Purchases and Sales Made in Q1 2024 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q1 2024. 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 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
240KNew |
$11.9M - $12M
|
240K
$12.1M
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
213KNew |
$10.5M - $10.6M
|
213K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
176KNew |
$8.73M - $8.81M
|
176K
$8.87M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
147K+ 47.89% |
$7.29M - $7.36M
|
455K
$22.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.6KNew |
$4.18M - $4.22M
|
84.6K
$4.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
79.2K+ 245.31% |
$3.92M - $3.95M
|
111K
$5.6M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
68.3K+ 744.82% |
$3.38M - $3.41M
|
77.4K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
62.9K+ 275.72% |
$3.11M - $3.14M
|
85.8K
$4.31M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
44.7KNew |
$2.21M - $2.23M
|
44.7K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.4K+ 12.06% |
$2.04M - $2.06M
|
384K
$19.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.4K+ 12.06% |
$2.04M - $2.06M
|
384K
$19.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.3KNew |
$1.89M - $1.91M
|
38.3K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.3K+ 49.95% |
$1.55M - $1.56M
|
93.9K
$4.72M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.5K+ 357.11% |
$1.46M - $1.47M
|
37.7K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24.4KNew |
$1.21M - $1.22M
|
24.4K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.3K+ 202.08% |
$1.2M - $1.21M
|
36.3K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.5K+ 130.72% |
$914K - $923K
|
32.6K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.7K+ 83.62% |
$876K - $884K
|
38.9K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.3KNew |
$807K - $814K
|
16.3K
$820K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15.5K+ 174.0% |
$768K - $775K
|
24.4K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 6.83% |
$755K - $762K
|
239K
$12M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
14.4K+ 109.83% |
$713K - $720K
|
27.6K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 11.76% |
$683K - $689K
|
131K
$6.6M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
12.2K+ 37.09% |
$601K - $607K
|
44.9K
$2.26M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12K+ 5.0% |
$592K - $597K
|
252K
$12.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.6K+ 165.83% |
$526K - $531K
|
17K
$857K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
10.1K+ 6283.13% |
$497K - $502K
|
10.2K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.6K+ 4.08% |
$474K - $479K
|
245K
$12.3M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.38K+ 142.51% |
$464K - $468K
|
16K
$803K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
9.27KNew |
$458K - $463K
|
9.27K
$466K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.84K+ 46.36% |
$437K - $441K
|
27.9K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.83K+ 5.92% |
$436K - $440K
|
158K
$7.94M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.2K+ 3.16% |
$356K - $359K
|
235K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
6.82KNew |
$337K - $341K
|
6.82K
$343K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.8K+ 27.18% |
$336K - $340K
|
31.8K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.71K+ 9.23% |
$332K - $335K
|
79.4K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.03K+ 55.09% |
$298K - $301K
|
17K
$854K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.77K+ 58.25% |
$285K - $288K
|
15.7K
$788K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.48K+ 66.37% |
$221K - $224K
|
11.2K
$565K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.46K+ 3.33% |
$171K - $173K
|
107K
$5.4M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.56K+ 1.9% |
$126K - $128K
|
137K
$6.88M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 23.75% |
$113K - $114K
|
11.9K
$599K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.24K+ 18.88% |
$111K - $112K
|
14.1K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.04K+ 1.8% |
$101K - $102K
|
116K
$5.81M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.97K+ 47.63% |
$97.5K - $98.5K
|
6.12K
$307K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83K+ 7.17% |
$90.6K - $91.5K
|
27.4K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.62K+ 0.27% |
$79.8K - $80.6K
|
595K
$29.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.55K+ 9.04% |
$76.8K - $77.5K
|
18.7K
$942K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.36K+ 5.28% |
$67.3K - $68K
|
27.2K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.27K+ 2.72% |
$62.9K - $63.5K
|
48.1K
$2.42M
|