Institutional Ownership Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,255,081
shares
|
$82.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
865,901
shares
|
$57 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
768,254
shares
|
$50.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
678,854
shares
|
$44.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
614,510
shares
|
$40.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
572,862
shares
|
$37.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
511,919
shares
|
$33.7 Million
3.2% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
310,123
shares
|
$20.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
296,244
shares
|
$19.5 Million
0.08% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
243,063
shares
|
$16 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
218,365
shares
|
$14.4 Million
0.05% of portfolio
|
Q4 2024
Added 17.03%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
184,882
shares
|
$12.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
174,064
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
160,867
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
123,208
shares
|
$8.11 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
122,692
shares
|
$8.07 Million
0.09% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
115,546
shares
|
$7.6 Million
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,804
shares
|
$7.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
103,358
shares
|
$6.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
75,379
shares
|
$4.96 Million
4.73% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
74,342
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
72,333
shares
|
$4.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
56,075
shares
|
$3.69 Million
0.82% of portfolio
|
Q4 2022
Added 13.94%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
55,665
shares
|
$3.66 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
49,424
shares
|
$3.25 Million
1.7% of portfolio
|
Q2 2023
Reduced 55.83%
|