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 |
---|---|---|---|---|---|---|---|
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 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36K- 83.07% |
$1.81M - $2.07M
|
7.34K
$375K
|
|
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 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 53.9% |
$590K - $673K
|
10K
$512K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.36K- 12.95% |
$320K - $365K
|
42.7K
$2.18M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.13K- 11.09% |
$208K - $237K
|
33.1K
$1.69M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.29K- 15.89% |
$115K - $131K
|
12.1K
$617K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.15K- 2.5% |
$57.8K - $65.9K
|
44.8K
$2.29M
|
|
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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-949- 11.81% |
$47.7K - $54.4K
|
7.09K
$362K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-248- 5.8% |
$12.5K - $14.2K
|
4.03K
$206K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-96- 22.38% |
$4.83K - $5.51K
|
333
$17K
|
|
Q3 2024 | |||||||
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
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.22K- 8.71% |
$110K - $123K
|
23.3K
$1.19M
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5.62K- 36.76% |
$268K - $290K
|
9.67K
$493K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-112- 2.07% |
$5.35K - $5.78K
|
5.29K
$270K
|
|
Q4 2023 | |||||||
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.11K- 15.11% |
$99.2K - $104K
|
11.9K
$606K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.83K- 37.41% |
$135K - $149K
|
4.73K
$241K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-23.2K- 57.69% |
$1.18M - $1.21M
|
17K
$867K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.7K- 52.03% |
$696K - $712K
|
12.6K
$642K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5K- 31.92% |
$255K - $261K
|
10.7K
$544K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-685- 99.56% |
$34.9K - $35.7K
|
3
$153
|
|
Q2 2022 | |||||||
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.15K- 95.66% |
$62.5K - $68.9K
|
52
$2.65K
|
|
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
|