Purchases and Sales Made in Q1 2023 in Victory Portfolios Ii Victorys (VSDA)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (VSDA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
114K+ 191.5% |
$4.94M - $5.36M
|
174K
$9.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
97.1KNew |
$4.2M - $4.56M
|
97.1K
$5.28M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51K+ 20.64% |
$2.21M - $2.39M
|
298K
$16.2M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36.5K+ 17.74% |
$1.58M - $1.71M
|
242K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.6K+ 63.47% |
$933K - $1.01M
|
55.5K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.3K+ 7.73% |
$880K - $955K
|
284K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.5KNew |
$802K - $870K
|
18.5K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.3K+ 5.43% |
$703K - $763K
|
316K
$17.2M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.1KNew |
$436K - $472K
|
10.1K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.58KNew |
$328K - $356K
|
7.58K
$413K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.2K+ 11.98% |
$312K - $338K
|
67.3K
$3.66M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
6.69K+ 4.24% |
$290K - $314K
|
164K
$8.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$261K - $283K
|
6.03K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.07K+ 2.4% |
$46.4K - $50.3K
|
45.8K
$2.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
889+ 114.71% |
$38.5K - $41.7K
|
1.66K
$90.5K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
837+ 0.71% |
$36.2K - $39.3K
|
119K
$6.47M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
834+ 8.68% |
$36.1K - $39.1K
|
10.4K
$568K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
375+ 4.1% |
$16.2K - $17.6K
|
9.51K
$518K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$8.65K - $9.38K
|
200
$10.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
183+ 2.35% |
$7.92K - $8.59K
|
7.98K
$434K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
150New |
$6.49K - $7.04K
|
150
$8.16K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$43.3 - $46.9
|
5.2K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-60- 5.06% |
$2.6K - $2.82K
|
1.13K
$61.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-67- 4.36% |
$2.9K - $3.14K
|
1.47K
$80K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-78- 25.24% |
$3.38K - $3.66K
|
231
$12.6K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-130- 1.6% |
$5.63K - $6.1K
|
7.98K
$434K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-202- 7.06% |
$8.74K - $9.48K
|
2.66K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-239- 0.34% |
$10.3K - $11.2K
|
71K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-774- 10.87% |
$33.5K - $36.3K
|
6.35K
$345K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1K- 10.53% |
$43.3K - $46.9K
|
8.5K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.01K- 3.25% |
$130K - $141K
|
89.5K
$4.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.73K- 72.92% |
$161K - $175K
|
1.39K
$75.4K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.88K- 7.2% |
$211K - $229K
|
62.9K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.95K- 4.35% |
$214K - $232K
|
109K
$5.93M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.29K- 47.03% |
$272K - $295K
|
7.09K
$386K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.34K- 25.48% |
$274K - $297K
|
18.5K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.93K- 4.03% |
$430K - $466K
|
237K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 30.03% |
$607K - $658K
|
32.7K
$1.78M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28.6K- 39.28% |
$1.24M - $1.34M
|
44.2K
$2.4M
|