Latest Institutional Transactions on Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Us 5 (CFO) 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 |
---|---|---|---|---|---|---|---|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
19.2KNew |
$1.32M - $1.42M
|
19.2K
$1.33M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.3K- 34.09% |
$774K - $833K
|
21.8K
$1.52M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
50New |
$3.44K - $3.7K
|
50
$3.48K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30KNew |
$2.06M - $2.22M
|
30K
$2.09M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.01K- 3.25% |
$413K - $444K
|
179K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.91K+ 1.68% |
$131K - $141K
|
115K
$8.02M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.22K+ 1.23% |
$84.1K - $90.5K
|
101K
$7M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-95.6K- 30.67% |
$6.57M - $7.06M
|
216K
$15M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.23K- 12.52% |
$291K - $313K
|
29.6K
$2.06M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.35K- 1.6% |
$92.5K - $99.5K
|
83K
$5.77M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$275 - $296
|
4.19K
$292K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-676- 7.9% |
$46.4K - $50K
|
7.88K
$548K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.1K+ 272.18% |
$2.55M - $2.74M
|
50.8K
$3.53M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.06K- 0.61% |
$142K - $152K
|
335K
$23.3M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.74K- 24.35% |
$463K - $498K
|
20.9K
$1.46M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-84- 1.03% |
$5.77K - $6.21K
|
8.07K
$561K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.64K- 1.38% |
$181K - $195K
|
188K
$13.1M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.49K+ 1.44% |
$377K - $406K
|
386K
$26.9M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57- 0.43% |
$3.92K - $4.21K
|
13.1K
$909K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.76K+ 1.31% |
$121K - $130K
|
136K
$9.47M
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
13+ 0.29% |
$893 - $961
|
4.44K
$309K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.78K+ 67.48% |
$466K - $501K
|
16.8K
$1.17M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.19% |
$412 - $443
|
3.11K
$216K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.1K- 2.72% |
$693K - $746K
|
360K
$25.1M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.77K- 12.27% |
$190K - $205K
|
19.8K
$1.38M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.45K+ 20.35% |
$649K - $698K
|
55.9K
$3.89M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.36K+ 25.98% |
$93.2K - $100K
|
6.58K
$457K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.73K- 4.1% |
$531K - $571K
|
181K
$12.6M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.3% |
$137 - $148
|
660
$45.9K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-351- 2.65% |
$24.1K - $25.9K
|
12.9K
$897K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.51KNew |
$448K - $481K
|
6.51K
$453K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
933New |
$64.1K - $69K
|
933
$64.9K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-100- 2.49% |
$6.87K - $7.39K
|
3.92K
$272K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
424KNew |
$29.2M - $31.4M
|
424K
$29.5M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-396- 5.51% |
$27.2K - $29.3K
|
6.79K
$472K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
37K+ 186.02% |
$2.54M - $2.73M
|
56.9K
$3.95M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.25% |
$137 - $148
|
791
$55K
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-57- 1.08% |
$3.92K - $4.21K
|
5.23K
$364K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-891- 4.4% |
$61.2K - $65.9K
|
19.4K
$1.35M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.35K- 12.26% |
$161K - $173K
|
16.8K
$1.17M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-100- 0.58% |
$6.87K - $7.39K
|
17.2K
$1.2M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-256- 1.29% |
$17.6K - $18.9K
|
19.5K
$1.36M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-433- 4.84% |
$29.8K - $32K
|
8.51K
$592K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-203- 0.52% |
$13.9K - $15K
|
38.9K
$2.7M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.42K+ 9.14% |
$372K - $401K
|
64.7K
$4.5M
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 26.77% |
$86.6K - $93.1K
|
3.45K
$240K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-62- 0.23% |
$4.26K - $4.58K
|
27K
$1.88M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.44K- 16.93% |
$98.6K - $106K
|
7.04K
$490K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-145- 55.77% |
$9.96K - $10.7K
|
115
$8K
|