Latest Institutional Transactions on Victory Portfolios Ii Victorys (VSDA)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Victorys (VSDA) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-364- 41.98% |
$17K - $18.3K
|
503
$27.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
15.7KNew |
$730K - $788K
|
15.7K
$862K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-588- 22.12% |
$24.3K - $28K
|
2.07K
$114K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-173- 1.71% |
$7.15K - $8.25K
|
9.97K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-23- 5.3% |
$951 - $1.1K
|
411
$22.6K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.33K+ 13.4% |
$144K - $159K
|
28.2K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8.22KNew |
$355K - $391K
|
8.22K
$452K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$43.2 - $46.3
|
5.2K
$286K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-17.8K- 18.33% |
$768K - $824K
|
79.3K
$4.37M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-774- 10.87% |
$33.5K - $36.3K
|
6.35K
$349K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
150New |
$6.49K - $7.04K
|
150
$8.26K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36.5K+ 17.74% |
$1.58M - $1.71M
|
242K
$13.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1K- 10.53% |
$43.3K - $46.9K
|
8.5K
$468K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$8.65K - $9.38K
|
200
$11K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.73K- 72.92% |
$161K - $175K
|
1.39K
$76.2K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-695- 29.61% |
$27.8K - $32.4K
|
1.65K
$90.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-425- 50.0% |
$17K - $19.8K
|
425
$23.4K
|
|
| Q3 2022 | |||||||
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100Closed |
$3.95K - $4.68K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 78.33% |
$551K - $652K
|
3.86K
$212K
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-101K- 4.32% |
$3.99M - $4.72M
|
2.24M
$123M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.26KClosed |
$210K - $249K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.63KClosed |
$185K - $220K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
312New |
$13.5K - $14.9K
|
312
$17.2K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-350- 21.21% |
$15.2K - $16.7K
|
1.3K
$71.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1KClosed |
$43.3K - $47.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.13K- 7.52% |
$48.9K - $53.9K
|
13.9K
$765K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.39KClosed |
$59.9K - $66K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.35KNew |
$188K - $207K
|
4.35K
$239K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.91KClosed |
$342K - $377K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-111Closed |
$4.24K - $4.64K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.41KClosed |
$53.7K - $58.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.14KClosed |
$103K - $117K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-658Closed |
$18.3K - $23.2K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-71.7KClosed |
$2.37M - $2.57M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7.05KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-553Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.01KClosed |
N/A
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.9KClosed |
N/A
|
0
$0
|
|