Latest Institutional Transactions on Victory Portf Ii Shs Us Disc E (CSF)
This table provides information on the latest institutional transactions involving Victory Portf Ii Shs Us Disc E (CSF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-96- 22.38% |
$4.83K - $5.51K
|
333
$17K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.13K- 11.09% |
$208K - $237K
|
33.1K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.06K- 7.79% |
$53.3K - $60.8K
|
12.6K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
901+ 1.9% |
$45.3K - $51.7K
|
48.4K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
310New |
$15.6K - $17.8K
|
310
$15.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 79.18% |
$965K - $1.1M
|
43.4K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12KNew |
$603K - $688K
|
12K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36K- 83.07% |
$1.81M - $2.07M
|
7.34K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 53.9% |
$590K - $673K
|
10K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72New |
$3.62K - $4.13K
|
72
$3.67K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-248- 5.8% |
$12.5K - $14.2K
|
4.03K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-74.8K- 78.07% |
$3.76M - $4.29M
|
21K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.45KNew |
$73K - $83.3K
|
1.45K
$74.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.29K- 15.89% |
$115K - $131K
|
12.1K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
173+ 118.49% |
$8.7K - $9.92K
|
319
$16.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-949- 11.81% |
$47.7K - $54.4K
|
7.09K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.4K- 28.51% |
$1.23M - $1.4M
|
61.2K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.36K- 12.95% |
$320K - $365K
|
42.7K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.15K- 2.5% |
$57.8K - $65.9K
|
44.8K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.11% |
$251 - $287
|
4.5K
$230K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.22K- 8.71% |
$110K - $123K
|
23.3K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.65K- 5.39% |
$278K - $311K
|
99.1K
$5.06M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
4.82KNew |
$230K - $249K
|
4.82K
$246K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5.62K- 36.76% |
$268K - $290K
|
9.67K
$493K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
282New |
$13.5K - $14.6K
|
282
$14.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.12KNew |
$53.5K - $57.8K
|
1.12K
$57.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-112- 2.07% |
$5.35K - $5.78K
|
5.29K
$270K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.96KNew |
$233K - $254K
|
4.96K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
691New |
$32.4K - $35.4K
|
691
$35.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.68K+ 7.07% |
$125K - $137K
|
40.5K
$2.07M
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
437New |
$20.5K - $21.6K
|
437
$22.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.12K+ 4.32% |
$52.5K - $55.2K
|
27K
$1.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.11K- 15.11% |
$99.2K - $104K
|
11.9K
$606K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
185New |
$8.69K - $9.13K
|
185
$9.44K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.2KNew |
$57K - $63.3K
|
1.2K
$61.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.83K- 37.41% |
$135K - $149K
|
4.73K
$241K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
133New |
$6.33K - $7.03K
|
133
$6.79K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
283+ 46.39% |
$14.4K - $14.8K
|
893
$45.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-685- 99.56% |
$34.9K - $35.7K
|
3
$153
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.7K- 52.03% |
$696K - $712K
|
12.6K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-23.2K- 57.69% |
$1.18M - $1.21M
|
17K
$867K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5K- 31.92% |
$255K - $261K
|
10.7K
$544K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
787New |
$40.1K - $41K
|
787
$40.2K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
191New |
$10.3K - $11.2K
|
191
$9.75K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
335New |
$18.1K - $19.7K
|
335
$17.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
375+ 1.42% |
$20.2K - $22K
|
26.7K
$1.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
33.7KNew |
$1.82M - $1.98M
|
33.7K
$1.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.18K+ 21.11% |
$387K - $421K
|
41.2K
$2.1M
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.15K- 95.66% |
$62.5K - $68.9K
|
52
$2.65K
|
|