Purchases and Sales Made in Q2 2023 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 2023. 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 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29.8K+ 100.0% |
$1.52M - $1.55M
|
59.6K
$3.2M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.6K+ 53.89% |
$1.51M - $1.54M
|
84.5K
$4.54M
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.6K+ 246.04% |
$793K - $812K
|
21.9K
$1.18M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 9.76% |
$779K - $798K
|
172K
$9.25M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2K+ 108.76% |
$622K - $637K
|
23.5K
$1.26M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.41KNew |
$225K - $230K
|
4.41K
$237K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.79K+ 7.03% |
$142K - $146K
|
42.5K
$2.29M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.76K+ 4.78% |
$140K - $144K
|
60.4K
$3.24M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.67K+ 1.06% |
$85.1K - $87.1K
|
159K
$8.55M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1K+ 1.6% |
$56.1K - $57.5K
|
70.1K
$3.77M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
787New |
$40.1K - $41K
|
787
$42.3K
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
758+ 5.04% |
$38.6K - $39.5K
|
15.8K
$849K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
544+ 2.55% |
$27.7K - $28.4K
|
21.9K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
541+ 1.85% |
$27.6K - $28.2K
|
29.8K
$1.6M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
283+ 46.39% |
$14.4K - $14.8K
|
893
$48K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16+ 0.35% |
$815 - $834
|
4.57K
$245K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-108- 1.58% |
$5.5K - $5.63K
|
6.74K
$362K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-662- 0.79% |
$33.7K - $34.5K
|
83.2K
$4.47M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-680- 3.53% |
$34.6K - $35.5K
|
18.6K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-685- 99.56% |
$34.9K - $35.7K
|
3
$161
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-702- 8.81% |
$35.8K - $36.6K
|
7.27K
$391K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-854- 6.58% |
$43.5K - $44.5K
|
12.1K
$652K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.27K- 36.09% |
$217K - $223K
|
7.56K
$406K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.57K- 5.62% |
$233K - $239K
|
76.9K
$4.13M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5K- 31.92% |
$255K - $261K
|
10.7K
$573K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13K- 23.44% |
$662K - $678K
|
42.5K
$2.28M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.7K- 52.03% |
$696K - $712K
|
12.6K
$677K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-23.2K- 57.69% |
$1.18M - $1.21M
|
17K
$913K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.3K- 49.85% |
$2.92M - $2.99M
|
57.7K
$3.1M
|