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 9.15 Million shares, which have been reported (via 13F filing form) to have a value of $588 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,264,015
shares
|
$80.8 Million
0.01% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
865,901
shares
|
$55.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
837,979
shares
|
$53.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
768,254
shares
|
$49.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
693,118
shares
|
$44.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
651,328
shares
|
$41.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
511,919
shares
|
$32.7 Million
3.2% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
320,607
shares
|
$20.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
296,244
shares
|
$18.9 Million
0.08% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
249,328
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
187,712
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
186,582
shares
|
$11.9 Million
0.04% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
176,928
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
161,855
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
123,208
shares
|
$7.88 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
120,173
shares
|
$7.68 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
113,986
shares
|
$7.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,804
shares
|
$6.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
103,358
shares
|
$6.61 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
81,814
shares
|
$5.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
75,379
shares
|
$4.82 Million
4.73% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
72,333
shares
|
$4.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
56,469
shares
|
$3.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.67%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
56,075
shares
|
$3.58 Million
0.82% of portfolio
|
Q4 2022
Added 13.94%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
56,038
shares
|
$3.58 Million
0.07% of portfolio
|
Q3 2024
Added 770.16%
|