Latest Institutional Purchases of Victory Portf Ii Shs Us Small (CSB)
This list provides information on the latest institutional transactions involving Victory Portf Ii Shs Us Small (CSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
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
$14.5M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.5KNew |
$1.88M - $2.11M
|
32.5K
$1.95M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.92KNew |
$457K - $513K
|
7.92K
$475K
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
7.61KNew |
$439K - $493K
|
7.61K
$456K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.54KNew |
$436K - $489K
|
7.54K
$453K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.9K+ 4.86% |
$341K - $382K
|
127K
$7.65M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.4K+ 33.35% |
$312K - $350K
|
21.6K
$1.3M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.8KNew |
$277K - $311K
|
4.8K
$288K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.84K+ 2.44% |
$222K - $248K
|
161K
$9.66M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.49K+ 87300.0% |
$202K - $226K
|
3.5K
$210K
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.4KNew |
$197K - $221K
|
3.4K
$204K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 65.15% |
$176K - $197K
|
7.71K
$463K
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.06K+ 12.91% |
$119K - $134K
|
18.1K
$1.08M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1.62K+ 6.14% |
$93.7K - $105K
|
28K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 267.21% |
$75.3K - $84.5K
|
1.79K
$108K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 120.57% |
$63.6K - $71.4K
|
2.02K
$121K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
616+ 7.4% |
$35.6K - $39.9K
|
8.94K
$536K
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
381New |
$22K - $24.7K
|
381
$22.9K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
309+ 4.78% |
$17.8K - $20K
|
6.77K
$406K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
253New |
$14.6K - $16.4K
|
253
$15.2K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
181+ 0.5% |
$10.5K - $11.7K
|
36.6K
$2.19M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
100+ 0.83% |
$5.78K - $6.48K
|
12.2K
$731K
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.81% |
$57.8 - $64.8
|
124
$7.44K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.62K+ 7.32% |
$243K - $275K
|
67.7K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.3KNew |
$224K - $241K
|
4.3K
$258K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.88K+ 91.63% |
$202K - $218K
|
8.11K
$486K
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
500New |
$26.1K - $28.1K
|
500
$30K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
397+ 229.48% |
$20.7K - $22.3K
|
570
$34.2K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.59% |
$52.2 - $56.2
|
171
$10.3K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25KNew |
$1.3M - $1.4M
|
25K
$1.5M
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
710New |
$37K - $39.8K
|
710
$42.6K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200New |
$10.4K - $11.2K
|
200
$12K
|
|
Q4 2023 | |||||||
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$247K - $302K
|
5.32K
$319K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.64K+ 29.54% |
$169K - $207K
|
16K
$957K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.81KNew |
$84.1K - $103K
|
1.81K
$109K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.1KNew |
$777K - $870K
|
16.1K
$964K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
265New |
$12.8K - $14.4K
|
265
$15.9K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
249+ 2.44% |
$12.1K - $13.5K
|
10.5K
$628K
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
76New |
$3.68K - $4.12K
|
76
$4.56K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.86% |
$242 - $271
|
589
$35.3K
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6New |
$289 - $314
|
6
$360
|
|
Q1 2023 | |||||||
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.27KNew |
$261K - $308K
|
5.27K
$316K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
490New |
$24.3K - $28.7K
|
490
$29.4K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
296New |
$14.7K - $17.3K
|
296
$17.8K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
250New |
$12.4K - $14.6K
|
250
$15K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12New |
$595 - $702
|
12
$720
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 0.9% |
$546 - $644
|
1.24K
$74.1K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.3K+ 36.79% |
$1.53M - $1.78M
|
120K
$7.2M
|