Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $333 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
26,189
shares
|
$2.17 Million
0.23% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
21,350
shares
|
$1.77 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
18,260
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
14,863
shares
|
$1.23 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
14,627
shares
|
$1.21 Million
0.78% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,338
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 108.25%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
13,600
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
13,091
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
11,698
shares
|
$967,775
0.15% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,256
shares
|
$931,208
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,993
shares
|
$909,450
0.0% of portfolio
|
Q4 2024
Reduced 40.93%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
10,897
shares
|
$901,508
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,796
shares
|
$810,423
0.03% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
8,830
shares
|
$730,505
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
7,921
shares
|
$655,304
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,837
shares
|
$648,355
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,769
shares
|
$642,729
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
5,610
shares
|
$464,115
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
5,239
shares
|
$433,422
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
5,006
shares
|
$414,146
0.06% of portfolio
|
Q4 2024
Reduced 18.61%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
4,932
shares
|
$408,024
0.01% of portfolio
|
Q3 2023
Reduced 2.51%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,343
shares
|
$359,296
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,412
shares
|
$282,274
0.0% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,360
shares
|
$277,972
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
3,324
shares
|
$274,994
0.0% of portfolio
|
Q4 2024
Reduced 20.13%
|