Latest Institutional Sells of Victory Portfolios Ii Shs Us 5 (CFA)
This list provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Us 5 (CFA) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.24K- 6.49% |
$358K - $386K
|
61.1K
$5.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.93K- 65.22% |
$163K - $176K
|
1.03K
$89.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.81K- 1.55% |
$153K - $165K
|
115K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.15K- 18.61% |
$96.8K - $104K
|
5.01K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.14K- 0.9% |
$96K - $104K
|
125K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-939- 7.43% |
$79.4K - $85.6K
|
11.7K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-897- 5.69% |
$75.8K - $81.8K
|
14.9K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-880- 2.52% |
$74.4K - $80.2K
|
34.1K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-704- 0.25% |
$59.5K - $64.2K
|
282K
$24.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-703- 49.13% |
$59.4K - $64.1K
|
728
$63.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-609- 1.19% |
$51.5K - $55.5K
|
50.7K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-350- 1.61% |
$29.6K - $31.9K
|
21.4K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-79- 2.87% |
$6.68K - $7.2K
|
2.67K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 13.46% |
$5.92K - $6.38K
|
450
$39.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 2.15% |
$3.97K - $4.29K
|
2.14K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 1.39% |
$338 - $365
|
284
$24.8K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-80K- 9.8% |
$6.27M - $6.89M
|
737K
$64.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-70.5K- 22.84% |
$5.52M - $6.07M
|
238K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.4K- 5.02% |
$1.83M - $2.01M
|
442K
$38.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.2K- 55.47% |
$1.82M - $2M
|
18.6K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.7K- 5.2% |
$1.08M - $1.18M
|
251K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.5K- 10.96% |
$745K - $818K
|
77.2K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.17K- 8.66% |
$483K - $531K
|
65K
$5.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.79K- 5.83% |
$219K - $240K
|
45.1K
$3.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-964- 28.36% |
$75.5K - $83K
|
2.44K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-403- 8.83% |
$31.6K - $34.7K
|
4.16K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-32- 0.01% |
$2.51K - $2.76K
|
278K
$24.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4- 0.05% |
$313 - $345
|
8.68K
$758K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$157 - $172
|
27.6K
$2.41M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-820- 7.72% |
$63K - $66.5K
|
9.8K
$855K
|
|
| Q1 2024 | |||||||
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.5K- 12.14% |
$1.43M - $1.59M
|
141K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.22K- 26.35% |
$163K - $181K
|
6.21K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-230- 5.12% |
$16.9K - $18.7K
|
4.26K
$372K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 6.85% |
$972 - $1.13K
|
204
$17.8K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-257- 6.81% |
$17.5K - $18.8K
|
3.52K
$307K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-127- 2.51% |
$8.64K - $9.3K
|
4.93K
$430K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-102- 0.99% |
$6.94K - $7.47K
|
10.2K
$888K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 71.43% |
$6.8K - $7.33K
|
40
$3.49K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-16.5K- 9.31% |
$1.08M - $1.19M
|
161K
$14M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-819- 13.68% |
$53.5K - $59.1K
|
5.17K
$451K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-506- 59.46% |
$33K - $36.5K
|
345
$30.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-153- 47.08% |
$9.99K - $11K
|
172
$15K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-540- 3.37% |
$33.2K - $38.5K
|
15.5K
$1.35M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.62K- 2.11% |
$160K - $189K
|
122K
$10.6M
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6.8KClosed |
$422K - $507K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.81KClosed |
$175K - $210K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-816Closed |
$50.6K - $60.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-785Closed |
$48.7K - $58.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14.8KClosed |
$1.05M - $1.15M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.08KClosed |
$76.6K - $83.6K
|
0
$0
|
|