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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.59K+ 4.98% |
$129K - $131K
|
54.5K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.54K+ 7.39% |
$127K - $129K
|
36.8K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.26K+ 3.06% |
$113K - $115K
|
76.1K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 24.31% |
$99.1K - $101K
|
10.1K
$511K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.96K+ 24.62% |
$98.1K - $99.7K
|
9.92K
$501K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 37.9% |
$82.3K - $83.6K
|
5.99K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.58K+ 13.25% |
$78.8K - $80.1K
|
13.5K
$680K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.53K+ 9.7% |
$76.7K - $78K
|
17.3K
$876K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.2K+ 0.73% |
$60.2K - $61.1K
|
165K
$8.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 7.63% |
$53.3K - $54.2K
|
15K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 1.22% |
$53.3K - $54.2K
|
88.4K
$4.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.03K+ 6.72% |
$51.4K - $52.2K
|
16.3K
$823K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
899+ 3.43% |
$45K - $45.7K
|
27.1K
$1.37M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
800New |
$40K - $40.7K
|
800
$40.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
492+ 11.49% |
$24.6K - $25K
|
4.77K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
280New |
$14K - $14.2K
|
280
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
227New |
$11.4K - $11.5K
|
227
$11.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
205+ 2.92% |
$10.3K - $10.4K
|
7.22K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
168+ 2.08% |
$8.41K - $8.54K
|
8.23K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
99New |
$4.96K - $5.03K
|
99
$5K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4New |
$200 - $203
|
4
$202
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
108K+ 387.95% |
$5.39M - $5.51M
|
136K
$6.88M
|
|
|
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
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.37K+ 19.7% |
$466K - $477K
|
56.9K
$2.88M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.62KNew |
$130K - $133K
|
2.62K
$132K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$89.6K - $91.6K
|
1.8K
$91K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
949+ 668.31% |
$47.3K - $48.3K
|
1.09K
$55.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
897+ 11.41% |
$44.7K - $45.7K
|
8.76K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
19+ 0.46% |
$946 - $967
|
4.19K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.86% |
$49.8 - $50.9
|
117
$5.91K
|
|
| Q2 2024 | |||||||
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
136+ 3.18% |
$6.72K - $6.8K
|
4.41K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
48New |
$2.37K - $2.4K
|
48
$2.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$247 - $250
|
5
$253
|
|
| 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
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
24.4KNew |
$1.21M - $1.22M
|
24.4K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
230New |
$11.4K - $11.5K
|
230
$11.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
169New |
$8.36K - $8.43K
|
169
$8.54K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
131New |
$6.48K - $6.54K
|
131
$6.62K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
48.1K+ 28.54% |
$2.33M - $2.39M
|
217K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.6KNew |
$1.77M - $1.82M
|
36.6K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
23.2KNew |
$1.12M - $1.15M
|
23.2K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.34KNew |
$64.6K - $66.4K
|
1.34K
$67.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.16KNew |
$56.1K - $57.6K
|
1.16K
$58.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
150New |
$7.26K - $7.46K
|
150
$7.58K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
61+ 1.49% |
$2.95K - $3.03K
|
4.16K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
22New |
$1.06K - $1.09K
|
22
$1.11K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 100.0% |
$242 - $249
|
10
$505
|
|