Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
4.88KNew |
$244K - $284K
|
4.88K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.73KNew |
$186K - $217K
|
3.73K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.75K+ 22.1% |
$87.2K - $102K
|
9.64K
$544K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.53K+ 8.17% |
$76.4K - $89K
|
20.2K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 6.39% |
$72.5K - $84.5K
|
24.2K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.4K+ 6.13% |
$69.7K - $81.2K
|
24.1K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
833+ 2.44% |
$41.6K - $48.5K
|
35K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
415+ 5.74% |
$20.7K - $24.2K
|
7.65K
$432K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
196+ 0.83% |
$9.8K - $11.4K
|
23.9K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
189New |
$9.45K - $11K
|
189
$10.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14+ 0.37% |
$700 - $815
|
3.85K
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
10+ 0.09% |
$500 - $582
|
11K
$620K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.69% |
$50 - $58.2
|
146
$8.24K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-22- 1.49% |
$1.1K - $1.28K
|
1.46K
$82.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37- 0.05% |
$1.85K - $2.15K
|
76.7K
$4.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-187- 0.48% |
$9.35K - $10.9K
|
38.4K
$2.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.28K- 9.61% |
$64K - $74.5K
|
12K
$680K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.5K- 37.06% |
$75K - $87.4K
|
2.55K
$144K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.97K- 27.48% |
$98.6K - $115K
|
5.21K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.02K- 2.52% |
$101K - $118K
|
78.1K
$4.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-4.23K- 29.89% |
$211K - $246K
|
9.92K
$560K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.03K- 10.33% |
$302K - $351K
|
52.4K
$2.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8K- 7.22% |
$400K - $466K
|
103K
$5.81M
|