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 69 institutions that hold shares in the stock, with a total of 3.79 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
2,788
shares
|
$240,548
0.05% of portfolio
|
Q3 2021
Added 62.95%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
2,748
shares
|
$237,097
0.09% of portfolio
|
Q3 2024
Reduced 81.71%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,505
shares
|
$216,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,435
shares
|
$210,091
0.01% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,984
shares
|
$171,179
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,431
shares
|
$123,466
0.01% of portfolio
|
Q3 2024
Added 32.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,346
shares
|
$116,132
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,268
shares
|
$109,403
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,252
shares
|
$108,022
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,197
shares
|
$103,277
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
671
shares
|
$57,893
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
584
shares
|
$50,387
0.0% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
520
shares
|
$44,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
400
shares
|
$34,512
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
345
shares
|
$29,766
0.0% of portfolio
|
Q1 2023
Reduced 59.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
288
shares
|
$24,848
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
172
shares
|
$14,840
0.0% of portfolio
|
Q1 2023
Reduced 47.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
131
shares
|
$11,302
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
24
shares
|
$2,070
0.0% of portfolio
|
Q2 2024
New holding
|