Purchases and Sales Made in Q1 2022 in Victory Portf Ii Shs Us Small (CSB)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Small (CSB) during Q1 2022. The information is specifically focused on institutions that hold shares of VICTORY PORTF II SHS US SMALL .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
214K+ 1405.41% |
$12.2M - $13.4M
|
229K
$13.6M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
113K+ 87.13% |
$6.47M - $7.08M
|
243K
$14.4M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
71.5KNew |
$4.09M - $4.48M
|
71.5K
$4.24M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
62.9KNew |
$3.6M - $3.94M
|
62.9K
$3.73M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
57.8K+ 46.0% |
$3.31M - $3.62M
|
183K
$10.9M
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
54.4K+ 168.75% |
$3.12M - $3.41M
|
86.7K
$5.14M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.9K+ 28.8% |
$1.31M - $1.44M
|
102K
$6.07M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 20.29% |
$1.17M - $1.28M
|
121K
$7.2M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
12.4K+ 155.43% |
$711K - $779K
|
20.4K
$1.21M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.35K+ 15.32% |
$535K - $586K
|
70.4K
$4.17M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.61K+ 15.85% |
$493K - $539K
|
62.9K
$3.73M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.88K+ 115.09% |
$451K - $494K
|
14.7K
$873K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.27KNew |
$416K - $456K
|
7.27K
$431K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
6.1K+ 258.96% |
$349K - $382K
|
8.45K
$501K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.21K+ 27.77% |
$298K - $327K
|
24K
$1.42M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.71K+ 185.14% |
$270K - $295K
|
7.25K
$430K
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.45K+ 65.81% |
$255K - $279K
|
11.2K
$664K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.47K+ 20.06% |
$141K - $155K
|
14.8K
$876K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.29KNew |
$131K - $143K
|
2.29K
$136K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.5K+ 5.22% |
$86K - $94.1K
|
30.3K
$1.79M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.48K+ 22.16% |
$84.5K - $92.5K
|
8.14K
$482K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1.03K+ 6.85% |
$59K - $64.6K
|
16.1K
$953K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
743+ 13.94% |
$42.5K - $46.5K
|
6.07K
$360K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
435+ 12.27% |
$24.9K - $27.3K
|
3.98K
$236K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
197+ 3.84% |
$11.3K - $12.3K
|
5.33K
$316K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
43New |
$2.46K - $2.69K
|
43
$2.55K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28+ 7.33% |
$1.6K - $1.75K
|
410
$24.3K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16+ 0.45% |
$916 - $1K
|
3.53K
$209K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12+ 0.35% |
$687 - $752
|
3.45K
$204K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.27% |
$630 - $689
|
4.03K
$239K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8+ 0.23% |
$458 - $501
|
3.42K
$203K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.64% |
$57.2 - $62.7
|
158
$9.36K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11- 0.28% |
$630 - $689
|
3.95K
$234K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-52- 0.97% |
$2.98K - $3.26K
|
5.32K
$315K
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-62- 1.05% |
$3.55K - $3.88K
|
5.85K
$346K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-79- 0.3% |
$4.52K - $4.95K
|
26.6K
$1.57M
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-164- 1.46% |
$9.39K - $10.3K
|
11.1K
$657K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-393- 47.41% |
$22.5K - $24.6K
|
436
$25.8K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-621- 6.86% |
$35.5K - $38.9K
|
8.43K
$499K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-632- 59.18% |
$36.2K - $39.6K
|
436
$25.8K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-666- 1.12% |
$38.1K - $41.7K
|
58.7K
$3.48M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-928- 8.17% |
$53.1K - $58.1K
|
10.4K
$618K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.34KClosed |
$76.8K - $84.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.3K- 17.29% |
$132K - $144K
|
11K
$652K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.09KClosed |
$234K - $256K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.17K- 4.79% |
$239K - $262K
|
82.9K
$4.92M
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-6.35K- 57.18% |
$363K - $398K
|
4.75K
$282K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.4KClosed |
$593K - $649K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-12.3KClosed |
$703K - $769K
|
0
$0
|