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 54 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
422,820
shares
|
$25.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
395,982
shares
|
$24.2 Million
0.03% of portfolio
|
Q1 2024
Added 5.13%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
301,059
shares
|
$18.4 Million
0.0% of portfolio
|
Q1 2024
Added 5.72%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
164,352
shares
|
$10 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
102,075
shares
|
$6.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.7%
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
92,187
shares
|
$5.63 Million
1.28% of portfolio
|
Q1 2024
Reduced 17.63%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
66,798
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.67%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
65,394
shares
|
$3.99 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
52,237
shares
|
$3.19 Million
0.05% of portfolio
|
Q1 2024
Added 25.04%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
50,950
shares
|
$3.11 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.14%
|
|
Members Advisory Group LLC
Williamsville, NY |
Apr 26, 2024 Q1 2024 |
49,770
shares
|
$3.04 Million
1.75% of portfolio
|
Q1 2024
Reduced 15.77%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
49,179
shares
|
$3 Million
0.02% of portfolio
|
Q1 2024
Reduced 57.86%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
43,162
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
40,079
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
37,708
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2024
Added 146.86%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
35,653
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2024
Added 12.03%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
35,101
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.6%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
32,548
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
32,185
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
21,407
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2024
Reduced 21.68%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
20,917
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.72%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
20,278
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2023
Reduced 4.82%
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
20,100
shares
|
$1.23 Million
0.3% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
19,109
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
Added 10.94%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
18,753
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2024
Added 167.06%
|