Institutional Ownership Victory Portf Ii Shs Us Lrg Ca (CDL)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Lrg Ca (CDL). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
481,908
shares
|
$33.1 Million
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
298,354
shares
|
$20.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
192,408
shares
|
$13.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 74.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
166,243
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
133,006
shares
|
$9.13 Million
0.0% of portfolio
|
Q3 2024
Added 24.28%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
105,586
shares
|
$7.24 Million
1.47% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
68,608
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
57,543
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
55,001
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
46,670
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
44,367
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Added 250.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
41,243
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
40,127
shares
|
$2.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
32,666
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
32,185
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
29,062
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
23,916
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.43%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
21,784
shares
|
$1.49 Million
0.76% of portfolio
|
Q3 2024
Reduced 39.95%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
21,669
shares
|
$1.49 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,917
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,438
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,364
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,622
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
19,608
shares
|
$1.35 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
19,300
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
New holding
|