Purchases and Sales Made in Q4 2021 in Victory Portfolios Ii Victorys (VSDA)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (VSDA) during Q4 2021. 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 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
144KNew |
$6.21M - $6.84M
|
144K
$7.4M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
50.3KNew |
$2.18M - $2.4M
|
50.3K
$2.6M
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
22.3K+ 36.53% |
$966K - $1.06M
|
83.5K
$4.31M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$512K - $564K
|
11.8K
$610K
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.37KNew |
$405K - $447K
|
9.37K
$484K
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.75KNew |
$335K - $369K
|
7.75K
$400K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.01KNew |
$303K - $334K
|
7.01K
$362K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.86K+ 19.71% |
$297K - $327K
|
41.7K
$2.15M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.2KNew |
$225K - $248K
|
5.2K
$268K
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.96K+ 2.1% |
$214K - $236K
|
241K
$12.4M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.53K+ 12.46% |
$196K - $216K
|
40.9K
$2.11M
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.35KNew |
$188K - $207K
|
4.35K
$225K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.76KNew |
$163K - $179K
|
3.76K
$194K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.61K+ 2.09% |
$113K - $124K
|
127K
$6.57M
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.59KNew |
$68.8K - $75.8K
|
1.59K
$82.1K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$47.6K - $52.4K
|
1.1K
$56.8K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.09KNew |
$46.9K - $51.7K
|
1.09K
$56K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
858+ 1.74% |
$37.1K - $40.9K
|
50.3K
$2.6M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
440+ 8.81% |
$19K - $21K
|
5.44K
$280K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
343+ 0.12% |
$14.8K - $16.3K
|
294K
$15.2M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
152+ 0.14% |
$6.57K - $7.24K
|
110K
$5.67M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
33+ 0.41% |
$1.43K - $1.57K
|
8.02K
$414K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.26% |
$606 - $667
|
5.37K
$277K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23- 0.02% |
$995 - $1.1K
|
105K
$5.43M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-95- 0.46% |
$4.11K - $4.53K
|
20.6K
$1.06M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-250- 4.41% |
$10.8K - $11.9K
|
5.43K
$280K
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-434- 2.09% |
$18.8K - $20.7K
|
20.3K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.13K- 7.52% |
$48.9K - $53.9K
|
13.9K
$717K
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.39KClosed |
$59.9K - $66K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.94K- 3.89% |
$84K - $92.6K
|
48K
$2.48M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 31.14% |
$124K - $137K
|
6.36K
$328K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.89K- 15.93% |
$125K - $138K
|
15.3K
$788K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.93K- 2.87% |
$127K - $140K
|
99.3K
$5.12M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-3.03K- 7.64% |
$131K - $145K
|
36.7K
$1.89M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.23K- 2.76% |
$183K - $201K
|
149K
$7.7M
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-4.59KClosed |
$199K - $219K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.2K- 5.2% |
$225K - $248K
|
94.9K
$4.89M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.77K- 1.84% |
$250K - $275K
|
308K
$15.9M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.91KClosed |
$342K - $377K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.43K- 52.68% |
$408K - $450K
|
8.47K
$437K
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-32K- 49.54% |
$1.38M - $1.52M
|
32.5K
$1.68M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-98K- 94.23% |
$4.24M - $4.67M
|
6K
$309K
|