Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 4 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
17,086
shares
|
$1.36 Million
0.13% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
15,457
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2024
Added 35.62%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
14,039
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2024
Added 9.95%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
11,795
shares
|
$935,933
0.08% of portfolio
|
Q1 2024
Added 12.41%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
May 08, 2024 Q1 2024 |
10,897
shares
|
$864,676
0.18% of portfolio
|
Q1 2023
New holding
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
10,616
shares
|
$842,379
0.03% of portfolio
|
Q1 2024
Added 7.5%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
8,387
shares
|
$665,508
0.0% of portfolio
|
Q1 2021
Reduced 31.47%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
8,366
shares
|
$663,842
0.0% of portfolio
|
Q1 2024
Added 1.32%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
7,836
shares
|
$621,786
0.0% of portfolio
|
Q1 2024
Added 0.28%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,769
shares
|
$616,470
0.0% of portfolio
|
Q3 2023
New holding
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
May 07, 2024 Q1 2024 |
7,751
shares
|
$615,041
0.43% of portfolio
|
Q1 2024
Added 1.65%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
6,491
shares
|
$515,060
0.09% of portfolio
|
Q1 2024
Added 0.37%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
6,209
shares
|
$492,684
0.03% of portfolio
|
Q1 2024
Reduced 26.35%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
5,051
shares
|
$400,796
0.0% of portfolio
|
Q1 2024
Reduced 68.8%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
4,932
shares
|
$391,354
0.01% of portfolio
|
Q3 2023
Reduced 2.51%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
4,565
shares
|
$362,232
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
4,343
shares
|
$344,617
0.02% of portfolio
|
Q4 2021
New holding
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
3,399
shares
|
$269,710
0.01% of portfolio
|
Q1 2024
Added 5.13%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
3,276
shares
|
$259,950
0.0% of portfolio
|
Q3 2023
Reduced 21.89%
|
|
Guidance Capital, Inc
Lousville, KY |
Apr 17, 2024 Q1 2024 |
3,211
shares
|
$254,792
0.09% of portfolio
|
Q2 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
3,118
shares
|
$247,413
0.02% of portfolio
|
Q1 2024
Reduced 8.19%
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
3,047
shares
|
$241,779
0.05% of portfolio
|
Q1 2024
Added 0.23%
|
|
Calton & Associates, Inc.
|
Apr 16, 2024 Q1 2024 |
2,918
shares
|
$231,543
0.12% of portfolio
|
Q1 2024
Reduced 10.85%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
2,788
shares
|
$221,227
0.05% of portfolio
|
Q3 2021
Added 62.95%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
2,505
shares
|
$198,771
0.0% of portfolio
|
Q1 2024
New holding
|