Purchases and Sales Made in Q1 2023 in Victory Portfolios Ii Shs Us 5 (CFA)

CFA Quotes by TradingView

This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA) during Q1 2023. 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
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
163K
+ 719.32%
$10.7M - $11.8M
186K $16.5M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
60.3K
+ 13.96%
$3.94M - $4.35M
492K $43.7M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
59K
+ 20.21%
$3.85M - $4.26M
351K $31.1M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
39.9K
+ 5.25%
$2.6M - $2.88M
799K $70.8M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
15.2K
+ 7.66%
$994K - $1.1M
214K $19M
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
11.4K
+ 99.91%
$746K - $824K
22.9K $2.03M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
10.9K
New
$711K - $786K
10.9K $966K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
8.03K
+ 26.5%
$524K - $580K
38.3K $3.4M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
6.71K
New
$438K - $484K
6.71K $595K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
6.03K
+ 14.95%
$393K - $435K
46.3K $4.11M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.94K
+ 2.32%
$192K - $212K
130K $11.5M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.72K
+ 29.02%
$177K - $196K
12.1K $1.07M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.47K
+ 4.48%
$161K - $178K
57.6K $5.11M
Apr 18, 2023 Q1 2023
Tap Consulting, LLC

BUY
 -
1.9K
+ 2.91%
$124K - $137K
67.3K $5.97M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
1.32K
New
$86.2K - $95.2K
1.32K $117K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
780
+ 0.31%
$50.9K - $56.3K
256K $22.7M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
718
+ 7.31%
$46.9K - $51.8K
10.5K $934K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
706
+ 8.93%
$46.1K - $50.9K
8.62K $764K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
620
+ 9.29%
$40.5K - $44.7K
7.3K $647K
May 02, 2023 Q1 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
235
+ 1.86%
$15.3K - $17K
12.9K $1.14M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
110
New
$7.18K - $7.94K
110 $9.75K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
100
+ 250.0%
$6.53K - $7.21K
140 $12.4K
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
21
+ 0.27%
$1.37K - $1.51K
7.72K $684K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
8
+ 0.27%
$522 - $577
3.01K $267K
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

BUY
 -
4
+ 0.11%
$261 - $289
3.51K $311K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
1
+ 0.03%
$65.3 - $72.1
3.34K $296K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-24
- 9.88%
$1.57K - $1.73K
219 $19.4K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

SELL
 -
-153
- 47.08%
$9.99K - $11K
172 $15.2K
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
SELL
 -
-352
- 0.67%
$23K - $25.4K
51.9K $4.6M
May 11, 2023 Q1 2023
Planning Directions Inc

SELL
 -
-431
- 9.1%
$28.1K - $31.1K
4.31K $382K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-454
- 10.86%
$29.6K - $32.8K
3.73K $330K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-506
- 59.46%
$33K - $36.5K
345 $30.6K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-749
- 0.54%
$48.9K - $54K
137K $12.1M
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-750
- 34.63%
$49K - $54.1K
1.42K $126K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

SELL
 -
-819
- 13.68%
$53.5K - $59.1K
5.17K $458K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-1.19K
- 3.6%
$77.6K - $85.7K
31.8K $2.82M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
SELL
 -
-1.28K
- 13.5%
$83.5K - $92.3K
8.19K $726K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-1.63K
- 28.08%
$106K - $118K
4.18K $370K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

SELL
 -
-2.04K
- 1.7%
$133K - $147K
118K $10.4M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2.27K
- 3.69%
$148K - $164K
59.2K $5.25M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-3.22K
- 3.74%
$210K - $232K
82.8K $7.34M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-5.08K
- 59.75%
$332K - $367K
3.42K $303K
May 12, 2023 Q1 2023
Ubs Group Ag

SELL
 -
-10.9K
- 3.18%
$711K - $786K
332K $29.4M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-14.5K
- 34.75%
$946K - $1.05M
27.2K $2.41M
May 02, 2023 Q1 2023
Victory Capital Management Inc

SELL
 -
-16.5K
- 9.31%
$1.08M - $1.19M
161K $14.2M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-24.6K
- 62.48%
$1.61M - $1.78M
14.8K $1.31M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-30.3K
- 33.29%
$1.98M - $2.18M
60.6K $5.38M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
SELL
 -
-210K
- 16.17%
$13.7M - $15.2M
1.09M $96.6M

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