Latest Institutional Purchases of Victory Portfolios Ii Victorys (USTB)
This list provides information on the latest institutional transactions involving Victory Portfolios Ii Victorys (USTB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
624KNew |
$31.2M - $31.6M
|
624K
$31.6M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
458K+ 168.89% |
$22.9M - $23.2M
|
730K
$36.9M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
249KNew |
$12.5M - $12.6M
|
249K
$12.6M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
129KNew |
$6.47M - $6.55M
|
129K
$6.54M
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
64.3K+ 84.47% |
$3.22M - $3.26M
|
140K
$7.11M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
62.2KNew |
$3.12M - $3.16M
|
62.2K
$3.15M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.7K+ 27.25% |
$3.09M - $3.13M
|
288K
$14.6M
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
34.7K+ 9.03% |
$1.74M - $1.76M
|
419K
$21.2M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.6KNew |
$1.43M - $1.45M
|
28.6K
$1.45M
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
20K+ 148.47% |
$1M - $1.01M
|
33.5K
$1.69M
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
16.8K+ 16.0% |
$839K - $850K
|
122K
$6.15M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6K+ 67.63% |
$833K - $843K
|
41.2K
$2.09M
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.6KNew |
$783K - $793K
|
15.6K
$792K
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
13.6K+ 9.39% |
$683K - $692K
|
159K
$8.05M
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.4K+ 6.31% |
$520K - $527K
|
175K
$8.87M
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
9.02K+ 58.79% |
$452K - $457K
|
24.4K
$1.23M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.12K+ 17.34% |
$406K - $412K
|
54.9K
$2.78M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.07KNew |
$354K - $358K
|
7.07K
$358K
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.92K+ 1.96% |
$296K - $300K
|
308K
$15.6M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.66KNew |
$284K - $287K
|
5.66K
$287K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.98K+ 85.11% |
$249K - $252K
|
10.8K
$548K
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.83K+ 2.83% |
$192K - $194K
|
139K
$7.03M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.19K+ 10.94% |
$160K - $162K
|
32.3K
$1.64M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.76K+ 17.07% |
$138K - $140K
|
18.9K
$959K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
2.31K+ 39.75% |
$115K - $117K
|
8.1K
$410K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 10.48% |
$70.3K - $71.1K
|
14.8K
$749K
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.5% |
$61.6K - $62.4K
|
36.4K
$1.84M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
988+ 1.12% |
$49.5K - $50.1K
|
89.4K
$4.53M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
846+ 2.3% |
$42.4K - $42.9K
|
37.7K
$1.91M
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
810+ 19.83% |
$40.6K - $41.1K
|
4.9K
$248K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
422+ 1.78% |
$21.1K - $21.4K
|
24.2K
$1.22M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
306+ 2.61% |
$15.3K - $15.5K
|
12K
$609K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
284New |
$14.2K - $14.4K
|
284
$14.4K
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
210+ 2.91% |
$10.5K - $10.6K
|
7.43K
$376K
|
|
Q4 2024 | |||||||
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
959K+ 23.05% |
$48M - $48.8M
|
5.12M
$259M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 97.81% |
$17.7M - $18M
|
716K
$36.2M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
318KNew |
$15.9M - $16.2M
|
318K
$16.1M
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
242KNew |
$12.1M - $12.3M
|
242K
$12.2M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235K+ 35.32% |
$11.8M - $11.9M
|
900K
$45.6M
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
169KNew |
$8.46M - $8.59M
|
169K
$8.55M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
92KNew |
$4.61M - $4.68M
|
92K
$4.66M
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
58.6K+ 26.24% |
$2.93M - $2.98M
|
282K
$14.3M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
49.7K+ 81.55% |
$2.49M - $2.53M
|
111K
$5.6M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
44.8K+ 37.95% |
$2.24M - $2.28M
|
163K
$8.24M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.9KNew |
$2.2M - $2.23M
|
43.9K
$2.22M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.9K+ 37.95% |
$2M - $2.03M
|
145K
$7.35M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
34.8K+ 12.41% |
$1.74M - $1.77M
|
316K
$16M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
31.3K+ 45.33% |
$1.57M - $1.59M
|
100K
$5.08M
|
|
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 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21K+ 23.26% |
$1.05M - $1.07M
|
111K
$5.64M
|