VictoryShares US Small Cap Volatility Wtd (CSA) Institutional Ownership

$67.28
+0.66 (+0.99%)
(As of 05/3/2024 06:55 PM ET)

Institutional Ownership Changes (13F Filings) for VictoryShares US Small Cap Volatility Wtd (NASDAQ:CSA)

Current
Institutional Ownership
Percentage
83.90%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$11.09M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.73M
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CSA Institutional Buying and Selling by Quarter

VictoryShares US Small Cap Volatility Wtd Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Yousif Capital Management LLC51,302$3.55M0.0%-7.9%12.826%
4/23/2024 TAP Consulting LLC83,099$5.75M1.3%-17.6%20.775%
2/7/2024Rossmore Private Capital11,325$757K0.1%+54.6%2.265%
2/6/2024 Wealthcare Advisory Partners LLC13,750$919K0.0%N/A2.750%
2/2/2024 TAP Consulting LLC100,794$6.73M1.6%+32.6%20.159%
1/16/2024 Raymond James Financial Services Advisors Inc.3,151$211K0.0%N/A0.630%
12/5/2023 TAP Consulting LLC75,985$4.45M1.1%+0.9%15.197%
11/13/2023LPL Financial LLC99,671$5.84M0.0%+1.3%19.934%
10/30/2023 Yousif Capital Management LLC55,702$3.26M0.0%N/A11.140%
7/31/2023LPL Financial LLC98,424$5.95M0.0%-2.2%21.872%
7/28/2023 Private Trust Co. NA418$25K0.0%N/A0.105%
7/19/2023 TAP Consulting LLC75,317$4.56M1.1%-1.5%18.829%
7/13/2023 Cambridge Investment Research Advisors Inc.5,277$319K0.0%+10.5%1.173%
5/10/2023LPL Financial LLC100,684$5.97M0.0%+62.7%22.374%
5/2/2023Rossmore Private Capital6,600$392K0.1%N/A1.467%
4/18/2023 TAP Consulting LLC76,478$4.54M1.1%+3.9%16.995%
2/7/2023LPL Financial LLC61,866$3.59M0.0%+4.2%15.467%
1/23/2023 TAP Consulting LLC73,610$4.27M1.1%+3.6%18.403%
10/28/2022 Benjamin F. Edwards & Company Inc.489$26K0.0%N/A0.122%
10/19/2022Empirical Asset Management LLC5,181$276K0.3%N/A1.295%
10/12/2022 TAP Consulting LLC71,023$3.79M1.0%+3.4%17.756%
8/10/2022Nwam LLC4,232$242K0.0%-22.3%1.058%
7/26/2022 TAP Consulting LLC68,693$3.88M1.1%+12.0%17.173%
7/13/2022ACG Wealth1,549$87K0.0%N/A0.387%
5/12/2022Nwam LLC5,447$350K0.0%+4.0%1.362%
4/26/2022 TAP Consulting LLC61,328$3.94M1.0%+6.6%15.332%
2/14/2022LPL Financial LLC59,673$4.11M0.0%-2.1%14.918%
2/10/2022Nwam LLC5,237$361K0.0%+20.6%1.309%
2/8/2022 Raymond James Financial Services Advisors Inc.3,237$223K0.0%N/A0.809%
1/27/2022 TAP Consulting LLC57,521$3.96M0.9%+13.9%14.380%
11/16/2021LPL Financial LLC60,926$3.92M0.0%-7.4%15.232%
11/3/2021 TAP Consulting LLC50,514$3.25M0.9%+11.9%12.629%
11/3/2021Nwam LLC4,344$279K0.0%N/A1.086%
10/19/2021 Arkadios Wealth Advisors1,797$115K0.0%-12.0%0.449%
8/17/2021Citadel Advisors LLC30,355$1.97M0.0%+0.5%7.589%
8/13/2021LPL Financial LLC65,769$4.28M0.0%-2.9%16.442%
8/13/2021Stifel Financial Corp22,450$1.46M0.0%+0.8%5.613%
8/11/2021Susquehanna International Group LLP32,558$2.12M0.0%+6.4%8.140%
8/6/2021 TAP Consulting LLC45,136$2.93M0.8%-1.6%11.284%
8/2/2021Advisor Group Holdings Inc.2,253$147K0.0%-14.4%0.563%
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5/14/2021Stifel Financial Corp22,265$1.41M0.0%+2.3%5.566%
5/12/2021 TAP Consulting LLC45,885$2.91M0.9%-7.2%11.471%
5/12/2021UBS Group AG10,036$636K0.0%-12.6%2.509%
5/7/2021 Cambridge Investment Research Advisors Inc.4,753$301K0.0%-6.7%1.188%
5/4/2021Envestnet Asset Management Inc.4,795$304K0.0%-6.1%1.199%
4/26/2021 Arkadios Wealth Advisors2,040$129K0.0%+67.1%0.510%
3/26/2021Susquehanna International Group LLP22,658$1.22M0.0%+258.1%5.665%
2/12/2021Stifel Financial Corp21,775$1.17M0.0%+7.4%5.444%
2/12/2021LPL Financial LLC66,728$3.59M0.0%+1.1%16.682%
2/9/2021 Arkadios Wealth Advisors1,221$65K0.0%N/A0.305%
2/5/2021NEXT Financial Group Inc3,278$176K0.0%+6.5%0.820%
1/19/2021 TAP Consulting LLC49,457$2.66M1.0%+3.3%12.364%
11/9/2020LPL Financial LLC66,015$2.71M0.0%-0.9%16.504%
10/29/2020 Cambridge Investment Research Advisors Inc.5,093$209K0.0%-10.1%1.273%
10/22/2020NEXT Financial Group Inc3,078$126K0.0%N/A0.770%
10/20/2020 TAP Consulting LLC47,880$1.97M0.8%+79.1%11.970%
10/9/2020Envestnet Asset Management Inc.6,077$250K0.0%+4.1%1.519%
8/17/2020 Private Advisor Group LLC1,360$55K0.0%N/A0.340%
8/14/2020Bank of America Corp DE27,565$1.11M0.0%-15.4%6.891%
8/14/2020Stifel Financial Corp21,100$848K0.0%+63.2%5.275%
8/12/2020Commonwealth Equity Services LLC5,656$227K0.0%N/A1.414%
7/31/2020UBS Group AG10,645$428K0.0%+8.5%2.661%
7/27/2020 Cambridge Investment Research Advisors Inc.5,668$228K0.0%N/A1.417%
7/8/2020Envestnet Asset Management Inc.5,837$235K0.0%N/A1.459%
5/18/2020Advisor Group Holdings Inc.5,903$194K0.0%N/A1.312%
5/15/2020Jane Street Group LLC7,900$260K0.0%+77.8%1.756%
5/12/2020Victory Capital Management Inc.55,702$1.83M0.0%-25.1%12.378%
5/5/2020EPG Wealth Management LLC1,788$59K0.0%-27.6%0.397%
5/4/2020Victory Capital Management Inc.55,702$1.83M0.0%-25.1%12.378%
(Data available from 1/1/2016 forward)

CSA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSA shares?

During the previous two years, 12 institutional investors and hedge funds held shares of VictoryShares US Small Cap Volatility Wtd. The most heavily invested institutionals were LPL Financial LLC ($5.84M), TAP Consulting LLC ($5.75M), Yousif Capital Management LLC ($3.55M), Wealthcare Advisory Partners LLC ($919K), Rossmore Private Capital ($757K), Cambridge Investment Research Advisors Inc. ($319K), and Empirical Asset Management LLC ($276K).Learn more on CSA's institutional investors.

What percentage of VictoryShares US Small Cap Volatility Wtd stock is owned by institutional investors?

83.90% of VictoryShares US Small Cap Volatility Wtd stock is owned by institutional investors. Learn more on CSA's institutional investor holdings.

Which institutional investors have been buying VictoryShares US Small Cap Volatility Wtd stock?

Of the 12 institutional investors that purchased VictoryShares US Small Cap Volatility Wtd stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Yousif Capital Management LLC ($55.70K), LPL Financial LLC ($42.54K), TAP Consulting LLC ($40.63K), Wealthcare Advisory Partners LLC ($13.75K), Rossmore Private Capital ($10.60K), Empirical Asset Management LLC ($5.18K), and Raymond James Financial Services Advisors Inc. ($3.15K).

How much institutional buying is happening at VictoryShares US Small Cap Volatility Wtd?

Institutional investors have bought a total of 174,721 shares in the last 24 months. This purchase volume represents approximately $14.69M in transactions.

Which VictoryShares US Small Cap Volatility Wtd major shareholders have been selling company stock?

The following institutional investors have sold VictoryShares US Small Cap Volatility Wtd stock in the last 24 months: TAP Consulting LLC ($18.86K), Yousif Capital Management LLC ($4.40K), LPL Financial LLC ($2.26K), and Nwam LLC ($1.22K).

How much institutional selling is happening at VictoryShares US Small Cap Volatility Wtd?

Institutional investors have sold a total of 26,731 shares in the last 24 months. This volume of shares sold represents approximately $1.87M in transactions.


This page (NASDAQ:CSA) was last updated on 5/6/2024 by MarketBeat.com Staff

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