Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70KNew |
$4.1M - $4.38M
|
70K
$3.81M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.4KNew |
$1.72M - $1.84M
|
29.4K
$1.6M
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
BUY
|
- |
20.9KNew |
$1.22M - $1.31M
|
20.9K
$1.14M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.6KNew |
$1.03M - $1.1M
|
17.6K
$955K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.76K+ 9.73% |
$513K - $548K
|
98.7K
$5.37M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.81K+ 16.69% |
$399K - $426K
|
47.6K
$2.59M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.57K+ 9.18% |
$209K - $224K
|
42.5K
$2.31M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.88K+ 2.72% |
$110K - $118K
|
71.2K
$3.88M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.6K+ 653.69% |
$93.4K - $99.8K
|
1.84K
$100K
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
900New |
$52.7K - $56.3K
|
900
$49K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
134+ 45.89% |
$7.85K - $8.39K
|
426
$23.2K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6+ 0.15% |
$351 - $376
|
4K
$218K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.03% |
$58.6 - $62.6
|
3.58K
$195K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-272- 5.49% |
$15.9K - $17K
|
4.68K
$255K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-323- 1.52% |
$18.9K - $20.2K
|
21K
$1.14M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-473Closed |
$27.7K - $29.6K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-645- 2.49% |
$37.8K - $40.4K
|
25.2K
$1.37M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-971Closed |
$56.9K - $60.8K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-1.21KClosed |
$71.1K - $76K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.2K- 26.72% |
$480K - $513K
|
22.5K
$1.22M
|