Purchases and Sales Made in Q4 2023 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
319K+ 2662.94% |
$15.5M - $15.9M
|
331K
$16.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
228KNew |
$11M - $11.3M
|
228K
$11.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
134KNew |
$6.5M - $6.68M
|
134K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.8KNew |
$3.72M - $3.82M
|
76.8K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.3K+ 23.06% |
$3.11M - $3.2M
|
343K
$17.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
51.3K+ 1.23% |
$2.48M - $2.55M
|
4.23M
$213M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
48.1K+ 28.54% |
$2.33M - $2.39M
|
217K
$10.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
43.4K+ 7.88% |
$2.1M - $2.16M
|
594K
$29.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.6KNew |
$1.77M - $1.82M
|
36.6K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
33.5K+ 12.73% |
$1.62M - $1.66M
|
296K
$14.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
31.5KNew |
$1.52M - $1.57M
|
31.5K
$1.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.5K+ 41.43% |
$1.47M - $1.51M
|
104K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
28.4KNew |
$1.37M - $1.41M
|
28.4K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25.8KNew |
$1.25M - $1.28M
|
25.8K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.2KNew |
$1.12M - $1.15M
|
23.2K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
22.8KNew |
$1.1M - $1.13M
|
22.8K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.2KNew |
$1.03M - $1.05M
|
21.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.9KNew |
$913K - $938K
|
18.9K
$948K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.4K+ 2132.6% |
$794K - $816K
|
17.2K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.1KNew |
$684K - $703K
|
14.1K
$711K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
13.1KNew |
$635K - $653K
|
13.1K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.6K+ 3.92% |
$562K - $577K
|
308K
$15.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.95K+ 14.05% |
$433K - $445K
|
72.7K
$3.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.92KNew |
$432K - $444K
|
8.92K
$448K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.3K+ 49.6% |
$402K - $413K
|
25K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
6.67K+ 25.55% |
$323K - $332K
|
32.8K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.41KNew |
$310K - $319K
|
6.41K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.06K+ 101.8% |
$293K - $302K
|
12K
$604K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.82K+ 95.9% |
$281K - $289K
|
11.9K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.29K+ 9.23% |
$256K - $263K
|
62.6K
$3.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
4.3KNew |
$208K - $214K
|
4.3K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.46K+ 72.3% |
$168K - $172K
|
8.25K
$415K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.45K+ 104.61% |
$167K - $172K
|
6.75K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.45KNew |
$118K - $122K
|
2.45K
$123K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.85K+ 1.26% |
$89.6K - $92.1K
|
149K
$7.49M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.34KNew |
$64.6K - $66.4K
|
1.34K
$67.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.16KNew |
$56.1K - $57.6K
|
1.16K
$58.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
836+ 4.5% |
$40.4K - $41.6K
|
19.4K
$975K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
695+ 24.95% |
$33.6K - $34.6K
|
3.48K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
279+ 0.6% |
$13.5K - $13.9K
|
46.8K
$2.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
160New |
$7.74K - $7.96K
|
160
$8.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
150New |
$7.26K - $7.46K
|
150
$7.54K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
61+ 1.49% |
$2.95K - $3.03K
|
4.16K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
25New |
$1.21K - $1.24K
|
25
$1.26K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
22New |
$1.06K - $1.09K
|
22
$1.11K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 100.0% |
$242 - $249
|
10
$502
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.8% |
$96.7 - $99.4
|
113
$5.68K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-26- 0.28% |
$1.26K - $1.29K
|
9.16K
$460K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-85- 2.01% |
$4.11K - $4.23K
|
4.14K
$208K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-86- 17.0% |
$4.16K - $4.28K
|
420
$21.1K
|