Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.54KNew |
$436K - $489K
|
7.54K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.4KNew |
$197K - $221K
|
3.4K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.06K+ 12.91% |
$119K - $134K
|
18.1K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1.62K+ 6.14% |
$93.7K - $105K
|
28K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.81% |
$57.8 - $64.8
|
124
$7.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42- 1.1% |
$2.43K - $2.72K
|
3.76K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-360- 71.43% |
$20.8K - $23.3K
|
144
$8.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-666- 14.11% |
$38.5K - $43.1K
|
4.05K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.39K- 8.64% |
$196K - $219K
|
35.8K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-5.49K- 31.78% |
$317K - $356K
|
11.8K
$721K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.46K- 31.07% |
$489K - $548K
|
18.8K
$1.15M
|