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 |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
17,568
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
17,089
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
16,272
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
15,434
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 191.15%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
13,600
shares
|
$933,096
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,671
shares
|
$800,747
0.04% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
9,740
shares
|
$668,261
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
9,065
shares
|
$621,949
0.01% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
7,944
shares
|
$545,037
0.34% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,112
shares
|
$419,344
0.0% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,060
shares
|
$347,166
0.02% of portfolio
|
Q3 2024
Added 45.36%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,700
shares
|
$322,467
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
4,623
shares
|
$317,184
0.18% of portfolio
|
Q1 2024
Added 10.81%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,217
shares
|
$289,328
0.03% of portfolio
|
Q1 2024
Reduced 9.18%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
4,163
shares
|
$285,623
0.15% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$279,997
0.01% of portfolio
|
Q3 2024
Reduced 80.98%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,735
shares
|
$256,258
0.02% of portfolio
|
Q2 2023
Reduced 25.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,634
shares
|
$249,328
0.01% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,243
shares
|
$222,502
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,044
shares
|
$71,628
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
975
shares
|
$66,894
0.0% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
650
shares
|
$44,596
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
444
shares
|
$30,462
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
433
shares
|
$29,708
0.0% of portfolio
|
Q4 2023
Added 1.41%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
300
shares
|
$20,583
0.0% of portfolio
|
Q2 2024
New holding
|