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	-	32.5K New	$1.88M - $2.11M	32.5K $1.95M
Feb 03, 2025 Q4 2024	Capital Advisory Group Advisory Services, LLC Bloomington, MN	BUY	-	7.92K New	$457K - $513K	7.92K $475K
Feb 10, 2025 Q4 2024	One8zero8, LLC Greensboro, NC	BUY	-	7.61K New	$439K - $493K	7.61K $456K
Jan 29, 2025 Q4 2024	Sovran Advisors, LLC San Diego, CA	BUY	-	7.54K New	$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	-	4.8K New	$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	-	3.4K New	$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	-	381 New	$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	-	253 New	$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	-	0 New	$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	-	0 New	$0 - $0	0 $0
Q2 2024
Aug 12, 2024 Q2 2024	Hrt Financial LP New York, NY	BUY	-	4.3K New	$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	-	500 New	$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	-	25K New	$1.3M - $1.4M	25K $1.5M
Apr 30, 2024 Q1 2024	Bok Financial Private Wealth, Inc. Denver, CO	BUY	-	710 New	$37K - $39.8K	710 $42.6K
Apr 11, 2024 Q1 2024	Salem Investment Counselors Inc Winston Salem, NC	BUY	-	200 New	$10.4K - $11.2K	200 $12K
Q4 2023
Jan 16, 2024 Q4 2023	Hb Wealth Management, LLC	BUY	-	5.32K New	$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	-	1.81K New	$84.1K - $103K	1.81K $109K
Q3 2023
Nov 09, 2023 Q3 2023	Wealth Plan Investment Management, LLC Omaha, NE	BUY	-	16.1K New	$777K - $870K	16.1K $964K
Nov 13, 2023 Q3 2023	Capital Analysts, LLC Fort Washington, PA	BUY	-	265 New	$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	-	76 New	$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	-	6 New	$289 - $314	6 $360
Q1 2023
Aug 22, 2023 Q1 2023	Atria Wealth Solutions, Inc. New York, NY	BUY	-	5.27K New	$261K - $308K	5.27K $316K
May 17, 2023 Q1 2023	Sunbelt Securities, Inc. Houston, TX	BUY	-	490 New	$24.3K - $28.7K	490 $29.4K
May 04, 2023 Q1 2023	Larson Financial Group LLC	BUY	-	296 New	$14.7K - $17.3K	296 $17.8K
Apr 10, 2023 Q1 2023	Tradewinds Capital Management, LLC	BUY	-	250 New	$12.4K - $14.6K	250 $15K
Jun 20, 2023 Q1 2023	Oliver Lagore Vanvalin Investment Group Flint, MI	BUY	-	12 New	$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

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Latest Institutional Purchases of Victory Portf Ii Shs Us Small (CSB)

51.5K

32.5K

7.92K

7.61K

7.54K

5.9K

5.4K

4.8K

3.84K

3.49K

3.4K

3.04K

2.06K

1.62K

1.3K

1.1K

616

381

309

253

181

100

1

0

4.62K

0

4.3K

3.88K

500

397

1

25K

710

200

5.32K

3.64K

1.81K

16.1K

265

249

76

5

6

5.27K

490

296

250

12

11

32.3K

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