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 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$521K - $529K
|
10.4K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4New |
$200 - $203
|
4
$201
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
19.1KNew |
$956K - $971K
|
19.1K
$959K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.96K+ 13.45% |
$248K - $252K
|
41.8K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
385KNew |
$19.3M - $19.6M
|
385K
$19.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.58K+ 13.25% |
$78.8K - $80.1K
|
13.5K
$675K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 97.81% |
$17.7M - $18M
|
716K
$35.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.59K+ 4.98% |
$129K - $131K
|
54.5K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
280New |
$14K - $14.2K
|
280
$14.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
10.1K+ 191.97% |
$505K - $513K
|
15.3K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 9.65% |
$670K - $680K
|
152K
$7.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 11.19% |
$2.5K - $2.54K
|
397
$19.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 1.22% |
$53.3K - $54.2K
|
88.4K
$4.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 7.63% |
$53.3K - $54.2K
|
15K
$754K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
13.4KNew |
$669K - $680K
|
13.4K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.09KNew |
$204K - $208K
|
4.09K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.48K- 1.06% |
$124K - $126K
|
231K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1K- 14.72% |
$50.1K - $50.9K
|
5.8K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
492+ 11.49% |
$24.6K - $25K
|
4.77K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
205+ 2.92% |
$10.3K - $10.4K
|
7.22K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
959K+ 23.05% |
$48M - $48.8M
|
5.12M
$257M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-194K- 79.63% |
$9.7M - $9.86M
|
49.6K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
318KNew |
$15.9M - $16.2M
|
318K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
899+ 3.43% |
$45K - $45.7K
|
27.1K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
169KNew |
$8.46M - $8.59M
|
169K
$8.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
227New |
$11.4K - $11.5K
|
227
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
58.6K+ 26.24% |
$2.93M - $2.98M
|
282K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
92KNew |
$4.61M - $4.68M
|
92K
$4.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
168+ 2.08% |
$8.41K - $8.54K
|
8.23K
$413K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
44.8K+ 37.95% |
$2.24M - $2.28M
|
163K
$8.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.8KNew |
$1.19M - $1.21M
|
23.8K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.53K+ 9.7% |
$76.7K - $78K
|
17.3K
$870K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.42K+ 28.24% |
$221K - $225K
|
20.1K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.63K+ 11.49% |
$181K - $184K
|
35.2K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 24.31% |
$99.1K - $101K
|
10.1K
$508K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.07K+ 8.64% |
$204K - $207K
|
51.1K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
49.7K+ 81.55% |
$2.49M - $2.53M
|
111K
$5.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.72K- 33.26% |
$336K - $341K
|
13.5K
$676K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.3K+ 50.77% |
$965K - $980K
|
57.2K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 1.75% |
$1.35K - $1.37K
|
1.52K
$76.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.82K+ 19.81% |
$241K - $245K
|
29.1K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.81K+ 44.93% |
$191K - $194K
|
12.3K
$617K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-2.15K- 21.5% |
$108K - $109K
|
7.86K
$395K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-30.8K- 11.39% |
$1.54M - $1.57M
|
240K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.9KNew |
$2.2M - $2.23M
|
43.9K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
5.79K+ 10.16% |
$290K - $294K
|
62.8K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.68K- 14.91% |
$134K - $136K
|
15.3K
$766K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.7KNew |
$1.44M - $1.46M
|
28.7K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.03K+ 6.72% |
$51.4K - $52.2K
|
16.3K
$818K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
15K+ 16.74% |
$752K - $764K
|
105K
$5.26M
|