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 |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1Closed |
$57.3 - $65.5
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-5.1KClosed |
$292K - $334K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-56Closed |
$3.21K - $3.67K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25.6KClosed |
$1.54M - $1.7M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.7KClosed |
$283K - $312K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
222New |
$12.7K - $13.7K
|
222
$12.4K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-900Closed |
$51.4K - $55.7K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-473Closed |
$27.7K - $29.6K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-1.21KClosed |
$71.1K - $76K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.31KClosed |
$214K - $266K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-182Closed |
$7.3K - $9.17K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-44Closed |
$1.66K - $1.86K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 21, 2020
Q2 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-225Closed |
$7.07K - $9.45K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.65KClosed |
$210K - $266K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.44KClosed |
$172K - $218K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Stone X Group Inc.
|
SELL
|
- |
-5.97KClosed |
$188K - $239K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-926Closed |
$29.2K - $37K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-19Closed |
$671 - $755
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-46.2KClosed |
$1.63M - $1.84M
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-64Closed |
$2.26K - $2.54K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23KClosed |
$831K - $840K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-36.9KClosed |
$1.33M - $1.35M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-72KClosed |
$2.6M - $2.63M
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.36KClosed |
$121K - $123K
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.2KClosed |
$1.06M - $1.07M
|
0
$0
|
|
Q2 2019 | |||||||
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.78K- 11.32% |
N/A
|
14K
$778K
|
|
Aug 06, 2019
Q2 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.6KClosed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Caprock Group, Inc.
|
SELL
|
- |
-8.57KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Apr 15, 2019
Q1 2019
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-260Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 11, 2019
Q4 2018
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.33KClosed |
N/A
|
0
$0
|
|
Jan 24, 2019
Q4 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
260New |
N/A
|
260
$14.5K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
30.3KNew |
N/A
|
30.3K
$1.69M
|
|
Q2 2018 | |||||||
Aug 03, 2018
Q2 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-380Closed |
N/A
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$55.7
|
|
Q2 2017 | |||||||
May 07, 2020
Q2 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.39KClosed |
N/A
|
0
$0
|