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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.98KClosed |
$202K - $235K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-154- 21.48% |
$7.84K - $9.1K
|
563
$34.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.53KClosed |
$180K - $209K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.29KClosed |
$117K - $135K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
43New |
$2.46K - $2.69K
|
43
$2.6K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
71.5KNew |
$4.09M - $4.48M
|
71.5K
$4.33M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.09KClosed |
$234K - $256K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.34KClosed |
$76.8K - $84.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
475New |
$27.5K - $29.9K
|
475
$28.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-241Closed |
$14K - $15.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-111Closed |
$6.43K - $6.98K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-200Closed |
$11.6K - $12.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-14.1KClosed |
$791K - $856K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-924Closed |
$51.7K - $55.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.1KClosed |
$124K - $133K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$823 - $884
|
14
$848
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-449- 40.93% |
$26.4K - $28.3K
|
648
$39.2K
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.71K- 68.45% |
$134K - $168K
|
1.25K
$75.7K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-101Closed |
$4.99K - $6.26K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-449Closed |
$22.2K - $27.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-10.7KClosed |
$527K - $662K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.33KClosed |
$65.8K - $82.5K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
105New |
$5.19K - $6.51K
|
105
$6.36K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-100Closed |
$3.79K - $5.03K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.12KClosed |
$42.4K - $56.2K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-118Closed |
$4.47K - $5.93K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-181KClosed |
$6.26M - $7.25M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.25KClosed |
$43.2K - $50.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-200Closed |
$5.79K - $8.24K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-307Closed |
$8.89K - $12.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-967Closed |
$26.5K - $46K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Pointe Capital Management LLC
|
SELL
|
- |
-4.81KClosed |
$132K - $229K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
SELL
|
- |
-1.43K- 8.03% |
$60.4K - $67.8K
|
16.4K
$991K
|
|
|
Jan 27, 2020
Q4 2019
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-10.2KClosed |
$431K - $483K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.9KClosed |
$1.96M - $2.05M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 25, 2019
Q4 2018
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-746Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|