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 107 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 $682 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
|
$154 Million
0.14% of portfolio
|
Q2 2024
Added 102.22%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,234,763
shares
|
$81.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
768,254
shares
|
$50.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
725,586
shares
|
$47.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
642,413
shares
|
$42.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
498,837
shares
|
$32.8 Million
3.61% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
371,908
shares
|
$24.5 Million
0.01% of portfolio
|
Q1 2024
Added 13.98%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Nov 14, 2022 Q3 2022 |
297,229
shares
|
$19.6 Million
26.41% of portfolio
|
Q3 2022
Reduced 1.13%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
287,610
shares
|
$18.9 Million
0.08% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
246,450
shares
|
$16.2 Million
0.0% of portfolio
|
Q2 2024
Added 23.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
187,712
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
186,582
shares
|
$12.3 Million
0.04% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
181,110
shares
|
$11.9 Million
2.32% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
176,928
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
168,341
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 67.52%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
150,984
shares
|
$9.94 Million
0.01% of portfolio
|
Q3 2024
Added 19740.21%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
131,221
shares
|
$8.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 48.66%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
128,687
shares
|
$8.47 Million
0.11% of portfolio
|
Q2 2024
Reduced 8.15%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
125,095
shares
|
$8.24 Million
2.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
108,226
shares
|
$7.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,804
shares
|
$7.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
85,468
shares
|
$5.63 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
78,893
shares
|
$5.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 36.9%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
78,066
shares
|
$5.14 Million
0.03% of portfolio
|
Q2 2024
Reduced 64.85%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
75,379
shares
|
$4.96 Million
4.73% of portfolio
|
Q3 2023
Reduced 1.35%
|