Purchases and Sales Made in Q2 2024 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 2024. 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 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
103KNew |
$5.36M - $5.77M
|
103K
$6.09M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.6KNew |
$2.59M - $2.78M
|
49.6K
$2.94M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.2K+ 627.01% |
$1.99M - $2.14M
|
44.3K
$2.62M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.9K+ 11.33% |
$1.4M - $1.51M
|
264K
$15.6M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18K+ 39.96% |
$940K - $1.01M
|
63.1K
$3.74M
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
17.3KNew |
$902K - $971K
|
17.3K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
$539K - $580K
|
10.3K
$612K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.63K+ 251.28% |
$503K - $541K
|
13.5K
$798K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
6K+ 149.63% |
$313K - $337K
|
10K
$593K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5.47K+ 3.84% |
$285K - $307K
|
148K
$8.77M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.19K+ 91.03% |
$271K - $292K
|
10.9K
$646K
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5K+ 92.51% |
$261K - $281K
|
10.4K
$617K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.69KNew |
$245K - $263K
|
4.69K
$278K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.3KNew |
$224K - $241K
|
4.3K
$255K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.88K+ 91.63% |
$202K - $218K
|
8.11K
$480K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.06K+ 50.59% |
$160K - $172K
|
9.11K
$540K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.94K+ 6.06% |
$153K - $165K
|
51.4K
$3.05M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.82K+ 9.2% |
$147K - $158K
|
33.4K
$1.98M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
2K+ 8.85% |
$105K - $113K
|
24.6K
$1.46M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.14K+ 954.62% |
$59.3K - $63.8K
|
1.26K
$74.4K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12KNew |
$58.3K - $62.8K
|
1.12K
$66.3K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08K+ 5.4% |
$56.5K - $60.9K
|
21.2K
$1.25M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
932+ 3.46% |
$48.6K - $52.3K
|
27.9K
$1.65M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
610+ 8.19% |
$31.8K - $34.3K
|
8.06K
$478K
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
500New |
$26.1K - $28.1K
|
500
$29.6K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
397+ 229.48% |
$20.7K - $22.3K
|
570
$33.8K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
311+ 211.56% |
$16.2K - $17.5K
|
458
$27.1K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
311+ 211.56% |
$16.2K - $17.5K
|
458
$27.1K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
122New |
$6.36K - $6.85K
|
122
$7.23K
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15+ 1.21% |
$782 - $842
|
1.26K
$74.4K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.6% |
$156 - $168
|
499
$29.6K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$52.2 - $56.2
|
1
$59.3
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.59% |
$52.2 - $56.2
|
171
$10.1K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-235- 3.93% |
$12.3K - $13.2K
|
5.75K
$341K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-264- 4.49% |
$13.8K - $14.8K
|
5.61K
$333K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-272- 3.76% |
$14.2K - $15.3K
|
6.96K
$413K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-315- 0.4% |
$16.4K - $17.7K
|
78.8K
$4.67M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-318- 4.9% |
$16.6K - $17.9K
|
6.17K
$366K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-324- 2.01% |
$16.9K - $18.2K
|
15.8K
$934K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-365- 5.21% |
$19K - $20.5K
|
6.64K
$394K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-423- 20.41% |
$22.1K - $23.8K
|
1.65K
$97.8K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-444- 0.71% |
$23.2K - $24.9K
|
62.2K
$3.68M
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-651- 13.22% |
$34K - $36.6K
|
4.27K
$253K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-900- 5.67% |
$46.9K - $50.5K
|
15K
$887K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-915- 2.17% |
$47.7K - $51.4K
|
41.2K
$2.44M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.11K- 4.94% |
$110K - $118K
|
40.5K
$2.4M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.87K- 7.87% |
$306K - $330K
|
68.7K
$4.07M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.6K- 5.17% |
$344K - $370K
|
121K
$7.17M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.9K- 9.1% |
$831K - $895K
|
159K
$9.44M
|