Latest Institutional Transactions on Victory Portfolios Ii Victorys (USVM)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Victorys (USVM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
44New |
$2.67K - $3.28K
|
44
$3.7K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
418New |
$27.1K - $29.2K
|
418
$35.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$803K - $873K
|
13.1K
$1.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.22% |
$307 - $334
|
2.25K
$189K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
160New |
$9.73K - $11.2K
|
160
$13.4K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-25.9KClosed |
$1.57M - $1.81M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
350New |
$21.3K - $24.5K
|
350
$29.4K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
891New |
$52.5K - $59.8K
|
891
$74.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.39KNew |
$200K - $228K
|
3.39K
$285K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-529K- 28.87% |
$31.1M - $35.5M
|
1.3M
$109M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-115- 82.14% |
$6.77K - $7.72K
|
25
$2.1K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
102New |
$5.84K - $7.09K
|
102
$8.57K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.13KNew |
$64.6K - $78.3K
|
1.13K
$94.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.99KNew |
$175K - $212K
|
2.99K
$251K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.72% |
$58.7 - $71
|
59
$4.96K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27New |
$1.58K - $1.92K
|
27
$2.27K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-262Closed |
$18.2K - $20.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
471New |
$32.7K - $36.5K
|
471
$39.6K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-55KClosed |
$3.66M - $4.03M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-458KClosed |
$30.6M - $33.3M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-412Closed |
$24.4K - $29.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-4.72KClosed |
$231K - $285K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
613+ 5.52% |
$27.3K - $31.3K
|
11.7K
$984K
|
|
| Q1 2020 | |||||||
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-2.25KClosed |
$71.9K - $124K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-152Closed |
$7.42K - $8.28K
|
0
$0
|
|