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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.5K+ 27.14% |
$2.97M - $3.33M
|
241K
$14.6M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.8KNew |
$277K - $311K
|
4.8K
$291K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-530- 3.27% |
$30.6K - $34.3K
|
15.7K
$952K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.9K+ 4.86% |
$341K - $382K
|
127K
$7.74M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 1.76% |
$21.7K - $24.3K
|
20.9K
$1.27M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
616+ 7.4% |
$35.6K - $39.9K
|
8.94K
$543K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-8.9K- 50.86% |
$514K - $577K
|
8.6K
$522K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.07K- 11.8% |
$61.6K - $69.1K
|
7.98K
$485K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.49K+ 87300.0% |
$202K - $226K
|
3.5K
$212K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.21K- 6.15% |
$243K - $272K
|
64.2K
$3.9M
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-44- 2.91% |
$2.54K - $2.85K
|
1.47K
$89.1K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-563Closed |
$32.5K - $36.5K
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 267.21% |
$75.3K - $84.5K
|
1.79K
$109K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 65.15% |
$176K - $197K
|
7.71K
$468K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.8K- 30.23% |
$972K - $1.09M
|
38.8K
$2.36M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.35K- 2.97% |
$136K - $152K
|
76.8K
$4.66M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17- 1.37% |
$982 - $1.1K
|
1.22K
$74.3K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.75K- 65.16% |
$216K - $243K
|
2K
$122K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
253New |
$14.6K - $16.4K
|
253
$15.4K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.15K- 1.98% |
$124K - $139K
|
106K
$6.45M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.76K- 31.26% |
$101K - $114K
|
3.86K
$234K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-175- 17.01% |
$10.1K - $11.3K
|
854
$51.9K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
181+ 0.5% |
$10.5K - $11.7K
|
36.6K
$2.22M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.06K- 8.29% |
$119K - $133K
|
22.7K
$1.38M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-934- 9.83% |
$53.9K - $60.5K
|
8.57K
$521K
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
7.61KNew |
$439K - $493K
|
7.61K
$462K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
309+ 4.78% |
$17.8K - $20K
|
6.77K
$411K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-529- 1.29% |
$30.5K - $34.3K
|
40.5K
$2.46M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
100+ 0.83% |
$5.78K - $6.48K
|
12.2K
$740K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 120.57% |
$63.6K - $71.4K
|
2.02K
$122K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.5KNew |
$1.88M - $2.11M
|
32.5K
$1.98M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.4K+ 33.35% |
$312K - $350K
|
21.6K
$1.31M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
381New |
$22K - $24.7K
|
381
$23.1K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-977Closed |
$56.4K - $63.3K
|
0
$0
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.84K+ 2.44% |
$222K - $248K
|
161K
$9.78M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.92KNew |
$457K - $513K
|
7.92K
$481K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-610- 4.31% |
$35.2K - $39.5K
|
13.5K
$823K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.46K- 31.07% |
$489K - $548K
|
18.8K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.4KNew |
$197K - $221K
|
3.4K
$207K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.39K- 8.64% |
$196K - $219K
|
35.8K
$2.18M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.54KNew |
$436K - $489K
|
7.54K
$458K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42- 1.1% |
$2.43K - $2.72K
|
3.76K
$228K
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.81% |
$57.8 - $64.8
|
124
$7.53K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-5.49K- 31.78% |
$317K - $356K
|
11.8K
$716K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1.62K+ 6.14% |
$93.7K - $105K
|
28K
$1.7M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-666- 14.11% |
$38.5K - $43.1K
|
4.05K
$246K
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.06K+ 12.91% |
$119K - $134K
|
18.1K
$1.1M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-360- 71.43% |
$20.8K - $23.3K
|
144
$8.75K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 31.18% |
$811K - $920K
|
34.1K
$2.07M
|