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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12K+ 218.18% |
$630K - $714K
|
17.5K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9.23K+ 6.24% |
$484K - $550K
|
157K
$9.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.59K+ 1875.11% |
$451K - $511K
|
9.05K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.32KNew |
$436K - $495K
|
8.32K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.86K+ 56.71% |
$307K - $349K
|
16.2K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.58K+ 53.6% |
$293K - $332K
|
16K
$989K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.62K+ 7.32% |
$243K - $275K
|
67.7K
$4.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.97K+ 8.88% |
$156K - $177K
|
36.4K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.73K+ 20.3% |
$143K - $163K
|
16.2K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.07K+ 20.7% |
$109K - $123K
|
12.1K
$747K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.76K+ 7.16% |
$92.5K - $105K
|
26.4K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.44K+ 17.89% |
$75.6K - $85.9K
|
9.5K
$588K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.03KNew |
$54K - $61.3K
|
1.03K
$63.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
332+ 0.42% |
$17.4K - $19.8K
|
79.1K
$4.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
166+ 0.78% |
$8.71K - $9.88K
|
21.3K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 1.0% |
$262 - $298
|
504
$31.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.82% |
$52.5 - $59.5
|
123
$7.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
17.3KNew |
$902K - $971K
|
17.3K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.3KNew |
$224K - $241K
|
4.3K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.88K+ 91.63% |
$202K - $218K
|
8.11K
$501K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12KNew |
$58.3K - $62.8K
|
1.12K
$69.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
500New |
$26.1K - $28.1K
|
500
$30.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
397+ 229.48% |
$20.7K - $22.3K
|
570
$35.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.59% |
$52.2 - $56.2
|
171
$10.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25KNew |
$1.3M - $1.4M
|
25K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
710New |
$37K - $39.8K
|
710
$43.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200New |
$10.4K - $11.2K
|
200
$12.4K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$247K - $302K
|
5.32K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.64K+ 29.54% |
$169K - $207K
|
16K
$986K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.81KNew |
$84.1K - $103K
|
1.81K
$112K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.1KNew |
$777K - $870K
|
16.1K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
265New |
$12.8K - $14.4K
|
265
$16.4K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
249+ 2.44% |
$12.1K - $13.5K
|
10.5K
$648K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
76New |
$3.68K - $4.12K
|
76
$4.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.86% |
$242 - $271
|
589
$36.4K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6New |
$289 - $314
|
6
$371
|
|
| Q1 2023 | |||||||
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.27KNew |
$261K - $308K
|
5.27K
$326K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
490New |
$24.3K - $28.7K
|
490
$30.3K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
296New |
$14.7K - $17.3K
|
296
$18.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
250New |
$12.4K - $14.6K
|
250
$15.5K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12New |
$595 - $702
|
12
$742
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 0.9% |
$546 - $644
|
1.24K
$76.4K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.3K+ 36.79% |
$1.53M - $1.78M
|
120K
$7.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
16KNew |
$757K - $881K
|
16K
$988K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
602New |
$28.5K - $33.2K
|
602
$37.2K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.24% |
$427 - $496
|
3.81K
$236K
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
1.75K+ 15.55% |
$80.9K - $101K
|
13K
$802K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
350New |
$16.2K - $20.3K
|
350
$21.6K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$560 - $650
|
11
$680
|
|