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 $567 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,080
shares
|
$257,733
0.04% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,016
shares
|
$253,690
0.01% of portfolio
|
Q1 2024
Reduced 17.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
3,966
shares
|
$250,532
0.01% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,767
shares
|
$237,961
0.15% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,560
shares
|
$224,885
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,352
shares
|
$211,745
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,279
shares
|
$207,134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
3,225
shares
|
$203,723
0.05% of portfolio
|
Q3 2024
Reduced 51.69%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
3,120
shares
|
$197,090
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,091
shares
|
$195,258
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,826
shares
|
$178,518
0.0% of portfolio
|
Q3 2024
Reduced 45.39%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
2,533
shares
|
$160,009
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,200
shares
|
$138,974
0.01% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,163
shares
|
$73,466
0.0% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,126
shares
|
$71,129
0.0% of portfolio
|
Q4 2022
Reduced 4.9%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
901
shares
|
$56,916
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
850
shares
|
$53,694
0.0% of portfolio
|
Q1 2024
Reduced 75.18%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
717
shares
|
$45,292
0.03% of portfolio
|
Q1 2024
Reduced 13.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
413
shares
|
$26,089
0.0% of portfolio
|
Q3 2024
Added 61.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
400
shares
|
$25,268
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
313
shares
|
$19,772
0.0% of portfolio
|
Q3 2024
Reduced 62.69%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$18,951
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
227
shares
|
$14,339
0.0% of portfolio
|
Q1 2024
Added 548.57%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$12,634
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
162
shares
|
$10,233
0.0% of portfolio
|
Q3 2021
New holding
|