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 76 institutions that hold shares in the stock, with a total of 3.62 Million shares, which have been reported (via 13F filing form) to have a value of $252 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
379,989
shares
|
$26.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
377,438
shares
|
$26.3 Million
0.06% of portfolio
|
Q2 2024
Added 12.68%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
349,295
shares
|
$24.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
339,762
shares
|
$23.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
188,434
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
185,936
shares
|
$12.9 Million
0.01% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
178,311
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
130,489
shares
|
$9.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
118,768
shares
|
$8.27 Million
0.11% of portfolio
|
Q2 2024
Reduced 7.65%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
96,930
shares
|
$6.75 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.34%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
86,447
shares
|
$6.02 Million
8.38% of portfolio
|
Q3 2023
Reduced 7.02%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
84,363
shares
|
$5.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
59,279
shares
|
$4.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
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%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
45,836
shares
|
$3.19 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
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
|
Oct 31, 2024 Q3 2024 |
39,062
shares
|
$2.72 Million
0.22% of portfolio
|
Q3 2024
Reduced 18.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
34,863
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2024
Reduced 24.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
34,626
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
33,050
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
28,066
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
27,088
shares
|
$1.89 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
26,182
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
22,278
shares
|
$1.55 Million
0.62% of portfolio
|
Q3 2024
Reduced 22.9%
|