Latest Institutional Transactions on Victory Portfolios Ii Shs Dev (CIZ)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Dev (CIZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.85K+ 296.67% |
$85K - $94.8K
|
3.81K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.1K- 10.38% |
$808K - $901K
|
234K
$7.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21- 4.07% |
$627 - $699
|
495
$15.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.7K- 66.18% |
$1.3M - $1.45M
|
22.3K
$715K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-171- 0.84% |
$5.1K - $5.69K
|
20.1K
$645K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-50K- 74.46% |
$1.49M - $1.66M
|
17.1K
$549K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.66K- 2.64% |
$49.4K - $52.7K
|
61.2K
$1.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.52K+ 20.91% |
$195K - $208K
|
37.7K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
267New |
$7.97K - $8.5K
|
267
$8.55K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.07K- 6.16% |
$31.8K - $33.9K
|
16.2K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.6K- 77.47% |
$1.03M - $1.1M
|
10.1K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.4K- 62.89% |
$1.47M - $1.57M
|
29.1K
$934K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.41K+ 2.93% |
$102K - $108K
|
120K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-48.9K- 55.74% |
$1.46M - $1.56M
|
38.8K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.1K- 31.8% |
$660K - $704K
|
47.4K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.17K- 22.78% |
$244K - $260K
|
27.7K
$888K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.46KNew |
$43.6K - $46.5K
|
1.46K
$46.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 8.65% |
$59.6K - $63.6K
|
21.1K
$676K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-673- 2.15% |
$20.1K - $21.4K
|
30.7K
$983K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144+ 17.08% |
$4.2K - $4.54K
|
987
$31.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$1.46K - $1.58K
|
50
$1.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.9K+ 16.4% |
$959K - $1.04M
|
233K
$7.47M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
7.21KNew |
$211K - $227K
|
7.21K
$231K
|
|
| Q3 2023 | |||||||
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
158New |
$4.58K - $5.02K
|
158
$5.06K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-550- 7.65% |
$15.9K - $17.5K
|
6.64K
$213K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-331- 1.58% |
$10.1K - $10.6K
|
20.6K
$659K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4.56KNew |
$128K - $143K
|
4.56K
$146K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13- 9.85% |
$366 - $408
|
119
$3.81K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-195- 14.72% |
$5.49K - $6.12K
|
1.13K
$36.2K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.05KClosed |
$30.6K - $34.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
145New |
$4.23K - $4.71K
|
145
$4.65K
|
|
| Q1 2022 | |||||||
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-473Closed |
$14K - $16.4K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2Closed |
$66.9 - $70.9
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.3KClosed |
$211K - $223K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
11New |
$362 - $384
|
11
$352
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.64KClosed |
$206K - $218K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.86KClosed |
$213K - $225K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$30K - $35.5K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-150Closed |
$4K - $4.74K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.65KClosed |
$204K - $242K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 66.67% |
$8K - $9.48K
|
750
$24K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-571Closed |
$15.4K - $16.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-83Closed |
$2.24K - $2.39K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.68KClosed |
$207K - $221K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-40.5KClosed |
$982K - $1.12M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.68KClosed |
$40.8K - $46.4K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-875Closed |
$21.2K - $24.2K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-400Closed |
$9.7K - $11.1K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24.2KClosed |
$586K - $668K
|
0
$0
|
|