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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
16KNew |
$757K - $881K
|
16K
$967K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
602New |
$28.5K - $33.2K
|
602
$36.5K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.24% |
$427 - $496
|
3.81K
$231K
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
1.75K+ 15.55% |
$80.9K - $101K
|
13K
$786K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
350New |
$16.2K - $20.3K
|
350
$21.2K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$560 - $650
|
11
$666
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
71.5KNew |
$4.09M - $4.48M
|
71.5K
$4.33M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
43New |
$2.46K - $2.69K
|
43
$2.6K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
475New |
$27.5K - $29.9K
|
475
$28.8K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$823 - $884
|
14
$848
|
|
| Q1 2021 | |||||||
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
105New |
$5.19K - $6.51K
|
105
$6.36K
|
|