Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
380,922
shares
|
$27.9 Million
0.06% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
370,457
shares
|
$27.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
337,336
shares
|
$24.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
322,154
shares
|
$23.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
311,546
shares
|
$22.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
190,895
shares
|
$14 Million
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
188,434
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
185,255
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
134,456
shares
|
$9.86 Million
0.0% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
113,359
shares
|
$8.31 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
99,409
shares
|
$7.29 Million
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
86,447
shares
|
$6.34 Million
8.38% of portfolio
|
Q3 2023
Reduced 7.02%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
84,363
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
59,279
shares
|
$4.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
47,016
shares
|
$3.45 Million
1.73% of portfolio
|
Q2 2023
Reduced 56.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
46,443
shares
|
$3.4 Million
0.05% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,670
shares
|
$3.35 Million
0.09% of portfolio
|
Q1 2024
Added 0.83%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
39,062
shares
|
$2.86 Million
0.22% of portfolio
|
Q3 2024
Reduced 18.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
33,794
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
33,050
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
27,689
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
27,088
shares
|
$1.99 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
22,583
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
22,278
shares
|
$1.63 Million
0.62% of portfolio
|
Q3 2024
Reduced 22.9%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
20,248
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.4%
|