Purchases and Sales Made in Q1 2023 in Victory Portf Ii Shs Us Small (CSB)

CSB Quotes by TradingView

This table provides information about the institutional ownership of Victory Portf Ii Shs Us Small (CSB) during Q1 2023. 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
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
46.1K
+ 32.67%
$2.29M - $2.7M
187K $11.1M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
40.8K
New
$2.02M - $2.39M
40.8K $2.42M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
32.9K
+ 80.18%
$1.63M - $1.92M
73.9K $4.38M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
28.7K
New
$1.42M - $1.68M
28.7K $1.7M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
23.2K
+ 149.07%
$1.15M - $1.36M
38.8K $2.3M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
18.9K
+ 64.18%
$940K - $1.11M
48.5K $2.87M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
13.1K
+ 4.36%
$651K - $768K
314K $18.6M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
11.8K
New
$583K - $688K
11.8K $697K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
9.55K
New
$474K - $559K
9.55K $566K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
7.32K
+ 26.46%
$363K - $428K
35K $2.07M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
5.3K
+ 110.88%
$263K - $310K
10.1K $597K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.27K
New
$261K - $308K
5.27K $312K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.27K
New
$261K - $308K
5.27K $312K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.14K
+ 5.67%
$255K - $301K
95.8K $5.68M
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
4.56K
+ 21.9%
$226K - $267K
25.4K $1.5M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
4.44K
+ 40.24%
$220K - $260K
15.5K $916K
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
4.13K
New
$205K - $242K
4.13K $245K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
3.35K
+ 27.69%
$166K - $196K
15.5K $916K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.9K
+ 17.28%
$144K - $170K
19.7K $1.17M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.81K
+ 34.76%
$139K - $164K
10.9K $645K
Apr 21, 2023 Q1 2023
Eagle Strategies LLC

New York, NY
BUY
 -
2.11K
+ 0.86%
$104K - $123K
248K $14.7M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.69K
+ 23.0%
$83.7K - $98.8K
9.03K $535K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
1.57K
+ 6.95%
$77.8K - $91.8K
24.2K $1.43M
Apr 05, 2023 Q1 2023
Savior LLC

BUY
 -
1.29K
+ 1.36%
$63.7K - $75.2K
95.9K $5.68M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
1.22K
+ 104.2%
$60.3K - $71.1K
2.38K $141K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.15K
+ 0.65%
$56.9K - $67.1K
178K $10.5M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
914
New
$45.3K - $53.5K
914 $54.2K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
901
+ 6.12%
$44.7K - $52.7K
15.6K $926K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
725
+ 23.1%
$36K - $42.4K
3.86K $229K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
522
+ 59.59%
$25.9K - $30.5K
1.4K $82.8K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
518
New
$25.7K - $30.3K
518 $30.7K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
490
New
$24.3K - $28.7K
490 $29K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
420
+ 3.93%
$20.8K - $24.6K
11.1K $659K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
320
+ 1.85%
$15.9K - $18.7K
17.6K $1.04M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
296
New
$14.7K - $17.3K
296 $17.5K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
295
+ 0.32%
$14.6K - $17.3K
92.3K $5.47M
Apr 10, 2023 Q1 2023
Tradewinds Capital Management, LLC

BUY
 -
250
New
$12.4K - $14.6K
250 $14.8K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
213
+ 0.64%
$10.6K - $12.5K
33.6K $1.99M
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
70
+ 2.35%
$3.47K - $4.1K
3.05K $180K
Apr 21, 2023 Q1 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
41
+ 0.73%
$2.03K - $2.4K
5.68K $337K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
12
New
$595 - $702
12 $711
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
11
+ 0.9%
$546 - $644
1.24K $73.2K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
3
+ 0.52%
$149 - $176
579 $34.3K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-30
- 0.33%
$1.49K - $1.76K
9.07K $537K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

SELL
 -
-132
- 22.11%
$6.55K - $7.72K
465 $27.6K
May 11, 2023 Q1 2023
Investors Research Corp

SELL
 -
-161
- 0.28%
$7.99K - $9.42K
57K $3.38M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-622
- 58.46%
$30.9K - $36.4K
442 $26.2K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

SELL
 -
-1.02K
- 1.24%
$50.5K - $59.6K
80.8K $4.79M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-1.1K
- 1.21%
$54.7K - $64.5K
89.8K $5.32M

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