Purchases and Sales Made in Q1 2025 in Victory Portf Ii Shs Us Disc E (CSF)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Disc E (CSF) during Q1 2025. The information is specifically focused on institutions that hold shares of VICTORY PORTF II SHS US DISC E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.45KNew |
$73K - $83.3K
|
1.45K
$74.1K
|
|
|
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
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
429New |
$21.6K - $24.6K
|
429
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
310New |
$15.6K - $17.8K
|
310
$15.8K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
173+ 118.49% |
$8.7K - $9.92K
|
319
$16.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72New |
$3.62K - $4.13K
|
72
$3.67K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.11% |
$251 - $287
|
4.5K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-96- 22.38% |
$4.83K - $5.51K
|
333
$17K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-248- 5.8% |
$12.5K - $14.2K
|
4.03K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-949- 11.81% |
$47.7K - $54.4K
|
7.09K
$362K
|
|
|
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 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.15K- 2.5% |
$57.8K - $65.9K
|
44.8K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.29K- 15.89% |
$115K - $131K
|
12.1K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.13K- 11.09% |
$208K - $237K
|
33.1K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.36K- 12.95% |
$320K - $365K
|
42.7K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 53.9% |
$590K - $673K
|
10K
$512K
|
|
|
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 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36K- 83.07% |
$1.81M - $2.07M
|
7.34K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-74.8K- 78.07% |
$3.76M - $4.29M
|
21K
$1.07M
|