Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.2KNew |
$5.21M - $5.65M
|
91.2K
$5.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3K+ 127.18% |
$1.27M - $1.38M
|
39.9K
$2.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.33KNew |
$418K - $454K
|
7.33K
$404K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.85K+ 9.79% |
$391K - $424K
|
76.8K
$4.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.74K+ 9.96% |
$271K - $294K
|
52.3K
$2.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.07K+ 4.12% |
$232K - $252K
|
103K
$5.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.74K+ 12.7% |
$213K - $232K
|
33.2K
$1.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.62KNew |
$207K - $224K
|
3.62K
$199K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.56K+ 6.03% |
$146K - $159K
|
45.1K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
922+ 1.29% |
$52.6K - $57.1K
|
72.2K
$3.97M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
382+ 1.51% |
$21.8K - $23.7K
|
25.6K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
300+ 1.33% |
$17.1K - $18.6K
|
22.8K
$1.25M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
222New |
$12.7K - $13.7K
|
222
$12.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16+ 0.34% |
$913 - $991
|
4.7K
$259K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9+ 0.23% |
$514 - $557
|
4.01K
$221K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-68- 0.32% |
$3.88K - $4.21K
|
20.9K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-129- 3.6% |
$7.36K - $7.99K
|
3.45K
$190K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-900Closed |
$51.4K - $55.7K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 63.95% |
$67.1K - $72.8K
|
663
$36.5K
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-15.9K- 76.25% |
$909K - $987K
|
4.96K
$273K
|