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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
15.5K+ 24.75% |
$778K - $788K
|
78.3K
$3.98M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.7KNew |
$636K - $644K
|
12.7K
$645K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.2K+ 15.89% |
$1.21M - $1.22M
|
176K
$8.95M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-1.57K- 19.96% |
$78.6K - $79.6K
|
6.29K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.21K+ 18.02% |
$461K - $467K
|
60.3K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.13K+ 1.79% |
$157K - $159K
|
177K
$9.01M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-284- 71.54% |
$14.2K - $14.4K
|
113
$5.74K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
57.4K+ 20.34% |
$2.87M - $2.91M
|
339K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
242K+ 33.77% |
$12.1M - $12.3M
|
958K
$48.7M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
15.1K+ 8.92% |
$755K - $765K
|
184K
$9.35M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.79K- 15.72% |
$390K - $395K
|
41.8K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.7K+ 1001.12% |
$2.19M - $2.22M
|
48.1K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
123K+ 110.8% |
$6.14M - $6.21M
|
233K
$11.8M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.04K+ 12.6% |
$51.9K - $52.6K
|
9.26K
$471K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.64KNew |
$383K - $388K
|
7.64K
$388K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.4K+ 70.18% |
$671K - $680K
|
32.5K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.11K+ 3.38% |
$156K - $158K
|
95.1K
$4.83M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
8.36K+ 3.45% |
$419K - $424K
|
250K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.9K+ 31.56% |
$694K - $702K
|
57.7K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
189K+ 3.69% |
$9.47M - $9.59M
|
5.31M
$270M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
64.3K+ 84.47% |
$3.22M - $3.26M
|
140K
$7.13M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-78- 1.8% |
$3.91K - $3.96K
|
4.27K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
430+ 2.14% |
$21.5K - $21.8K
|
20.5K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
13.6K+ 9.39% |
$683K - $692K
|
159K
$8.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.66K- 1.52% |
$183K - $185K
|
236K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.07KNew |
$354K - $358K
|
7.07K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.66KNew |
$284K - $287K
|
5.66K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
2.31K+ 39.75% |
$115K - $117K
|
8.1K
$412K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6K+ 67.63% |
$833K - $843K
|
41.2K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-974- 5.98% |
$48.8K - $49.4K
|
15.3K
$778K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
846+ 2.3% |
$42.4K - $42.9K
|
37.7K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
20K+ 148.47% |
$1M - $1.01M
|
33.5K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
249KNew |
$12.5M - $12.6M
|
249K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
988+ 1.12% |
$49.5K - $50.1K
|
89.4K
$4.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
284New |
$14.2K - $14.4K
|
284
$14.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.6KNew |
$783K - $793K
|
15.6K
$794K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.12K+ 17.34% |
$406K - $412K
|
54.9K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
9.02K+ 58.79% |
$452K - $457K
|
24.4K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.76K+ 17.07% |
$138K - $140K
|
18.9K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.19K+ 10.94% |
$160K - $162K
|
32.3K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
422+ 1.78% |
$21.1K - $21.4K
|
24.2K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-851- 3.14% |
$42.6K - $43.2K
|
26.3K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-411- 6.78% |
$20.6K - $20.8K
|
5.66K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
62.2KNew |
$3.12M - $3.16M
|
62.2K
$3.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-20.5K- 9.45% |
$1.02M - $1.04M
|
196K
$9.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 10.48% |
$70.3K - $71.1K
|
14.8K
$751K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.83K+ 2.83% |
$192K - $194K
|
139K
$7.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
624KNew |
$31.2M - $31.6M
|
624K
$31.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.64K- 8.49% |
$232K - $235K
|
50K
$2.54M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 86.22% |
$5.36M - $5.44M
|
231K
$11.7M
|
|