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 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.34KNew |
$64.6K - $66.4K
|
1.34K
$67.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.2KNew |
$1.12M - $1.15M
|
23.2K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
25New |
$1.21K - $1.24K
|
25
$1.26K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.6KNew |
$1.77M - $1.82M
|
36.6K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
22New |
$1.06K - $1.09K
|
22
$1.11K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.16KNew |
$56.1K - $57.6K
|
1.16K
$58.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
48.1K+ 28.54% |
$2.33M - $2.39M
|
217K
$10.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
61+ 1.49% |
$2.95K - $3.03K
|
4.16K
$209K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 100.0% |
$242 - $249
|
10
$502
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-124- 2.69% |
$6.04K - $6.11K
|
4.49K
$225K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
47New |
$2.29K - $2.32K
|
47
$2.36K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.22KNew |
$108K - $109K
|
2.22K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
77New |
$3.75K - $3.8K
|
77
$3.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
55+ 1.05% |
$2.68K - $2.71K
|
5.31K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-116- 2.95% |
$5.65K - $5.72K
|
3.82K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.41KNew |
$263K - $267K
|
5.41K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.4KNew |
$263K - $266K
|
5.4K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15New |
$730 - $739
|
15
$754
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.53K+ 4.13% |
$74.3K - $75.3K
|
38.5K
$1.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.12KNew |
$347K - $351K
|
7.12K
$358K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-348- 82.27% |
$16.9K - $17.2K
|
75
$3.77K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
31New |
$1.51K - $1.53K
|
31
$1.56K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.19K+ 13.14% |
$204K - $207K
|
36.1K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
7.22K+ 67.38% |
$351K - $356K
|
17.9K
$901K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.26K- 13.2% |
$110K - $111K
|
14.9K
$747K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.39K- 32.94% |
$116K - $118K
|
4.87K
$244K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.56KNew |
$417K - $422K
|
8.56K
$430K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-43.3K- 23.41% |
$2.11M - $2.13M
|
142K
$7.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-743- 2.88% |
$36.2K - $36.6K
|
25.1K
$1.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.86K- 7.13% |
$285K - $289K
|
76.4K
$3.84M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
52New |
$2.54K - $2.57K
|
52
$2.61K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.15KNew |
$349K - $353K
|
7.15K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$508K - $514K
|
10.4K
$523K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.37KNew |
$67K - $67.8K
|
1.37K
$69K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12New |
$585 - $592
|
12
$603
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.36K- 22.94% |
$164K - $166K
|
11.3K
$567K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.04K- 2.87% |
$50.7K - $51.3K
|
35.1K
$1.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
5.78K+ 6.19% |
$282K - $285K
|
99.1K
$4.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
166New |
$8.1K - $8.19K
|
166
$8.34K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2New |
$97.5 - $98.7
|
2
$100
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
63New |
$3.07K - $3.11K
|
63
$3.17K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.09KNew |
$199K - $202K
|
4.09K
$205K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
632New |
$30.8K - $31.2K
|
632
$31.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-168- 3.34% |
$8.18K - $8.29K
|
4.86K
$244K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-263- 32.51% |
$12.8K - $13K
|
546
$27.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
69New |
$3.36K - $3.4K
|
69
$3.47K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-853- 2.95% |
$41K - $41.8K
|
28.1K
$1.41M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-700- 4.87% |
$33.7K - $34.3K
|
13.7K
$687K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.8KNew |
$1.05M - $1.07M
|
21.8K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.09KNew |
$100K - $102K
|
2.09K
$105K
|
|