Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.5K+ 27.14% |
$2.97M - $3.33M
|
241K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.5KNew |
$1.88M - $2.11M
|
32.5K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.92KNew |
$457K - $513K
|
7.92K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
7.61KNew |
$439K - $493K
|
7.61K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.54KNew |
$436K - $489K
|
7.54K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.9K+ 4.86% |
$341K - $382K
|
127K
$7.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.4K+ 33.35% |
$312K - $350K
|
21.6K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.8KNew |
$277K - $311K
|
4.8K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.84K+ 2.44% |
$222K - $248K
|
161K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.49K+ 87300.0% |
$202K - $226K
|
3.5K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.4KNew |
$197K - $221K
|
3.4K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 65.15% |
$176K - $197K
|
7.71K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.06K+ 12.91% |
$119K - $134K
|
18.1K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1.62K+ 6.14% |
$93.7K - $105K
|
28K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 267.21% |
$75.3K - $84.5K
|
1.79K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 120.57% |
$63.6K - $71.4K
|
2.02K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
616+ 7.4% |
$35.6K - $39.9K
|
8.94K
$511K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
381New |
$22K - $24.7K
|
381
$21.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
309+ 4.78% |
$17.8K - $20K
|
6.77K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
253New |
$14.6K - $16.4K
|
253
$14.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
181+ 0.5% |
$10.5K - $11.7K
|
36.6K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
100+ 0.83% |
$5.78K - $6.48K
|
12.2K
$697K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.81% |
$57.8 - $64.8
|
124
$7.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17- 1.37% |
$982 - $1.1K
|
1.22K
$70K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42- 1.1% |
$2.43K - $2.72K
|
3.76K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-44- 2.91% |
$2.54K - $2.85K
|
1.47K
$83.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-175- 17.01% |
$10.1K - $11.3K
|
854
$48.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-360- 71.43% |
$20.8K - $23.3K
|
144
$8.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 1.76% |
$21.7K - $24.3K
|
20.9K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-529- 1.29% |
$30.5K - $34.3K
|
40.5K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-530- 3.27% |
$30.6K - $34.3K
|
15.7K
$897K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-563Closed |
$32.5K - $36.5K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-610- 4.31% |
$35.2K - $39.5K
|
13.5K
$775K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-666- 14.11% |
$38.5K - $43.1K
|
4.05K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-934- 9.83% |
$53.9K - $60.5K
|
8.57K
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-977Closed |
$56.4K - $63.3K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.07K- 11.8% |
$61.6K - $69.1K
|
7.98K
$457K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.36K- 23.57% |
$78.6K - $88.2K
|
4.41K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.76K- 31.26% |
$101K - $114K
|
3.86K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.06K- 8.29% |
$119K - $133K
|
22.7K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.15K- 1.98% |
$124K - $139K
|
106K
$6.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.35K- 2.97% |
$136K - $152K
|
76.8K
$4.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.39K- 8.64% |
$196K - $219K
|
35.8K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.75K- 65.16% |
$216K - $243K
|
2K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.21K- 6.15% |
$243K - $272K
|
64.2K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-5.49K- 31.78% |
$317K - $356K
|
11.8K
$675K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.46K- 31.07% |
$489K - $548K
|
18.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-8.9K- 50.86% |
$514K - $577K
|
8.6K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.8K- 30.23% |
$972K - $1.09M
|
38.8K
$2.22M
|