Purchases and Sales Made in Q3 2023 in Victory Portfolios Ii Victorys (USTB)
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 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$97.4 - $98.6
|
111
$5.58K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-89- 2.06% |
$4.33K - $4.39K
|
4.23K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-116- 2.95% |
$5.65K - $5.72K
|
3.82K
$192K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-124- 2.69% |
$6.04K - $6.11K
|
4.49K
$225K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-348- 82.27% |
$16.9K - $17.2K
|
75
$3.77K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-743- 2.88% |
$36.2K - $36.6K
|
25.1K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.11K- 10.8% |
$54.1K - $54.8K
|
9.19K
$462K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.84K- 78.41% |
$89.5K - $90.6K
|
506
$25.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.26K- 13.2% |
$110K - $111K
|
14.9K
$747K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.39K- 32.94% |
$116K - $118K
|
4.87K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.92K- 46.99% |
$142K - $144K
|
3.3K
$166K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5.05K- 3.32% |
$246K - $249K
|
147K
$7.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.86K- 7.13% |
$285K - $289K
|
76.4K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.5K- 3.3% |
$659K - $667K
|
396K
$19.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-17.7K- 7.92% |
$864K - $874K
|
206K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.8K- 28.44% |
$1.11M - $1.12M
|
57.3K
$2.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-43.3K- 23.41% |
$2.11M - $2.13M
|
142K
$7.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.3K- 16.56% |
$2.69M - $2.73M
|
279K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56.7K- 19.09% |
$2.76M - $2.79M
|
240K
$12.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-486K- 47.98% |
$23.7M - $24M
|
527K
$26.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-511K- 97.71% |
$24.9M - $25.2M
|
12K
$603K
|