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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-74- 0.84% |
$5.55K - $6.51K
|
8.72K
$781K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.28KNew |
$171K - $200K
|
2.28K
$204K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
60New |
$4.5K - $5.28K
|
60
$5.38K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.74KNew |
$281K - $329K
|
3.74K
$335K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-1.67K- 14.46% |
$126K - $147K
|
9.9K
$887K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.71KNew |
$128K - $150K
|
1.71K
$153K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 44.44% |
$15K - $17.6K
|
250
$22.4K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.91KClosed |
$729K - $791K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-200- 3.82% |
$16.4K - $17.8K
|
5.04K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-452- 13.25% |
$37K - $40.2K
|
2.96K
$265K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-1.24K- 22.14% |
$102K - $110K
|
4.37K
$391K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-564- 5.18% |
$46.1K - $50.1K
|
10.3K
$926K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.93KNew |
$240K - $261K
|
2.93K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-331- 6.61% |
$27.1K - $29.4K
|
4.68K
$419K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-77- 2.51% |
$6.3K - $6.84K
|
2.99K
$268K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.64K- 60.6% |
$392K - $423K
|
3.02K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-550- 6.56% |
$46.5K - $50.1K
|
7.84K
$702K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
158+ 0.19% |
$13.4K - $14.4K
|
81.4K
$7.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
379+ 64.9% |
$32K - $34.6K
|
963
$86.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.13% |
$1.27K - $1.37K
|
11.3K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
884+ 7.24% |
$74.7K - $80.6K
|
13.1K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.32% |
$338 - $365
|
1.26K
$113K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.51KNew |
$196K - $216K
|
2.51K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-964- 28.36% |
$75.5K - $83K
|
2.44K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.62KNew |
$597K - $656K
|
7.62K
$682K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.79K- 5.83% |
$219K - $240K
|
45.1K
$4.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 5.2% |
$1.08M - $1.18M
|
251K
$22.4M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.71% |
$76.8 - $81.1
|
141
$12.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
400New |
$30.7K - $32.4K
|
400
$35.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.6KNew |
$1.04M - $1.1M
|
13.6K
$1.22M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
131New |
$9.62K - $10.7K
|
131
$11.7K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.22K- 26.35% |
$163K - $181K
|
6.21K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-230- 5.12% |
$16.9K - $18.7K
|
4.26K
$382K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.5K- 12.14% |
$1.43M - $1.59M
|
141K
$12.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.23% |
$514 - $570
|
3.05K
$273K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 6.85% |
$972 - $1.13K
|
204
$18.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21New |
$1.36K - $1.58K
|
21
$1.88K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
442New |
$28.6K - $33.2K
|
442
$39.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 2.33% |
$64.8 - $75
|
44
$3.94K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.14KNew |
$77.4K - $83.4K
|
1.14K
$102K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.74KNew |
$118K - $128K
|
1.74K
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
215New |
$14.6K - $15.7K
|
215
$19.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 71.43% |
$6.8K - $7.33K
|
40
$3.58K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.77KNew |
$528K - $569K
|
7.77K
$696K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-257- 6.81% |
$17.5K - $18.8K
|
3.52K
$315K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.21KNew |
$213K - $228K
|
3.21K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
800+ 60.61% |
$53.2K - $56.9K
|
2.12K
$190K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
27+ 0.35% |
$1.8K - $1.92K
|
7.75K
$694K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
379+ 9.07% |
$25.2K - $26.9K
|
4.56K
$408K
|
|