Purchases and Sales Made in Q4 2024 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q4 2024. 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 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
959K+ 23.05% |
$48M - $48.8M
|
5.12M
$257M
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
385KNew |
$19.3M - $19.6M
|
385K
$19.3M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 97.81% |
$17.7M - $18M
|
716K
$35.9M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
318KNew |
$15.9M - $16.2M
|
318K
$16M
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
169KNew |
$8.46M - $8.59M
|
169K
$8.48M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
111K+ 69.15% |
$5.55M - $5.64M
|
271K
$13.6M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
92KNew |
$4.61M - $4.68M
|
92K
$4.62M
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
58.6K+ 26.24% |
$2.93M - $2.98M
|
282K
$14.2M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
54.7KNew |
$2.74M - $2.78M
|
54.7K
$2.74M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
49.7K+ 81.55% |
$2.49M - $2.53M
|
111K
$5.55M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
44.8K+ 37.95% |
$2.24M - $2.28M
|
163K
$8.17M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.9KNew |
$2.2M - $2.23M
|
43.9K
$2.2M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.7KNew |
$1.44M - $1.46M
|
28.7K
$1.44M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.8KNew |
$1.19M - $1.21M
|
23.8K
$1.19M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.3K+ 50.77% |
$965K - $980K
|
57.2K
$2.87M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
19.1KNew |
$956K - $971K
|
19.1K
$959K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16.5K+ 8.27% |
$828K - $841K
|
217K
$10.9M
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
15K+ 16.74% |
$752K - $764K
|
105K
$5.26M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 9.65% |
$670K - $680K
|
152K
$7.63M
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
13.4KNew |
$669K - $680K
|
13.4K
$671K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.9K+ 6.66% |
$545K - $553K
|
174K
$8.74M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$521K - $529K
|
10.4K
$522K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.1K+ 168.17% |
$508K - $516K
|
16.2K
$812K
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
10.1K+ 191.97% |
$505K - $513K
|
15.3K
$770K
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.28K+ 7.38% |
$465K - $472K
|
135K
$6.78M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
8.79K+ 3.0% |
$440K - $447K
|
302K
$15.1M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$304K - $308K
|
6.07K
$304K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.85KNew |
$293K - $297K
|
5.85K
$294K
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
5.79K+ 10.16% |
$290K - $294K
|
62.8K
$3.15M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.96K+ 13.45% |
$248K - $252K
|
41.8K
$2.1M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.82K+ 19.81% |
$241K - $245K
|
29.1K
$1.46M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.42K+ 28.24% |
$221K - $225K
|
20.1K
$1.01M
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.09KNew |
$204K - $208K
|
4.09K
$205K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.07K+ 8.64% |
$204K - $207K
|
51.1K
$2.56M
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.81K+ 44.93% |
$191K - $194K
|
12.3K
$617K
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.63K+ 11.49% |
$181K - $184K
|
35.2K
$1.77M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.08KNew |
$154K - $157K
|
3.08K
$155K
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.59K+ 4.98% |
$129K - $131K
|
54.5K
$2.74M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.54K+ 7.39% |
$127K - $129K
|
36.8K
$1.85M
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.26K+ 3.06% |
$113K - $115K
|
76.1K
$3.82M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 24.31% |
$99.1K - $101K
|
10.1K
$508K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.96K+ 24.62% |
$98.1K - $99.7K
|
9.92K
$498K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 37.9% |
$82.3K - $83.6K
|
5.99K
$300K
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.58K+ 13.25% |
$78.8K - $80.1K
|
13.5K
$675K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.53K+ 9.7% |
$76.7K - $78K
|
17.3K
$870K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.2K+ 0.73% |
$60.2K - $61.1K
|
165K
$8.27M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 1.22% |
$53.3K - $54.2K
|
88.4K
$4.44M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 7.63% |
$53.3K - $54.2K
|
15K
$754K
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.03K+ 6.72% |
$51.4K - $52.2K
|
16.3K
$818K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
899+ 3.43% |
$45K - $45.7K
|
27.1K
$1.36M
|