Purchases and Sales Made in Q3 2022 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
222K+ 611.59% |
$10.7M - $11M
|
258K
$13M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.5K+ 635.45% |
$3.31M - $3.39M
|
79.3K
$3.99M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.5K+ 158.6% |
$2.49M - $2.55M
|
84K
$4.22M
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
31.4KNew |
$1.52M - $1.55M
|
31.4K
$1.58M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
28.9KNew |
$1.4M - $1.43M
|
28.9K
$1.45M
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
19.3K+ 160.14% |
$933K - $955K
|
31.4K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 18.71% |
$492K - $504K
|
64.7K
$3.25M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.74K+ 22.3% |
$422K - $432K
|
47.9K
$2.41M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.73KNew |
$277K - $284K
|
5.73K
$288K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.14K+ 3.16% |
$200K - $205K
|
135K
$6.79M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.02K+ 4.61% |
$146K - $150K
|
68.6K
$3.45M
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.12K+ 3.92% |
$102K - $105K
|
56.2K
$2.83M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.25KNew |
$60.5K - $61.9K
|
1.25K
$62.9K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
990+ 1.3% |
$47.8K - $49K
|
77.2K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
774+ 1.99% |
$37.4K - $38.3K
|
39.7K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
720+ 8.76% |
$34.8K - $35.6K
|
8.94K
$450K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
385+ 1.88% |
$18.6K - $19K
|
20.8K
$1.05M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
210+ 4.08% |
$10.1K - $10.4K
|
5.36K
$269K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
205+ 3.78% |
$9.9K - $10.1K
|
5.62K
$283K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
90New |
$4.35K - $4.45K
|
90
$4.52K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
75+ 1.11% |
$3.62K - $3.71K
|
6.86K
$345K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.96% |
$193 - $198
|
422
$21.2K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-136- 0.17% |
$6.57K - $6.73K
|
77.8K
$3.91M
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-183- 0.21% |
$8.84K - $9.05K
|
86K
$4.33M
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-188- 1.81% |
$9.08K - $9.3K
|
10.2K
$513K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-331- 5.94% |
$16K - $16.4K
|
5.24K
$264K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-337- 1.54% |
$16.3K - $16.7K
|
21.5K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-440- 9.33% |
$21.3K - $21.8K
|
4.28K
$215K
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-604- 3.23% |
$29.2K - $29.9K
|
18.1K
$911K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-689- 5.06% |
$33.3K - $34.1K
|
12.9K
$650K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-729- 3.12% |
$35.2K - $36.1K
|
22.6K
$1.14M
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 4.2% |
$59K - $60.4K
|
27.9K
$1.4M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.2K- 2.9% |
$300K - $307K
|
208K
$10.4M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.09K- 2.72% |
$342K - $350K
|
254K
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.6K- 2.2% |
$561K - $574K
|
516K
$25.9M
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-23.1K- 7.62% |
$1.12M - $1.14M
|
280K
$14.1M
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-30.5K- 14.51% |
$1.47M - $1.51M
|
180K
$9.03M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-61.5K- 91.17% |
$2.97M - $3.04M
|
5.95K
$299K
|