Purchases and Sales Made in Q1 2023 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q1 2023. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II VICTORYS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
198K+ 400.41% |
$9.64M - $9.76M
|
247K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
198K+ 2556.11% |
$9.63M - $9.75M
|
206K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
100K+ 81.07% |
$4.89M - $4.95M
|
224K
$11.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
99.3K+ 95.6% |
$4.83M - $4.9M
|
203K
$10.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
93.3KNew |
$4.54M - $4.6M
|
93.3K
$4.69M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.7K+ 132.47% |
$3.54M - $3.59M
|
128K
$6.41M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
60.6K+ 26.05% |
$2.95M - $2.99M
|
293K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
36KNew |
$1.75M - $1.78M
|
36K
$1.81M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.5KNew |
$706K - $716K
|
14.5K
$729K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.8KNew |
$670K - $679K
|
13.8K
$692K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.2K+ 62.57% |
$592K - $600K
|
31.6K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11.8K+ 78.25% |
$576K - $584K
|
27K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$512K - $519K
|
10.5K
$529K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.01K+ 3.39% |
$390K - $395K
|
244K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.64KNew |
$323K - $327K
|
6.64K
$334K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.6KNew |
$321K - $325K
|
6.6K
$332K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.22KNew |
$303K - $307K
|
6.22K
$313K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
5.98KNew |
$291K - $295K
|
5.98K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.2K+ 2.97% |
$253K - $256K
|
180K
$9.07M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
5K+ 96.21% |
$243K - $246K
|
10.2K
$512K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.09KNew |
$199K - $202K
|
4.09K
$206K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.87K+ 35.89% |
$188K - $191K
|
14.6K
$736K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.37K+ 2.88% |
$116K - $117K
|
84.9K
$4.27M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.19K+ 140.19% |
$58.1K - $58.8K
|
2.04K
$103K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
869+ 70.19% |
$42.3K - $42.9K
|
2.11K
$106K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
632New |
$30.8K - $31.2K
|
632
$31.8K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
183+ 3.59% |
$8.91K - $9.03K
|
5.28K
$265K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
69New |
$3.36K - $3.4K
|
69
$3.47K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.14% |
$487 - $493
|
7.08K
$356K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.71% |
$146 - $148
|
423
$21.3K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.71% |
$146 - $148
|
423
$21.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-96- 1.37% |
$4.67K - $4.73K
|
6.93K
$348K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-124- 0.7% |
$6.04K - $6.12K
|
17.7K
$890K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-148- 2.99% |
$7.21K - $7.3K
|
4.8K
$241K
|
|
|
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 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-311- 0.85% |
$15.1K - $15.3K
|
36.2K
$1.82M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-333- 3.72% |
$16.2K - $16.4K
|
8.62K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-381- 1.07% |
$18.6K - $18.8K
|
35.2K
$1.77M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-553- 4.56% |
$26.9K - $27.3K
|
11.6K
$582K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-574- 2.12% |
$27.9K - $28.3K
|
26.5K
$1.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.1K- 4.9% |
$53.4K - $54.1K
|
21.3K
$1.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.5K- 2.01% |
$72.9K - $73.8K
|
72.9K
$3.66M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 20.63% |
$77.1K - $78.1K
|
6.1K
$306K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.63K- 4.89% |
$79.1K - $80.1K
|
31.6K
$1.59M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.63K- 0.83% |
$79.4K - $80.4K
|
196K
$9.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6.18K- 3.7% |
$301K - $305K
|
161K
$8.09M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-10.2K- 14.67% |
$498K - $505K
|
59.5K
$2.99M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.2K- 38.49% |
$592K - $600K
|
19.4K
$977K
|