Purchases and Sales Made in Q2 2023 in Victory Portfolios Ii Victorys (VSDA)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (VSDA) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
184K+ 416.15% |
$7.94M - $8.51M
|
228K
$12.4M
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
55.7KNew |
$2.4M - $2.58M
|
55.7K
$3.03M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.9KNew |
$1.07M - $1.15M
|
24.9K
$1.35M
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20.7K+ 6.56% |
$894K - $958K
|
336K
$18.3M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.6K+ 18.48% |
$501K - $537K
|
74.5K
$4.05M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.62KNew |
$415K - $445K
|
9.62K
$523K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
8.99KNew |
$388K - $416K
|
8.99K
$489K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.58K+ 16.57% |
$327K - $351K
|
53.4K
$2.9M
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
6.68K+ 4.06% |
$288K - $309K
|
171K
$9.31M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.65K+ 1.64% |
$201K - $215K
|
288K
$15.7M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.46KNew |
$193K - $206K
|
4.46K
$243K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.8K+ 5.65% |
$164K - $176K
|
71.1K
$3.87M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.23K+ 2.72% |
$139K - $149K
|
122K
$6.65M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.94K+ 29.19% |
$127K - $136K
|
13K
$708K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.85K+ 2.62% |
$123K - $132K
|
112K
$6.08M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.85K+ 6.0% |
$79.7K - $85.4K
|
32.6K
$1.78M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.75K+ 2.46% |
$75.4K - $80.9K
|
72.7K
$3.96M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45K+ 13.89% |
$62.6K - $67.1K
|
11.9K
$647K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.43K+ 18.9% |
$61.8K - $66.3K
|
9.02K
$491K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
685+ 296.54% |
$29.6K - $31.7K
|
916
$49.8K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
247+ 16.8% |
$10.7K - $11.4K
|
1.72K
$93.4K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
88+ 0.92% |
$3.8K - $4.07K
|
9.6K
$522K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
35+ 0.44% |
$1.51K - $1.62K
|
8.02K
$436K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
3+ 0.04% |
$129 - $139
|
7.98K
$434K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$43.2 - $46.3
|
5.2K
$283K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-20- 0.33% |
$863 - $925
|
6.01K
$327K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-830- 17.71% |
$35.8K - $38.4K
|
3.86K
$210K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-889- 53.43% |
$38.4K - $41.1K
|
775
$42.2K
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-1.29K- 5.8% |
$55.7K - $59.7K
|
21K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.14K- 30.23% |
$92.5K - $99.1K
|
4.95K
$269K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.22K- 6.78% |
$95.6K - $102K
|
30.5K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.82K- 6.5% |
$251K - $269K
|
83.7K
$4.55M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 19.01% |
$456K - $489K
|
45K
$2.45M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.7K- 3.59% |
$462K - $495K
|
287K
$15.6M
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-17.8K- 18.33% |
$768K - $824K
|
79.3K
$4.32M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-95K- 40.14% |
$4.1M - $4.4M
|
142K
$7.71M
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-115K- 66.03% |
$4.96M - $5.31M
|
59.1K
$3.21M
|