Latest Institutional Sells of Victory Portf Ii Shs Us Disc E (CSF)
This list provides information on the latest institutional transactions involving Victory Portf Ii Shs Us Disc E (CSF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.6K- 79.34% |
$1.51M - $1.69M
|
7.98K
$455K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.2K- 47.77% |
$895K - $1M
|
19.9K
$1.13M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.65K- 5.39% |
$278K - $311K
|
99.1K
$5.66M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.63K- 8.32% |
$179K - $200K
|
40K
$2.28M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.65K- 13.66% |
$131K - $146K
|
16.8K
$957K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.22K- 8.71% |
$110K - $123K
|
23.3K
$1.33M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.31K- 1.48% |
$64.8K - $72.5K
|
87.7K
$5.01M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-187- 1.29% |
$9.22K - $10.3K
|
14.3K
$817K
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-144- 22.78% |
$7.1K - $7.94K
|
488
$27.9K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78- 34.82% |
$3.84K - $4.3K
|
146
$8.34K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.8K- 84.86% |
$1.61M - $1.75M
|
6.03K
$344K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5.62K- 36.76% |
$268K - $290K
|
9.67K
$552K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-112- 2.07% |
$5.35K - $5.78K
|
5.29K
$302K
|
|
Q4 2023 | |||||||
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.11K- 15.11% |
$99.2K - $104K
|
11.9K
$678K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.83K- 37.41% |
$135K - $149K
|
4.73K
$270K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-23.2K- 57.69% |
$1.18M - $1.21M
|
17K
$970K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.7K- 52.03% |
$696K - $712K
|
12.6K
$719K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5K- 31.92% |
$255K - $261K
|
10.7K
$609K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-685- 99.56% |
$34.9K - $35.7K
|
3
$171
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7- 10.29% |
$377 - $411
|
61
$3.48K
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.15K- 95.66% |
$62.5K - $68.9K
|
52
$2.97K
|
|
Q1 2022 | |||||||
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-5.1KClosed |
$292K - $334K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.35KClosed |
$192K - $219K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200Closed |
$11.5K - $13.1K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-56Closed |
$3.21K - $3.67K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1Closed |
$57.3 - $65.5
|
0
$0
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.6KClosed |
$1.54M - $1.7M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.7KClosed |
$283K - $312K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-900Closed |
$51.4K - $55.7K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 28, 2021
Q2 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-1.21KClosed |
$71.1K - $76K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-473Closed |
$27.7K - $29.6K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.31KClosed |
$214K - $266K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-182Closed |
$7.3K - $9.17K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-44Closed |
$1.66K - $1.86K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-225Closed |
$7.07K - $9.45K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.65KClosed |
$210K - $266K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Stone X Group Inc.
|
SELL
|
- |
-5.97KClosed |
$188K - $239K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.44KClosed |
$172K - $218K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-926Closed |
$29.2K - $37K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-46.2KClosed |
$1.63M - $1.84M
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-64Closed |
$2.26K - $2.54K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-19Closed |
$671 - $755
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-72KClosed |
$2.6M - $2.63M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-36.9KClosed |
$1.33M - $1.35M
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.2KClosed |
$1.06M - $1.07M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23KClosed |
$831K - $840K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.36KClosed |
$121K - $123K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 06, 2019
Q2 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.6KClosed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Caprock Group, Inc.
|
SELL
|
- |
-8.57KClosed |
N/A
|
0
$0
|
|
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.78K- 11.32% |
N/A
|
14K
$798K
|