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 61 institutions that hold shares in the stock, with a total of 2.57 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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
19,263
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
17,718
shares
|
$1.2 Million
0.16% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,964
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,610
shares
|
$988,074
0.0% of portfolio
|
Q4 2024
Reduced 67.07%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
13,600
shares
|
$919,767
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,089
shares
|
$682,319
0.01% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
8,882
shares
|
$600,689
0.01% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
8,148
shares
|
$551,049
0.05% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
8,028
shares
|
$542,933
0.34% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,921
shares
|
$400,437
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,763
shares
|
$322,121
0.01% of portfolio
|
Q4 2024
Reduced 59.19%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
4,623
shares
|
$312,653
0.19% of portfolio
|
Q1 2024
Added 10.81%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
4,448
shares
|
$300,818
0.16% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,217
shares
|
$285,195
0.03% of portfolio
|
Q1 2024
Reduced 9.18%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,096
shares
|
$277,012
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,803
shares
|
$257,196
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,735
shares
|
$252,598
0.02% of portfolio
|
Q2 2023
Reduced 25.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,593
shares
|
$242,994
0.01% of portfolio
|
Q4 2024
Reduced 28.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,293
shares
|
$222,705
0.01% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
3,229
shares
|
$218,377
0.02% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
3,217
shares
|
$217,565
0.01% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,150
shares
|
$77,774
0.0% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
989
shares
|
$66,886
0.0% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
735
shares
|
$49,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
444
shares
|
$30,027
0.0% of portfolio
|
Q4 2022
New holding
|