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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
800New |
$40K - $40.7K
|
800
$40.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.7K+ 52.86% |
$786K - $798K
|
45.4K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21K+ 23.26% |
$1.05M - $1.07M
|
111K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
99New |
$4.96K - $5.03K
|
99
$5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235K+ 35.32% |
$11.8M - $11.9M
|
900K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
34.8K+ 12.41% |
$1.74M - $1.77M
|
316K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.37KNew |
$269K - $273K
|
5.37K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 11.89% |
$85.1K - $86.4K
|
12.6K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.91K+ 11.72% |
$246K - $250K
|
46.8K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3- 0.04% |
$150 - $153
|
7.08K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.9K+ 37.95% |
$2M - $2.03M
|
145K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.3KNew |
$616K - $626K
|
12.3K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
11KNew |
$552K - $561K
|
11K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.9KNew |
$998K - $1.01M
|
19.9K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.21K- 21.34% |
$361K - $367K
|
26.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.57K- 22.42% |
$78.7K - $79.9K
|
5.44K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-116K- 17.4% |
$5.82M - $5.91M
|
551K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
127K+ 702.09% |
$6.37M - $6.47M
|
145K
$7.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
31.3K+ 45.33% |
$1.57M - $1.59M
|
100K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23K+ 86.85% |
$1.15M - $1.17M
|
49.5K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-196K- 74.43% |
$9.83M - $9.98M
|
67.4K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.7K- 26.62% |
$686K - $696K
|
37.8K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.69K- 13.48% |
$185K - $188K
|
23.7K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.1K- 86.1% |
$1.35M - $1.38M
|
4.37K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
385KNew |
$19.3M - $19.6M
|
385K
$19.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.96K+ 13.45% |
$248K - $252K
|
41.8K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
19.1KNew |
$956K - $971K
|
19.1K
$965K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4New |
$200 - $203
|
4
$202
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$521K - $529K
|
10.4K
$525K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 86.55% |
$7.92M - $8.05M
|
24.6K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.58K+ 13.25% |
$78.8K - $80.1K
|
13.5K
$680K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 97.81% |
$17.7M - $18M
|
716K
$36.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.59K+ 4.98% |
$129K - $131K
|
54.5K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
280New |
$14K - $14.2K
|
280
$14.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 9.65% |
$670K - $680K
|
152K
$7.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 1.22% |
$53.3K - $54.2K
|
88.4K
$4.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
10.1K+ 191.97% |
$505K - $513K
|
15.3K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 7.63% |
$53.3K - $54.2K
|
15K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 11.19% |
$2.5K - $2.54K
|
397
$20K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
13.4KNew |
$669K - $680K
|
13.4K
$675K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.09KNew |
$204K - $208K
|
4.09K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.48K- 1.06% |
$124K - $126K
|
231K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1K- 14.72% |
$50.1K - $50.9K
|
5.8K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
492+ 11.49% |
$24.6K - $25K
|
4.77K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-194K- 79.63% |
$9.7M - $9.86M
|
49.6K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
899+ 3.43% |
$45K - $45.7K
|
27.1K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
318KNew |
$15.9M - $16.2M
|
318K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
169KNew |
$8.46M - $8.59M
|
169K
$8.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
959K+ 23.05% |
$48M - $48.8M
|
5.12M
$259M
|