Latest Institutional Purchases of Victory Portfolios Ii Victorys (USTB)
This list provides information on the latest institutional transactions involving Victory Portfolios Ii Victorys (USTB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
126KNew |
$6.27M - $6.41M
|
126K
$6.35M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70K+ 56.19% |
$3.49M - $3.56M
|
195K
$9.81M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.9K+ 56.11% |
$1.09M - $1.11M
|
60.9K
$3.07M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.9K+ 16.77% |
$992K - $1.01M
|
139K
$6.99M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.8KNew |
$787K - $805K
|
15.8K
$797K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 16.81% |
$738K - $754K
|
103K
$5.19M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$611K - $624K
|
12.3K
$618K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
10.7K+ 1.79% |
$535K - $547K
|
611K
$30.8M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
9.81K+ 20.79% |
$488K - $499K
|
57K
$2.87M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.37K+ 19.7% |
$466K - $477K
|
56.9K
$2.87M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
9.21K+ 3.25% |
$459K - $469K
|
293K
$14.8M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.96KNew |
$396K - $405K
|
7.96K
$401K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.04KNew |
$300K - $307K
|
6.04K
$304K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.9K+ 28.7% |
$294K - $300K
|
26.5K
$1.33M
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5.81K+ 6.92% |
$289K - $296K
|
89.7K
$4.52M
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.25KNew |
$262K - $267K
|
5.25K
$265K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$216K - $221K
|
4.34K
$219K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.57K+ 9.33% |
$178K - $182K
|
41.9K
$2.11M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.52K+ 2.2% |
$175K - $179K
|
164K
$8.25M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.43K+ 15.06% |
$171K - $175K
|
26.2K
$1.32M
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.68K+ 9.29% |
$134K - $137K
|
31.5K
$1.59M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.35K+ 1.48% |
$117K - $119K
|
160K
$8.09M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$89.6K - $91.6K
|
1.8K
$90.8K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
205+ 15.28% |
$10.2K - $10.4K
|
1.55K
$78K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.9K+ 76.11% |
$4.93M - $4.99M
|
231K
$11.7M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
89.9K+ 573.56% |
$4.44M - $4.49M
|
106K
$5.32M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.2K+ 17.61% |
$3.96M - $4.01M
|
536K
$27M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.6K+ 31.63% |
$3.74M - $3.78M
|
315K
$15.9M
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
74.4KNew |
$3.68M - $3.72M
|
74.4K
$3.75M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
71K+ 18.47% |
$3.51M - $3.55M
|
455K
$23M
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
60.8K+ 1.44% |
$3M - $3.04M
|
4.29M
$216M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
41.8K+ 93.39% |
$2.06M - $2.09M
|
86.5K
$4.36M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27.3K+ 35.21% |
$1.35M - $1.36M
|
105K
$5.28M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22KNew |
$1.08M - $1.1M
|
22K
$1.11M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.9K+ 8.27% |
$981K - $993K
|
260K
$13.1M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16.2K+ 6.91% |
$802K - $812K
|
251K
$12.7M
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
11.1KNew |
$549K - $556K
|
11.1K
$561K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.7K+ 63.05% |
$531K - $537K
|
27.8K
$1.4M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.07K+ 26.11% |
$448K - $453K
|
43.8K
$2.21M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6K+ 36.76% |
$296K - $300K
|
22.3K
$1.13M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.64KNew |
$279K - $282K
|
5.64K
$284K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.91K+ 5.23% |
$243K - $246K
|
98.8K
$4.98M
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.72K+ 89.9% |
$184K - $186K
|
7.86K
$396K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.15K+ 11.27% |
$155K - $157K
|
31.1K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.13K+ 1.28% |
$155K - $157K
|
248K
$12.5M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.34K+ 13.78% |
$116K - $117K
|
19.3K
$974K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.05K+ 20.48% |
$101K - $102K
|
12.1K
$608K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.9K+ 11.87% |
$93.6K - $94.7K
|
17.9K
$901K
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.67K+ 3.47% |
$82.5K - $83.5K
|
49.8K
$2.51M
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
BUY
|
- |
991+ 17.48% |
$48.9K - $49.5K
|
6.66K
$336K
|