Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
183K+ 64860.99% |
$8.47M - $10.6M
|
183K
$11.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
87.7KNew |
$4.06M - $5.09M
|
87.7K
$5.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.7K+ 42.23% |
$4.06M - $5.09M
|
295K
$18.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
61.4K+ 1010.57% |
$2.84M - $3.56M
|
67.4K
$4.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
55.3K+ 34.57% |
$2.56M - $3.21M
|
215K
$13.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
28.9K+ 251.7% |
$1.34M - $1.68M
|
40.3K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
28.6K+ 14.04% |
$1.32M - $1.66M
|
232K
$14.3M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.3K+ 33.79% |
$985K - $1.23M
|
84.2K
$5.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 24.75% |
$813K - $1.02M
|
88.4K
$5.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.77K+ 58.25% |
$360K - $451K
|
21.1K
$1.3M
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
5.45K+ 6.13% |
$252K - $316K
|
94.3K
$5.79M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.66K+ 23.39% |
$216K - $271K
|
24.6K
$1.51M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.96KNew |
$184K - $230K
|
3.96K
$243K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.18K+ 3.99% |
$147K - $185K
|
82.9K
$5.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.91K+ 41.12% |
$135K - $169K
|
10K
$614K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
2.89K+ 36.64% |
$134K - $168K
|
10.8K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.16K+ 23.35% |
$100K - $126K
|
11.4K
$701K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
1.75K+ 15.55% |
$80.9K - $101K
|
13K
$796K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.33K+ 13.15% |
$61.7K - $77.3K
|
11.5K
$703K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.23K+ 1.02% |
$57.1K - $71.5K
|
122K
$7.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
965+ 5.84% |
$44.7K - $56K
|
17.5K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
911+ 3.09% |
$42.2K - $52.9K
|
30.4K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
883+ 487.85% |
$40.9K - $51.3K
|
1.06K
$65.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
597New |
$27.7K - $34.7K
|
597
$36.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
392+ 2.3% |
$18.2K - $22.8K
|
17.4K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
350New |
$16.2K - $20.3K
|
350
$21.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
222+ 6.2% |
$10.3K - $12.9K
|
3.81K
$234K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
154+ 2.87% |
$7.13K - $8.94K
|
5.51K
$338K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
46+ 0.12% |
$2.13K - $2.67K
|
38.2K
$2.34M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
39+ 1.02% |
$1.81K - $2.26K
|
3.86K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33New |
$1.53K - $1.92K
|
33
$2.03K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.07% |
$278 - $348
|
568
$34.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 1.26% |
$92.7 - $116
|
161
$9.88K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-136- 4.39% |
$6.3K - $7.9K
|
2.96K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-137- 1.61% |
$6.35K - $7.96K
|
8.37K
$513K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
SELL
|
- |
-230- 0.4% |
$10.7K - $13.4K
|
57.5K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-332- 31.09% |
$15.4K - $19.3K
|
736
$45.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-573- 5.22% |
$26.5K - $33.3K
|
10.4K
$639K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-837- 1.0% |
$38.8K - $48.6K
|
82.8K
$5.08M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.66K- 9.56% |
$123K - $155K
|
25.2K
$1.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.97K- 19.15% |
$138K - $172K
|
12.5K
$769K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.43K- 43.08% |
$252K - $315K
|
7.18K
$441K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.09K- 28.63% |
$282K - $354K
|
15.2K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.3K- 41.72% |
$616K - $772K
|
18.6K
$1.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-47.6K- 32.95% |
$2.21M - $2.76M
|
96.9K
$5.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57.1K- 39.96% |
$2.65M - $3.32M
|
85.8K
$5.27M
|