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 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.66KNew |
$284K - $287K
|
5.66K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5.33K+ 39.63% |
$267K - $270K
|
18.8K
$954K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.98K+ 85.11% |
$249K - $252K
|
10.8K
$550K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.47KNew |
$224K - $227K
|
4.47K
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.83K+ 2.83% |
$192K - $194K
|
139K
$7.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.19K+ 10.94% |
$160K - $162K
|
32.3K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.13K+ 1.79% |
$157K - $159K
|
177K
$9M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.11K+ 3.38% |
$156K - $158K
|
95.1K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.76K+ 17.07% |
$138K - $140K
|
18.9K
$962K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
2.31K+ 39.75% |
$115K - $117K
|
8.1K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 10.48% |
$70.3K - $71.1K
|
14.8K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.26K+ 10.27% |
$63.3K - $64K
|
13.6K
$689K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.5% |
$61.6K - $62.4K
|
36.4K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.04K+ 12.6% |
$51.9K - $52.6K
|
9.26K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
988+ 1.12% |
$49.5K - $50.1K
|
89.4K
$4.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
846+ 2.3% |
$42.4K - $42.9K
|
37.7K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
810+ 19.83% |
$40.6K - $41.1K
|
4.9K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
430+ 2.14% |
$21.5K - $21.8K
|
20.5K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
422+ 1.78% |
$21.1K - $21.4K
|
24.2K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
306+ 2.61% |
$15.3K - $15.5K
|
12K
$611K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
284New |
$14.2K - $14.4K
|
284
$14.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
210+ 2.91% |
$10.5K - $10.6K
|
7.43K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37+ 3.39% |
$1.85K - $1.88K
|
1.13K
$57.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$50.1 - $50.7
|
1
$50.8
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-27- 11.89% |
$1.35K - $1.37K
|
200
$10.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-78- 1.8% |
$3.91K - $3.96K
|
4.27K
$217K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-135- 67.5% |
$6.76K - $6.85K
|
65
$3.3K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-284- 71.54% |
$14.2K - $14.4K
|
113
$5.74K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-389- 6.5% |
$19.5K - $19.7K
|
5.6K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-411- 6.78% |
$20.6K - $20.8K
|
5.66K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-614- 4.09% |
$30.7K - $31.1K
|
14.4K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-683- 9.65% |
$34.2K - $34.6K
|
6.4K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-851- 3.14% |
$42.6K - $43.2K
|
26.3K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-974- 5.98% |
$48.8K - $49.4K
|
15.3K
$778K
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-1.57K- 19.96% |
$78.6K - $79.6K
|
6.29K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.72K- 12.89% |
$86.3K - $87.4K
|
11.6K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.31K- 4.23% |
$115K - $117K
|
52.2K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 22.22% |
$140K - $142K
|
9.8K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.04K- 11.42% |
$152K - $154K
|
23.6K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.66K- 1.52% |
$183K - $185K
|
236K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.78K- 15.96% |
$190K - $192K
|
19.9K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.78K- 0.67% |
$190K - $192K
|
559K
$28.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.64K- 8.49% |
$232K - $235K
|
50K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.39K- 17.67% |
$370K - $375K
|
34.4K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.79K- 15.72% |
$390K - $395K
|
41.8K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.59K- 14.23% |
$480K - $487K
|
57.8K
$2.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-20.5K- 9.45% |
$1.02M - $1.04M
|
196K
$9.96M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49.5KClosed |
$2.48M - $2.51M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-107K- 46.21% |
$5.34M - $5.41M
|
124K
$6.3M
|