Latest Institutional Transactions on Victory Portf Ii Shs Us Disc E (CSF)
This table provides information on the latest institutional transactions involving Victory Portf Ii Shs Us Disc E (CSF) 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 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.65K- 13.66% |
$131K - $146K
|
16.8K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-144- 22.78% |
$7.1K - $7.94K
|
488
$27.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
161+ 94.71% |
$7.93K - $8.88K
|
331
$18.4K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-187- 1.29% |
$9.22K - $10.3K
|
14.3K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.22K- 8.71% |
$110K - $123K
|
23.3K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.51K+ 5.74% |
$124K - $138K
|
46.2K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.63K- 8.32% |
$179K - $200K
|
40K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.2K- 47.77% |
$895K - $1M
|
19.9K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6K+ 138.75% |
$819K - $916K
|
28.6K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78- 34.82% |
$3.84K - $4.3K
|
146
$8.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 2.13% |
$49.6K - $55.5K
|
48.2K
$2.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.31K- 1.48% |
$64.8K - $72.5K
|
87.7K
$4.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13+ 0.29% |
$641 - $717
|
4.49K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.6K- 79.34% |
$1.51M - $1.69M
|
7.98K
$443K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.65K- 5.39% |
$278K - $311K
|
99.1K
$5.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
233+ 0.5% |
$11.5K - $12.8K
|
46.6K
$2.59M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
4.82KNew |
$230K - $249K
|
4.82K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.8K- 84.86% |
$1.61M - $1.75M
|
6.03K
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5.62K- 36.76% |
$268K - $290K
|
9.67K
$537K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
282New |
$13.5K - $14.6K
|
282
$15.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.12KNew |
$53.5K - $57.8K
|
1.12K
$62.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-112- 2.07% |
$5.35K - $5.78K
|
5.29K
$294K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.96KNew |
$233K - $254K
|
4.96K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
691New |
$32.4K - $35.4K
|
691
$38.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.68K+ 7.07% |
$125K - $137K
|
40.5K
$2.25M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
7.33KNew |
$344K - $376K
|
7.33K
$407K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
437New |
$20.5K - $21.6K
|
437
$24.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.12K+ 4.32% |
$52.5K - $55.2K
|
27K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.11K- 15.11% |
$99.2K - $104K
|
11.9K
$659K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
185New |
$8.69K - $9.13K
|
185
$10.3K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.2KNew |
$57K - $63.3K
|
1.2K
$66.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.83K- 37.41% |
$135K - $149K
|
4.73K
$263K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
133New |
$6.33K - $7.03K
|
133
$7.39K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
283+ 46.39% |
$14.4K - $14.8K
|
893
$49.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-685- 99.56% |
$34.9K - $35.7K
|
3
$167
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13.7K- 52.03% |
$696K - $712K
|
12.6K
$699K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-23.2K- 57.69% |
$1.18M - $1.21M
|
17K
$944K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5K- 31.92% |
$255K - $261K
|
10.7K
$592K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
787New |
$40.1K - $41K
|
787
$43.7K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
191New |
$10.3K - $11.2K
|
191
$10.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7- 10.29% |
$377 - $411
|
61
$3.39K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
335New |
$18.1K - $19.7K
|
335
$18.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
375+ 1.42% |
$20.2K - $22K
|
26.7K
$1.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
33.7KNew |
$1.82M - $1.98M
|
33.7K
$1.87M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.18K+ 21.11% |
$387K - $421K
|
41.2K
$2.29M
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.15K- 95.66% |
$62.5K - $68.9K
|
52
$2.89K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
115New |
$6.28K - $6.92K
|
115
$6.39K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200Closed |
$11.5K - $13.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.35KClosed |
$192K - $219K
|
0
$0
|
|