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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
176KNew |
$8.73M - $8.81M
|
176K
$8.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.5K+ 357.11% |
$1.46M - $1.47M
|
37.7K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24.4KNew |
$1.21M - $1.22M
|
24.4K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
230New |
$11.4K - $11.5K
|
230
$11.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
169New |
$8.36K - $8.43K
|
169
$8.57K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
131New |
$6.48K - $6.54K
|
131
$6.64K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
48.1K+ 28.54% |
$2.33M - $2.39M
|
217K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.6KNew |
$1.77M - $1.82M
|
36.6K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.2KNew |
$1.12M - $1.15M
|
23.2K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.34KNew |
$64.6K - $66.4K
|
1.34K
$67.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.16KNew |
$56.1K - $57.6K
|
1.16K
$58.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
150New |
$7.26K - $7.46K
|
150
$7.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
61+ 1.49% |
$2.95K - $3.03K
|
4.16K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
22New |
$1.06K - $1.09K
|
22
$1.12K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 100.0% |
$242 - $249
|
10
$507
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.56KNew |
$417K - $422K
|
8.56K
$434K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
7.22K+ 67.38% |
$351K - $356K
|
17.9K
$909K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.12KNew |
$347K - $351K
|
7.12K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.41KNew |
$263K - $267K
|
5.41K
$274K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.19K+ 13.14% |
$204K - $207K
|
36.1K
$1.83M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.22KNew |
$108K - $109K
|
2.22K
$112K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.53K+ 4.13% |
$74.3K - $75.3K
|
38.5K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
77New |
$3.75K - $3.8K
|
77
$3.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
55+ 1.05% |
$2.68K - $2.71K
|
5.31K
$269K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
47New |
$2.29K - $2.32K
|
47
$2.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15New |
$730 - $739
|
15
$760
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$508K - $514K
|
10.4K
$528K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.15KNew |
$349K - $353K
|
7.15K
$362K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
5.78K+ 6.19% |
$282K - $285K
|
99.1K
$5.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.37KNew |
$67K - $67.8K
|
1.37K
$69.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
166New |
$8.1K - $8.19K
|
166
$8.41K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
63New |
$3.07K - $3.11K
|
63
$3.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
52New |
$2.54K - $2.57K
|
52
$2.64K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12New |
$585 - $592
|
12
$608
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2New |
$97.5 - $98.7
|
2
$101
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.09KNew |
$199K - $202K
|
4.09K
$207K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
632New |
$30.8K - $31.2K
|
632
$32K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
69New |
$3.36K - $3.4K
|
69
$3.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.8KNew |
$1.05M - $1.07M
|
21.8K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.21KNew |
$395K - $402K
|
8.21K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.09KNew |
$100K - $102K
|
2.09K
$106K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
118New |
$5.67K - $5.78K
|
118
$5.98K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
31.4KNew |
$1.52M - $1.55M
|
31.4K
$1.59M
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.9KNew |
$1.12M - $1.14M
|
22.9K
$1.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
8.51K+ 161.56% |
$415K - $424K
|
13.8K
$699K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.87KNew |
$90.9K - $92.9K
|
1.87K
$94.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
737New |
$35.9K - $36.7K
|
737
$37.4K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$390 - $398
|
8
$406
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
37New |
$1.84K - $1.9K
|
37
$1.88K
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
33+ 2.64% |
$1.7K - $1.71K
|
1.29K
$65.1K
|
|