Dynamic Advisor Solutions LLC Victory Portf Ii Shs Us Small Transaction History

Dynamic Advisor Solutions LLC

$2.31 Billion
Q4 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$52.46 - $59.54 $242,522 - $275,253	4,623 Added 7.32%	67,737 $3.98 Million
Q2 2024 Jul 15, 2024	BUY	$52.16 - $56.16 $939,923 - $1.01 Million	18,020 Added 39.96%	63,114 $3.37 Million
Q1 2024 Apr 12, 2024	BUY	$52.06 - $56.04 $108,701 - $117,011	2,088 Added 4.86%	45,094 $2.53 Million
Q4 2023 Jan 10, 2024	BUY	$46.46 - $56.82 $382,923 - $468,310	8,242 Added 23.71%	43,006 $2.41 Million
Q3 2023 Oct 10, 2023	SELL	$48.4 - $54.16 $107,738 - $120,560	-2,226 Reduced 6.02%	34,764 $1.7 Million
Q2 2023 Aug 03, 2023	BUY	$48.09 - $52.25 $96,660 - $105,022	2,010 Added 5.75%	36,990 $1.9 Million
Q1 2023 Apr 10, 2023	BUY	$49.61 - $58.52 $363,045 - $428,249	7,318 Added 26.46%	34,980 $1.82 Million
Q4 2022 Jan 12, 2023	BUY	$47.42 - $55.16 $146,148 - $170,003	3,082 Added 12.54%	27,662 $1.43 Billion
Q3 2022 Oct 20, 2022	BUY	$46.33 - $58.07 $215,897 - $270,606	4,660 Added 23.39%	24,580 $1.14 Million
Q2 2022 Jul 27, 2022	BUY	$50.89 - $59.12 $584,827 - $679,407	11,492 Added 136.36%	19,920 $1.04 Million
Q1 2022 Apr 11, 2022	SELL	$57.24 - $62.65 $35,546 - $38,905	-621 Reduced 6.86%	8,428 $493,000
Q4 2021 Jan 26, 2022	SELL	$57.9 - $62.89 $6,948 - $7,546	-120 Reduced 1.31%	9,049 $556,000
Q3 2021 Oct 28, 2021	SELL	$55.94 - $60.53 $9,621 - $10,411	-172 Reduced 1.84%	9,169 $527,000
Q2 2021 Aug 10, 2021	BUY	$58.82 - $63.12 $39,644 - $42,542	674 Added 7.78%	9,341 $561,000
Q1 2021 Apr 27, 2021	BUY	$49.41 - $62.01 $191,760 - $240,660	3,881 Added 81.09%	8,667 $511,000
Q4 2020 Feb 03, 2021	BUY	$37.9 - $50.29 $181,389 - $240,687	4,786 New	4,786 $239,000
Q3 2020 Oct 27, 2020	SELL	$34.57 - $40.06 $220,902 - $255,983	-6,390 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$28.96 - $41.22 $185,054 - $263,395	6,390 New	6,390 $234,000
Q1 2020 May 07, 2020	SELL	$27.38 - $47.54 $174,684 - $303,305	-6,380 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$42.31 - $47.46 $269,937 - $302,794	6,380 New	6,380 $300,000

Others Institutions Holding CSB

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Shares Held

1.31M

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