - $701K
|
31.3K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35- 0.13% |
$2.96K - $3.19K
|
27.6K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-550- 6.56% |
$46.5K - $50.1K
|
7.84K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.62K- 40.93% |
$644K - $694K
|
11K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.64K- 60.6% |
$392K - $423K
|
3.02K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33+ 0.42% |
$2.79K - $3.01K
|
7.92K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.9K- 5.69% |
$3.55M - $3.82M
|
695K
$56.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.24KNew |
$443K - $478K
|
5.24K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-45- 0.02% |
$3.8K - $4.1K
|
278K
$22.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-350- 1.61% |
$29.6K - $31.9K
|
21.4K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.93K- 65.22% |
$163K - $176K
|
1.03K
$84K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.24K- 6.49% |
$358K - $386K
|
61.1K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-838- 20.13% |
$70.8K - $76.4K
|
3.32K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 1.39% |
$338 - $365
|
284
$23.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-704- 0.25% |
$59.5K - $64.2K
|
282K
$23.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$474K - $512K
|
5.61K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-880- 2.52% |
$74.4K - $80.2K
|
34.1K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
690+ 2875.0% |
$58.3K - $62.9K
|
714
$58.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.81K- 1.55% |
$153K - $165K
|
115K
$9.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.62K+ 5.7% |
$559K - $603K
|
123K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.32K+ 0.88% |
$111K - $120K
|
150K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12+ 0.39% |
$1.01K - $1.09K
|
3.08K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.1K+ 65.33% |
$2.04M - $2.2M
|
60.9K
$4.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
158+ 0.19% |
$13.4K - $14.4K
|
81.4K
$6.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 13.46% |
$5.92K - $6.38K
|
450
$36.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.7K+ 5.46% |
$228K - $246K
|
52.1K
$4.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-609- 1.19% |
$51.5K - $55.5K
|
50.7K
$4.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-703- 49.13% |
$59.4K - $64.1K
|
728
$59.6K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139+ 4.32% |
$11.8K - $12.7K
|
3.36K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
472+ 0.93% |
$39.9K - $43K
|
51.3K
$4.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
299KNew |
$25.3M - $27.3M
|
299K
$24.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.45K+ 108.25% |
$630K - $680K
|
14.3K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 2.15% |
$3.97K - $4.29K
|
2.14K
$175K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
379+ 64.9% |
$32K - $34.6K
|
963
$78.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
136+ 4.15% |
$11.5K - $12.4K
|
3.41K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 0.78% |
$87K - $93.8K
|
134K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.13% |
$1.27K - $1.37K
|
11.3K
$921K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
884+ 7.24% |
$74.7K - $80.6K
|
13.1K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-939- 7.43% |
$79.4K - $85.6K
|
11.7K
$957K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.14K- 0.9% |
$96K - $104K
|
125K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-897- 5.69% |
$75.8K - $81.8K
|
14.9K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.15% |
$169 - $182
|
1.35K
$110K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-79- 2.87% |
$6.68K - $7.2K
|
2.67K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.15K- 18.61% |
$96.8K - $104K
|
5.01K
$409K
|