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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.22% |
$1.31K - $1.32K
|
12.1K
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.43% |
$1.21K - $1.22K
|
5.62K
$285K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5New |
$251 - $254
|
5
$253
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4New |
$201 - $203
|
4
$203
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
189K+ 3.69% |
$9.47M - $9.59M
|
5.31M
$269M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
114K+ 301.76% |
$5.71M - $5.78M
|
152K
$7.69M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.5K+ 9.94% |
$4.48M - $4.54M
|
990K
$50.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.5K+ 13.34% |
$3.68M - $3.73M
|
625K
$31.7M
|
|
|
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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41.2K+ 12.95% |
$2.06M - $2.09M
|
359K
$18.2M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.1K+ 24.15% |
$1.76M - $1.78M
|
180K
$9.14M
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.6KNew |
$1.23M - $1.25M
|
24.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
19.7KNew |
$986K - $999K
|
19.7K
$998K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
15.1K+ 8.92% |
$755K - $765K
|
184K
$9.33M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.7KNew |
$636K - $644K
|
12.7K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$535K - $542K
|
10.7K
$541K
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
6.9K+ 6.2% |
$346K - $350K
|
118K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.89K+ 12.96% |
$295K - $298K
|
51.3K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.13K+ 1.79% |
$157K - $159K
|
177K
$8.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
284New |
$14.2K - $14.4K
|
284
$14.4K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37+ 3.39% |
$1.85K - $1.88K
|
1.13K
$57.2K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$50.1 - $50.7
|
1
$50.7
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 86.22% |
$5.36M - $5.44M
|
231K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
44.8K+ 37.95% |
$2.24M - $2.28M
|
163K
$8.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
11KNew |
$552K - $561K
|
11K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.37KNew |
$269K - $273K
|
5.37K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.81K+ 44.93% |
$191K - $194K
|
12.3K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.08KNew |
$154K - $157K
|
3.08K
$156K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 24.31% |
$99.1K - $101K
|
10.1K
$513K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.96K+ 24.62% |
$98.1K - $99.7K
|
9.92K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.53K+ 9.7% |
$76.7K - $78K
|
17.3K
$879K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
800New |
$40K - $40.7K
|
800
$40.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
280New |
$14K - $14.2K
|
280
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
99New |
$4.96K - $5.03K
|
99
$5.02K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
108K+ 387.95% |
$5.39M - $5.51M
|
136K
$6.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70K+ 56.19% |
$3.49M - $3.56M
|
195K
$9.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 16.81% |
$738K - $754K
|
103K
$5.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.37K+ 19.7% |
$466K - $477K
|
56.9K
$2.89M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.62KNew |
$130K - $133K
|
2.62K
$133K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$89.6K - $91.6K
|
1.8K
$91.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
897+ 11.41% |
$44.7K - $45.7K
|
8.76K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
19+ 0.46% |
$946 - $967
|
4.19K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.86% |
$49.8 - $50.9
|
117
$5.93K
|
|
| Q2 2024 | |||||||
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
136+ 3.18% |
$6.72K - $6.8K
|
4.41K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
48New |
$2.37K - $2.4K
|
48
$2.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$247 - $250
|
5
$253
|
|