Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36K- 70.16% |
$1.89M - $2.15M
|
15.3K
$962K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-34.4K- 33.46% |
$1.8M - $2.05M
|
68.4K
$4.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.11K- 26.87% |
$478K - $542K
|
24.8K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.34K- 36.63% |
$175K - $199K
|
5.77K
$362K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.32K- 3.26% |
$69.3K - $78.7K
|
39.2K
$2.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-820- 5.48% |
$43K - $48.8K
|
14.2K
$888K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-798- 14.46% |
$41.9K - $47.5K
|
4.72K
$296K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-651- 2.33% |
$34.2K - $38.8K
|
27.2K
$1.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-626- 99.37% |
$32.8K - $37.3K
|
4
$251
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-247- 1.57% |
$13K - $14.7K
|
15.5K
$973K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-196- 17.66% |
$10.3K - $11.7K
|
914
$57.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-140- 8.48% |
$7.34K - $8.34K
|
1.51K
$94.7K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.9K- 9.1% |
$831K - $895K
|
159K
$9.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.6K- 5.17% |
$344K - $370K
|
121K
$7.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.87K- 7.87% |
$306K - $330K
|
68.7K
$4.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-915- 2.17% |
$47.7K - $51.4K
|
41.2K
$2.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-651- 13.22% |
$34K - $36.6K
|
4.27K
$268K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-444- 0.71% |
$23.2K - $24.9K
|
62.2K
$3.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-318- 4.9% |
$16.6K - $17.9K
|
6.17K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-272- 3.76% |
$14.2K - $15.3K
|
6.96K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-264- 4.49% |
$13.8K - $14.8K
|
5.61K
$352K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-235- 3.93% |
$12.3K - $13.2K
|
5.75K
$361K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-961- 15.51% |
$50K - $53.9K
|
5.24K
$329K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-86- 40.57% |
$4.48K - $4.82K
|
126
$7.9K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-54- 0.26% |
$2.81K - $3.03K
|
21.1K
$1.32M
|
|
| Q4 2023 | |||||||
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-7.99K- 64.82% |
$371K - $454K
|
4.34K
$272K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.22K- 13.84% |
$103K - $126K
|
13.8K
$868K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.99K- 34.24% |
$92.3K - $113K
|
3.81K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-730- 16.34% |
$33.9K - $41.5K
|
3.74K
$234K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-6.76K- 88.27% |
$327K - $366K
|
898
$56.3K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-434- 47.07% |
$21K - $23.5K
|
488
$30.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-74- 0.71% |
$3.58K - $4.01K
|
10.4K
$651K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-48- 0.6% |
$2.32K - $2.6K
|
7.98K
$501K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-340- 43.31% |
$16.4K - $17.8K
|
445
$27.9K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-132- 22.11% |
$6.55K - $7.72K
|
465
$29.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-573- 5.22% |
$26.5K - $33.3K
|
10.4K
$653K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.15KClosed |
$211K - $246K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.98KClosed |
$202K - $235K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.53KClosed |
$180K - $209K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.29KClosed |
$117K - $135K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-154- 21.48% |
$7.84K - $9.1K
|
563
$35.3K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.09KClosed |
$234K - $256K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.34KClosed |
$76.8K - $84.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-241Closed |
$14K - $15.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-200Closed |
$11.6K - $12.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-111Closed |
$6.43K - $6.98K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-14.1KClosed |
$791K - $856K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-924Closed |
$51.7K - $55.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.1KClosed |
$124K - $133K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-449- 40.93% |
$26.4K - $28.3K
|
648
$40.6K
|
|