Latest Institutional Transactions on Victory Portf Ii Shs Us Small (CSB)
This table provides information on the latest institutional transactions involving Victory Portf Ii Shs Us Small (CSB) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.25K- 4.02% |
$68.9K - $75K
|
29.7K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
378+ 10.73% |
$20.9K - $22.8K
|
3.9K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.8KNew |
$816K - $888K
|
14.8K
$852K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104+ 6.08% |
$5.75K - $6.26K
|
1.82K
$105K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.86KNew |
$435K - $473K
|
7.86K
$454K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.6K+ 189.29% |
$586K - $638K
|
16.2K
$936K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.7K+ 74.69% |
$1.15M - $1.25M
|
48.4K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.1KNew |
$1.67M - $1.81M
|
30.1K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.9K+ 7.21% |
$991K - $1.08M
|
266K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-112- 1.73% |
$6.2K - $6.74K
|
6.37K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-85- 9.45% |
$4.7K - $5.12K
|
814
$47K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.2K- 11.26% |
$177K - $193K
|
25.2K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.9K- 23.44% |
$105K - $114K
|
6.21K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
167+ 2.43% |
$9.24K - $10.1K
|
7.03K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33K- 4.0% |
$73.6K - $80.1K
|
32K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-145- 1.97% |
$8.02K - $8.73K
|
7.22K
$417K
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
BUY
|
- |
4.17K+ 85.44% |
$231K - $251K
|
9.04K
$522K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
4.74K+ 3.87% |
$262K - $286K
|
127K
$7.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
689+ 68900.0% |
$38.1K - $41.5K
|
690
$39.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-550- 4.57% |
$30.4K - $33.1K
|
11.5K
$664K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
423+ 4.91% |
$23.4K - $25.5K
|
9.03K
$522K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.83K+ 8.71% |
$212K - $230K
|
47.8K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22- 0.42% |
$1.22K - $1.32K
|
5.19K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.99KNew |
$276K - $301K
|
4.99K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21K- 18.08% |
$1.16M - $1.27M
|
95.2K
$5.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-835- 11.19% |
$46.2K - $50.3K
|
6.63K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.25K+ 10.39% |
$69.4K - $75.5K
|
13.3K
$769K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-902- 13.75% |
$49.9K - $54.3K
|
5.66K
$327K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-286- 24.01% |
$15.8K - $17.2K
|
905
$52.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-730- 50.1% |
$40.4K - $44K
|
727
$42K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-329- 5.63% |
$18.2K - $19.8K
|
5.51K
$318K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-215- 0.28% |
$11.9K - $12.9K
|
76.5K
$4.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-458- 4.75% |
$25.3K - $27.6K
|
9.18K
$530K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.04K+ 9.44% |
$57.3K - $62.4K
|
12K
$694K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
249+ 3.26% |
$13.8K - $15K
|
7.9K
$456K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33+ 0.88% |
$1.83K - $1.99K
|
3.76K
$217K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.17K- 10.75% |
$120K - $131K
|
18K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
714+ 7.85% |
$39.5K - $43K
|
9.81K
$567K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.72KNew |
$372K - $404K
|
6.72K
$388K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-155- 0.73% |
$8.58K - $9.33K
|
20.9K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.18K- 9.09% |
$120K - $131K
|
21.8K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.61K- 3.07% |
$89K - $96.9K
|
50.7K
$2.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-2.54K- 25.64% |
$141K - $153K
|
7.38K
$426K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-7.44K- 7.24% |
$412K - $448K
|
95.4K
$5.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 54.66% |
$61K - $66.4K
|
914
$52.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 1.37% |
$111 - $120
|
148
$8.55K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.62K+ 3.35% |
$145K - $158K
|
80.7K
$4.66M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-12K- 34.21% |
$663K - $722K
|
23.1K
$1.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-9.71K- 25.29% |
$537K - $585K
|
28.7K
$1.66M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-358- 57.19% |
$17.9K - $20.8K
|
268
$15.5K
|
|