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 |
---|---|---|---|---|---|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
274
shares
|
$16,727
0.0% of portfolio
|
Q4 2023
Added 1.48%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
136
shares
|
$8,302
0.0% of portfolio
|
Q1 2024
New holding
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
91
shares
|
$5,555
0.0% of portfolio
|
Q1 2024
Reduced 49.72%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|