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 111 institutions that hold shares in the stock, with a total of 8.83 Million shares, which have been reported (via 13F filing form) to have a value of $550 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,255,081
shares
|
$78.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
865,901
shares
|
$54 Million
0.02% of portfolio
|
Q4 2024
Added 0.0%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
768,254
shares
|
$47.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
678,854
shares
|
$42.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
614,510
shares
|
$38.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
572,862
shares
|
$35.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
512,778
shares
|
$32 Million
3.3% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
310,123
shares
|
$19.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
298,429
shares
|
$18.6 Million
0.08% of portfolio
|
Q1 2025
Added 0.74%
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
243,063
shares
|
$15.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
211,027
shares
|
$13.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
184,882
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
172,869
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
160,867
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
122,692
shares
|
$7.65 Million
0.09% of portfolio
|
Q4 2024
Added 2.1%
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
121,953
shares
|
$7.6 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
115,546
shares
|
$7.2 Million
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,804
shares
|
$6.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
95,122
shares
|
$5.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
75,379
shares
|
$4.7 Million
4.73% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
74,342
shares
|
$4.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
72,333
shares
|
$4.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
56,075
shares
|
$3.5 Million
0.82% of portfolio
|
Q4 2022
Added 13.94%
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
55,461
shares
|
$3.46 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
54,066
shares
|
$3.37 Million
0.21% of portfolio
|
Q1 2025
New holding
|