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 388,242 shares, which have been reported (via 13F filing form) to have a value of $27.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tap Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
91,285
shares
|
$6.5 Million
1.35% of portfolio
|
Q2 2024
Added 9.85%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
54,802
shares
|
$3.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
Yousif Capital Management, LLC
|
Jul 31, 2024 Q2 2024 |
51,302
shares
|
$3.65 Million
0.04% of portfolio
|
Q1 2024
Reduced 7.9%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
44,828
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2024
Added 2.17%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
42,128
shares
|
$3 Million
0.0% of portfolio
|
Q2 2024
Added 1108.49%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
27,178
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
21,573
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
13,161
shares
|
$937,326
0.0% of portfolio
|
Q2 2024
Added 27.25%
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
10,650
shares
|
$758,493
0.09% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
7,978
shares
|
$568,193
0.0% of portfolio
|
Q2 2024
Added 73.93%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
6,508
shares
|
$463,499
0.0% of portfolio
|
Q2 2022
Added 304.98%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
4,543
shares
|
$323,552
0.0% of portfolio
|
Q2 2024
Reduced 14.02%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
3,691
shares
|
$262,873
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
3,688
shares
|
$262,659
0.0% of portfolio
|
Q2 2024
Added 15.29%
|
|
Private Client Services, LLC
Louisville, KY |
Jul 29, 2024 Q2 2024 |
3,086
shares
|
$219,784
0.13% of portfolio
|
Q2 2024
New holding
|
|
Albion Financial Group
|
Jul 10, 2024 Q2 2024 |
780
shares
|
$55,551
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
600
shares
|
$42,732
0.0% of portfolio
|
Q2 2024
Added 42.52%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
266
shares
|
$18,944
0.01% of portfolio
|
Q4 2022
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
150
shares
|
$10,683
0.0% of portfolio
|
Q4 2023
Reduced 34.78%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
45
shares
|
$3,204
0.0% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|