Purchases and Sales Made in Q3 2023 in Victory Portfolios Ii Victorys (VSDA)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (VSDA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.5K+ 8.88% |
$1.1M - $1.22M
|
313K
$16.1M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.7K+ 10.83% |
$1.07M - $1.18M
|
253K
$13M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.18K+ 3.18% |
$397K - $437K
|
298K
$15.3M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8.22KNew |
$355K - $391K
|
8.22K
$423K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
5.87K+ 3.43% |
$254K - $280K
|
177K
$9.11M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.7K+ 6.46% |
$203K - $224K
|
77.4K
$3.99M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.33K+ 13.4% |
$144K - $159K
|
28.2K
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.03K+ 22.54% |
$87.8K - $96.8K
|
11K
$569K
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.62K+ 2.9% |
$69.9K - $77K
|
57.3K
$2.95M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.54K+ 1.83% |
$66.3K - $73.1K
|
85.2K
$4.39M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
907+ 7.63% |
$39.2K - $43.2K
|
12.8K
$659K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
873+ 9.08% |
$37.7K - $41.6K
|
10.5K
$540K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
479+ 4.99% |
$20.7K - $22.8K
|
10.1K
$519K
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
466+ 7.75% |
$20.1K - $22.2K
|
6.48K
$334K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
434New |
$18.8K - $20.7K
|
434
$22.4K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
44+ 0.21% |
$1.9K - $2.1K
|
21K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
28+ 0.35% |
$1.21K - $1.33K
|
8.01K
$412K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.18% |
$43.2 - $47.6
|
86
$4.43K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-222- 0.38% |
$9.59K - $10.6K
|
58.9K
$3.03M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-322- 0.6% |
$13.9K - $15.3K
|
53K
$2.73M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 35.56% |
$17.3K - $19K
|
725
$37.3K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-772- 15.61% |
$33.4K - $36.8K
|
4.18K
$215K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-828- 90.39% |
$35.8K - $39.4K
|
88
$4.53K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-863- 1.92% |
$37.3K - $41.1K
|
44.1K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-984- 10.95% |
$42.5K - $46.9K
|
8K
$412K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.04K- 12.95% |
$44.9K - $49.4K
|
6.98K
$359K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.45K- 37.5% |
$62.5K - $68.9K
|
2.41K
$124K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.86K- 22.01% |
$124K - $136K
|
10.1K
$523K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.38K- 1.0% |
$146K - $161K
|
333K
$17.1M
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-3.39K- 10.4% |
$147K - $162K
|
29.2K
$1.51M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.33K- 3.06% |
$187K - $206K
|
137K
$7.08M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.13K- 4.2% |
$222K - $244K
|
117K
$6.03M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.52K- 18.12% |
$239K - $263K
|
25K
$1.29M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-57.8K- 81.29% |
$2.5M - $2.75M
|
13.3K
$685K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.4K- 58.51% |
$2.83M - $3.11M
|
46.4K
$2.39M
|