Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 3.99 Million shares, which have been reported (via 13F filing form) to have a value of $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
424,264
shares
|
$29.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
386,409
shares
|
$26.9 Million
0.06% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
360,364
shares
|
$25.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
335,273
shares
|
$23.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
322,154
shares
|
$22.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
215,990
shares
|
$15 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
188,258
shares
|
$13.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
180,705
shares
|
$12.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
179,241
shares
|
$12.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
136,215
shares
|
$9.47 Million
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
115,266
shares
|
$8.02 Million
0.1% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
100,633
shares
|
$7 Million
0.0% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
87,138
shares
|
$6.06 Million
0.62% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
86,447
shares
|
$6.01 Million
8.38% of portfolio
|
Q3 2023
Reduced 7.02%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
83,017
shares
|
$5.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
64,700
shares
|
$4.5 Million
0.06% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
56,853
shares
|
$3.95 Million
0.84% of portfolio
|
Q4 2024
Added 186.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
55,893
shares
|
$3.89 Million
0.06% of portfolio
|
Q4 2024
Added 20.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
50,758
shares
|
$3.53 Million
0.0% of portfolio
|
Q4 2024
Added 272.18%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
47,016
shares
|
$3.27 Million
1.73% of portfolio
|
Q2 2023
Reduced 56.71%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,670
shares
|
$3.18 Million
0.09% of portfolio
|
Q1 2024
Added 0.83%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
38,859
shares
|
$2.7 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
29,997
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
29,564
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
27,026
shares
|
$1.88 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.23%
|