Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.8K+ 46.18% |
$1.25M - $1.38M
|
65.9K
$3.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 10.61% |
$657K - $724K
|
114K
$6.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.91K+ 94.21% |
$416K - $458K
|
14.2K
$811K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.63KNew |
$158K - $175K
|
2.63K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.35K+ 3.26% |
$141K - $156K
|
74.5K
$4.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.23K+ 4.26% |
$134K - $148K
|
54.6K
$3.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.85K+ 5.58% |
$111K - $123K
|
35K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
718New |
$43.2K - $47.7K
|
718
$40.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
137+ 2.76% |
$8.25K - $9.09K
|
5.1K
$290K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
56New |
$3.37K - $3.72K
|
56
$3.19K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10+ 0.25% |
$602 - $664
|
4.02K
$229K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1New |
$60.2 - $66.4
|
1
$57
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-104- 3.01% |
$6.26K - $6.9K
|
3.35K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-399- 1.0% |
$24K - $26.5K
|
39.5K
$2.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-519- 0.68% |
$31.3K - $34.5K
|
76.3K
$4.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-637- 0.7% |
$38.4K - $42.3K
|
90.6K
$5.16M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.06K- 5.09% |
$64.1K - $70.6K
|
19.9K
$1.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.49K- 2.04% |
$89.6K - $98.8K
|
71.6K
$4.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.7KClosed |
$283K - $312K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.67K- 24.88% |
$341K - $376K
|
17.1K
$974K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.4K- 99.64% |
$866K - $955K
|
52
$2.96K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.6KClosed |
$1.54M - $1.7M
|
0
$0
|