Purchases and Sales Made in Q1 2024 in Victory Portfolios Ii Victorys (VSDA)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (VSDA) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
31.3K+ 8.81% |
$1.46M - $1.57M
|
386K
$19.9M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.8KNew |
$1.39M - $1.5M
|
29.8K
$1.54M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.3K+ 9.37% |
$1.27M - $1.38M
|
319K
$16.4M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7KNew |
$1.06M - $1.14M
|
22.7K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.6KNew |
$1.01M - $1.09M
|
21.6K
$1.11M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.3KNew |
$758K - $818K
|
16.3K
$837K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
15.7KNew |
$730K - $788K
|
15.7K
$807K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2KNew |
$709K - $765K
|
15.2K
$783K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.3K+ 16.08% |
$618K - $667K
|
95.7K
$4.93M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.3K+ 272.01% |
$573K - $619K
|
16.8K
$866K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.68K+ 106.7% |
$405K - $437K
|
16.8K
$866K
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
7.33K+ 9.42% |
$342K - $369K
|
85.2K
$4.39M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
5.19K+ 2.83% |
$242K - $261K
|
189K
$9.73M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4K+ 5.12% |
$187K - $201K
|
82.2K
$4.23M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.57K+ 19.64% |
$120K - $129K
|
15.7K
$807K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.63K+ 2.32% |
$75.9K - $81.9K
|
71.7K
$3.69M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.12K+ 1.9% |
$52K - $56.2K
|
60K
$3.09M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
812+ 10.12% |
$37.9K - $40.9K
|
8.83K
$455K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
645+ 6.1% |
$30.1K - $32.5K
|
11.2K
$578K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
461+ 6.8% |
$21.5K - $23.2K
|
7.24K
$373K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
127New |
$5.92K - $6.39K
|
127
$6.54K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
29+ 0.39% |
$1.35K - $1.46K
|
7.5K
$386K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9+ 0.34% |
$420 - $453
|
2.63K
$135K
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$233 - $252
|
6.74K
$347K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.02% |
$187 - $201
|
20.7K
$1.06M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 17.24% |
$5.83K - $6.29K
|
600
$30.9K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-364- 41.98% |
$17K - $18.3K
|
503
$25.9K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-400- 3.39% |
$18.7K - $20.1K
|
11.4K
$587K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-412- 1.44% |
$19.2K - $20.7K
|
28.2K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-446- 4.46% |
$20.8K - $22.4K
|
9.55K
$492K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-752- 0.26% |
$35.1K - $37.8K
|
285K
$14.7M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-780- 40.73% |
$36.4K - $39.3K
|
1.14K
$58.5K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.09K- 63.72% |
$51K - $55.1K
|
623
$32.1K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.13K- 1.96% |
$52.8K - $57K
|
56.7K
$2.92M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.96K- 15.12% |
$138K - $149K
|
16.6K
$856K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.62K- 11.05% |
$169K - $182K
|
29.1K
$1.5M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.8K- 41.45% |
$224K - $242K
|
6.78K
$349K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.18K- 19.12% |
$335K - $361K
|
30.4K
$1.56M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.8K- 4.3% |
$598K - $646K
|
285K
$14.7M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.8K- 4.3% |
$598K - $646K
|
285K
$14.7M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.1K- 16.9% |
$889K - $960K
|
93.8K
$4.83M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42.3K- 13.89% |
$1.97M - $2.13M
|
262K
$13.5M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-86.2K- 66.12% |
$4.02M - $4.34M
|
44.2K
$2.27M
|