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 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-267- 1.09% |
$12.9K - $13.3K
|
24.2K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-639- 0.27% |
$30.9K - $31.8K
|
235K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.11K- 9.18% |
$53.5K - $55K
|
11K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 11.12% |
$58.3K - $59.9K
|
9.63K
$484K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.42K- 3.99% |
$68.5K - $70.4K
|
34.1K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.21K- 10.35% |
$155K - $160K
|
27.8K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.03K- 13.62% |
$195K - $200K
|
25.6K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.91K- 39.52% |
$286K - $294K
|
9.05K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.33K- 40.85% |
$306K - $315K
|
9.17K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.33K- 32.86% |
$451K - $464K
|
19.1K
$958K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.9K- 54.57% |
$575K - $591K
|
9.9K
$497K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.2K- 66.66% |
$637K - $655K
|
6.59K
$331K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 4.97% |
$645K - $663K
|
255K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.2K- 6.74% |
$783K - $805K
|
224K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.3K- 22.1% |
$1.03M - $1.06M
|
75.2K
$3.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-23.6K- 78.92% |
$1.14M - $1.18M
|
6.32K
$317K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.7K- 44.34% |
$1.24M - $1.28M
|
32.3K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-52.8K- 18.06% |
$2.56M - $2.63M
|
240K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-66.8K- 92.12% |
$3.23M - $3.32M
|
5.72K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.8K- 38.6% |
$3.57M - $3.67M
|
117K
$5.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-112K- 24.68% |
$5.43M - $5.59M
|
343K
$17.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-139K- 26.46% |
$6.74M - $6.93M
|
387K
$19.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-140K- 55.14% |
$6.75M - $6.94M
|
114K
$5.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-396K- 100.0% |
$19.2M - $19.7M
|
1
$50.2
|