Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.3K+ 159.27% |
$1.09M - $1.15M
|
37.9K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.7K+ 43.63% |
$832K - $874K
|
58.3K
$3.46M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$651K - $683K
|
13.9K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.18K+ 7.48% |
$149K - $157K
|
45.7K
$2.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.2KNew |
$56.4K - $59.2K
|
1.2K
$71.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.12K+ 4.32% |
$52.5K - $55.2K
|
27K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
437New |
$20.5K - $21.6K
|
437
$25.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
185New |
$8.69K - $9.13K
|
185
$11K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
89+ 0.56% |
$4.18K - $4.39K
|
16K
$948K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28+ 0.61% |
$1.32K - $1.38K
|
4.61K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-354- 2.07% |
$16.6K - $17.5K
|
16.8K
$995K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.56K- 73.4% |
$73.2K - $76.9K
|
565
$33.5K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.87K- 4.29% |
$87.8K - $92.3K
|
41.7K
$2.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.11K- 15.11% |
$99.2K - $104K
|
11.9K
$704K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.26K- 7.73% |
$106K - $112K
|
27K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.37K- 1.55% |
$111K - $117K
|
150K
$8.92M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.77K- 30.43% |
$130K - $137K
|
6.33K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.77K- 30.43% |
$130K - $137K
|
6.33K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.76K- 6.26% |
$176K - $185K
|
56.3K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.14K- 2.54% |
$194K - $204K
|
159K
$9.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.33K- 15.07% |
$203K - $214K
|
24.4K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.11K- 69.52% |
$240K - $252K
|
2.24K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.9K- 24.96% |
$652K - $685K
|
41.7K
$2.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-25.1K- 34.54% |
$1.18M - $1.24M
|
47.5K
$2.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.5K- 35.15% |
$1.2M - $1.26M
|
47K
$2.79M
|