Institutional Ownership Victory Portfolios Ii Shs Us S (CSA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us S (CSA). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 395,798 shares, which have been reported (via 13F filing form) to have a value of $30.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
96,137
shares
|
$7.34 Million
1.45% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
51,302
shares
|
$3.91 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
51,302
shares
|
$3.91 Million
0.04% of portfolio
|
Q1 2024
Reduced 7.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
47,130
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
38,350
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 41.11%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
31,544
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
20,252
shares
|
$1.55 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
12,391
shares
|
$945,433
0.0% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,800
shares
|
$900,340
0.0% of portfolio
|
Q3 2024
Added 47.91%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
10,725
shares
|
$818,317
0.1% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,508
shares
|
$496,560
0.0% of portfolio
|
Q2 2022
Added 304.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,904
shares
|
$374,175
0.0% of portfolio
|
Q3 2024
Added 32.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,548
shares
|
$347,012
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,594
shares
|
$274,222
0.14% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,568
shares
|
$272,238
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
780
shares
|
$59,514
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
602
shares
|
$45,932
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
166
shares
|
$12,665
0.01% of portfolio
|
Q3 2024
Reduced 37.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
150
shares
|
$11,445
0.0% of portfolio
|
Q4 2023
Reduced 34.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
45
shares
|
$3,433
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|