Institutional Ownership Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $659 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
2,346,388
shares
|
$149 Million
0.14% of portfolio
|
Q2 2024
Added 102.22%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,234,763
shares
|
$78.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
840,023
shares
|
$53.4 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
725,586
shares
|
$46.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
642,413
shares
|
$40.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
499,810
shares
|
$31.8 Million
4.62% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
371,908
shares
|
$23.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.27%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Nov 14, 2022 Q3 2022 |
297,229
shares
|
$18.9 Million
26.41% of portfolio
|
Q3 2022
Reduced 1.13%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
282,991
shares
|
$18 Million
0.08% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
246,450
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2024
Added 23.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
179,885
shares
|
$11.4 Million
0.04% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
177,044
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
175,598
shares
|
$11.2 Million
2.25% of portfolio
|
Q2 2024
Added 5.14%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
170,847
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
168,341
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 67.52%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
131,221
shares
|
$8.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 48.66%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
128,687
shares
|
$8.18 Million
0.11% of portfolio
|
Q2 2024
Reduced 8.15%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Jul 19, 2024 Q2 2024 |
124,591
shares
|
$7.92 Million
2.68% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
115,141
shares
|
$7.32 Million
0.05% of portfolio
|
Q2 2024
Reduced 25.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
107,845
shares
|
$6.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
85,468
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
78,893
shares
|
$5.01 Million
0.01% of portfolio
|
Q2 2024
Reduced 36.9%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
78,066
shares
|
$4.96 Million
0.03% of portfolio
|
Q2 2024
Reduced 64.85%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
75,379
shares
|
$4.79 Million
4.73% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
69,228
shares
|
$4.4 Million
0.36% of portfolio
|
Q2 2024
Reduced 15.3%
|