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 109 institutions that hold shares in the stock, with a total of 8.86 Million shares, which have been reported (via 13F filing form) to have a value of $553 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
|
$78.9 Million
0.01% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
837,979
shares
|
$52.3 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
|
$48 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
693,118
shares
|
$43.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
651,328
shares
|
$40.7 Million
0.0% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
498,837
shares
|
$31.2 Million
3.61% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
320,607
shares
|
$20 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Nov 14, 2022 Q3 2022 |
297,229
shares
|
$18.6 Million
26.41% of portfolio
|
Q3 2022
Reduced 1.13%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
287,610
shares
|
$18 Million
0.08% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
249,328
shares
|
$15.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
187,712
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
186,582
shares
|
$11.7 Million
0.04% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
181,110
shares
|
$11.3 Million
2.32% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
176,928
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
161,855
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
150,984
shares
|
$9.43 Million
0.01% of portfolio
|
Q3 2024
Added 19740.21%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
125,095
shares
|
$7.81 Million
2.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
120,173
shares
|
$7.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
113,986
shares
|
$7.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
108,226
shares
|
$6.76 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,804
shares
|
$6.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
81,814
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
75,379
shares
|
$4.71 Million
4.73% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
75,156
shares
|
$4.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
57,712
shares
|
$3.6 Million
0.3% of portfolio
|
Q3 2024
Reduced 16.63%
|