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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.86K- 7.13% |
$285K - $289K
|
76.4K
$3.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-743- 2.88% |
$36.2K - $36.6K
|
25.1K
$1.27M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
52New |
$2.54K - $2.57K
|
52
$2.63K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.15KNew |
$349K - $353K
|
7.15K
$361K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4KNew |
$508K - $514K
|
10.4K
$526K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.37KNew |
$67K - $67.8K
|
1.37K
$69.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12New |
$585 - $592
|
12
$606
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.04K- 2.87% |
$50.7K - $51.3K
|
35.1K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
5.78K+ 6.19% |
$282K - $285K
|
99.1K
$5.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
166New |
$8.1K - $8.19K
|
166
$8.39K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2New |
$97.5 - $98.7
|
2
$101
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
63New |
$3.07K - $3.11K
|
63
$3.18K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.09KNew |
$199K - $202K
|
4.09K
$207K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
632New |
$30.8K - $31.2K
|
632
$31.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-168- 3.34% |
$8.18K - $8.29K
|
4.86K
$246K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-263- 32.51% |
$12.8K - $13K
|
546
$27.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
69New |
$3.36K - $3.4K
|
69
$3.49K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-853- 2.95% |
$41K - $41.8K
|
28.1K
$1.42M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-700- 4.87% |
$33.7K - $34.3K
|
13.7K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.8KNew |
$1.05M - $1.07M
|
21.8K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.09KNew |
$100K - $102K
|
2.09K
$105K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.21KNew |
$395K - $402K
|
8.21K
$415K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
118New |
$5.67K - $5.78K
|
118
$5.96K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
31.4KNew |
$1.52M - $1.55M
|
31.4K
$1.59M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-61.5K- 91.17% |
$2.97M - $3.04M
|
5.95K
$301K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.87KNew |
$90.9K - $92.9K
|
1.87K
$94.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-933Closed |
$45.5K - $46.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.67KClosed |
$179K - $183K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.63K- 1.27% |
$225K - $230K
|
360K
$18.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.9KNew |
$1.12M - $1.14M
|
22.9K
$1.16M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-386- 37.37% |
$18.8K - $19.2K
|
647
$32.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
737New |
$35.9K - $36.7K
|
737
$37.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
8.51K+ 161.56% |
$415K - $424K
|
13.8K
$697K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$390 - $398
|
8
$404
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-4.17KClosed |
$203K - $207K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
37New |
$1.84K - $1.9K
|
37
$1.87K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.68KClosed |
$432K - $445K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-121KClosed |
$6.02M - $6.21M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4KClosed |
$205K - $207K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-52.1KClosed |
$2.7M - $2.71M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
33+ 2.64% |
$1.7K - $1.71K
|
1.29K
$64.9K
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-287Closed |
$14.8K - $14.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-847Closed |
$41.7K - $43.6K
|
0
$0
|
|