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 116 institutions that hold shares in the stock, with a total of 9.04 Million shares, which have been reported (via 13F filing form) to have a value of $564 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,291,912
shares
|
$81.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
834,529
shares
|
$52.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
768,254
shares
|
$48.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
617,402
shares
|
$38.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
571,991
shares
|
$36 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
517,365
shares
|
$32.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
512,778
shares
|
$32.3 Million
3.3% of portfolio
|
Q1 2025
Reduced 22.81%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
370,569
shares
|
$23.4 Million
22.36% of portfolio
|
Q1 2025
Added 830.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
304,051
shares
|
$19.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
298,429
shares
|
$18.8 Million
0.08% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
239,980
shares
|
$15.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
211,027
shares
|
$13.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
182,125
shares
|
$11.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
172,869
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
163,846
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
140,318
shares
|
$8.84 Million
0.0% of portfolio
|
Q1 2025
Added 21.44%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
121,953
shares
|
$7.69 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
116,531
shares
|
$7.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,804
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
95,122
shares
|
$5.99 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
75,379
shares
|
$4.75 Million
4.73% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
69,607
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
63,150
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
63,055
shares
|
$3.97 Million
2.09% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
56,075
shares
|
$3.53 Million
0.82% of portfolio
|
Q4 2022
Added 13.94%
|