Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 3.94 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
816,569
shares
|
$70.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.76%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
465,300
shares
|
$40 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
308,515
shares
|
$26.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
282,877
shares
|
$24.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
278,402
shares
|
$23.9 Million
0.09% of portfolio
|
Q2 2024
Added 0.33%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
264,235
shares
|
$22.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
132,562
shares
|
$11.4 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
127,654
shares
|
$11 Million
1.6% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
120,367
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2024
Added 2.7%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
116,478
shares
|
$10 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
111,204
shares
|
$9.56 Million
0.01% of portfolio
|
Q2 2024
Added 89.79%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
86,701
shares
|
$7.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.64%
|
|
Tap Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
77,914
shares
|
$6.7 Million
1.36% of portfolio
|
Q2 2024
Added 9.57%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
71,195
shares
|
$6.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.5%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
69,933
shares
|
$6.01 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
52,311
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2024
Added 2.53%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
51,911
shares
|
$4.46 Million
0.71% of portfolio
|
Q1 2023
Reduced 0.67%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
51,420
shares
|
$4.42 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
49,587
shares
|
$4.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
47,852
shares
|
$4.11 Million
0.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
41,787
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2024
Added 170.34%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
35,695
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2023
New holding
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
32,778
shares
|
$2.82 Million
0.12% of portfolio
|
Q2 2024
Added 2.41%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
27,600
shares
|
$2.37 Million
0.01% of portfolio
|
Q2 2024
Added 3.83%
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
22,050
shares
|
$1.9 Million
0.23% of portfolio
|
Q2 2024
Added 3.71%
|