Institutional Ownership Victory Portf Ii Shs Us Lrg Ca (CDL)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Lrg Ca (CDL). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 2.67 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
516,938
shares
|
$34 Million
0.0% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
359,068
shares
|
$23.6 Million
22.62% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
288,699
shares
|
$19 Million
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
190,884
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
145,902
shares
|
$9.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
135,648
shares
|
$8.91 Million
0.0% of portfolio
|
Q1 2025
Added 71.44%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
109,339
shares
|
$7.19 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
106,477
shares
|
$7 Million
1.48% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
104,802
shares
|
$6.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
51,502
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
48,233
shares
|
$3.17 Million
0.0% of portfolio
|
Q1 2025
Added 14560.49%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
47,968
shares
|
$3.15 Million
2.38% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
43,483
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
41,182
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
40,949
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 180.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
35,504
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
34,294
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
34,018
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
33,623
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
28,280
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
21,923
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,917
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,438
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
19,492
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
19,455
shares
|
$1.28 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.77%
|