Purchases and Sales Made in Q1 2025 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q1 2025. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II VICTORYS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
624KNew |
$31.2M - $31.6M
|
624K
$31.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
458K+ 168.89% |
$22.9M - $23.2M
|
730K
$37M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
249KNew |
$12.5M - $12.6M
|
249K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
242K+ 33.77% |
$12.1M - $12.3M
|
958K
$48.6M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
189K+ 3.69% |
$9.47M - $9.59M
|
5.31M
$270M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
129KNew |
$6.47M - $6.55M
|
129K
$6.56M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
123K+ 110.8% |
$6.14M - $6.21M
|
233K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
114K+ 301.76% |
$5.71M - $5.78M
|
152K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.5K+ 9.94% |
$4.48M - $4.54M
|
990K
$50.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.5K+ 13.34% |
$3.68M - $3.73M
|
625K
$31.7M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
64.3K+ 84.47% |
$3.22M - $3.26M
|
140K
$7.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
62.2KNew |
$3.12M - $3.16M
|
62.2K
$3.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.7K+ 27.25% |
$3.09M - $3.13M
|
288K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
57.4K+ 20.34% |
$2.87M - $2.91M
|
339K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.2K+ 261.76% |
$2.61M - $2.65M
|
72.1K
$3.66M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.7K+ 1001.12% |
$2.19M - $2.22M
|
48.1K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41.2K+ 12.95% |
$2.06M - $2.09M
|
359K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39.1K+ 12.38% |
$1.96M - $1.98M
|
355K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 24.15% |
$1.76M - $1.78M
|
180K
$9.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
34.7K+ 9.03% |
$1.74M - $1.76M
|
419K
$21.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.6KNew |
$1.43M - $1.45M
|
28.6K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4KNew |
$1.27M - $1.29M
|
25.4K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.2K+ 15.89% |
$1.21M - $1.22M
|
176K
$8.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
20K+ 148.47% |
$1M - $1.01M
|
33.5K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19.7KNew |
$986K - $999K
|
19.7K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
16.8K+ 16.0% |
$839K - $850K
|
122K
$6.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6K+ 67.63% |
$833K - $843K
|
41.2K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.6KNew |
$783K - $793K
|
15.6K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
15.5K+ 24.75% |
$778K - $788K
|
78.3K
$3.98M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
15.1K+ 8.92% |
$755K - $765K
|
184K
$9.35M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.9K+ 31.56% |
$694K - $702K
|
57.7K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13.8KNew |
$692K - $700K
|
13.8K
$701K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
13.6K+ 9.39% |
$683K - $692K
|
159K
$8.07M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.4K+ 70.18% |
$671K - $680K
|
32.5K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.7KNew |
$636K - $644K
|
12.7K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.7K+ 20.37% |
$584K - $591K
|
68.9K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$535K - $542K
|
10.7K
$542K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.4K+ 6.31% |
$520K - $527K
|
175K
$8.89M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.76K+ 93.79% |
$489K - $495K
|
20.2K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.21K+ 18.02% |
$461K - $467K
|
60.3K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
9.02K+ 58.79% |
$452K - $457K
|
24.4K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
8.36K+ 3.45% |
$419K - $424K
|
250K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.12K+ 17.34% |
$406K - $412K
|
54.9K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.64KNew |
$383K - $388K
|
7.64K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.55K+ 7.52% |
$378K - $383K
|
108K
$5.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.07KNew |
$354K - $358K
|
7.07K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.9K+ 6.2% |
$346K - $350K
|
118K
$6.01M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.92K+ 1.96% |
$296K - $300K
|
308K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.89K+ 12.96% |
$295K - $298K
|
51.3K
$2.6M
|