Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
3,407
shares
|
$232,187
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
3,104
shares
|
$211,537
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
2,872
shares
|
$195,726
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,421
shares
|
$164,991
0.01% of portfolio
|
Q1 2024
Reduced 41.86%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,699
shares
|
$115,786
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
1,599
shares
|
$108,971
0.08% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,002
shares
|
$68,286
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
789
shares
|
$53,770
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
658
shares
|
$44,842
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
596
shares
|
$40,617
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
529
shares
|
$36,051
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
430
shares
|
$29,304
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
385
shares
|
$26,237
0.0% of portfolio
|
Q2 2024
Reduced 63.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
316
shares
|
$21,535
0.0% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
260
shares
|
$17,719
0.0% of portfolio
|
Q2 2024
Reduced 77.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
229
shares
|
$15,606
0.0% of portfolio
|
Q3 2024
Reduced 88.87%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$13,630
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
122
shares
|
$8,314
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
60
shares
|
$4,089
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
32
shares
|
$2,180
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
26
shares
|
$1,771
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1
shares
|
$68
0.0% of portfolio
|
Q2 2024
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|