Purchases and Sales Made in Q4 2022 in Victory Portfolios Ii Victorys (VSDA)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (VSDA) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
89.1K+ 76.33% |
$3.56M - $4.16M
|
206K
$10.6M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
35.5K+ 13.44% |
$1.42M - $1.66M
|
299K
$15.4M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.8K+ 44.03% |
$869K - $1.02M
|
71.2K
$3.67M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 122.46% |
$747K - $873K
|
34K
$1.75M
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
10.2K+ 6.91% |
$407K - $476K
|
158K
$8.12M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9.6KNew |
$384K - $448K
|
9.6K
$495K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.69K+ 22.86% |
$347K - $406K
|
46.7K
$2.41M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.16K+ 3.42% |
$326K - $381K
|
247K
$12.7M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.2KNew |
$208K - $243K
|
5.2K
$268K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.99K+ 4.41% |
$199K - $233K
|
118K
$6.08M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.69KNew |
$187K - $219K
|
4.69K
$241K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.93K+ 1.12% |
$117K - $137K
|
263K
$13.6M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
871+ 0.95% |
$34.8K - $40.7K
|
92.5K
$4.77M
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
85New |
$3.39K - $3.97K
|
85
$4.38K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
51+ 0.66% |
$2.04K - $2.38K
|
7.8K
$402K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
44+ 0.55% |
$1.76K - $2.05K
|
8.11K
$418K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-29- 0.3% |
$1.16K - $1.35K
|
9.5K
$489K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 3.27% |
$1.6K - $1.87K
|
1.19K
$61K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-46- 2.91% |
$1.84K - $2.15K
|
1.54K
$79.2K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-55- 1.89% |
$2.2K - $2.57K
|
2.86K
$147K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-425- 50.0% |
$17K - $19.8K
|
425
$21.9K
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-675- 8.66% |
$27K - $31.5K
|
7.12K
$367K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-688- 2.19% |
$27.5K - $32.1K
|
30.8K
$1.59M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-695- 29.61% |
$27.8K - $32.4K
|
1.65K
$85.1K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-930- 15.38% |
$37.1K - $43.4K
|
5.12K
$263K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.61K- 5.51% |
$104K - $122K
|
44.7K
$2.3M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.67K- 89.62% |
$107K - $125K
|
309
$15.9K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.15K- 4.44% |
$126K - $147K
|
67.7K
$3.49M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-3.23K- 12.69% |
$129K - $151K
|
22.3K
$1.15M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.52K- 1.4% |
$140K - $164K
|
247K
$12.7M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.94K- 26.95% |
$197K - $231K
|
13.4K
$689K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.86K- 7.45% |
$234K - $274K
|
72.8K
$3.75M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.63K- 11.26% |
$305K - $356K
|
60.1K
$3.1M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.6K- 24.82% |
$1.5M - $1.76M
|
114K
$5.86M
|