Institutional Ownership Victory Portfolios Ii Shs Us S (CSA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us S (CSA). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 445,854 shares, which have been reported (via 13F filing form) to have a value of $33.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
97,407
shares
|
$7.16 Million
0.0% of portfolio
|
Q4 2024
Added 153.99%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
96,337
shares
|
$7.08 Million
1.52% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
51,302
shares
|
$3.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
51,302
shares
|
$3.77 Million
0.04% of portfolio
|
Q1 2024
Reduced 7.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
50,210
shares
|
$3.69 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
19,409
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,997
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
13,048
shares
|
$959,028
0.0% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,800
shares
|
$867,300
0.0% of portfolio
|
Q3 2024
Added 47.91%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
10,725
shares
|
$788,287
0.1% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,508
shares
|
$478,338
0.0% of portfolio
|
Q2 2022
Added 304.98%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,666
shares
|
$416,451
0.0% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,684
shares
|
$270,774
0.0% of portfolio
|
Q4 2024
Reduced 19.0%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,594
shares
|
$264,159
0.14% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,496
shares
|
$256,956
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
780
shares
|
$57,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
625
shares
|
$45,937
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
603
shares
|
$44,320
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
166
shares
|
$12,201
0.01% of portfolio
|
Q3 2024
Reduced 37.59%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
150
shares
|
$11,025
0.0% of portfolio
|
Q4 2023
Reduced 34.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
45
shares
|
$3,307
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|