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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
899+ 3.43% |
$45K - $45.7K
|
27.1K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
492+ 11.49% |
$24.6K - $25K
|
4.77K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
280New |
$14K - $14.2K
|
280
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
227New |
$11.4K - $11.5K
|
227
$11.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
205+ 2.92% |
$10.3K - $10.4K
|
7.22K
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
168+ 2.08% |
$8.41K - $8.54K
|
8.23K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4New |
$200 - $203
|
4
$201
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 1.75% |
$1.35K - $1.37K
|
1.52K
$76.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 11.19% |
$2.5K - $2.54K
|
397
$19.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-533- 4.35% |
$26.7K - $27.1K
|
11.7K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-641- 4.57% |
$32.1K - $32.6K
|
13.4K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1K- 14.72% |
$50.1K - $50.9K
|
5.8K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-2.15K- 21.5% |
$108K - $109K
|
7.86K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.48K- 1.06% |
$124K - $126K
|
231K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.68K- 14.91% |
$134K - $136K
|
15.3K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.69K- 13.48% |
$185K - $188K
|
23.7K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.72K- 33.26% |
$336K - $341K
|
13.5K
$676K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-30.8K- 11.39% |
$1.54M - $1.57M
|
240K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-48K- 7.86% |
$2.41M - $2.44M
|
563K
$28.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 86.55% |
$7.92M - $8.05M
|
24.6K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-194K- 79.63% |
$9.7M - $9.86M
|
49.6K
$2.49M
|