Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.4K+ 189.75% |
$1.04M - $1.27M
|
34.2K
$2.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.24K+ 23.71% |
$383K - $468K
|
43K
$2.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$247K - $302K
|
5.32K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.43KNew |
$206K - $252K
|
4.43K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.04K+ 8.17% |
$188K - $230K
|
53.5K
$3.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.64K+ 29.54% |
$169K - $207K
|
16K
$945K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.5K+ 1.45% |
$116K - $142K
|
175K
$10.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.33K+ 9.83% |
$108K - $132K
|
26K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.81KNew |
$84.1K - $103K
|
1.81K
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
1.36K+ 5.89% |
$63.4K - $77.5K
|
24.5K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 26.54% |
$60.4K - $73.9K
|
6.2K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
151+ 2516.67% |
$7.02K - $8.58K
|
157
$9.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
135+ 0.81% |
$6.27K - $7.67K
|
16.8K
$995K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
19+ 0.67% |
$883 - $1.08K
|
2.85K
$169K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.52% |
$372 - $455
|
535
$31.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 1.2% |
$92.9 - $114
|
169
$10K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$46.5 - $56.8
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-77- 1.46% |
$3.58K - $4.38K
|
5.21K
$309K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-313- 6.73% |
$14.5K - $17.8K
|
4.34K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-399- 2.43% |
$18.5K - $22.7K
|
16K
$948K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-401- 87.55% |
$18.6K - $22.8K
|
57
$3.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-722- 92.68% |
$33.5K - $41K
|
57
$3.38K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-730- 16.34% |
$33.9K - $41.5K
|
3.74K
$221K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.08K- 87.34% |
$50.3K - $61.5K
|
157
$9.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.14K- 16.59% |
$53.2K - $65K
|
5.75K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.15K- 13.29% |
$53.4K - $65.3K
|
7.5K
$445K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-1.35K- 3.01% |
$62.5K - $76.4K
|
43.3K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.89K- 22.06% |
$87.6K - $107K
|
6.67K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.89K- 8.61% |
$87.9K - $108K
|
20.1K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.99K- 34.24% |
$92.3K - $113K
|
3.81K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.1K- 27.37% |
$97.4K - $119K
|
5.57K
$330K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.22K- 13.84% |
$103K - $126K
|
13.8K
$820K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.64K- 29.02% |
$123K - $150K
|
6.47K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.88K- 3.62% |
$134K - $163K
|
76.6K
$4.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.57K- 16.61% |
$166K - $203K
|
17.9K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.53K- 14.02% |
$211K - $257K
|
27.8K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.04K- 48.6% |
$234K - $286K
|
5.33K
$316K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-7.83K- 2.75% |
$364K - $445K
|
277K
$16.4M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-7.99K- 64.82% |
$371K - $454K
|
4.34K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-9.94K- 15.5% |
$462K - $565K
|
54.2K
$3.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.3K- 17.91% |
$477K - $584K
|
47.1K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-15.2K- 97.62% |
$704K - $861K
|
370
$21.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17K- 64.17% |
$788K - $964K
|
9.47K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18K- 63.8% |
$836K - $1.02M
|
10.2K
$605K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-18.7K- 11.81% |
$869K - $1.06M
|
140K
$8.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.2K- 33.65% |
$1.45M - $1.77M
|
61.6K
$3.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.5K- 53.18% |
$2.76M - $3.38M
|
52.4K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.7K- 33.03% |
$2.77M - $3.39M
|
121K
$7.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-68.2K- 22.77% |
$3.17M - $3.88M
|
231K
$13.7M
|