Purchases and Sales Made in Q2 2024 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
284KNew |
$14M - $14.2M
|
284K
$14.3M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.9K+ 76.11% |
$4.93M - $4.99M
|
231K
$11.6M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
89.9K+ 573.56% |
$4.44M - $4.49M
|
106K
$5.31M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.2K+ 17.61% |
$3.96M - $4.01M
|
536K
$26.9M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.6K+ 31.63% |
$3.74M - $3.78M
|
315K
$15.8M
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
74.4KNew |
$3.68M - $3.72M
|
74.4K
$3.74M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
72.3K+ 84.32% |
$3.57M - $3.61M
|
158K
$7.95M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
71K+ 18.47% |
$3.51M - $3.55M
|
455K
$22.9M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
71K+ 18.47% |
$3.51M - $3.55M
|
455K
$22.9M
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
60.8K+ 1.44% |
$3M - $3.04M
|
4.29M
$216M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
41.8K+ 93.39% |
$2.06M - $2.09M
|
86.5K
$4.35M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.1K+ 40.32% |
$1.68M - $1.7M
|
119K
$5.97M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27.3K+ 35.21% |
$1.35M - $1.36M
|
105K
$5.26M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22KNew |
$1.08M - $1.1M
|
22K
$1.1M
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
20K+ 72.56% |
$988K - $999K
|
47.6K
$2.39M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.9K+ 8.27% |
$981K - $993K
|
260K
$13.1M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17KNew |
$840K - $850K
|
17K
$855K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16.2K+ 6.91% |
$802K - $812K
|
251K
$12.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.1K+ 11.77% |
$648K - $656K
|
125K
$6.26M
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
11.1KNew |
$549K - $556K
|
11.1K
$559K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.7K+ 63.05% |
$531K - $537K
|
27.8K
$1.4M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.07K+ 26.11% |
$448K - $453K
|
43.8K
$2.2M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.75K+ 4.93% |
$333K - $337K
|
144K
$7.22M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.48K+ 20.34% |
$320K - $324K
|
38.3K
$1.93M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6K+ 36.76% |
$296K - $300K
|
22.3K
$1.12M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.64KNew |
$279K - $282K
|
5.64K
$284K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.91K+ 5.23% |
$243K - $246K
|
98.8K
$4.96M
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.66K+ 0.78% |
$230K - $233K
|
600K
$30.2M
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.57K+ 5.75% |
$226K - $228K
|
83.9K
$4.22M
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
4.49K+ 2.11% |
$222K - $225K
|
218K
$10.9M
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.72K+ 89.9% |
$184K - $186K
|
7.86K
$395K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.15K+ 11.27% |
$155K - $157K
|
31.1K
$1.56M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.13K+ 1.28% |
$155K - $157K
|
248K
$12.5M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.71K+ 7.45% |
$134K - $135K
|
39K
$1.96M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.34K+ 13.78% |
$116K - $117K
|
19.3K
$972K
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
2.26K+ 5.02% |
$111K - $113K
|
47.2K
$2.37M
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.09K+ 1.33% |
$103K - $105K
|
160K
$8.05M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.05K+ 20.48% |
$101K - $102K
|
12.1K
$606K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.9K+ 11.87% |
$93.6K - $94.7K
|
17.9K
$898K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.82K+ 9.71% |
$89.9K - $91K
|
20.6K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.67K+ 3.47% |
$82.5K - $83.5K
|
49.8K
$2.5M
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.43K+ 21.01% |
$70.8K - $71.7K
|
8.26K
$415K
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
BUY
|
- |
1.31KNew |
$64.6K - $65.4K
|
1.31K
$65.8K
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
BUY
|
- |
991+ 17.48% |
$48.9K - $49.5K
|
6.66K
$335K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
758+ 2.79% |
$37.4K - $37.9K
|
27.9K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
305+ 2.16% |
$15.1K - $15.2K
|
14.4K
$725K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
200+ 2.16% |
$9.88K - $10K
|
9.47K
$476K
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
136+ 3.18% |
$6.72K - $6.8K
|
4.41K
$222K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
103New |
$5.09K - $5.15K
|
103
$5.18K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
48New |
$2.37K - $2.4K
|
48
$2.41K
|