Purchases and Sales Made in Q4 2024 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
111K+ 69.15% |
$5.55M - $5.64M
|
271K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
54.7KNew |
$2.74M - $2.78M
|
54.7K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.9KNew |
$2.2M - $2.23M
|
43.9K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.7KNew |
$1.44M - $1.46M
|
28.7K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.3K+ 50.77% |
$965K - $980K
|
57.2K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16.5K+ 8.27% |
$828K - $841K
|
217K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
15K+ 16.74% |
$752K - $764K
|
105K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.9K+ 6.66% |
$545K - $553K
|
174K
$8.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.1K+ 168.17% |
$508K - $516K
|
16.2K
$816K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.28K+ 7.38% |
$465K - $472K
|
135K
$6.82M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
8.79K+ 3.0% |
$440K - $447K
|
302K
$15.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$304K - $308K
|
6.07K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.85KNew |
$293K - $297K
|
5.85K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
5.79K+ 10.16% |
$290K - $294K
|
62.8K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.82K+ 19.81% |
$241K - $245K
|
29.1K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.07K+ 8.64% |
$204K - $207K
|
51.1K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.81K+ 44.93% |
$191K - $194K
|
12.3K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.08KNew |
$154K - $157K
|
3.08K
$155K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.54K+ 7.39% |
$127K - $129K
|
36.8K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.26K+ 3.06% |
$113K - $115K
|
76.1K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 24.31% |
$99.1K - $101K
|
10.1K
$511K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.96K+ 24.62% |
$98.1K - $99.7K
|
9.92K
$501K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 37.9% |
$82.3K - $83.6K
|
5.99K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.2K+ 0.73% |
$60.2K - $61.1K
|
165K
$8.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.03K+ 6.72% |
$51.4K - $52.2K
|
16.3K
$822K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 1.75% |
$1.35K - $1.37K
|
1.52K
$76.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-533- 4.35% |
$26.7K - $27.1K
|
11.7K
$592K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-641- 4.57% |
$32.1K - $32.6K
|
13.4K
$676K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-2.15K- 21.5% |
$108K - $109K
|
7.86K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.68K- 14.91% |
$134K - $136K
|
15.3K
$770K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.72K- 33.26% |
$336K - $341K
|
13.5K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-30.8K- 11.39% |
$1.54M - $1.57M
|
240K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-48K- 7.86% |
$2.41M - $2.44M
|
563K
$28.4M
|