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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.56KNew |
$328K - $382K
|
6.56K
$369K
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
4.88KNew |
$244K - $284K
|
4.88K
$274K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.24K+ 3.79% |
$212K - $247K
|
116K
$6.54M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.73KNew |
$186K - $217K
|
3.73K
$210K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.75K+ 22.1% |
$87.2K - $102K
|
9.64K
$543K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.53K+ 8.17% |
$76.4K - $89K
|
20.2K
$1.14M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 6.39% |
$72.5K - $84.5K
|
24.2K
$1.36M
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.4K+ 6.13% |
$69.7K - $81.2K
|
24.1K
$1.36M
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 2.91% |
$62.1K - $72.3K
|
43.9K
$2.47M
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
833+ 2.44% |
$41.6K - $48.5K
|
35K
$1.97M
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
415+ 5.74% |
$20.7K - $24.2K
|
7.65K
$430K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
357+ 15.77% |
$17.8K - $20.8K
|
2.62K
$147K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
196+ 0.83% |
$9.8K - $11.4K
|
23.9K
$1.35M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
189New |
$9.45K - $11K
|
189
$10.6K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14+ 0.37% |
$700 - $815
|
3.77K
$212K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14+ 0.37% |
$700 - $815
|
3.85K
$216K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
10+ 0.09% |
$500 - $582
|
11K
$618K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$150 - $175
|
5.84K
$329K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.69% |
$50 - $58.2
|
146
$8.22K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
73KNew |
$4.06M - $4.53M
|
73K
$4.11M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 6.38% |
$856K - $955K
|
257K
$14.4M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3KNew |
$685K - $764K
|
12.3K
$693K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.5K+ 98.84% |
$473K - $527K
|
17.1K
$962K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.78K+ 49.62% |
$433K - $482K
|
23.4K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.77KNew |
$321K - $358K
|
5.77K
$325K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.86K+ 1.46% |
$104K - $115K
|
129K
$7.28M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.43K+ 26.85% |
$79.5K - $88.6K
|
6.75K
$380K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
841+ 12.38% |
$46.8K - $52.2K
|
7.63K
$429K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
381New |
$21.2K - $23.6K
|
381
$21.4K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
366+ 4.1% |
$20.4K - $22.7K
|
9.3K
$523K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
358+ 133.58% |
$19.9K - $22.2K
|
626
$35.2K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
157New |
$8.73K - $9.74K
|
157
$8.83K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
55New |
$3.06K - $3.41K
|
55
$3.09K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48+ 0.56% |
$2.67K - $2.98K
|
8.62K
$485K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31+ 0.15% |
$1.72K - $1.92K
|
21K
$1.18M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
7.61KNew |
$439K - $493K
|
7.61K
$428K
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.05KNew |
$234K - $262K
|
4.05K
$228K
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.4KNew |
$197K - $221K
|
3.4K
$192K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 120.57% |
$63.6K - $71.4K
|
2.02K
$113K
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
381New |
$22K - $24.7K
|
381
$21.4K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
253New |
$14.6K - $16.4K
|
253
$14.2K
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.81% |
$57.8 - $64.8
|
124
$6.98K
|
|
Q3 2024 | |||||||
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
$242K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.88K+ 91.63% |
$202K - $218K
|
8.11K
$456K
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
500New |
$26.1K - $28.1K
|
500
$28.1K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
397+ 229.48% |
$20.7K - $22.3K
|
570
$32.1K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.59% |
$52.2 - $56.2
|
171
$9.62K
|