Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
299KNew |
$25.3M - $27.3M
|
299K
$26.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
26.2KNew |
$2.21M - $2.39M
|
26.2K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.1K+ 65.33% |
$2.04M - $2.2M
|
60.9K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.68K+ 32.55% |
$650K - $701K
|
31.3K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.45K+ 108.25% |
$630K - $680K
|
14.3K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.62K+ 5.7% |
$559K - $603K
|
123K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$474K - $512K
|
5.61K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.24KNew |
$443K - $478K
|
5.24K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.7K+ 5.46% |
$228K - $246K
|
52.1K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 10.79% |
$150K - $162K
|
18.3K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.32K+ 0.88% |
$111K - $120K
|
150K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 0.78% |
$87K - $93.8K
|
134K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
884+ 7.24% |
$74.7K - $80.6K
|
13.1K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
690+ 2875.0% |
$58.3K - $62.9K
|
714
$63.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
472+ 0.93% |
$39.9K - $43K
|
51.3K
$4.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
379+ 64.9% |
$32K - $34.6K
|
963
$85.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
269+ 1.87% |
$22.7K - $24.5K
|
14.6K
$1.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
192+ 6.67% |
$16.2K - $17.5K
|
3.07K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
158+ 0.19% |
$13.4K - $14.4K
|
81.4K
$7.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
146+ 1.68% |
$12.3K - $13.3K
|
8.83K
$783K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
139+ 4.32% |
$11.8K - $12.7K
|
3.36K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
136+ 4.15% |
$11.5K - $12.4K
|
3.41K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33+ 0.42% |
$2.79K - $3.01K
|
7.92K
$702K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.13% |
$1.27K - $1.37K
|
11.3K
$998K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12+ 0.39% |
$1.01K - $1.09K
|
3.08K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.32% |
$338 - $365
|
1.26K
$111K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.15% |
$169 - $182
|
1.35K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 1.39% |
$338 - $365
|
284
$25.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35- 0.13% |
$2.96K - $3.19K
|
27.6K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-45- 0.02% |
$3.8K - $4.1K
|
278K
$24.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 2.15% |
$3.97K - $4.29K
|
2.14K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 13.46% |
$5.92K - $6.38K
|
450
$39.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-79- 2.87% |
$6.68K - $7.2K
|
2.67K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-350- 1.61% |
$29.6K - $31.9K
|
21.4K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-550- 6.56% |
$46.5K - $50.1K
|
7.84K
$695K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-609- 1.19% |
$51.5K - $55.5K
|
50.7K
$4.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-703- 49.13% |
$59.4K - $64.1K
|
728
$64.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-704- 0.25% |
$59.5K - $64.2K
|
282K
$25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-838- 20.13% |
$70.8K - $76.4K
|
3.32K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-880- 2.52% |
$74.4K - $80.2K
|
34.1K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-897- 5.69% |
$75.8K - $81.8K
|
14.9K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-939- 7.43% |
$79.4K - $85.6K
|
11.7K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.14K- 0.9% |
$96K - $104K
|
125K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.15K- 18.61% |
$96.8K - $104K
|
5.01K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.52K- 2.34% |
$129K - $139K
|
63.5K
$5.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.81K- 1.55% |
$153K - $165K
|
115K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.93K- 65.22% |
$163K - $176K
|
1.03K
$91.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.72K- 3.52% |
$230K - $248K
|
74.5K
$6.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.24K- 6.49% |
$358K - $386K
|
61.1K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.64K- 60.6% |
$392K - $423K
|
3.02K
$268K
|