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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.03K- 10.33% |
$302K - $351K
|
52.4K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
833+ 2.44% |
$41.6K - $48.5K
|
35K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-4.23K- 29.89% |
$211K - $246K
|
9.92K
$572K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.53K+ 8.17% |
$76.4K - $89K
|
20.2K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.4K+ 6.13% |
$69.7K - $81.2K
|
24.1K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.69% |
$50 - $58.2
|
146
$8.42K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.73KNew |
$186K - $217K
|
3.73K
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
10+ 0.09% |
$500 - $582
|
11K
$634K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.75K+ 22.1% |
$87.2K - $102K
|
9.64K
$556K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.02K- 2.52% |
$101K - $118K
|
78.1K
$4.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-187- 0.48% |
$9.35K - $10.9K
|
38.4K
$2.22M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23- 1.28% |
$1.28K - $1.43K
|
1.77K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 6.38% |
$856K - $955K
|
257K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-199- 2.49% |
$11.1K - $12.3K
|
7.78K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
358+ 133.58% |
$19.9K - $22.2K
|
626
$36.1K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-192- 2.49% |
$10.7K - $11.9K
|
7.52K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.5K+ 98.84% |
$473K - $527K
|
17.1K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.78K+ 49.62% |
$433K - $482K
|
23.4K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.05K+ 102.15% |
$114K - $127K
|
4.05K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48+ 0.56% |
$2.67K - $2.98K
|
8.62K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-107- 2.77% |
$5.95K - $6.64K
|
3.75K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3KNew |
$685K - $764K
|
12.3K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.77KNew |
$321K - $358K
|
5.77K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.6K- 4.93% |
$89.2K - $99.5K
|
30.9K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-60- 1.72% |
$3.34K - $3.72K
|
3.44K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.86K+ 1.46% |
$104K - $115K
|
129K
$7.46M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
55New |
$3.06K - $3.41K
|
55
$3.17K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
841+ 12.38% |
$46.8K - $52.2K
|
7.63K
$440K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
13+ 0.89% |
$723 - $806
|
1.48K
$85.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32- 2.62% |
$1.78K - $1.98K
|
1.19K
$68.7K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
366+ 4.1% |
$20.4K - $22.7K
|
9.3K
$537K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
381New |
$21.2K - $23.6K
|
381
$22K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31+ 0.15% |
$1.72K - $1.92K
|
21K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 4.5% |
$56.8K - $63.4K
|
23.8K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
73KNew |
$4.06M - $4.53M
|
73K
$4.21M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.43K+ 26.85% |
$79.5K - $88.6K
|
6.75K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.75K+ 5.41% |
$320K - $356K
|
112K
$6.46M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.45K- 11.46% |
$248K - $276K
|
34.4K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.14K+ 5.26% |
$63.1K - $70.4K
|
22.7K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
139+ 1.14% |
$7.73K - $8.62K
|
12.3K
$711K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8- 0.21% |
$445 - $496
|
3.75K
$216K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-50.1K- 31.14% |
$2.79M - $3.11M
|
111K
$6.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.21K- 6.16% |
$123K - $137K
|
33.6K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58- 0.08% |
$3.23K - $3.6K
|
76.7K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
31+ 0.43% |
$1.72K - $1.92K
|
7.23K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$167 - $186
|
5.84K
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-220- 5.43% |
$12.2K - $13.6K
|
3.83K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.39K+ 49.73% |
$133K - $148K
|
7.18K
$414K
|
|