Purchases and Sales Made in Q2 2023 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
523KNew |
$25.5M - $25.8M
|
523K
$26.3M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
523K+ 106.85% |
$25.5M - $25.8M
|
1.01M
$50.9M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
490KNew |
$23.9M - $24.2M
|
490K
$24.6M
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
177K+ 4.51% |
$8.63M - $8.73M
|
4.1M
$206M
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
124KNew |
$6.03M - $6.1M
|
124K
$6.22M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.5K+ 32.33% |
$3.54M - $3.58M
|
297K
$14.9M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.9K+ 10.47% |
$1.26M - $1.28M
|
273K
$13.7M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.5K+ 9.51% |
$953K - $964K
|
225K
$11.3M
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
16.1K+ 7.94% |
$787K - $796K
|
219K
$11M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.2K+ 164.45% |
$691K - $699K
|
22.8K
$1.15M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.8K+ 70.93% |
$673K - $680K
|
33.2K
$1.67M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$508K - $514K
|
10.4K
$523K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
10.3KNew |
$502K - $508K
|
10.3K
$517K
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
9.53K+ 93.5% |
$465K - $470K
|
19.7K
$990K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.27K+ 140.46% |
$452K - $457K
|
15.9K
$797K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.56KNew |
$417K - $422K
|
8.56K
$430K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.15KNew |
$349K - $353K
|
7.15K
$359K
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.91KNew |
$337K - $341K
|
6.91K
$347K
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
5.78K+ 6.19% |
$282K - $285K
|
99.1K
$4.98M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.77KNew |
$281K - $285K
|
5.77K
$290K
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.92K+ 18.24% |
$240K - $243K
|
31.9K
$1.6M
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
4.73K+ 79.18% |
$231K - $234K
|
10.7K
$538K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.47KNew |
$218K - $220K
|
4.47K
$224K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.25K+ 1.11% |
$159K - $160K
|
296K
$14.9M
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.03K+ 5.09% |
$148K - $149K
|
62.6K
$3.14M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.37KNew |
$67K - $67.8K
|
1.37K
$69K
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
935+ 2.6% |
$45.6K - $46.1K
|
37K
$1.86M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
483+ 0.66% |
$23.6K - $23.8K
|
73.4K
$3.69M
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
396+ 18.79% |
$19.3K - $19.5K
|
2.5K
$126K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
255+ 4.25% |
$12.4K - $12.6K
|
6.25K
$314K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
166New |
$8.1K - $8.19K
|
166
$8.34K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
135+ 1.91% |
$6.58K - $6.66K
|
7.22K
$362K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
63New |
$3.07K - $3.11K
|
63
$3.17K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
52New |
$2.54K - $2.57K
|
52
$2.61K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40+ 0.55% |
$1.95K - $1.97K
|
7.26K
$364K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12New |
$585 - $592
|
12
$603
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2New |
$97.5 - $98.7
|
2
$100
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.93% |
$48.8 - $49.3
|
109
$5.48K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18- 0.34% |
$878 - $888
|
5.26K
$264K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-64- 1.6% |
$3.12K - $3.16K
|
3.93K
$198K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-130- 0.94% |
$6.34K - $6.41K
|
13.6K
$685K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-195- 4.06% |
$9.51K - $9.62K
|
4.61K
$232K
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-568- 3.21% |
$27.7K - $28K
|
17.1K
$861K
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-672- 2.54% |
$32.8K - $33.2K
|
25.8K
$1.3M
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.04K- 2.87% |
$50.7K - $51.3K
|
35.1K
$1.77M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.77K- 86.35% |
$86.1K - $87.1K
|
279
$14K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.78K- 29.2% |
$86.8K - $87.8K
|
4.32K
$217K
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.62K- 3.09% |
$128K - $129K
|
82.2K
$4.13M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.82K- 19.44% |
$138K - $139K
|
11.7K
$587K
|