Purchases and Sales Made in Q4 2021 in Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
37KNew |
$2.64M - $2.88M
|
37K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.8K+ 11.4% |
$1.91M - $2.09M
|
262K
$23.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
18.5K+ 53.5% |
$1.32M - $1.44M
|
53K
$4.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
15.1KNew |
$1.08M - $1.18M
|
15.1K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3K+ 340.67% |
$736K - $804K
|
13.4K
$1.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.76KNew |
$624K - $681K
|
8.76K
$776K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.95K+ 83.69% |
$566K - $618K
|
17.4K
$1.55M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7.45KNew |
$531K - $580K
|
7.45K
$661K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.58K+ 229.08% |
$469K - $512K
|
9.45K
$838K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
6.05K+ 13.47% |
$431K - $471K
|
51K
$4.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.61K+ 5.5% |
$400K - $436K
|
108K
$9.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.3K+ 4.7% |
$378K - $413K
|
118K
$10.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$310K - $338K
|
4.34K
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.49K+ 2.79% |
$248K - $271K
|
129K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.08K+ 1.07% |
$76.8K - $83.8K
|
101K
$8.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.06K+ 1.19% |
$75.7K - $82.6K
|
90.2K
$8M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
957+ 4.37% |
$68.2K - $74.5K
|
22.9K
$2.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
785New |
$55.9K - $61.1K
|
785
$69.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
304+ 2.57% |
$21.7K - $23.7K
|
12.1K
$1.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
280New |
$20K - $21.8K
|
280
$24.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
228+ 0.37% |
$16.2K - $17.7K
|
62.2K
$5.51M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
167+ 5.14% |
$11.9K - $13K
|
3.42K
$303K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
135New |
$9.62K - $10.5K
|
135
$12K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
35+ 0.46% |
$2.49K - $2.72K
|
7.58K
$672K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.31% |
$855 - $934
|
3.95K
$350K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
7+ 0.18% |
$499 - $545
|
3.9K
$345K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.07% |
$214 - $233
|
4.33K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-58Closed |
$4.13K - $4.51K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-100- 1.93% |
$7.13K - $7.78K
|
5.09K
$451K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 1.75% |
$7.84K - $8.56K
|
6.19K
$549K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
SELL
|
- |
-117- 2.08% |
$8.34K - $9.1K
|
5.51K
$489K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-132- 0.78% |
$9.41K - $10.3K
|
16.7K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-137- 0.95% |
$9.76K - $10.7K
|
14.3K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-182- 0.35% |
$13K - $14.2K
|
52.2K
$4.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-200- 1.86% |
$14.3K - $15.6K
|
10.6K
$936K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-239- 8.65% |
$17K - $18.6K
|
2.52K
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-245- 8.62% |
$17.5K - $19.1K
|
2.6K
$230K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-264- 1.67% |
$18.8K - $20.5K
|
15.5K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-277- 0.09% |
$19.7K - $21.6K
|
307K
$27.2M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-771- 21.3% |
$54.9K - $60K
|
2.85K
$253K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.08KClosed |
$76.6K - $83.6K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.09K- 0.86% |
$77.4K - $84.5K
|
125K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.48K- 14.57% |
$105K - $115K
|
8.65K
$767K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.12K- 1.09% |
$151K - $165K
|
193K
$17.1M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.22KClosed |
$229K - $250K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 5.56% |
$745K - $813K
|
177K
$15.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.5K- 96.07% |
$748K - $817K
|
429
$38K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14.8KClosed |
$1.05M - $1.15M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.3K- 59.37% |
$1.09M - $1.19M
|
10.5K
$930K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.8K- 2.01% |
$1.34M - $1.46M
|
916K
$81.2M
|