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 |
---|---|---|---|---|---|
Sloy Dahl & Holst, LLC
|
Apr 18, 2024 Q1 2024 |
18,178
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2023
Added 1.39%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
16,681
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
13,600
shares
|
$830,280
0.11% of portfolio
|
Q1 2023
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
11,000
shares
|
$671,550
0.0% of portfolio
|
Q1 2022
Reduced 0.02%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
10,097
shares
|
$616,421
0.07% of portfolio
|
Q1 2024
Reduced 17.37%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
9,839
shares
|
$600,670
0.01% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
Keystone Financial Group
|
May 08, 2024 Q1 2024 |
8,980
shares
|
$548,229
0.08% of portfolio
|
Q4 2023
Reduced 0.56%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
8,970
shares
|
$547,618
0.09% of portfolio
|
Q1 2024
Reduced 88.28%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 29, 2024 Q1 2024 |
7,816
shares
|
$477,166
0.36% of portfolio
|
Q1 2024
Added 0.7%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
7,474
shares
|
$456,287
0.01% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
6,390
shares
|
$390,109
0.0% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
6,112
shares
|
$373,137
0.0% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
4,623
shares
|
$282,234
0.18% of portfolio
|
Q1 2024
Added 10.81%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
4,217
shares
|
$257,447
0.03% of portfolio
|
Q1 2024
Reduced 9.18%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
3,887
shares
|
$237,301
0.02% of portfolio
|
Q1 2024
Reduced 22.6%
|
|
Private Client Services, LLC
Louisville, KY |
May 10, 2024 Q1 2024 |
3,879
shares
|
$236,812
0.16% of portfolio
|
Q1 2024
Added 10.14%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
3,735
shares
|
$228,021
0.02% of portfolio
|
Q2 2023
Reduced 25.55%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
3,359
shares
|
$205,066
0.01% of portfolio
|
Q1 2024
New holding
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 09, 2024 Q1 2024 |
3,294
shares
|
$201,098
0.02% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,044
shares
|
$63,736
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
995
shares
|
$60,744
0.0% of portfolio
|
Q1 2024
Added 4.19%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
917
shares
|
$55,982
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
650
shares
|
$39,682
0.0% of portfolio
|
Q3 2023
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
444
shares
|
$27,106
0.0% of portfolio
|
Q4 2022
New holding
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
433
shares
|
$26,434
0.0% of portfolio
|
Q4 2023
Added 1.41%
|