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 109 institutions that hold shares in the stock, with a total of 8.86 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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
13,035
shares
|
$852,749
0.02% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,884
shares
|
$842,871
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,683
shares
|
$829,721
0.07% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
12,289
shares
|
$803,946
0.21% of portfolio
|
Q3 2024
Reduced 27.02%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
11,700
shares
|
$765,414
0.1% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
10,986
shares
|
$718,704
0.27% of portfolio
|
Q4 2022
Reduced 98.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,097
shares
|
$660,545
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,699
shares
|
$634,508
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,504
shares
|
$556,331
0.01% of portfolio
|
Q3 2024
Reduced 33.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,404
shares
|
$549,789
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,362
shares
|
$547,042
0.04% of portfolio
|
Q3 2024
Added 998.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
8,248
shares
|
$539,584
0.07% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,531
shares
|
$492,678
0.02% of portfolio
|
Q3 2024
Added 23.82%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
6,556
shares
|
$428,893
0.17% of portfolio
|
Q3 2024
Reduced 61.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,825
shares
|
$381,071
0.0% of portfolio
|
Q2 2024
Reduced 18.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,728
shares
|
$374,725
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
5,586
shares
|
$365,436
0.26% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
5,555
shares
|
$363,408
0.02% of portfolio
|
Q3 2024
Reduced 29.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,518
shares
|
$360,987
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,491
shares
|
$359,221
0.01% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,474
shares
|
$358,109
0.04% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,408
shares
|
$353,791
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,791
shares
|
$313,427
0.0% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
4,395
shares
|
$287,520
0.01% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,303
shares
|
$281,502
0.0% of portfolio
|
Q2 2024
New holding
|