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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-12.4K- 4.87% |
$603K - $611K
|
242K
$12.2M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.4K- 78.11% |
$1.04M - $1.06M
|
6K
$301K
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-23.2K- 4.1% |
$1.13M - $1.14M
|
541K
$27.2M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-26.2K- 10.91% |
$1.27M - $1.29M
|
214K
$10.7M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.3K- 5.99% |
$1.43M - $1.44M
|
460K
$23.1M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35.1K- 89.79% |
$1.71M - $1.73M
|
4K
$201K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-170K- 27.61% |
$8.3M - $8.41M
|
447K
$22.5M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-187K- 56.89% |
$9.09M - $9.21M
|
141K
$7.11M
|