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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$247 - $250
|
5
$251
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 1.43% |
$98.8 - $100
|
142
$7.14K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.75% |
$98.8 - $100
|
116
$5.83K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.4 - $50
|
1
$50.3
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-439- 2.23% |
$21.7K - $21.9K
|
19.3K
$968K
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-649- 2.2% |
$32.1K - $32.4K
|
28.9K
$1.45M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.18K- 46.72% |
$58.1K - $58.8K
|
1.34K
$67.5K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.64K- 6.71% |
$81K - $82K
|
22.8K
$1.15M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.94K- 7.09% |
$95.7K - $96.9K
|
25.4K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 31.87% |
$96.3K - $97.4K
|
4.17K
$209K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.11K- 9.31% |
$104K - $105K
|
20.5K
$1.03M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.81K- 9.93% |
$188K - $190K
|
34.5K
$1.74M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.03K- 12.94% |
$249K - $252K
|
33.9K
$1.7M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.55K- 46.54% |
$274K - $277K
|
6.37K
$320K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-5.87K- 57.47% |
$290K - $293K
|
4.34K
$218K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.86K- 61.08% |
$339K - $343K
|
4.37K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.46K- 22.85% |
$368K - $373K
|
25.2K
$1.27M
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-10K- 36.54% |
$494K - $500K
|
17.4K
$873K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.8K- 19.93% |
$581K - $588K
|
47.3K
$2.38M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.7K- 25.86% |
$628K - $635K
|
36.4K
$1.83M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 5.11% |
$634K - $642K
|
239K
$12M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.3K- 17.94% |
$952K - $963K
|
88.1K
$4.43M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.7K- 38.43% |
$1.76M - $1.79M
|
57.2K
$2.88M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.5K- 47.98% |
$2.74M - $2.77M
|
60.1K
$3.02M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-269K- 95.24% |
$13.3M - $13.4M
|
13.4K
$674K
|