Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12K+ 218.18% |
$630K - $714K
|
17.5K
$1.07M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9.23K+ 6.24% |
$484K - $550K
|
157K
$9.65M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.59K+ 1875.11% |
$451K - $511K
|
9.05K
$555K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.32KNew |
$436K - $495K
|
8.32K
$511K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.86K+ 56.71% |
$307K - $349K
|
16.2K
$994K
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5.58K+ 53.6% |
$293K - $332K
|
16K
$982K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.62K+ 7.32% |
$243K - $275K
|
67.7K
$4.16M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.97K+ 8.88% |
$156K - $177K
|
36.4K
$2.23M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.73K+ 20.3% |
$143K - $163K
|
16.2K
$995K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.07K+ 20.7% |
$109K - $123K
|
12.1K
$742K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.76K+ 7.16% |
$92.5K - $105K
|
26.4K
$1.62M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.44K+ 17.89% |
$75.6K - $85.9K
|
9.5K
$583K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.03KNew |
$54K - $61.3K
|
1.03K
$63.2K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
332+ 0.42% |
$17.4K - $19.8K
|
79.1K
$4.86M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
166+ 0.78% |
$8.71K - $9.88K
|
21.3K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 1.0% |
$262 - $298
|
504
$30.9K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.82% |
$52.5 - $59.5
|
123
$7.55K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$52.5 - $59.5
|
0
$0
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15- 1.2% |
$787 - $893
|
1.24K
$76.1K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15- 1.2% |
$787 - $893
|
1.24K
$76.1K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20- 0.43% |
$1.05K - $1.19K
|
4.67K
$287K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-119- 0.29% |
$6.24K - $7.09K
|
41K
$2.52M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-140- 8.48% |
$7.34K - $8.34K
|
1.51K
$92.7K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-196- 17.66% |
$10.3K - $11.7K
|
914
$56.1K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-247- 1.57% |
$13K - $14.7K
|
15.5K
$953K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-269- 63.9% |
$14.1K - $16K
|
152
$9.33K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-307- 4.97% |
$16.1K - $18.3K
|
5.87K
$360K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-506- 7.27% |
$26.5K - $30.1K
|
6.46K
$396K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-626- 99.37% |
$32.8K - $37.3K
|
4
$246
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-651- 2.33% |
$34.2K - $38.8K
|
27.2K
$1.67M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-798- 14.46% |
$41.9K - $47.5K
|
4.72K
$290K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-820- 5.48% |
$43K - $48.8K
|
14.2K
$869K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.32K- 3.26% |
$69.3K - $78.7K
|
39.2K
$2.41M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.81K- 32.28% |
$95.1K - $108K
|
3.8K
$233K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.34K- 36.63% |
$175K - $199K
|
5.77K
$354K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.28K- 48.48% |
$277K - $315K
|
5.62K
$345K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.38K- 95.97% |
$334K - $380K
|
268
$16.5K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.5K- 10.46% |
$341K - $387K
|
55.7K
$3.42M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.11K- 26.87% |
$478K - $542K
|
24.8K
$1.52M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.5K- 10.37% |
$658K - $747K
|
108K
$6.65M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.5K- 30.5% |
$708K - $803K
|
30.8K
$1.89M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 31.18% |
$811K - $920K
|
34.1K
$2.09M
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-34.4K- 33.46% |
$1.8M - $2.05M
|
68.4K
$4.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36K- 70.16% |
$1.89M - $2.15M
|
15.3K
$941K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-37.7K- 23.69% |
$1.98M - $2.25M
|
122K
$7.46M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-61.9K- 90.11% |
$3.25M - $3.68M
|
6.79K
$417K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-74.2K- 28.12% |
$3.89M - $4.42M
|
190K
$11.6M
|