Purchases and Sales Made in Q3 2023 in Victory Portfolios Ii Victorys (USTB)

USTB Quotes by TradingView

This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q3 2023. 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
Nov 06, 2023 Q3 2023
Victory Capital Management Inc

BUY
 -
80K
+ 1.95%
$3.9M - $3.94M
4.18M $211M
Oct 11, 2023 Q3 2023
Burt Wealth Advisors

BUY
 -
72.6K
New
$3.53M - $3.58M
72.6K $3.66M
Oct 17, 2023 Q3 2023
Amplius Wealth Advisors, LLC

BUY
 -
65.4K
+ 32.29%
$3.19M - $3.23M
268K $13.5M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
58K
New
$2.82M - $2.86M
58K $2.93M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
56.4K
+ 41.81%
$2.75M - $2.78M
191K $9.65M
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
46.6K
New
$2.27M - $2.3M
46.6K $2.35M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
44.8K
+ 36.2%
$2.18M - $2.21M
168K $8.5M
Oct 24, 2023 Q3 2023
Legacy Cg, LLC

Plano, TX
BUY
 -
43.7K
+ 19.95%
$2.13M - $2.16M
263K $13.3M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
32.9K
+ 14.92%
$1.6M - $1.62M
253K $12.8M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
31K
New
$1.51M - $1.53M
31K $1.57M
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
24.4K
New
$1.19M - $1.2M
24.4K $1.23M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
21.5K
+ 7711.83%
$1.05M - $1.06M
21.8K $1.1M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
19.1K
+ 6.99%
$930K - $941K
292K $14.8M
Oct 27, 2023 Q3 2023
Marquette Asset Management, LLC

BUY
 -
17.8K
+ 3.35%
$868K - $879K
550K $27.8M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
15.5K
New
$755K - $764K
15.5K $782K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
15.2K
+ 18.74%
$741K - $751K
96.5K $4.87M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
14.1K
+ 88.88%
$686K - $695K
30K $1.51M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
12.1K
New
$587K - $594K
12.1K $608K
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
11.7K
+ 168.59%
$567K - $574K
18.6K $936K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
11K
+ 4.9%
$537K - $544K
236K $11.9M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
11K
+ 190.1%
$534K - $541K
16.7K $844K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
8.7K
+ 139.2%
$424K - $429K
15K $754K
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
8.56K
New
$417K - $422K
8.56K $432K
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
7.22K
+ 67.38%
$351K - $356K
17.9K $905K
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
7.12K
New
$347K - $351K
7.12K $359K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
6.8K
+ 29.82%
$331K - $335K
29.6K $1.49M
Oct 30, 2023 Q3 2023
Darrow Company, Inc.

BUY
 -
6.4K
+ 32.44%
$311K - $315K
26.1K $1.32M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
6.12K
+ 44.87%
$298K - $302K
19.7K $996K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
6.07K
New
$295K - $299K
6.07K $306K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
5.96K
New
$290K - $294K
5.96K $301K
Nov 13, 2023 Q3 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
5.41K
New
$263K - $267K
5.41K $273K
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
5.4K
New
$263K - $266K
5.4K $273K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
4.79K
New
$233K - $236K
4.79K $242K
Oct 24, 2023 Q3 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
4.19K
+ 13.14%
$204K - $207K
36.1K $1.82M
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

BUY
 -
4.1K
New
$199K - $202K
4.1K $207K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.28K
+ 26.64%
$111K - $112K
10.8K $547K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.26K
+ 6.81%
$110K - $111K
35.5K $1.79M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
2.22K
New
$108K - $109K
2.22K $112K
Nov 06, 2023 Q3 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
1.53K
+ 4.13%
$74.3K - $75.3K
38.5K $1.94M
Nov 07, 2023 Q3 2023
Masso Torrence Wealth Management Inc.

BUY
 -
1.15K
+ 1.84%
$55.9K - $56.6K
63.7K $3.21M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
770
New
$37.5K - $38K
770 $38.8K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
283
+ 11.31%
$13.8K - $13.9K
2.79K $141K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
149
+ 0.2%
$7.25K - $7.34K
73.5K $3.71M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
77
New
$3.75K - $3.8K
77 $3.88K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
55
+ 1.05%
$2.68K - $2.71K
5.31K $268K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
47
New
$2.29K - $2.32K
47 $2.37K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
31
New
$1.51K - $1.53K
31 $1.56K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
15
New
$730 - $739
15 $757
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
5
New
$243 - $246
5 $252

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