Latest Institutional Transactions on Victory Portfolios Ii Victorys (USVM)
This table provides information on the latest institutional transactions involving Victory Portfolios Ii Victorys (USVM) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.69M+ 20640.32% |
$512M - $589M
|
6.72M
$495M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28.8KNew |
$2.21M - $2.54M
|
28.8K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.95KNew |
$226K - $260K
|
2.95K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
17KNew |
$1.3M - $1.49M
|
17K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
465+ 1.79% |
$35.6K - $40.9K
|
26.5K
$1.95M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13K+ 69.45% |
$1.09M - $1.2M
|
31.8K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54+ 0.38% |
$4.51K - $4.97K
|
14.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
107New |
$8.93K - $9.85K
|
107
$7.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.81K- 84.16% |
$151K - $166K
|
340
$25.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
203+ 15.18% |
$16.9K - $18.7K
|
1.54K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.49KNew |
$124K - $137K
|
1.49K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
547+ 13.17% |
$45.7K - $50.4K
|
4.7K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
214+ 6.28% |
$17.9K - $19.7K
|
3.62K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-16K- 1.45% |
$1.33M - $1.47M
|
1.08M
$79.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67New |
$5.59K - $6.17K
|
67
$4.94K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-178- 18.98% |
$14.9K - $16.4K
|
760
$56K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.53KNew |
$295K - $325K
|
3.53K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.08KNew |
$758K - $836K
|
9.08K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
28K+ 2.44% |
$2.34M - $2.58M
|
1.18M
$86.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
3.23K+ 3.49% |
$270K - $297K
|
95.7K
$7.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.57KNew |
$131K - $145K
|
1.57K
$116K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
113New |
$9.43K - $10.4K
|
113
$8.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11K+ 40.99% |
$920K - $1.01M
|
37.9K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.48K- 1.15% |
$207K - $228K
|
213K
$15.7M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
429+ 165.64% |
$32.9K - $36.5K
|
688
$50.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
593New |
$45.5K - $50.5K
|
593
$43.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.84KNew |
$211K - $228K
|
2.84K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.71KNew |
$349K - $378K
|
4.71K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.11KNew |
$602K - $651K
|
8.11K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.1KNew |
$1.12M - $1.21M
|
15.1K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
291New |
$21.6K - $23.4K
|
291
$21.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
101New |
$7.17K - $8.12K
|
101
$7.44K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.44KNew |
$670K - $759K
|
9.44K
$696K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$71 - $80.4
|
1
$73.7
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.25K- 3.0% |
$258K - $316K
|
137K
$10.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
44New |
$2.67K - $3.28K
|
44
$3.24K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
418New |
$27.1K - $29.2K
|
418
$30.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$803K - $873K
|
13.1K
$964K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.22% |
$307 - $334
|
2.25K
$166K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
160New |
$9.73K - $11.2K
|
160
$11.8K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-25.9KClosed |
$1.57M - $1.81M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
350New |
$21.3K - $24.5K
|
350
$25.8K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
891New |
$52.5K - $59.8K
|
891
$65.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.39KNew |
$200K - $228K
|
3.39K
$250K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-529K- 28.87% |
$31.1M - $35.5M
|
1.3M
$96M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-115- 82.14% |
$6.77K - $7.72K
|
25
$1.84K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
102New |
$5.84K - $7.09K
|
102
$7.52K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.13KNew |
$64.6K - $78.3K
|
1.13K
$83K
|
|