Latest Institutional Transactions on Victory Portfolios Ii Victorys (USTB)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Victorys (USTB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13.3K+ 12.67% |
$661K - $675K
|
118K
$5.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
401+ 1.1% |
$20K - $20.4K
|
36.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.08KNew |
$353K - $361K
|
7.08K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.6K+ 7.93% |
$1.03M - $1.05M
|
281K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.1K- 14.34% |
$753K - $770K
|
90.4K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.93K+ 124.47% |
$395K - $404K
|
14.3K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 53.66% |
$516K - $528K
|
29.7K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.19K+ 8.87% |
$209K - $213K
|
51.5K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
130K+ 24.26% |
$6.47M - $6.61M
|
665K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
212K+ 46.61% |
$10.6M - $10.8M
|
668K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
19+ 0.46% |
$946 - $967
|
4.19K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4K- 20.74% |
$199K - $203K
|
15.3K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.8K+ 53.92% |
$590K - $603K
|
33.8K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.48K+ 6.56% |
$322K - $330K
|
105K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.81K- 35.0% |
$439K - $449K
|
16.4K
$821K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.13K+ 4.27% |
$106K - $108K
|
51.9K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.9K+ 15.79% |
$94.8K - $96.9K
|
14K
$700K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$49.8 - $50.9
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 6.29% |
$777K - $794K
|
264K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 24.12% |
$67.8K - $69.3K
|
4.28K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.23K+ 0.96% |
$111K - $113K
|
233K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.08K- 8.93% |
$154K - $157K
|
31.4K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
949+ 668.31% |
$47.3K - $48.3K
|
1.09K
$54.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
108K+ 387.95% |
$5.39M - $5.51M
|
136K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
141K+ 631.64% |
$7.02M - $7.18M
|
163K
$8.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-17.4K- 20.13% |
$867K - $886K
|
69.1K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
18.1KNew |
$902K - $922K
|
18.1K
$909K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.2K- 36.15% |
$610K - $624K
|
21.6K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.86% |
$49.8 - $50.9
|
117
$5.87K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.3K+ 15.02% |
$2.35M - $2.41M
|
362K
$18.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.22K+ 7.36% |
$160K - $164K
|
47K
$2.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-48- 46.6% |
$2.39K - $2.44K
|
55
$2.76K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
762+ 6.85% |
$37.9K - $38.8K
|
11.9K
$596K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
8.49KNew |
$423K - $432K
|
8.49K
$426K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 204.2% |
$6.11M - $6.25M
|
183K
$9.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-130K- 3.02% |
$6.46M - $6.6M
|
4.16M
$209M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19.4K+ 7.71% |
$965K - $986K
|
271K
$13.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.13K- 23.33% |
$106K - $109K
|
7.01K
$352K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
223KNew |
$11.1M - $11.4M
|
223K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 6.43% |
$1.34K - $1.37K
|
447
$22.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.2K+ 36.56% |
$506K - $517K
|
38K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.2K- 12.32% |
$110K - $112K
|
15.7K
$786K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 1.96% |
$233K - $238K
|
243K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.61K- 12.69% |
$130K - $133K
|
17.9K
$900K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.83K+ 16.28% |
$141K - $144K
|
20.2K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
897+ 11.41% |
$44.7K - $45.7K
|
8.76K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
200KNew |
$9.96M - $10.2M
|
200K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-535- 0.72% |
$26.6K - $27.2K
|
73.9K
$3.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
350+ 5.26% |
$17.4K - $17.8K
|
7.01K
$352K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.25K+ 10.47% |
$162K - $166K
|
34.3K
$1.72M
|