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 |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
1,981
shares
|
$157,192
0.01% of portfolio
|
Q4 2023
Reduced 38.61%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,268
shares
|
$100,615
0.0% of portfolio
|
Q3 2022
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
1,197
shares
|
$94,981
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
1,098
shares
|
$87,126
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
861
shares
|
$68,320
0.01% of portfolio
|
Q1 2024
Reduced 48.54%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
669
shares
|
$53,085
0.01% of portfolio
|
Q1 2024
Reduced 6.95%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
642
shares
|
$50,942
0.0% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
382
shares
|
$30,311
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
345
shares
|
$27,375
0.0% of portfolio
|
Q1 2023
Reduced 59.46%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
215
shares
|
$17,060
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
172
shares
|
$13,648
0.0% of portfolio
|
Q1 2023
Reduced 47.08%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
140
shares
|
$11,109
0.0% of portfolio
|
Q4 2023
Added 0.72%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
131
shares
|
$10,394
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
40
shares
|
$3,174
0.0% of portfolio
|
Q3 2023
Reduced 71.43%
|