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 108 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $672 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
64,500
shares
|
$4.18 Million
0.05% of portfolio
|
Q2 2024
Added 0.06%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
56,075
shares
|
$3.63 Million
0.82% of portfolio
|
Q4 2022
Added 13.94%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
55,182
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
51,792
shares
|
$3.36 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.81%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
49,424
shares
|
$3.2 Million
1.7% of portfolio
|
Q2 2023
Reduced 55.83%
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 18, 2024 Q2 2024 |
45,301
shares
|
$2.94 Million
0.69% of portfolio
|
Q2 2024
Reduced 10.92%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
42,840
shares
|
$2.78 Million
0.1% of portfolio
|
Q3 2022
Added 32.88%
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Aug 15, 2024 Q2 2024 |
41,831
shares
|
$2.71 Million
1.8% of portfolio
|
Q2 2024
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
39,153
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
31,028
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
29,821
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2024
Added 673.37%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
29,705
shares
|
$1.92 Million
0.77% of portfolio
|
Q2 2022
Added 222.35%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
23,384
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
22,885
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
21,010
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2024
Reduced 35.07%
|
|
Calton & Associates, Inc.
|
Jul 19, 2024 Q2 2024 |
18,039
shares
|
$1.17 Million
0.55% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
17,665
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2024
Added 8.72%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,621
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2018
Closed
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
16,839
shares
|
$1.09 Million
0.26% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
Empirical Asset Management, LLC
|
Aug 09, 2024 Q2 2024 |
14,964
shares
|
$969,517
0.1% of portfolio
|
Q2 2024
Added 1.06%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
13,698
shares
|
$887,493
0.12% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
May 13, 2024 Q1 2024 |
13,485
shares
|
$873,693
0.9% of portfolio
|
Q4 2023
New holding
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
13,485
shares
|
$873,693
0.02% of portfolio
|
Q4 2021
New holding
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
13,194
shares
|
$854,839
0.02% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
13,120
shares
|
$850,044
0.08% of portfolio
|
Q2 2024
Reduced 0.68%
|