Purchases and Sales Made in Q1 2025 in Victory Capital Holdings, Inc. (VCTR)
This table provides information about the institutional ownership of Victory Capital Holdings, Inc. (VCTR) during Q1 2025. The information is specifically focused on institutions that hold shares of Victory Capital Holdings, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
273+ 6.96% |
$15.2K - $19.3K
|
4.19K
$271K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
225+ 6.51% |
$12.6K - $15.9K
|
3.68K
$238K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
214+ 39.56% |
$11.9K - $15.1K
|
755
$48.8K
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
212New |
$11.8K - $15K
|
212
$13.7K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
140+ 1.4% |
$7.82K - $9.88K
|
10.2K
$657K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
138+ 16.18% |
$7.71K - $9.74K
|
991
$64.1K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
123+ 11.98% |
$6.87K - $8.68K
|
1.15K
$74.3K
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
85+ 0.26% |
$4.75K - $6K
|
32.9K
$2.13M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 385.0% |
$4.3K - $5.43K
|
97
$6.27K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
63+ 75.0% |
$3.52K - $4.45K
|
147
$9.5K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
56New |
$3.13K - $3.95K
|
56
$3.62K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
54New |
$3.02K - $3.81K
|
54
$3.49K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50+ 263.16% |
$2.79K - $3.53K
|
69
$4.46K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
49+ 20.68% |
$2.74K - $3.46K
|
286
$18.5K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
49+ 445.45% |
$2.74K - $3.46K
|
60
$3.88K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49+ 19.76% |
$2.74K - $3.46K
|
297
$19.2K
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
46+ 8.03% |
$2.57K - $3.25K
|
619
$40K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
43New |
$2.4K - $3.03K
|
43
$2.78K
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
41+ 14.64% |
$2.29K - $2.89K
|
321
$20.8K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33New |
$1.84K - $2.33K
|
33
$2.13K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 29.41% |
$1.68K - $2.12K
|
132
$8.53K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 0.59% |
$1.4K - $1.76K
|
4.29K
$277K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
24New |
$1.34K - $1.69K
|
24
$1.55K
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
21+ 0.04% |
$1.17K - $1.48K
|
53.4K
$3.45M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 31.25% |
$1.12K - $1.41K
|
84
$5.43K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 154.55% |
$949 - $1.2K
|
28
$1.81K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
12+ 0.06% |
$670 - $847
|
21.6K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10New |
$558 - $706
|
10
$647
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$558 - $706
|
10
$647
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 12.5% |
$335 - $423
|
54
$3.49K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 150.0% |
$335 - $423
|
10
$647
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5+ 0.35% |
$279 - $353
|
1.43K
$92.3K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2+ 4.76% |
$112 - $141
|
44
$2.84K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$112 - $141
|
2
$129
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2New |
$112 - $141
|
2
$129
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$112 - $141
|
2
$129
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$112 - $141
|
2
$129
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2+ 0.0% |
$112 - $141
|
48.1K
$3.11M
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.99% |
$55.8 - $70.6
|
102
$6.59K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 0.37% |
$55.8 - $70.6
|
268
$17.3K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 5.0% |
$55.8 - $70.6
|
19
$1.23K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.43% |
$112 - $141
|
461
$29.8K
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4- 0.02% |
$223 - $282
|
17.2K
$1.11M
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-6- 0.02% |
$335 - $423
|
29.1K
$1.88M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 58.82% |
$558 - $706
|
7
$453
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-14- 4.76% |
$782 - $988
|
280
$18.1K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15Closed |
$838 - $1.06K
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-32- 0.32% |
$1.79K - $2.26K
|
10K
$649K
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-39- 0.29% |
$2.18K - $2.75K
|
13.3K
$858K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-48- 60.0% |
$2.68K - $3.39K
|
32
$2.07K
|