Purchases and Sales Made in Q4 2024 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q4 2024. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II VICTORYS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.63K+ 11.49% |
$181K - $184K
|
35.2K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.08KNew |
$154K - $157K
|
3.08K
$156K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.59K+ 4.98% |
$129K - $131K
|
54.5K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.54K+ 7.39% |
$127K - $129K
|
36.8K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.26K+ 3.06% |
$113K - $115K
|
76.1K
$3.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 24.31% |
$99.1K - $101K
|
10.1K
$513K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.96K+ 24.62% |
$98.1K - $99.7K
|
9.92K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.65K+ 37.9% |
$82.3K - $83.6K
|
5.99K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.58K+ 13.25% |
$78.8K - $80.1K
|
13.5K
$682K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.53K+ 9.7% |
$76.7K - $78K
|
17.3K
$878K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.2K+ 0.73% |
$60.2K - $61.1K
|
165K
$8.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 7.63% |
$53.3K - $54.2K
|
15K
$761K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 1.22% |
$53.3K - $54.2K
|
88.4K
$4.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.03K+ 6.72% |
$51.4K - $52.2K
|
16.3K
$825K
|
|
|
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
$40.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
492+ 11.49% |
$24.6K - $25K
|
4.77K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
280New |
$14K - $14.2K
|
280
$14.2K
|
|
|
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
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
99New |
$4.96K - $5.03K
|
99
$5.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4New |
$200 - $203
|
4
$203
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3- 0.04% |
$150 - $153
|
7.08K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 1.75% |
$1.35K - $1.37K
|
1.52K
$77K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 11.19% |
$2.5K - $2.54K
|
397
$20.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-533- 4.35% |
$26.7K - $27.1K
|
11.7K
$594K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-641- 4.57% |
$32.1K - $32.6K
|
13.4K
$678K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1K- 14.72% |
$50.1K - $50.9K
|
5.8K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.57K- 22.42% |
$78.7K - $79.9K
|
5.44K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 11.89% |
$85.1K - $86.4K
|
12.6K
$638K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-2.15K- 21.5% |
$108K - $109K
|
7.86K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.48K- 1.06% |
$124K - $126K
|
231K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.68K- 14.91% |
$134K - $136K
|
15.3K
$773K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.69K- 13.48% |
$185K - $188K
|
23.7K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.72K- 33.26% |
$336K - $341K
|
13.5K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.21K- 21.34% |
$361K - $367K
|
26.6K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.7K- 26.62% |
$686K - $696K
|
37.8K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.1K- 86.1% |
$1.35M - $1.38M
|
4.37K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-30.8K- 11.39% |
$1.54M - $1.57M
|
240K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-48K- 7.86% |
$2.41M - $2.44M
|
563K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-116K- 17.4% |
$5.82M - $5.91M
|
551K
$27.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 86.55% |
$7.92M - $8.05M
|
24.6K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-194K- 79.63% |
$9.7M - $9.86M
|
49.6K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-196K- 74.43% |
$9.83M - $9.98M
|
67.4K
$3.42M
|