Institutional Ownership Victory Portf Ii Shs Us Small (CSB)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Small (CSB). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $82.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
500
shares
|
$30,280
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
488
shares
|
$29,553
0.0% of portfolio
|
Q3 2023
Reduced 47.07%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
465
shares
|
$28,160
0.0% of portfolio
|
Q1 2023
Reduced 22.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
445
shares
|
$26,949
0.0% of portfolio
|
Q2 2023
Reduced 43.31%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
381
shares
|
$23,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
350
shares
|
$21,196
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
268
shares
|
$16,230
0.0% of portfolio
|
Q3 2024
Reduced 95.97%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
200
shares
|
$12,112
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
152
shares
|
$9,205
0.0% of portfolio
|
Q3 2024
Reduced 63.9%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
144
shares
|
$8,720
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
124
shares
|
$7,509
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4
shares
|
$242
0.0% of portfolio
|
Q3 2024
Reduced 99.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|