Purchases and Sales Made in Q4 2023 in Victory Portfolios Ii Victorys (VSDA)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (VSDA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39K+ 15.41% |
$1.61M - $1.86M
|
292K
$15.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21.8K+ 6.54% |
$901K - $1.04M
|
355K
$19.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
20.5K+ 35.78% |
$848K - $978K
|
77.8K
$4.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6K+ 50.51% |
$521K - $601K
|
37.6K
$2.04M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 4.22% |
$499K - $576K
|
298K
$16.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$492K - $567K
|
11.9K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.98K+ 10.71% |
$330K - $380K
|
82.4K
$4.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
6.74K+ 3.81% |
$279K - $322K
|
184K
$9.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.83K+ 10.98% |
$241K - $278K
|
58.9K
$3.2M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.1KNew |
$170K - $196K
|
4.1K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.04K+ 18.5% |
$84.5K - $97.5K
|
13.1K
$712K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
800+ 1.03% |
$33.1K - $38.1K
|
78.2K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
789+ 0.27% |
$32.6K - $37.6K
|
298K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
345+ 8.26% |
$14.3K - $16.4K
|
4.52K
$246K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
259+ 4.0% |
$10.7K - $12.3K
|
6.74K
$367K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
92+ 11.87% |
$3.8K - $4.39K
|
867
$47.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
76+ 0.72% |
$3.14K - $3.62K
|
10.6K
$575K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
21+ 0.26% |
$868 - $1K
|
8.02K
$436K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.16% |
$41.3 - $47.7
|
87
$4.73K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-23- 5.3% |
$951 - $1.1K
|
411
$22.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-84- 0.83% |
$3.47K - $4.01K
|
10K
$544K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-173- 1.71% |
$7.15K - $8.25K
|
9.97K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-200- 2.87% |
$8.27K - $9.54K
|
6.78K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-495- 20.54% |
$20.5K - $23.6K
|
1.92K
$104K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-539- 6.73% |
$22.3K - $25.7K
|
7.47K
$406K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-588- 22.12% |
$24.3K - $28K
|
2.07K
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-638- 2.18% |
$26.4K - $30.4K
|
28.6K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1K- 7.82% |
$41.3K - $47.7K
|
11.8K
$642K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.06K- 1.8% |
$43.9K - $50.6K
|
57.8K
$3.15M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-1.43K- 6.83% |
$59.3K - $68.4K
|
19.6K
$1.06M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.48K- 36.14% |
$61.3K - $70.7K
|
2.62K
$143K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.72K- 12.89% |
$70.9K - $81.8K
|
11.6K
$630K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.19K- 3.58% |
$173K - $200K
|
113K
$6.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.05K- 5.13% |
$291K - $336K
|
130K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.62K- 2.75% |
$356K - $411K
|
304K
$16.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.6K- 29.32% |
$562K - $648K
|
32.8K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.2K- 17.8% |
$627K - $723K
|
70.1K
$3.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.5K- 53.16% |
$970K - $1.12M
|
20.7K
$1.12M
|