Latest Institutional Transactions on Victory Portf Ii Shs Us Small (CSB)
This table provides information on the latest institutional transactions involving Victory Portf Ii Shs Us Small (CSB) 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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.19K+ 5.36% |
$166K - $179K
|
62.6K
$3.32M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25KNew |
$1.3M - $1.4M
|
25K
$1.33M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50- 0.67% |
$2.6K - $2.8K
|
7.45K
$395K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
139+ 2.5% |
$7.24K - $7.79K
|
5.71K
$303K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
90+ 157.89% |
$4.69K - $5.04K
|
147
$7.8K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.5KNew |
$286K - $308K
|
5.5K
$292K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.53K+ 2.39% |
$288K - $310K
|
237K
$12.6M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
630New |
$32.8K - $35.3K
|
630
$33.4K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.59% |
$52.1 - $56
|
170
$9.02K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.2K- 31.34% |
$167K - $179K
|
7.01K
$372K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.23KNew |
$220K - $237K
|
4.23K
$224K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.49K- 28.04% |
$77.8K - $83.7K
|
3.83K
$203K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
639+ 0.37% |
$33.3K - $35.8K
|
175K
$9.3M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.49K+ 3.25% |
$129K - $139K
|
79.1K
$4.2M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.4K+ 118.18% |
$2.1M - $2.26M
|
74.5K
$3.96M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
196+ 21.44% |
$10.2K - $11K
|
1.11K
$58.9K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.23K- 23.57% |
$116K - $125K
|
7.24K
$384K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38- 24.2% |
$1.98K - $2.13K
|
119
$6.31K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.47K+ 5.35% |
$337K - $363K
|
128K
$6.77M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-86- 40.57% |
$4.48K - $4.82K
|
126
$6.69K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-788- 11.82% |
$41K - $44.2K
|
5.88K
$312K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-961- 15.51% |
$50K - $53.9K
|
5.24K
$278K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.09KNew |
$317K - $341K
|
6.09K
$323K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-328- 7.56% |
$17.1K - $18.4K
|
4.01K
$213K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-1.23K- 2.83% |
$63.8K - $68.7K
|
42.1K
$2.23M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-485- 7.5% |
$25.2K - $27.2K
|
5.98K
$317K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-781- 27.37% |
$40.7K - $43.8K
|
2.07K
$110K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.4K- 63.75% |
$594K - $640K
|
6.49K
$344K
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-115- 0.72% |
$5.99K - $6.44K
|
15.9K
$842K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
710New |
$37K - $39.8K
|
710
$37.7K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
421New |
$21.9K - $23.6K
|
421
$22.3K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.94K- 16.15% |
$518K - $557K
|
51.6K
$2.74M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-197- 53.24% |
$10.3K - $11K
|
173
$9.18K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.6K- 21.33% |
$602K - $647K
|
42.6K
$2.26M
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.84K+ 10.21% |
$148K - $159K
|
30.6K
$1.62M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.94K- 7.51% |
$205K - $221K
|
48.4K
$2.57M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-707- 4.21% |
$36.8K - $39.6K
|
16.1K
$854K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.89K- 7.72% |
$98.5K - $106K
|
22.6K
$1.2M
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
974+ 21.97% |
$50.7K - $54.6K
|
5.41K
$287K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
911+ 3.5% |
$47.4K - $51.1K
|
27K
$1.43M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-235- 4.09% |
$12.2K - $13.2K
|
5.52K
$293K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-41K- 87.15% |
$2.14M - $2.3M
|
6.05K
$321K
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-283- 5.43% |
$14.7K - $15.9K
|
4.92K
$261K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.09K+ 4.86% |
$109K - $117K
|
45.1K
$2.39M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39- 7.29% |
$2.03K - $2.19K
|
496
$26.3K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200New |
$10.4K - $11.2K
|
200
$10.6K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.73K+ 1.95% |
$142K - $153K
|
142K
$7.56M
|
|
Q4 2023 | |||||||
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-7.99K- 64.82% |
$371K - $454K
|
4.34K
$230K
|