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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
958+ 10.59% |
$47.4K - $47.8K
|
10K
$503K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
659+ 1.93% |
$32.6K - $32.9K
|
34.7K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
658+ 18.9% |
$32.5K - $32.8K
|
4.14K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
302+ 1.56% |
$14.9K - $15.1K
|
19.7K
$990K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
230New |
$11.4K - $11.5K
|
230
$11.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
169New |
$8.36K - $8.43K
|
169
$8.5K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
140New |
$6.92K - $6.99K
|
140
$7.04K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
131New |
$6.48K - $6.54K
|
131
$6.59K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
72+ 2.94% |
$3.56K - $3.59K
|
2.52K
$127K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.88% |
$49.4 - $49.9
|
114
$5.73K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$49.4 - $49.9
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-15- 0.16% |
$742 - $749
|
9.15K
$460K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-23- 0.54% |
$1.14K - $1.15K
|
4.27K
$215K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-51- 0.89% |
$2.52K - $2.54K
|
5.67K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-509- 1.83% |
$25.2K - $25.4K
|
27.3K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-700- 11.08% |
$34.6K - $34.9K
|
5.62K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.05K- 3.69% |
$51.8K - $52.2K
|
27.4K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.52K- 6.29% |
$75.2K - $75.9K
|
22.7K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.99K- 6.31% |
$98.3K - $99.3K
|
29.5K
$1.48M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.91K- 4.97% |
$243K - $245K
|
93.9K
$4.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-14.3K- 4.82% |
$706K - $712K
|
282K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.1K- 21.47% |
$798K - $805K
|
59K
$2.97M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71K- 15.59% |
$3.51M - $3.54M
|
384K
$19.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-72.2K- 93.95% |
$3.57M - $3.6M
|
4.65K
$234K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-92.6K- 36.34% |
$4.58M - $4.62M
|
162K
$8.15M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-238K- 71.95% |
$11.8M - $11.9M
|
93K
$4.67M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-338K- 87.31% |
$16.7M - $16.9M
|
49.2K
$2.47M
|