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 52 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $184 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
767,954
shares
|
$51.9 Million
0.05% of portfolio
|
Q2 2024
Added 93.94%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
471,751
shares
|
$31.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
302,483
shares
|
$20.4 Million
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
166,040
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2024
Added 1.03%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
107,018
shares
|
$7.23 Million
0.0% of portfolio
|
Q2 2024
Added 4.84%
|
|
Tap Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
100,919
shares
|
$6.82 Million
1.35% of portfolio
|
Q2 2024
Added 9.47%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
68,326
shares
|
$4.62 Million
0.0% of portfolio
|
Q2 2024
Added 2.29%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
61,967
shares
|
$4.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
59,373
shares
|
$4.01 Million
0.01% of portfolio
|
Q2 2024
Added 829.15%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
50,669
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2024
Added 26.42%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
47,595
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
41,889
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
40,788
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2024
Reduced 17.06%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
36,475
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Added 2.31%
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 26, 2024 Q2 2024 |
36,278
shares
|
$2.45 Million
1.23% of portfolio
|
Q2 2024
Reduced 27.11%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
32,656
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
32,185
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
29,963
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.64%
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Aug 15, 2024 Q2 2024 |
21,699
shares
|
$1.47 Million
0.98% of portfolio
|
Q2 2024
New holding
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
21,452
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2024
Added 14.39%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
21,169
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
Added 10.78%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
20,833
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
19,985
shares
|
$1.35 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
19,870
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
Sloy Dahl & Holst, LLC
|
Jul 22, 2024 Q2 2024 |
18,008
shares
|
$1.22 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.94%
|