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 58 institutions that hold shares in the stock, with a total of 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
17,718
shares
|
$1.19 Million
0.16% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,089
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
16,272
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
15,434
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 191.15%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
13,600
shares
|
$912,559
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,671
shares
|
$783,124
0.04% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
9,740
shares
|
$653,554
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
8,882
shares
|
$595,982
0.01% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
8,028
shares
|
$538,678
0.34% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,112
shares
|
$410,115
0.0% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,060
shares
|
$339,526
0.02% of portfolio
|
Q3 2024
Added 45.36%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,700
shares
|
$315,370
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
4,623
shares
|
$310,203
0.19% of portfolio
|
Q1 2024
Added 10.81%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
4,448
shares
|
$298,460
0.16% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,217
shares
|
$282,960
0.03% of portfolio
|
Q1 2024
Reduced 9.18%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,096
shares
|
$274,841
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$273,835
0.01% of portfolio
|
Q3 2024
Reduced 80.98%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,803
shares
|
$255,181
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,735
shares
|
$250,618
0.02% of portfolio
|
Q2 2023
Reduced 25.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,634
shares
|
$243,841
0.01% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,243
shares
|
$217,605
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,044
shares
|
$70,052
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
975
shares
|
$65,422
0.0% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
444
shares
|
$29,792
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
433
shares
|
$29,054
0.0% of portfolio
|
Q4 2023
Added 1.41%
|