Purchases and Sales Made in Q1 2025 in Victory Portfolios Ii Victorys (USVM)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USVM) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.69M+ 20640.32% |
$512M - $589M
|
6.72M
$544M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
86.8KNew |
$6.64M - $7.64M
|
86.8K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
75.5KNew |
$5.78M - $6.65M
|
75.5K
$6.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.3K+ 2.89% |
$2.39M - $2.75M
|
1.11M
$90.3M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28.8KNew |
$2.21M - $2.54M
|
28.8K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.4K+ 162.79% |
$1.79M - $2.06M
|
37.7K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
21K+ 21.95% |
$1.61M - $1.85M
|
117K
$9.46M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.8KNew |
$1.59M - $1.83M
|
20.8K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
17KNew |
$1.3M - $1.49M
|
17K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
16.9K+ 1.44% |
$1.3M - $1.49M
|
1.19M
$96.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.68KNew |
$741K - $852K
|
9.68K
$784K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.62K+ 25.38% |
$736K - $847K
|
47.5K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.61KNew |
$735K - $846K
|
9.61K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.85KNew |
$601K - $691K
|
7.85K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.67KNew |
$587K - $675K
|
7.67K
$621K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.95KNew |
$226K - $260K
|
2.95K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.92KNew |
$224K - $257K
|
2.92K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.82KNew |
$216K - $248K
|
2.82K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.81KNew |
$215K - $247K
|
2.81K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.36K+ 1266.36% |
$104K - $119K
|
1.46K
$118K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1K+ 145.64% |
$76.7K - $88.2K
|
1.69K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
994+ 64.55% |
$76.1K - $87.5K
|
2.53K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
670New |
$51.3K - $59K
|
670
$54.3K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
629+ 40.06% |
$48.2K - $55.4K
|
2.2K
$178K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
541New |
$41.4K - $47.6K
|
541
$43.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
465+ 1.79% |
$35.6K - $40.9K
|
26.5K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
145+ 3.09% |
$11.1K - $12.8K
|
4.85K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
113+ 100.0% |
$8.65K - $9.95K
|
226
$18.3K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
65New |
$4.98K - $5.72K
|
65
$5.27K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45+ 5.92% |
$3.45K - $3.96K
|
805
$65.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
BUY
|
- |
12New |
$919 - $1.06K
|
12
$972
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4+ 0.27% |
$306 - $352
|
1.49K
$121K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4New |
$306 - $352
|
4
$324
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66- 98.51% |
$5.05K - $5.81K
|
1
$81
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-113- 50.0% |
$8.65K - $9.95K
|
113
$9.16K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-214- 5.91% |
$16.4K - $18.8K
|
3.41K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-851- 24.09% |
$65.2K - $74.9K
|
2.68K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.99K- 15.67% |
$382K - $439K
|
26.8K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-171K- 80.29% |
$13.1M - $15.1M
|
42K
$3.41M
|