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 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.99K- 34.24% |
$92.3K - $113K
|
3.81K
$201K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.81KNew |
$84.1K - $103K
|
1.81K
$95.2K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.64K+ 29.54% |
$169K - $207K
|
16K
$839K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-730- 16.34% |
$33.9K - $41.5K
|
3.74K
$196K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-7.83K- 2.75% |
$364K - $445K
|
277K
$14.6M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$247K - $302K
|
5.32K
$280K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.89K- 8.61% |
$87.9K - $108K
|
20.1K
$1.06M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.22K- 13.84% |
$103K - $126K
|
13.8K
$728K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-74- 0.71% |
$3.58K - $4.01K
|
10.4K
$546K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-48- 0.6% |
$2.32K - $2.6K
|
7.98K
$420K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-434- 47.07% |
$21K - $23.5K
|
488
$25.7K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
265New |
$12.8K - $14.4K
|
265
$13.9K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.1KNew |
$777K - $870K
|
16.1K
$845K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.86% |
$242 - $271
|
589
$31K
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
76New |
$3.68K - $4.12K
|
76
$4K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91K- 8.36% |
$92.3K - $103K
|
20.9K
$1.1M
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-6.76K- 88.27% |
$327K - $366K
|
898
$47.2K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-340- 43.31% |
$16.4K - $17.8K
|
445
$23.4K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6New |
$289 - $314
|
6
$315
|
|
Q1 2023 | |||||||
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.27KNew |
$261K - $308K
|
5.27K
$277K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12New |
$595 - $702
|
12
$631
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
490New |
$24.3K - $28.7K
|
490
$25.8K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 0.9% |
$546 - $644
|
1.24K
$64.9K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
296New |
$14.7K - $17.3K
|
296
$15.6K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-132- 22.11% |
$6.55K - $7.72K
|
465
$24.4K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
250New |
$12.4K - $14.6K
|
250
$13.1K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.24% |
$457 - $496
|
3.81K
$201K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.54KNew |
$231K - $251K
|
4.54K
$239K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
602New |
$30.6K - $33.2K
|
602
$31.7K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.3K+ 36.79% |
$1.64M - $1.78M
|
120K
$6.31M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
16KNew |
$812K - $881K
|
16K
$840K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-573- 5.22% |
N/A
|
10.4K
$548K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
350New |
N/A
|
350
$18.4K
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
1.75K+ 15.55% |
N/A
|
13K
$682K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.15KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
N/A
|
11
$578
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.98KClosed |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-154- 21.48% |
N/A
|
563
$29.6K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.53KClosed |
N/A
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.29KClosed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
43New |
N/A
|
43
$2.26K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
71.5KNew |
N/A
|
71.5K
$3.76M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.09KClosed |
N/A
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.34KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
475New |
N/A
|
475
$25K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-241Closed |
N/A
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-111Closed |
N/A
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-924Closed |
N/A
|
0
$0
|