Latest Institutional Transactions on Victory Portfolios Ii Victorys (USTB)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Victorys (USTB) 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 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.86% |
$49.8 - $50.9
|
117
$5.91K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-48- 46.6% |
$2.39K - $2.44K
|
55
$2.78K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
897+ 11.41% |
$44.7K - $45.7K
|
8.76K
$442K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-49- 3.75% |
$2.44K - $2.49K
|
1.26K
$63.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.37K+ 19.7% |
$466K - $477K
|
56.9K
$2.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$89.6K - $91.6K
|
1.8K
$91K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-427- 9.77% |
$21.3K - $21.7K
|
3.94K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70K+ 56.19% |
$3.49M - $3.56M
|
195K
$9.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 16.81% |
$738K - $754K
|
103K
$5.2M
|
|
| Q2 2024 | |||||||
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
136+ 3.18% |
$6.72K - $6.8K
|
4.41K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$247 - $250
|
5
$253
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
48New |
$2.37K - $2.4K
|
48
$2.43K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-269K- 95.24% |
$13.3M - $13.4M
|
13.4K
$678K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-5.87K- 57.47% |
$290K - $293K
|
4.34K
$220K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
176KNew |
$8.73M - $8.81M
|
176K
$8.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.5K+ 357.11% |
$1.46M - $1.47M
|
37.7K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
230New |
$11.4K - $11.5K
|
230
$11.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-700- 11.08% |
$34.6K - $34.9K
|
5.62K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24.4KNew |
$1.21M - $1.22M
|
24.4K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
169New |
$8.36K - $8.43K
|
169
$8.54K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-92.6K- 36.34% |
$4.58M - $4.62M
|
162K
$8.19M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
131New |
$6.48K - $6.54K
|
131
$6.62K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
150New |
$7.26K - $7.46K
|
150
$7.58K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.34KNew |
$64.6K - $66.4K
|
1.34K
$67.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.2KNew |
$1.12M - $1.15M
|
23.2K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.6KNew |
$1.77M - $1.82M
|
36.6K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
22New |
$1.06K - $1.09K
|
22
$1.11K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.16KNew |
$56.1K - $57.6K
|
1.16K
$58.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
48.1K+ 28.54% |
$2.33M - $2.39M
|
217K
$10.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
61+ 1.49% |
$2.95K - $3.03K
|
4.16K
$210K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 100.0% |
$242 - $249
|
10
$505
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-124- 2.69% |
$6.04K - $6.11K
|
4.49K
$227K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
47New |
$2.29K - $2.32K
|
47
$2.37K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.22KNew |
$108K - $109K
|
2.22K
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
55+ 1.05% |
$2.68K - $2.71K
|
5.31K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
77New |
$3.75K - $3.8K
|
77
$3.89K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-116- 2.95% |
$5.65K - $5.72K
|
3.82K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.41KNew |
$263K - $267K
|
5.41K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.4KNew |
$263K - $266K
|
5.4K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15New |
$730 - $739
|
15
$758
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.12KNew |
$347K - $351K
|
7.12K
$360K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.53K+ 4.13% |
$74.3K - $75.3K
|
38.5K
$1.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
31New |
$1.51K - $1.53K
|
31
$1.57K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-348- 82.27% |
$16.9K - $17.2K
|
75
$3.79K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
7.22K+ 67.38% |
$351K - $356K
|
17.9K
$906K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.19K+ 13.14% |
$204K - $207K
|
36.1K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.39K- 32.94% |
$116K - $118K
|
4.87K
$246K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.26K- 13.2% |
$110K - $111K
|
14.9K
$751K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.56KNew |
$417K - $422K
|
8.56K
$432K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-43.3K- 23.41% |
$2.11M - $2.13M
|
142K
$7.16M
|
|