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 $661 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
4,517
shares
|
$287,958
0.01% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,303
shares
|
$274,316
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
4,080
shares
|
$260,100
0.03% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,016
shares
|
$256,020
0.01% of portfolio
|
Q1 2024
Reduced 17.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
3,966
shares
|
$252,832
0.01% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,767
shares
|
$240,146
0.15% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,566
shares
|
$227,332
0.0% of portfolio
|
Q2 2024
Reduced 23.25%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,352
shares
|
$213,690
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,279
shares
|
$209,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,262
shares
|
$207,952
0.0% of portfolio
|
Q2 2024
Added 6695.83%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
2,673
shares
|
$170,403
0.02% of portfolio
|
Q1 2024
Reduced 48.52%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
2,533
shares
|
$161,478
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,307
shares
|
$83,321
0.0% of portfolio
|
Q2 2024
Reduced 33.76%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1,126
shares
|
$71,782
0.0% of portfolio
|
Q4 2022
Reduced 4.9%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
901
shares
|
$57,438
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
850
shares
|
$54,187
0.0% of portfolio
|
Q1 2024
Reduced 75.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
839
shares
|
$53,486
0.01% of portfolio
|
Q2 2024
Reduced 68.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
761
shares
|
$48,513
0.0% of portfolio
|
Q2 2024
Reduced 88.88%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Aug 08, 2024 Q2 2024 |
717
shares
|
$45,708
0.03% of portfolio
|
Q1 2024
Reduced 13.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
518
shares
|
$33,022
0.0% of portfolio
|
Q2 2024
Reduced 57.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
413
shares
|
$26,328
0.0% of portfolio
|
Q3 2024
Added 61.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
400
shares
|
$25,500
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
300
shares
|
$19,125
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
227
shares
|
$14,471
0.0% of portfolio
|
Q1 2024
Added 548.57%
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
200
shares
|
$12,750
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|