Latest Institutional Transactions on Victory Capital Holdings, Inc. (VCTR)
This table provides information on the latest institutional transactions involving Victory Capital Holdings, Inc. (VCTR) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
95+ 527.78% |
$5.2K - $6.86K
|
113
$7.48K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.95KNew |
$162K - $213K
|
2.95K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 3.81% |
$54.8K - $72.2K
|
25.2K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
BUY
|
- |
48K+ 42.94% |
$2.63M - $3.47M
|
160K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-234- 0.96% |
$12.8K - $16.9K
|
24K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.93K- 25.02% |
$160K - $211K
|
8.77K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
52.8KNew |
$2.89M - $3.82M
|
52.8K
$3.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.01K- 27.65% |
$55.5K - $73.2K
|
2.65K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
971+ 1.79% |
$53.2K - $70.1K
|
55.1K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 15.38% |
$110 - $144
|
11
$728
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
157+ 35.2% |
$8.6K - $11.3K
|
603
$39.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 26.32% |
$548 - $722
|
48
$3.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
5.88KNew |
$322K - $424K
|
5.88K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
25+ 0.23% |
$1.37K - $1.81K
|
10.8K
$712K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
30+ 88.24% |
$1.64K - $2.17K
|
64
$4.24K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
80New |
$4.38K - $5.78K
|
80
$5.29K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
271KNew |
$14.9M - $19.6M
|
271K
$18M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
42.5KNew |
$2.33M - $3.07M
|
42.5K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
13.9KNew |
$761K - $1M
|
13.9K
$920K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-439- 4.18% |
$24K - $31.7K
|
10.1K
$666K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.03KNew |
$56.2K - $74.2K
|
1.03K
$68K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.3K+ 30.03% |
$621K - $819K
|
49.1K
$3.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-161- 3.99% |
$8.82K - $11.6K
|
3.88K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.65K- 11.05% |
$90.5K - $119K
|
13.3K
$881K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
76+ 39.38% |
$4.16K - $5.49K
|
269
$17.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.51KNew |
$192K - $253K
|
3.51K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
700KNew |
$38.3M - $50.6M
|
700K
$46.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.32K+ 50.39% |
$291K - $384K
|
15.9K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-821- 1.87% |
$45K - $59.3K
|
43K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 7.14% |
$54.8 - $72.2
|
13
$860
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
230New |
$12.6K - $16.6K
|
230
$15.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
495+ 11.69% |
$27.1K - $35.8K
|
4.73K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 12.5% |
$110 - $144
|
14
$927
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.61KNew |
$307K - $405K
|
5.61K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-500- 1.3% |
$27.4K - $36.1K
|
38K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
88+ 1.43% |
$4.82K - $6.36K
|
6.26K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
149K+ 599.68% |
$8.15M - $10.7M
|
174K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.52K- 8.39% |
$83.2K - $110K
|
16.6K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.28K+ 9.53% |
$125K - $165K
|
26.2K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-200- 18.12% |
$11K - $14.4K
|
904
$59.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
11.1K+ 10.23% |
$609K - $803K
|
120K
$7.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.14K+ 44.4% |
$117K - $155K
|
6.96K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
712+ 3.01% |
$39K - $51.4K
|
24.3K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4New |
$219 - $289
|
4
$265
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8+ 2.8% |
$438 - $578
|
294
$19.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
101New |
$5.53K - $7.3K
|
101
$6.68K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 63.06% |
$3.83K - $5.06K
|
181
$12K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8K+ 3.26% |
$534K - $654K
|
373K
$24.7M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
13.8K+ 62.49% |
$626K - $768K
|
36K
$2.38M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10.2KNew |
$462K - $566K
|
10.2K
$675K
|
|