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 |
---|---|---|---|---|---|---|---|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-444- 0.71% |
$23.2K - $24.9K
|
62.2K
$3.65M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.19K+ 91.03% |
$271K - $292K
|
10.9K
$639K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.2K+ 627.01% |
$1.99M - $2.14M
|
44.3K
$2.6M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-365- 5.21% |
$19K - $20.5K
|
6.64K
$390K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.9K+ 11.33% |
$1.4M - $1.51M
|
264K
$15.5M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
610+ 8.19% |
$31.8K - $34.3K
|
8.06K
$473K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.59% |
$52.2 - $56.2
|
171
$10K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.88K+ 91.63% |
$202K - $218K
|
8.11K
$475K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.63K+ 251.28% |
$503K - $541K
|
13.5K
$790K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-264- 4.49% |
$13.8K - $14.8K
|
5.61K
$329K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.6KNew |
$2.59M - $2.78M
|
49.6K
$2.91M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.87K- 7.87% |
$306K - $330K
|
68.7K
$4.03M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-272- 3.76% |
$14.2K - $15.3K
|
6.96K
$409K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
$539K - $580K
|
10.3K
$606K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$52.2 - $56.2
|
1
$58.7
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.69KNew |
$245K - $263K
|
4.69K
$275K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.9K- 9.1% |
$831K - $895K
|
159K
$9.34M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.3KNew |
$224K - $241K
|
4.3K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.14K+ 954.62% |
$59.3K - $63.8K
|
1.26K
$73.6K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
397+ 229.48% |
$20.7K - $22.3K
|
570
$33.4K
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
500New |
$26.1K - $28.1K
|
500
$29.3K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-315- 0.4% |
$16.4K - $17.7K
|
78.8K
$4.62M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-235- 3.93% |
$12.3K - $13.2K
|
5.75K
$337K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
103KNew |
$5.36M - $5.77M
|
103K
$6.03M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
6K+ 149.63% |
$313K - $337K
|
10K
$587K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.6K- 5.17% |
$344K - $370K
|
121K
$7.09M
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5K+ 92.51% |
$261K - $281K
|
10.4K
$611K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.7K- 34.35% |
$925K - $996K
|
33.9K
$1.99M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-915- 2.17% |
$47.7K - $51.4K
|
41.2K
$2.41M
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-423- 20.41% |
$22.1K - $23.8K
|
1.65K
$96.8K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12KNew |
$58.3K - $62.8K
|
1.12K
$65.6K
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-651- 13.22% |
$34K - $36.6K
|
4.27K
$251K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.11K- 4.94% |
$110K - $118K
|
40.5K
$2.38M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
932+ 3.46% |
$48.6K - $52.3K
|
27.9K
$1.64M
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
122New |
$6.36K - $6.85K
|
122
$7.16K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
17.3KNew |
$902K - $971K
|
17.3K
$1.01M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-324- 2.01% |
$16.9K - $18.2K
|
15.8K
$925K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.94K+ 6.06% |
$153K - $165K
|
51.4K
$3.01M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-900- 5.67% |
$46.9K - $50.5K
|
15K
$878K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-318- 4.9% |
$16.6K - $17.9K
|
6.17K
$362K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.82K+ 9.2% |
$147K - $158K
|
33.4K
$1.96M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.6% |
$156 - $168
|
499
$29.3K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.06K+ 50.59% |
$160K - $172K
|
9.11K
$535K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18K+ 39.96% |
$940K - $1.01M
|
63.1K
$3.7M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
2K+ 8.85% |
$105K - $113K
|
24.6K
$1.45M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5.47K+ 3.84% |
$285K - $307K
|
148K
$8.68M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
90+ 157.89% |
$4.69K - $5.04K
|
147
$8.62K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-54- 0.26% |
$2.81K - $3.03K
|
21.1K
$1.24M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
630New |
$32.8K - $35.3K
|
630
$37K
|