Purchases and Sales Made in Q3 2024 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.9K+ 15.79% |
$94.8K - $96.9K
|
14K
$704K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$89.6K - $91.6K
|
1.8K
$90.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
949+ 668.31% |
$47.3K - $48.3K
|
1.09K
$55K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
897+ 11.41% |
$44.7K - $45.7K
|
8.76K
$442K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
762+ 6.85% |
$37.9K - $38.8K
|
11.9K
$599K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
401+ 1.1% |
$20K - $20.4K
|
36.8K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
350+ 5.26% |
$17.4K - $17.8K
|
7.01K
$354K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
205+ 15.28% |
$10.2K - $10.4K
|
1.55K
$78K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 6.43% |
$1.34K - $1.37K
|
447
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
19+ 0.46% |
$946 - $967
|
4.19K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.86% |
$49.8 - $50.9
|
117
$5.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$49.8 - $50.9
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-48- 46.6% |
$2.39K - $2.44K
|
55
$2.77K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-49- 3.75% |
$2.44K - $2.49K
|
1.26K
$63.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-199- 2.41% |
$9.91K - $10.1K
|
8.06K
$406K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-399- 2.76% |
$19.9K - $20.3K
|
14K
$708K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-427- 9.77% |
$21.3K - $21.7K
|
3.94K
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-535- 0.72% |
$26.6K - $27.2K
|
73.9K
$3.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.06K- 4.18% |
$52.8K - $54K
|
24.3K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 24.12% |
$67.8K - $69.3K
|
4.28K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.13K- 23.33% |
$106K - $109K
|
7.01K
$354K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.2K- 12.32% |
$110K - $112K
|
15.7K
$790K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.61K- 12.69% |
$130K - $133K
|
17.9K
$904K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.67K- 28.19% |
$133K - $136K
|
6.8K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.08K- 8.93% |
$154K - $157K
|
31.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4K- 20.74% |
$199K - $203K
|
15.3K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.81K- 35.0% |
$439K - $449K
|
16.4K
$825K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.86K- 52.11% |
$441K - $451K
|
8.14K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.2K- 36.15% |
$610K - $624K
|
21.6K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-15.1K- 14.34% |
$753K - $770K
|
90.4K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-17.4K- 20.13% |
$867K - $886K
|
69.1K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-56.2K- 39.16% |
$2.8M - $2.86M
|
87.4K
$4.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-130K- 3.02% |
$6.46M - $6.6M
|
4.16M
$210M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-208K- 95.4% |
$10.3M - $10.6M
|
10K
$505K
|