Institutional Ownership Victory Portfolios Ii Shs Us S (CSA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us S (CSA). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 397,008 shares, which have been reported (via 13F filing form) to have a value of $28.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
96,137
shares
|
$7.12 Million
1.45% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
54,802
shares
|
$4.06 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
51,302
shares
|
$3.8 Million
0.04% of portfolio
|
Q1 2024
Reduced 7.9%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
44,828
shares
|
$3.32 Million
0.0% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
42,128
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2024
Added 1108.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
27,178
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
20,252
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
13,161
shares
|
$974,177
0.0% of portfolio
|
Q2 2024
Added 27.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,800
shares
|
$873,436
0.0% of portfolio
|
Q3 2024
Added 47.91%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
10,725
shares
|
$793,864
0.1% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
6,508
shares
|
$481,722
0.0% of portfolio
|
Q2 2022
Added 304.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,904
shares
|
$362,994
0.0% of portfolio
|
Q3 2024
Added 32.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,548
shares
|
$336,642
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
3,691
shares
|
$273,207
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
3,303
shares
|
$244,488
0.13% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
780
shares
|
$57,735
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
600
shares
|
$44,412
0.0% of portfolio
|
Q2 2024
Added 42.52%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
166
shares
|
$12,287
0.01% of portfolio
|
Q3 2024
Reduced 37.59%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
150
shares
|
$11,103
0.0% of portfolio
|
Q4 2023
Reduced 34.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
45
shares
|
$3,330
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|