Purchases and Sales Made in Q1 2023 in Victory Portf Ii Shs Us Disc E (CSF)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Disc E (CSF) during Q1 2023. The information is specifically focused on institutions that hold shares of VICTORY PORTF II SHS US DISC E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.4K+ 181.72% |
$1.76M - $2.03M
|
54.9K
$2.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.3K+ 129.55% |
$1.56M - $1.79M
|
55.5K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.2KNew |
$1.45M - $1.68M
|
29.2K
$1.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
15KNew |
$748K - $862K
|
15K
$767K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
13KNew |
$646K - $744K
|
13K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2KNew |
$559K - $644K
|
11.2K
$573K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.71K+ 3.76% |
$284K - $327K
|
157K
$8.03M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.14K+ 31.7% |
$256K - $295K
|
21.4K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.68K+ 5.9% |
$232K - $268K
|
83.9K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3.71K+ 10.19% |
$185K - $213K
|
40.2K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.05K+ 1.99% |
$152K - $175K
|
157K
$8M
|
|
|
Jul 31, 2025
Q1 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.54K+ 9.49% |
$126K - $145K
|
29.2K
$1.49M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
610New |
$30.3K - $35K
|
610
$31.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
457+ 11.17% |
$22.7K - $26.2K
|
4.55K
$232K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
438+ 2.88% |
$21.8K - $25.1K
|
15.7K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
430+ 1.36% |
$21.4K - $24.7K
|
32K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
252+ 3.82% |
$12.5K - $14.4K
|
6.84K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-186- 0.96% |
$9.25K - $10.7K
|
19.3K
$984K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-619- 1.06% |
$30.8K - $35.5K
|
57.6K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-662- 0.95% |
$32.9K - $38K
|
69K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-728- 2.7% |
$36.2K - $41.7K
|
26.2K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.67K- 3.27% |
$83K - $95.7K
|
49.3K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.53K- 6.36% |
$275K - $317K
|
81.4K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.69K- 39.39% |
$382K - $441K
|
11.8K
$604K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.88K- 49.7% |
$392K - $451K
|
7.97K
$407K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.28K- 17.25% |
$412K - $475K
|
39.7K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.8K- 20.55% |
$1.48M - $1.71M
|
115K
$5.87M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.3K- 50.91% |
$1.51M - $1.74M
|
29.2K
$1.49M
|