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 71 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $252 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
402,761
shares
|
$25.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 18.98%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
370,723
shares
|
$23.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
359,811
shares
|
$23.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
352,649
shares
|
$22.7 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
334,955
shares
|
$21.5 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
214,702
shares
|
$13.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
188,572
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
182,678
shares
|
$11.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
141,223
shares
|
$9.07 Million
0.14% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
132,692
shares
|
$8.53 Million
0.0% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
128,602
shares
|
$8.26 Million
0.13% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
110,573
shares
|
$7.11 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Keystone Financial Group
|
May 08, 2024 Q1 2024 |
108,590
shares
|
$6.98 Million
1.06% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
92,070
shares
|
$5.92 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
86,447
shares
|
$5.56 Million
8.38% of portfolio
|
Q3 2023
Reduced 7.02%
|
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
54,926
shares
|
$3.53 Million
0.34% of portfolio
|
Q1 2024
Reduced 21.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
47,987
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2024
Reduced 27.72%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
47,016
shares
|
$3.02 Million
1.73% of portfolio
|
Q2 2023
Reduced 56.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
46,471
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2024
Reduced 58.71%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,670
shares
|
$2.93 Million
0.09% of portfolio
|
Q1 2024
Added 0.83%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
31,468
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
30,331
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
29,068
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.95%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
27,744
shares
|
$1.78 Million
0.29% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
27,216
shares
|
$1.75 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.61%
|
|