Purchases and Sales Made in Q2 2023 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.5K+ 10.66% |
$1.27M - $1.38M
|
275K
$16.9M
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
20.7K+ 500.82% |
$994K - $1.08M
|
24.8K
$1.52M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.4K+ 15.05% |
$693K - $753K
|
110K
$6.76M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 47.83% |
$661K - $718K
|
42.5K
$2.61M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.95K+ 8.62% |
$382K - $415K
|
100K
$6.15M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.5K+ 29.55% |
$361K - $392K
|
32.9K
$2.02M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.67KNew |
$224K - $244K
|
4.67K
$287K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.11K+ 15.78% |
$149K - $162K
|
22.8K
$1.4M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.45K+ 2.75% |
$118K - $128K
|
91.6K
$5.62M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.38K+ 2.65% |
$115K - $124K
|
92.2K
$5.66M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.01K+ 5.75% |
$96.7K - $105K
|
37K
$2.27M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.93K+ 10.97% |
$92.8K - $101K
|
19.5K
$1.2M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.92K+ 1.16% |
$92.4K - $100K
|
168K
$10.3M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 3.91% |
$76.6K - $83.2K
|
42.4K
$2.6M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.55K+ 14.21% |
$74.4K - $80.8K
|
12.4K
$763K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 21.1% |
$64.7K - $70.3K
|
7.72K
$474K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
801+ 3.32% |
$38.5K - $41.9K
|
25K
$1.53M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
676+ 7.08% |
$32.5K - $35.3K
|
10.2K
$628K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
434+ 88.93% |
$20.9K - $22.7K
|
922
$56.6K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
238+ 1.52% |
$11.4K - $12.4K
|
15.9K
$973K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
230+ 1.34% |
$11.1K - $12K
|
17.4K
$1.07M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6New |
$289 - $314
|
6
$368
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.86% |
$240 - $261
|
584
$35.9K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.97% |
$240 - $261
|
523
$32.1K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 1.23% |
$96.2 - $105
|
165
$10.1K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-114- 3.74% |
$5.48K - $5.96K
|
2.93K
$180K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-183- 0.23% |
$8.8K - $9.56K
|
80.6K
$4.95M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-221- 50.0% |
$10.6K - $11.5K
|
221
$13.6K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-319- 22.82% |
$15.3K - $16.7K
|
1.08K
$66.2K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-340- 43.31% |
$16.4K - $17.8K
|
445
$27.3K
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-397- 6.99% |
$19.1K - $20.7K
|
5.29K
$325K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-641- 1.13% |
$30.8K - $33.5K
|
56.3K
$3.46M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-829- 3.39% |
$39.9K - $43.3K
|
23.6K
$1.45M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-949- 10.46% |
$45.6K - $49.6K
|
8.12K
$499K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1K- 11.08% |
$48.1K - $52.3K
|
8.03K
$493K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.31K- 11.13% |
$62.9K - $68.3K
|
10.4K
$641K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.88K- 16.87% |
$90.2K - $98K
|
9.24K
$567K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.88K- 18.61% |
$90.2K - $98K
|
8.21K
$504K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.92K- 8.7% |
$140K - $153K
|
30.6K
$1.88M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.82K- 98.91% |
$184K - $200K
|
42
$2.58K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.44K- 28.69% |
$213K - $232K
|
11K
$677K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.9K- 17.8% |
$332K - $361K
|
31.9K
$1.96M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.31K- 5.24% |
$448K - $486K
|
168K
$10.3M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.7K- 4.67% |
$706K - $767K
|
300K
$18.4M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-15.9K- 8.49% |
$765K - $831K
|
171K
$10.5M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.6K- 52.9% |
$1.23M - $1.34M
|
22.8K
$1.4M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-40K- 22.75% |
$1.92M - $2.09M
|
136K
$8.33M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.8K- 56.62% |
$2.01M - $2.19M
|
32.1K
$1.97M
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-88.2K- 92.02% |
$4.24M - $4.61M
|
7.65K
$470K
|