Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
57.4K
New
$2.78M - $3.11M
57.4K $3.4M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
16.1K
New
$777K - $870K
16.1K $952K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
12.6K
+ 7.46%
$608K - $680K
181K $10.7M
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
10.7K
+ 3.88%
$516K - $577K
285K $16.9M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
8.65K
New
$419K - $469K
8.65K $513K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7.04K
+ 16.59%
$341K - $381K
49.5K $2.93M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
5.8K
New
$281K - $314K
5.8K $344K
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
5.7K
New
$276K - $309K
5.7K $338K
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
5.26K
New
$255K - $285K
5.26K $312K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
4.9K
New
$237K - $265K
4.9K $290K
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
3.65K
+ 18.71%
$177K - $198K
23.2K $1.37M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.62K
+ 15.89%
$175K - $196K
26.4K $1.57M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
3.1K
+ 24.9%
$150K - $168K
15.5K $920K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.71K
+ 1.55%
$82.6K - $92.4K
112K $6.63M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.29K
+ 11.67%
$62.3K - $69.7K
12.3K $730K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
1.24K
+ 1.35%
$60K - $67.2K
92.8K $5.5M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
430
+ 5.29%
$20.8K - $23.3K
8.55K $507K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
265
New
$12.8K - $14.4K
265 $15.7K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
249
+ 2.44%
$12.1K - $13.5K
10.5K $621K
Nov 07, 2023 Q3 2023
Motco

BUY
 -
212
New
$10.3K - $11.5K
212 $12.6K
Oct 24, 2023 Q3 2023
Cranbrook Wealth Management, LLC

BUY
 -
76
New
$3.68K - $4.12K
76 $4.5K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
5
+ 0.86%
$242 - $271
589 $34.9K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
4
+ 0.76%
$194 - $217
527 $31.2K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
2
+ 1.21%
$96.8 - $108
167 $9.9K
Oct 05, 2023 Q3 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
SELL
 -
-2
- 0.04%
$96.8 - $108
5.28K $313K
Oct 13, 2023 Q3 2023
Pfg Advisors

SELL
 -
-15
- 0.32%
$726 - $812
4.65K $276K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-36
- 85.71%
$1.74K - $1.95K
6 $356
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-48
- 0.6%
$2.32K - $2.6K
7.98K $473K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-57
- 0.74%
$2.76K - $3.09K
7.66K $454K
Nov 14, 2023 Q3 2023
Stone X Group Inc.

SELL
 -
-74
- 0.71%
$3.58K - $4.01K
10.4K $615K
Nov 13, 2023 Q3 2023
Integrity Financial Corp

SELL
 -
-96
- 3.28%
$4.65K - $5.2K
2.84K $168K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
SELL
 -
-131
- 1.42%
$6.34K - $7.09K
9.11K $540K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-220
- 99.55%
$10.6K - $11.9K
1 $59.3
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
SELL
 -
-300
- 27.8%
$14.5K - $16.2K
779 $46.2K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-434
- 47.07%
$21K - $23.5K
488 $28.9K
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

SELL
 -
-584
- 1.78%
$28.3K - $31.6K
32.3K $1.91M
Jan 11, 2024 Q3 2023
Pacific Sun Financial Corp

SELL
 -
-1K
- 5.75%
$48.4K - $54.2K
16.4K $971K
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
SELL
 -
-1.1K
- 4.42%
$53.1K - $59.4K
23.7K $1.41M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-1.12K
- 1.39%
$54.1K - $60.5K
79.5K $4.71M
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

SELL
 -
-1.31K
- 15.96%
$63.4K - $70.9K
6.9K $409K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-1.65K
- 6.99%
$79.9K - $89.4K
22K $1.3M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-1.91K
- 8.36%
$92.3K - $103K
20.9K $1.24M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

SELL
 -
-2.23K
- 6.02%
$108K - $121K
34.8K $2.06M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-2.45K
- 7.98%
$118K - $132K
28.2K $1.67M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

SELL
 -
-3.48K
- 13.94%
$168K - $188K
21.5K $1.27M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-4.06K
- 25.63%
$197K - $220K
11.8K $699K
Oct 10, 2023 Q3 2023
Savior LLC

SELL
 -
-6.76K
- 88.27%
$327K - $366K
898 $53.2K
Nov 01, 2023 Q3 2023
Investors Research Corp

SELL
 -
-11.7K
- 20.71%
$565K - $632K
44.7K $2.65M
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-12.9K
- 7.53%
$625K - $699K
158K $9.39M

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