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 $350 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
694,629
shares
|
$60.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
402,287
shares
|
$34.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
299,034
shares
|
$26 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
282,494
shares
|
$24.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
278,325
shares
|
$24.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,502
shares
|
$21.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
201,270
shares
|
$17.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
150,206
shares
|
$13 Million
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
133,784
shares
|
$11.6 Million
0.07% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
124,852
shares
|
$10.8 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
122,744
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
114,838
shares
|
$9.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
81,366
shares
|
$7.07 Million
1.47% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
74,482
shares
|
$6.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
63,507
shares
|
$5.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
61,077
shares
|
$5.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
60,930
shares
|
$5.29 Million
0.0% of portfolio
|
Q4 2024
Added 65.33%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,055
shares
|
$4.52 Million
0.01% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
51,993
shares
|
$4.52 Million
0.63% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
51,273
shares
|
$4.45 Million
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
50,748
shares
|
$4.41 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,063
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
34,092
shares
|
$2.96 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
31,292
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Added 32.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
27,563
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.13%
|