Latest Institutional Sells of Victory Portfolios Ii Victorys (USTB)
This list provides information on the latest institutional transactions involving Victory Portfolios Ii Victorys (USTB) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-208K- 95.4% |
$10.3M - $10.6M
|
10K
$505K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-56.2K- 39.16% |
$2.8M - $2.86M
|
87.4K
$4.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.86K- 52.11% |
$441K - $451K
|
8.14K
$411K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.67K- 28.19% |
$133K - $136K
|
6.8K
$343K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.06K- 4.18% |
$52.8K - $54K
|
24.3K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-427- 9.77% |
$21.3K - $21.7K
|
3.94K
$199K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-399- 2.76% |
$19.9K - $20.3K
|
14K
$708K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-199- 2.41% |
$9.91K - $10.1K
|
8.06K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-49- 3.75% |
$2.44K - $2.49K
|
1.26K
$63.5K
|
|
| Q2 2024 | |||||||
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-269K- 95.24% |
$13.3M - $13.4M
|
13.4K
$676K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.5K- 47.98% |
$2.74M - $2.77M
|
60.1K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.7K- 38.43% |
$1.76M - $1.79M
|
57.2K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 5.11% |
$634K - $642K
|
239K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.7K- 25.86% |
$628K - $635K
|
36.4K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.8K- 19.93% |
$581K - $588K
|
47.3K
$2.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-10K- 36.54% |
$494K - $500K
|
17.4K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.46K- 22.85% |
$368K - $373K
|
25.2K
$1.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-5.87K- 57.47% |
$290K - $293K
|
4.34K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.55K- 46.54% |
$274K - $277K
|
6.37K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.03K- 12.94% |
$249K - $252K
|
33.9K
$1.71M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.81K- 9.93% |
$188K - $190K
|
34.5K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.11K- 9.31% |
$104K - $105K
|
20.5K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 31.87% |
$96.3K - $97.4K
|
4.17K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-439- 2.23% |
$21.7K - $21.9K
|
19.3K
$971K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-92.6K- 36.34% |
$4.58M - $4.62M
|
162K
$8.18M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-72.2K- 93.95% |
$3.57M - $3.6M
|
4.65K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-700- 11.08% |
$34.6K - $34.9K
|
5.62K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-15- 0.16% |
$742 - $749
|
9.15K
$461K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-86- 17.0% |
$4.16K - $4.28K
|
420
$21.2K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-43.3K- 23.41% |
$2.11M - $2.13M
|
142K
$7.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.86K- 7.13% |
$285K - $289K
|
76.4K
$3.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.39K- 32.94% |
$116K - $118K
|
4.87K
$245K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.26K- 13.2% |
$110K - $111K
|
14.9K
$750K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-743- 2.88% |
$36.2K - $36.6K
|
25.1K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-348- 82.27% |
$16.9K - $17.2K
|
75
$3.78K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-124- 2.69% |
$6.04K - $6.11K
|
4.49K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-116- 2.95% |
$5.65K - $5.72K
|
3.82K
$192K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.36K- 22.94% |
$164K - $166K
|
11.3K
$569K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.04K- 2.87% |
$50.7K - $51.3K
|
35.1K
$1.77M
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-263- 32.51% |
$12.8K - $13K
|
546
$27.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-168- 3.34% |
$8.18K - $8.29K
|
4.86K
$245K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-853- 2.95% |
$41K - $41.8K
|
28.1K
$1.41M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-700- 4.87% |
$33.7K - $34.3K
|
13.7K
$690K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-61.5K- 91.17% |
$2.97M - $3.04M
|
5.95K
$300K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.63K- 1.27% |
$225K - $230K
|
360K
$18.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-4.17KClosed |
$203K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.67KClosed |
$179K - $183K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-933Closed |
$45.5K - $46.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-386- 37.37% |
$18.8K - $19.2K
|
647
$32.6K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-121KClosed |
$6.02M - $6.21M
|
0
$0
|
|