Purchases and Sales Made in Q4 2021 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
498K+ 0.0% |
$25.5M - $25.8M
|
498K
$25.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
330KNew |
$16.9M - $17.1M
|
330K
$16.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
254K+ 5935.84% |
$13M - $13.2M
|
259K
$13M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
215KNew |
$11M - $11.2M
|
215K
$10.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
196KNew |
$10.1M - $10.2M
|
196K
$9.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
124K+ 3.28% |
$6.36M - $6.43M
|
3.91M
$197M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
76.6KNew |
$3.93M - $3.97M
|
76.6K
$3.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.9K+ 117.24% |
$3.79M - $3.83M
|
137K
$6.9M
|
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
71K+ 141.84% |
$3.64M - $3.68M
|
121K
$6.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57.7KNew |
$2.96M - $2.99M
|
57.7K
$2.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
49.4KNew |
$2.53M - $2.56M
|
49.4K
$2.49M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.9KNew |
$1.84M - $1.86M
|
35.9K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
31.3KNew |
$1.6M - $1.62M
|
31.3K
$1.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
30.4KNew |
$1.56M - $1.58M
|
30.4K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.6K+ 88.93% |
$1.21M - $1.22M
|
50.1K
$2.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.7K+ 64.68% |
$1.17M - $1.18M
|
57.9K
$2.92M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.9KNew |
$1.12M - $1.13M
|
21.9K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8KNew |
$860K - $869K
|
16.8K
$845K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
15.4KNew |
$787K - $796K
|
15.4K
$775K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13.2KNew |
$677K - $685K
|
13.2K
$666K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.91KNew |
$355K - $359K
|
6.91K
$349K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.11KNew |
$313K - $317K
|
6.11K
$308K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.68KNew |
$291K - $295K
|
5.68K
$287K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
5.45KNew |
$280K - $283K
|
5.45K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
5.25KNew |
$269K - $272K
|
5.25K
$265K
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
4.77KNew |
$245K - $247K
|
4.77K
$241K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.38K+ 63.74% |
$173K - $175K
|
8.68K
$438K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.28KNew |
$168K - $170K
|
3.28K
$165K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.1KNew |
$56.4K - $57.1K
|
1.1K
$55.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$53K - $53.6K
|
1.03K
$52.1K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
933New |
$47.9K - $48.4K
|
933
$47.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
565New |
$29K - $29.3K
|
565
$28.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
546+ 12.15% |
$28K - $28.3K
|
5.04K
$254K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
517New |
$26.5K - $26.8K
|
517
$26.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
388New |
$19.9K - $20.1K
|
388
$19.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
110New |
$5.64K - $5.71K
|
110
$5.55K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2K- 6.27% |
$102K - $104K
|
29.9K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.8K- 8.63% |
$195K - $197K
|
40.2K
$2.03M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4KClosed |
$205K - $207K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.5K- 2.64% |
$540K - $547K
|
389K
$19.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-35.6K- 9.8% |
$1.82M - $1.85M
|
328K
$16.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-72.9K- 91.58% |
$3.74M - $3.78M
|
6.71K
$338K
|