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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.02K- 32.97% |
$179K - $198K
|
6.15K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$595K - $657K
|
10K
$721K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.68K- 5.86% |
$99.4K - $110K
|
26.9K
$1.93M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.56K- 11.33% |
$330K - $364K
|
43.5K
$3.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07KNew |
$63.6K - $70.2K
|
1.07K
$77.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$11.8K - $13.1K
|
200
$14.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5New |
$317 - $345
|
5
$359
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.68K+ 3.15% |
$551K - $599K
|
284K
$20.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
230New |
$14.6K - $15.9K
|
230
$16.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
521New |
$33.1K - $36K
|
521
$37.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.91K- 11.62% |
$121K - $132K
|
14.6K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$165K - $179K
|
2.6K
$187K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.7K- 31.96% |
$109K - $114K
|
3.62K
$259K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-792- 1.48% |
$50.8K - $53K
|
52.9K
$3.79M
|
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.5KNew |
$224K - $234K
|
3.5K
$251K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
600New |
$38.5K - $40.2K
|
600
$43.1K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
6.92KNew |
$444K - $463K
|
6.92K
$496K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.98KClosed |
$185K - $223K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3KClosed |
$186K - $224K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.76KNew |
$109K - $131K
|
1.76K
$126K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-305Closed |
$18.9K - $22.8K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.35KClosed |
$83.7K - $101K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-11.1K- 60.56% |
$686K - $826K
|
7.21K
$517K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
96New |
$5.95K - $7.17K
|
96
$6.89K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.84KClosed |
$114K - $137K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.18KClosed |
$197K - $237K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
839New |
$52K - $62.6K
|
839
$60.2K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
114KNew |
$7.89M - $8.86M
|
114K
$8.16M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.88KClosed |
$200K - $224K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.63KClosed |
$182K - $205K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-307Closed |
$21.3K - $23.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-64Closed |
$4.44K - $4.98K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
129New |
$9.18K - $10K
|
129
$9.26K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9New |
$641 - $700
|
9
$646
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.61KClosed |
$115K - $125K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
60New |
$4.22K - $4.51K
|
60
$4.31K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.46KClosed |
$173K - $185K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.27KNew |
$89.2K - $95.2K
|
1.27K
$90.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1KNew |
$70.5K - $75.3K
|
1K
$71.9K
|
|
| Q2 2021 | |||||||
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
67New |
$4.54K - $4.81K
|
67
$4.81K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-70Closed |
$4.74K - $5.03K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-501Closed |
$30.8K - $33.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-434Closed |
$23.4K - $27.1K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.44KClosed |
$294K - $340K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.3KNew |
$178K - $206K
|
3.3K
$236K
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.85KClosed |
$532K - $614K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-996Closed |
$51.5K - $56.5K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-75.6KClosed |
$3.91M - $4.29M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-800Closed |
$36.9K - $43.2K
|
0
$0
|
|