Institutional Ownership Victory Portf Ii Shs Us Lrg Ca (CDL)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Lrg Ca (CDL). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
493,053
shares
|
$33.9 Million
0.0% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
348,486
shares
|
$24 Million
26.92% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
287,038
shares
|
$19.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
193,343
shares
|
$13.3 Million
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
151,559
shares
|
$10.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
148,240
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
106,477
shares
|
$7.32 Million
1.48% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
79,122
shares
|
$5.44 Million
0.0% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
55,434
shares
|
$3.81 Million
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
53,862
shares
|
$3.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
46,915
shares
|
$3.22 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,750
shares
|
$3.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
40,735
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
39,509
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
38,037
shares
|
$2.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
32,278
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
32,185
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
31,568
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Added 104.54%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
28,778
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
22,429
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
21,546
shares
|
$1.48 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,917
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,438
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
19,605
shares
|
$1.35 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,263
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|