Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
33.7KNew |
$1.82M - $1.98M
|
33.7K
$1.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 16.85% |
$1.19M - $1.3M
|
154K
$8.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.2KNew |
$821K - $894K
|
15.2K
$819K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.9K+ 10.07% |
$748K - $815K
|
152K
$8.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.9K+ 60.35% |
$640K - $697K
|
31.5K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.51K+ 150.17% |
$513K - $558K
|
15.8K
$852K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.91K+ 58.43% |
$480K - $523K
|
24.2K
$1.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.18K+ 21.11% |
$387K - $421K
|
41.2K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.59KNew |
$355K - $387K
|
6.59K
$354K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.08K+ 59.96% |
$328K - $357K
|
16.2K
$872K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.93K+ 6.0% |
$266K - $289K
|
87K
$4.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.8K+ 32.63% |
$259K - $282K
|
19.5K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.48K+ 7.81% |
$187K - $204K
|
48K
$2.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.24K+ 2.9% |
$120K - $131K
|
79.2K
$4.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.88K+ 3.83% |
$101K - $110K
|
51K
$2.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
688New |
$37.1K - $40.4K
|
688
$37K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
596New |
$32.1K - $35K
|
596
$32K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
510+ 1.42% |
$27.5K - $29.9K
|
36.4K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
434+ 0.75% |
$23.4K - $25.5K
|
58.2K
$3.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
375+ 1.42% |
$20.2K - $22K
|
26.7K
$1.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
335New |
$18.1K - $19.7K
|
335
$18K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
260+ 0.37% |
$14K - $15.3K
|
69.6K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
191New |
$10.3K - $11.2K
|
191
$10.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 0.42% |
$916 - $998
|
4.09K
$220K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7- 10.29% |
$377 - $411
|
61
$3.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-144- 0.98% |
$7.76K - $8.45K
|
14.6K
$783K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-346- 1.27% |
$18.6K - $20.3K
|
27K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-615- 3.06% |
$33.1K - $36.1K
|
19.5K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.82K- 1.91% |
$152K - $165K
|
145K
$7.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 35.26% |
$572K - $623K
|
19.5K
$1.05M
|