Latest Institutional Transactions on Victory Portfolios Ii Shs Us S (CSA)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Shs Us S (CSA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
75+ 0.7% |
$4.98K - $5.56K
|
10.7K
$794K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-100- 37.59% |
$6.64K - $7.42K
|
166
$12.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.32K- 6.12% |
$87.7K - $98K
|
20.3K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5+ 0.11% |
$332 - $371
|
4.55K
$337K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.82K+ 47.91% |
$254K - $283K
|
11.8K
$873K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 32.97% |
$80.7K - $90.2K
|
4.9K
$363K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.85K+ 5.32% |
$322K - $360K
|
96.1K
$7.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
217+ 7.03% |
$14.4K - $16.1K
|
3.3K
$244K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.6K+ 1108.49% |
$2.49M - $2.68M
|
42.1K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.82K+ 27.25% |
$181K - $196K
|
13.2K
$974K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
951+ 2.17% |
$61.2K - $66K
|
44.8K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
179+ 42.52% |
$11.5K - $12.4K
|
600
$44.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26- 0.7% |
$1.67K - $1.81K
|
3.69K
$273K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-213- 0.78% |
$13.7K - $14.8K
|
27.2K
$2.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 4.26% |
$129 - $139
|
45
$3.33K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
780New |
$50.2K - $54.2K
|
780
$57.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.4K- 7.43% |
$277K - $304K
|
54.8K
$4.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.4K- 7.9% |
$277K - $304K
|
51.3K
$3.8M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$907K - $1.11M
|
16.5K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-80- 34.78% |
$4.39K - $5.4K
|
150
$11.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.8KNew |
$755K - $928K
|
13.8K
$1.02M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.7KNew |
$2.3M - $2.55M
|
39.7K
$2.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-26- 6.22% |
$1.5K - $1.67K
|
392
$29K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-100- 2.93% |
$5.58K - $6.11K
|
3.31K
$245K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5- 0.02% |
$0 - $329
|
21.9K
$1.62M
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
89+ 1.72% |
$4.86K - $5.54K
|
5.27K
$390K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
489New |
$26.1K - $31.6K
|
489
$36.2K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.25KClosed |
$178K - $210K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.9K+ 304.98% |
$268K - $317K
|
6.51K
$482K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 2.86% |
$54.7 - $64.7
|
36
$2.66K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
88New |
$4.81K - $5.69K
|
88
$6.51K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-49- 7.46% |
$2.68K - $3.17K
|
608
$45K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
226New |
$12.4K - $14.6K
|
226
$16.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.55KNew |
$84.7K - $100K
|
1.55K
$115K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.8KClosed |
$117K - $128K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-88Closed |
$5.49K - $5.85K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
214New |
$13.6K - $14.3K
|
214
$15.8K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200Closed |
$8.18K - $10.8K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.36KClosed |
$52.8K - $60.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.79KClosed |
$53.9K - $78.6K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-175Closed |
$5.28K - $7.69K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3Closed |
$87.1 - $151
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-18.6K- 25.06% |
$541K - $939K
|
55.7K
$4.12M
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-114Closed |
$3.31K - $5.75K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-58Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-85KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-434Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.8KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-459Closed |
N/A
|
0
$0
|
|