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 68 institutions that hold shares in the stock, with a total of 3.77 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
736,566
shares
|
$66.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
441,946
shares
|
$39.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
283,198
shares
|
$25.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
278,370
shares
|
$25.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
250,502
shares
|
$22.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
238,056
shares
|
$21.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
148,889
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Added 33.89%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
132,755
shares
|
$12 Million
0.07% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
125,988
shares
|
$11.4 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
116,645
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
116,129
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
81,208
shares
|
$7.33 Million
1.44% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
77,201
shares
|
$6.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
65,314
shares
|
$5.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
65,029
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
51,911
shares
|
$4.68 Million
0.71% of portfolio
|
Q1 2023
Reduced 0.67%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
51,357
shares
|
$4.63 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
50,801
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
49,360
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,063
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
36,853
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
34,972
shares
|
$3.16 Million
0.13% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
27,598
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,608
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 71.83%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
21,700
shares
|
$1.96 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.59%
|