Purchases and Sales Made in Q1 2024 in Victory Portf Ii Shs Us Small (CSB)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Small (CSB) during Q1 2024. The information is specifically focused on institutions that hold shares of VICTORY PORTF II SHS US SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.4K+ 118.18% |
$2.1M - $2.26M
|
74.5K
$4.47M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25KNew |
$1.3M - $1.4M
|
25K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.47K+ 5.35% |
$337K - $363K
|
128K
$7.65M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.09KNew |
$317K - $341K
|
6.09K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.89K+ 10.99% |
$306K - $330K
|
59.4K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.53K+ 2.39% |
$288K - $310K
|
237K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.5KNew |
$286K - $308K
|
5.5K
$330K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.23KNew |
$220K - $237K
|
4.23K
$254K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.19K+ 5.36% |
$166K - $179K
|
62.6K
$3.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.84K+ 10.21% |
$148K - $159K
|
30.6K
$1.84M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.73K+ 1.95% |
$142K - $153K
|
142K
$8.55M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.49K+ 3.25% |
$129K - $139K
|
79.1K
$4.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.09K+ 4.86% |
$109K - $117K
|
45.1K
$2.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
974+ 21.97% |
$50.7K - $54.6K
|
5.41K
$324K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
911+ 3.5% |
$47.4K - $51.1K
|
27K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
710New |
$37K - $39.8K
|
710
$42.6K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
639+ 0.37% |
$33.3K - $35.8K
|
175K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
630New |
$32.8K - $35.3K
|
630
$37.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
421New |
$21.9K - $23.6K
|
421
$25.3K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
365+ 5.49% |
$19K - $20.5K
|
7.01K
$421K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200New |
$10.4K - $11.2K
|
200
$12K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
196+ 21.44% |
$10.2K - $11K
|
1.11K
$66.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
139+ 2.5% |
$7.24K - $7.79K
|
5.71K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
90+ 157.89% |
$4.69K - $5.04K
|
147
$8.82K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
90+ 157.89% |
$4.69K - $5.04K
|
147
$8.82K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.59% |
$52.1 - $56
|
170
$10.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38- 24.2% |
$1.98K - $2.13K
|
119
$7.14K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39- 7.29% |
$2.03K - $2.19K
|
496
$29.8K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50- 0.67% |
$2.6K - $2.8K
|
7.45K
$447K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-54- 0.26% |
$2.81K - $3.03K
|
21.1K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-86- 40.57% |
$4.48K - $4.82K
|
126
$7.56K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-115- 0.72% |
$5.99K - $6.44K
|
15.9K
$953K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-197- 53.24% |
$10.3K - $11K
|
173
$10.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-235- 4.09% |
$12.2K - $13.2K
|
5.52K
$331K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-283- 5.43% |
$14.7K - $15.9K
|
4.92K
$295K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-311- 67.9% |
$16.2K - $17.4K
|
147
$8.82K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-328- 7.56% |
$17.1K - $18.4K
|
4.01K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-485- 7.5% |
$25.2K - $27.2K
|
5.98K
$359K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-707- 4.21% |
$36.8K - $39.6K
|
16.1K
$965K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-781- 27.37% |
$40.7K - $43.8K
|
2.07K
$124K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-788- 11.82% |
$41K - $44.2K
|
5.88K
$353K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-961- 15.51% |
$50K - $53.9K
|
5.24K
$314K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.12K- 90.4% |
$58.4K - $62.8K
|
119
$7.14K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-1.23K- 2.83% |
$63.8K - $68.7K
|
42.1K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.49K- 28.04% |
$77.8K - $83.7K
|
3.83K
$230K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.89K- 7.72% |
$98.5K - $106K
|
22.6K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.23K- 23.57% |
$116K - $125K
|
7.24K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.2K- 31.34% |
$167K - $179K
|
7.01K
$421K
|