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 69 institutions that hold shares in the stock, with a total of 4.1 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,953
shares
|
$259,302
0.02% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,788
shares
|
$244,814
0.05% of portfolio
|
Q3 2021
Added 62.95%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
2,669
shares
|
$234,364
0.11% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,505
shares
|
$219,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,435
shares
|
$213,817
0.01% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,139
shares
|
$187,825
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,431
shares
|
$125,656
0.01% of portfolio
|
Q3 2024
Added 32.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,348
shares
|
$118,367
0.02% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,268
shares
|
$111,343
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,256
shares
|
$110,289
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,197
shares
|
$105,108
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
963
shares
|
$84,561
0.0% of portfolio
|
Q4 2024
Added 64.9%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
520
shares
|
$45,661
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
400
shares
|
$35,124
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
345
shares
|
$30,294
0.0% of portfolio
|
Q1 2023
Reduced 59.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
288
shares
|
$25,289
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
172
shares
|
$15,103
0.0% of portfolio
|
Q1 2023
Reduced 47.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
131
shares
|
$11,503
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
24
shares
|
$2,107
0.0% of portfolio
|
Q2 2024
New holding
|