Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
55K+ 77.81% |
$3.18M - $3.46M
|
126K
$7.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54.3KNew |
$3.15M - $3.42M
|
54.3K
$3.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.3K+ 157.11% |
$2.16M - $2.35M
|
61K
$3.75M
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
28.5K+ 763.46% |
$1.65M - $1.79M
|
32.3K
$1.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.6KNew |
$1.54M - $1.68M
|
26.6K
$1.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.2K+ 16.28% |
$1.05M - $1.14M
|
130K
$7.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15.2KNew |
$880K - $956K
|
15.2K
$933K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 14.88% |
$758K - $823K
|
101K
$6.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 18.42% |
$716K - $778K
|
79.6K
$4.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5K+ 92.32% |
$667K - $724K
|
24K
$1.47M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
11.1KNew |
$643K - $698K
|
11.1K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 11.81% |
$599K - $650K
|
97.9K
$6.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.04K+ 74.9% |
$466K - $506K
|
18.8K
$1.15M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
7.18K+ 13.75% |
$415K - $451K
|
59.4K
$3.64M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
5.91KNew |
$342K - $372K
|
5.91K
$363K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.93K+ 256.43% |
$285K - $310K
|
6.85K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.62K+ 215.59% |
$267K - $290K
|
6.76K
$415K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
3.78K+ 33.58% |
$219K - $238K
|
15K
$924K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.52KNew |
$204K - $221K
|
3.52K
$216K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.44KNew |
$199K - $216K
|
3.44K
$211K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.34K+ 4449.33% |
$193K - $210K
|
3.41K
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.94K+ 11.37% |
$170K - $185K
|
28.8K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.86K+ 30.33% |
$165K - $180K
|
12.3K
$754K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.5K+ 45.45% |
$145K - $157K
|
8K
$491K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
2.35KNew |
$136K - $148K
|
2.35K
$145K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.21K+ 21.87% |
$128K - $139K
|
12.3K
$756K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.81K+ 0.99% |
$105K - $114K
|
184K
$11.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
475New |
$27.5K - $29.9K
|
475
$29.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
393+ 90.14% |
$22.8K - $24.7K
|
829
$50.9K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
157New |
$9.09K - $9.87K
|
157
$9.64K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134+ 54.03% |
$7.76K - $8.43K
|
382
$23.5K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
125+ 1.5% |
$7.24K - $7.86K
|
8.44K
$518K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
103+ 1.96% |
$5.96K - $6.48K
|
5.37K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22+ 0.55% |
$1.27K - $1.38K
|
4.02K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12- 0.09% |
$695 - $755
|
13.3K
$816K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33- 0.32% |
$1.91K - $2.08K
|
10.4K
$636K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-111Closed |
$6.43K - $6.98K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-120- 1.31% |
$6.95K - $7.55K
|
9.05K
$556K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-200Closed |
$11.6K - $12.6K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-237Closed |
$13.7K - $14.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-241Closed |
$14K - $15.2K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-263- 6.64% |
$15.2K - $16.5K
|
3.7K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-553- 4.64% |
$32K - $34.8K
|
11.4K
$698K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
SELL
|
- |
-601- 5.07% |
$34.8K - $37.8K
|
11.2K
$691K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-813- 18.66% |
$47.1K - $51.1K
|
3.54K
$218K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.62K- 33.76% |
$151K - $164K
|
5.13K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8K- 66.15% |
$463K - $503K
|
4.09K
$251K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 10.59% |
$597K - $649K
|
87.1K
$5.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.9KClosed |
$691K - $751K
|
0
$0
|