Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
80.1KNew |
$4.46M - $4.97M
|
80.1K
$4.39M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
73KNew |
$4.06M - $4.53M
|
73K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 6.38% |
$856K - $955K
|
257K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3KNew |
$685K - $764K
|
12.3K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.5K+ 98.84% |
$473K - $527K
|
17.1K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.78K+ 49.62% |
$433K - $482K
|
23.4K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
6.19K+ 22.08% |
$344K - $384K
|
34.2K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.12K+ 16.72% |
$340K - $379K
|
42.7K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.77KNew |
$321K - $358K
|
5.77K
$316K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.75K+ 5.41% |
$320K - $356K
|
112K
$6.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.69K+ 26.0% |
$261K - $291K
|
22.7K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.06K+ 38.6% |
$170K - $190K
|
11K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.39K+ 49.73% |
$133K - $148K
|
7.18K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.36K+ 19.99% |
$131K - $146K
|
14.2K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.05K+ 102.15% |
$114K - $127K
|
4.05K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.86K+ 1.46% |
$104K - $115K
|
129K
$7.09M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.43K+ 26.85% |
$79.5K - $88.6K
|
6.75K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 5.26% |
$63.1K - $70.4K
|
22.7K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 4.5% |
$56.8K - $63.4K
|
23.8K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
841+ 12.38% |
$46.8K - $52.2K
|
7.63K
$418K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
381New |
$21.2K - $23.6K
|
381
$20.9K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
366+ 4.1% |
$20.4K - $22.7K
|
9.3K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
358+ 133.58% |
$19.9K - $22.2K
|
626
$34.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
353+ 4.68% |
$19.6K - $21.9K
|
7.9K
$433K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
157New |
$8.73K - $9.74K
|
157
$8.61K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
139+ 1.14% |
$7.73K - $8.62K
|
12.3K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
55New |
$3.06K - $3.41K
|
55
$3.02K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48+ 0.56% |
$2.67K - $2.98K
|
8.62K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31+ 0.15% |
$1.72K - $1.92K
|
21K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
31+ 0.43% |
$1.72K - $1.92K
|
7.23K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
13+ 0.89% |
$723 - $806
|
1.48K
$81.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$167 - $186
|
5.84K
$320K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.69% |
$55.6 - $62
|
145
$7.95K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8- 0.21% |
$445 - $496
|
3.75K
$206K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23- 1.28% |
$1.28K - $1.43K
|
1.77K
$97K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32- 2.62% |
$1.78K - $1.98K
|
1.19K
$65.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58- 0.08% |
$3.23K - $3.6K
|
76.7K
$4.21M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-60- 1.72% |
$3.34K - $3.72K
|
3.44K
$188K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-78- 0.42% |
$4.34K - $4.84K
|
18.7K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-107- 2.77% |
$5.95K - $6.64K
|
3.75K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-192- 2.49% |
$10.7K - $11.9K
|
7.52K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-199- 2.49% |
$11.1K - $12.3K
|
7.78K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-220- 5.43% |
$12.2K - $13.6K
|
3.83K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-220- 1.62% |
$12.2K - $13.6K
|
13.3K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.6K- 4.93% |
$89.2K - $99.5K
|
30.9K
$1.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.94K- 4.78% |
$108K - $120K
|
38.6K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.21K- 6.16% |
$123K - $137K
|
33.6K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.45K- 11.46% |
$248K - $276K
|
34.4K
$1.89M
|