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 |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
3,690
shares
|
$237,119
0.0% of portfolio
|
Q1 2024
Reduced 6.35%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,615
shares
|
$232,299
0.01% of portfolio
|
Q3 2022
Reduced 31.96%
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
3,090
shares
|
$198,563
0.04% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
3,072
shares
|
$197,406
0.02% of portfolio
|
Q1 2024
Reduced 37.4%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,965
shares
|
$190,530
0.0% of portfolio
|
Q1 2024
Added 8.37%
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
2,432
shares
|
$156,280
0.1% of portfolio
|
Q4 2023
Reduced 85.79%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
1,825
shares
|
$117,274
0.0% of portfolio
|
Q1 2024
Reduced 60.54%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 15, 2024 Q1 2024 |
1,699
shares
|
$109,177
0.06% of portfolio
|
Q1 2024
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
1,169
shares
|
$75,119
0.01% of portfolio
|
Q1 2024
Added 349.62%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
1,060
shares
|
$68,115
0.01% of portfolio
|
Q4 2023
Reduced 8.62%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1,002
shares
|
$64,388
0.0% of portfolio
|
Q3 2021
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
785
shares
|
$50,444
0.0% of portfolio
|
Q1 2024
Reduced 30.47%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
529
shares
|
$33,993
0.02% of portfolio
|
Q3 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
368
shares
|
$23,647
0.0% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
316
shares
|
$20,306
0.0% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$12,852
0.01% of portfolio
|
Q1 2023
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
113
shares
|
$7,261
0.0% of portfolio
|
Q1 2024
Reduced 95.95%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
60
shares
|
$3,855
0.0% of portfolio
|
Q3 2021
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
32
shares
|
$2,056
0.0% of portfolio
|
Q1 2023
New holding
|
|
Aspire Wealth Management Corp
Waltham, MA |
Apr 29, 2024 Q1 2024 |
15
shares
|
$963
0.0% of portfolio
|
Q1 2024
Reduced 92.27%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|