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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-27- 0.6% |
$1.36K - $1.37K
|
4.45K
$226K
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
24.7K+ 5.9% |
$1.24M - $1.26M
|
444K
$22.6M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.36K+ 86.47% |
$470K - $476K
|
20.2K
$1.03M
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-26K- 8.45% |
$1.31M - $1.32M
|
282K
$14.3M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
31+ 0.63% |
$1.56K - $1.58K
|
4.93K
$250K
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.07K+ 4.7% |
$305K - $309K
|
135K
$6.87M
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.43% |
$1.21K - $1.22K
|
5.62K
$285K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.22% |
$1.31K - $1.32K
|
12.1K
$613K
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-46.3K- 8.29% |
$2.33M - $2.35M
|
513K
$26M
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5.28K- 3.01% |
$265K - $268K
|
170K
$8.63M
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.89K+ 8.14% |
$497K - $503K
|
131K
$6.67M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-70- 0.25% |
$3.51K - $3.56K
|
28.5K
$1.45M
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-425- 1.17% |
$21.3K - $21.6K
|
36K
$1.83M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
217K+ 75.11% |
$10.9M - $11M
|
505K
$25.6M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-204K- 27.98% |
$10.2M - $10.4M
|
525K
$26.7M
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
499+ 6.72% |
$25.1K - $25.4K
|
7.92K
$402K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.6KNew |
$785K - $795K
|
15.6K
$794K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.97KNew |
$199K - $202K
|
3.97K
$201K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-135- 67.5% |
$6.76K - $6.85K
|
65
$3.3K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.39K- 17.67% |
$370K - $375K
|
34.4K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.78K- 15.96% |
$190K - $192K
|
19.9K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.89K+ 12.96% |
$295K - $298K
|
51.3K
$2.6M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39.1K+ 12.38% |
$1.96M - $1.98M
|
355K
$18M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.5K+ 9.94% |
$4.48M - $4.54M
|
990K
$50.3M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.5K+ 13.34% |
$3.68M - $3.73M
|
625K
$31.7M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 24.15% |
$1.76M - $1.78M
|
180K
$9.15M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.59K- 14.23% |
$480K - $487K
|
57.8K
$2.94M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-683- 9.65% |
$34.2K - $34.6K
|
6.4K
$325K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.26K+ 10.27% |
$63.3K - $64K
|
13.6K
$689K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.04K- 11.42% |
$152K - $154K
|
23.6K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 22.22% |
$140K - $142K
|
9.8K
$498K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$535K - $542K
|
10.7K
$543K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.4KNew |
$1.27M - $1.29M
|
25.4K
$1.29M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37+ 3.39% |
$1.85K - $1.88K
|
1.13K
$57.3K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-614- 4.09% |
$30.7K - $31.1K
|
14.4K
$732K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.31K- 4.23% |
$115K - $117K
|
52.2K
$2.65M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.2K+ 261.76% |
$2.61M - $2.65M
|
72.1K
$3.66M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.55K+ 7.52% |
$378K - $383K
|
108K
$5.48M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-49.5KClosed |
$2.48M - $2.51M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19.7KNew |
$986K - $999K
|
19.7K
$1M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$50.1 - $50.7
|
1
$50.8
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.76K+ 93.79% |
$489K - $495K
|
20.2K
$1.02M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.7K+ 20.37% |
$584K - $591K
|
68.9K
$3.5M
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5.33K+ 39.63% |
$267K - $270K
|
18.8K
$954K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41.2K+ 12.95% |
$2.06M - $2.09M
|
359K
$18.2M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.9K+ 6.2% |
$346K - $350K
|
118K
$6.01M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
114K+ 301.76% |
$5.71M - $5.78M
|
152K
$7.7M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13.8KNew |
$692K - $700K
|
13.8K
$701K
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-1.72K- 12.89% |
$86.3K - $87.4K
|
11.6K
$591K
|