Purchases and Sales Made in Q3 2022 in Victory Portf Ii Shs Us Disc E (CSF)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Disc E (CSF) during Q3 2022. The information is specifically focused on institutions that hold shares of VICTORY PORTF II SHS US DISC E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
48.8K+ 17079.37% |
$2.65M - $2.78M
|
49.1K
$2.78M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.1K+ 27.82% |
$1.74M - $1.83M
|
148K
$8.34M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
25.2K+ 284.95% |
$1.37M - $1.43M
|
34K
$1.92M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.7KNew |
$1.07M - $1.12M
|
19.7K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3KNew |
$828K - $868K
|
15.3K
$862K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.7KNew |
$799K - $838K
|
14.7K
$831K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 12.05% |
$768K - $805K
|
132K
$7.43M
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
10.8K+ 42.82% |
$585K - $613K
|
35.9K
$2.03M
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.1KNew |
$550K - $577K
|
10.1K
$573K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.24K+ 5.45% |
$230K - $241K
|
82.1K
$4.64M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.18K+ 194.06% |
$227K - $238K
|
6.33K
$358K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.54K+ 6.05% |
$138K - $145K
|
44.5K
$2.52M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.15K+ 1.58% |
$116K - $122K
|
138K
$7.79M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.91K+ 7.51% |
$104K - $109K
|
27.3K
$1.54M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.29K+ 1.7% |
$69.8K - $73.2K
|
77K
$4.35M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
618+ 1.08% |
$33.5K - $35.2K
|
57.8K
$3.26M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
143+ 0.72% |
$7.76K - $8.14K
|
20.1K
$1.13M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
94New |
$5.1K - $5.35K
|
94
$5.31K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50+ 1.24% |
$2.71K - $2.85K
|
4.08K
$230K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-249- 1.66% |
$13.5K - $14.2K
|
14.7K
$831K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-510- 1.9% |
$27.7K - $29K
|
26.3K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.34K- 3.26% |
$127K - $133K
|
69.4K
$3.92M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 34.37% |
$855K - $897K
|
30.1K
$1.7M
|