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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-11.5K- 67.25% |
$575K - $670K
|
5.6K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8K- 7.22% |
$400K - $466K
|
103K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.98K- 3.11% |
$399K - $464K
|
249K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.82K- 5.28% |
$341K - $397K
|
122K
$6.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.03K- 10.33% |
$302K - $351K
|
52.4K
$2.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-4.23K- 29.89% |
$211K - $246K
|
9.92K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 99.97% |
$172K - $200K
|
1
$56.3
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.61K- 7.77% |
$131K - $152K
|
31K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.48K- 8.03% |
$124K - $145K
|
28.4K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.02K- 2.52% |
$101K - $118K
|
78.1K
$4.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.97K- 27.48% |
$98.6K - $115K
|
5.21K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.5K- 37.06% |
$75K - $87.4K
|
2.55K
$143K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.3K- 16.72% |
$65K - $75.8K
|
6.48K
$365K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.28K- 9.61% |
$64K - $74.5K
|
12K
$678K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.11K- 3.22% |
$55.4K - $64.6K
|
33.3K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-870- 49.18% |
$43.5K - $50.7K
|
899
$50.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-711- 8.8% |
$35.5K - $41.4K
|
7.36K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-650- 8.65% |
$32.5K - $37.9K
|
6.87K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-358- 57.19% |
$17.9K - $20.8K
|
268
$15.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-259- 2.1% |
$12.9K - $15.1K
|
12.1K
$679K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-229- 6.1% |
$11.4K - $13.3K
|
3.52K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-202- 2.17% |
$10.1K - $11.8K
|
9.1K
$512K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-187- 0.48% |
$9.35K - $10.9K
|
38.4K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-170- 2.23% |
$8.5K - $9.9K
|
7.46K
$420K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37- 0.05% |
$1.85K - $2.15K
|
76.7K
$4.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-22- 1.49% |
$1.1K - $1.28K
|
1.46K
$82K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7- 0.08% |
$350 - $408
|
8.61K
$485K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32- 2.62% |
$1.78K - $1.98K
|
1.19K
$67K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-977Closed |
$56.4K - $63.3K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-175- 17.01% |
$10.1K - $11.3K
|
854
$48.1K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36K- 70.16% |
$1.89M - $2.15M
|
15.3K
$863K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-269- 63.9% |
$14.1K - $16K
|
152
$8.55K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-247- 1.57% |
$13K - $14.7K
|
15.5K
$873K
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-651- 13.22% |
$34K - $36.6K
|
4.27K
$240K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2025
Q1 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16KClosed |
$830K - $894K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-961- 15.51% |
$50K - $53.9K
|
5.24K
$295K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-86- 40.57% |
$4.48K - $4.82K
|
126
$7.09K
|
|
| Q4 2023 | |||||||
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-7.99K- 64.82% |
$371K - $454K
|
4.34K
$244K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.22K- 13.84% |
$103K - $126K
|
13.8K
$779K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.99K- 34.24% |
$92.3K - $113K
|
3.81K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-730- 16.34% |
$33.9K - $41.5K
|
3.74K
$210K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-6.76K- 88.27% |
$327K - $366K
|
898
$50.5K
|
|
|
Mar 28, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-5.63K- 50.23% |
$273K - $305K
|
5.58K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-48- 0.6% |
$2.32K - $2.6K
|
7.98K
$449K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-340- 43.31% |
$16.4K - $17.8K
|
445
$25K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-132- 22.11% |
$6.55K - $7.72K
|
465
$26.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-573- 5.22% |
$26.5K - $33.3K
|
10.4K
$586K
|
|
| 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
|
|