Purchases and Sales Made in Q4 2022 in Victory Portf Ii Shs Us Small (CSB)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Small (CSB) during Q4 2022. The information is specifically focused on institutions that hold shares of VICTORY PORTF II SHS US SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
161K+ 399.91% |
$7.65M - $8.9M
|
202K
$12.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.9K+ 99.44% |
$4.17M - $4.85M
|
176K
$10.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
44.3K+ 45.69% |
$2.1M - $2.44M
|
141K
$8.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.8K+ 471.14% |
$1.6M - $1.87M
|
41K
$2.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.3K+ 36.79% |
$1.53M - $1.78M
|
120K
$7.36M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
28K+ 44.49% |
$1.33M - $1.54M
|
90.9K
$5.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
16KNew |
$757K - $881K
|
16K
$980K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13.8K+ 5.95% |
$655K - $762K
|
246K
$15.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 6.27% |
$545K - $634K
|
195K
$11.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.76K+ 9.36% |
$368K - $428K
|
90.6K
$5.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.34KNew |
$348K - $405K
|
7.34K
$450K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.74K+ 8.0% |
$319K - $372K
|
90.9K
$5.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.05K+ 2.05% |
$287K - $334K
|
301K
$18.5M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.64KNew |
$268K - $311K
|
5.64K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.37K+ 47.02% |
$255K - $296K
|
16.8K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.54KNew |
$215K - $251K
|
4.54K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.21K+ 109.01% |
$200K - $232K
|
8.08K
$496K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.26K+ 28.42% |
$154K - $180K
|
14.7K
$903K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.11K+ 9412.12% |
$147K - $171K
|
3.14K
$193K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.08K+ 12.54% |
$146K - $170K
|
27.7K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.92K+ 9.61% |
$139K - $161K
|
33.4K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.11K+ 21.1% |
$100K - $116K
|
12.1K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
1.54K+ 14.3% |
$73.1K - $85.1K
|
12.3K
$757K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.22KNew |
$58K - $67.5K
|
1.22K
$75.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17KNew |
$55.3K - $64.3K
|
1.17K
$71.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
733+ 8.76% |
$34.8K - $40.4K
|
9.1K
$558K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
602New |
$28.5K - $33.2K
|
602
$36.9K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
488New |
$23.1K - $26.9K
|
488
$29.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
312+ 0.33% |
$14.8K - $17.2K
|
94.6K
$5.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
140+ 19.02% |
$6.64K - $7.72K
|
876
$53.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
15+ 0.51% |
$711 - $827
|
2.98K
$183K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.24% |
$427 - $496
|
3.81K
$234K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.41% |
$379 - $441
|
576
$35.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 1.24% |
$94.8 - $110
|
163
$10K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-167- 0.96% |
$7.92K - $9.21K
|
17.3K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-282- 1.34% |
$13.4K - $15.6K
|
20.8K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-335- 1.91% |
$15.9K - $18.5K
|
17.2K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-369- 0.64% |
$17.5K - $20.4K
|
57.1K
$3.51M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-730- 13.25% |
$34.6K - $40.3K
|
4.78K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-768- 3.05% |
$36.4K - $42.4K
|
24.4K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-969- 1.17% |
$45.9K - $53.5K
|
81.8K
$5.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.84K- 14.68% |
$87.3K - $101K
|
10.7K
$656K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.01K- 16.21% |
$143K - $166K
|
15.6K
$955K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.45K- 22.73% |
$164K - $190K
|
11.7K
$720K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.63K- 4.23% |
$172K - $200K
|
82.2K
$5.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-15.6K- 40.84% |
$739K - $860K
|
22.6K
$1.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30K- 24.63% |
$1.42M - $1.66M
|
92K
$5.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-37.9K- 56.24% |
$1.8M - $2.09M
|
29.5K
$1.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-38.6K- 17.94% |
$1.83M - $2.13M
|
177K
$10.8M
|