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 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $573 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
48,657
shares
|
$3.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
48,473
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
47,235
shares
|
$3.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
45,548
shares
|
$2.96 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
43,020
shares
|
$2.8 Million
0.09% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
40,908
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
39,806
shares
|
$2.59 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
39,765
shares
|
$2.59 Million
0.03% of portfolio
|
Q4 2024
Added 31.76%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
39,724
shares
|
$2.59 Million
1.57% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
38,523
shares
|
$2.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
36,526
shares
|
$2.38 Million
0.23% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
29,705
shares
|
$1.93 Million
0.77% of portfolio
|
Q2 2022
Added 222.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
29,179
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
28,638
shares
|
$1.86 Million
0.0% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
24,154
shares
|
$1.57 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
23,791
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
19,869
shares
|
$1.29 Million
0.26% of portfolio
|
Q4 2024
Reduced 24.88%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
19,635
shares
|
$1.28 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,250
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 18.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,621
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2018
Closed
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
17,612
shares
|
$1.15 Million
0.2% of portfolio
|
Q4 2024
Reduced 90.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,681
shares
|
$890,496
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
13,560
shares
|
$882,620
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,884
shares
|
$838,619
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
12,581
shares
|
$818,897
0.05% of portfolio
|
Q4 2024
Reduced 0.8%
|