Purchases and Sales Made in Q4 2022 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
564KNew |
$27.1M - $27.6M
|
564K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
359K+ 138.88% |
$17.3M - $17.6M
|
617K
$31M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
251K+ 325.03% |
$12.1M - $12.3M
|
328K
$16.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
240KNew |
$11.5M - $11.7M
|
240K
$12M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
148K+ 176.71% |
$7.14M - $7.27M
|
232K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
104KNew |
$4.99M - $5.09M
|
104K
$5.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.1K+ 91.46% |
$2.84M - $2.9M
|
124K
$6.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
41.5KNew |
$2M - $2.03M
|
41.5K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.2K+ 29.75% |
$1.93M - $1.97M
|
175K
$8.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
36.5KNew |
$1.76M - $1.79M
|
36.5K
$1.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.1K+ 2329.13% |
$1.64M - $1.67M
|
35.6K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.8KNew |
$1.05M - $1.07M
|
21.8K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.2K+ 354.51% |
$729K - $743K
|
19.4K
$977K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
14.4K+ 0.37% |
$695K - $708K
|
3.92M
$197M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
13.6K+ 24.12% |
$652K - $664K
|
69.8K
$3.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.8KNew |
$518K - $528K
|
10.8K
$541K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.21KNew |
$395K - $402K
|
8.21K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.68KNew |
$369K - $376K
|
7.68K
$386K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.12KNew |
$343K - $349K
|
7.12K
$358K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.87K+ 27.29% |
$282K - $288K
|
27.4K
$1.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.77K+ 8.41% |
$278K - $283K
|
74.4K
$3.74M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
5.19KNew |
$250K - $254K
|
5.19K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.09KNew |
$100K - $102K
|
2.09K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2K+ 34.96% |
$96.4K - $98.2K
|
7.74K
$389K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.57K+ 7.53% |
$75.4K - $76.8K
|
22.4K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 3.13% |
$72.2K - $73.5K
|
49.4K
$2.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.24KNew |
$59.5K - $60.6K
|
1.24K
$62.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
851New |
$40.9K - $41.7K
|
851
$42.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
215New |
$10.3K - $10.5K
|
215
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
211+ 3.08% |
$10.1K - $10.3K
|
7.07K
$355K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
118New |
$5.67K - $5.78K
|
118
$5.93K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
103New |
$4.95K - $5.05K
|
103
$5.17K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54New |
$2.6K - $2.65K
|
54
$2.71K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11+ 0.12% |
$529 - $539
|
8.95K
$450K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.89% |
$96.2 - $98
|
108
$5.43K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.47% |
$96.2 - $98
|
420
$21.1K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 0.71% |
$144 - $147
|
420
$21.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-151- 2.88% |
$7.26K - $7.4K
|
5.09K
$256K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-297- 1.64% |
$14.3K - $14.6K
|
17.8K
$895K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-332- 6.19% |
$16K - $16.3K
|
5.03K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-551- 1.39% |
$26.5K - $27K
|
39.1K
$1.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-670- 11.92% |
$32.2K - $32.8K
|
4.95K
$249K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-700- 4.87% |
$33.7K - $34.3K
|
13.7K
$687K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-808- 6.25% |
$38.9K - $39.6K
|
12.1K
$609K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-853- 2.95% |
$41K - $41.8K
|
28.1K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-854- 3.06% |
$41.1K - $41.8K
|
27K
$1.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3.18K- 31.18% |
$153K - $156K
|
7.02K
$353K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.56K- 4.14% |
$171K - $174K
|
82.5K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.94K- 6.23% |
$238K - $242K
|
74.4K
$3.74M
|