Institutional Ownership Victory Portf Ii Shs Us Small (CSB)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Small (CSB). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 1.4 Million shares, which have been reported (via 13F filing form) to have a value of $74.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
237,011
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2024
Added 2.39%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
175,227
shares
|
$9.32 Million
0.0% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
142,470
shares
|
$7.58 Million
0.04% of portfolio
|
Q1 2024
Added 1.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
127,526
shares
|
$6.78 Million
0.0% of portfolio
|
Q1 2024
Added 5.35%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
79,110
shares
|
$4.21 Million
0.0% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
74,547
shares
|
$3.97 Million
0.0% of portfolio
|
Q1 2024
Added 118.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
62,617
shares
|
$3.33 Million
0.01% of portfolio
|
Q1 2024
Added 5.36%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
51,628
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
48,449
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
45,094
shares
|
$2.4 Million
0.09% of portfolio
|
Q1 2024
Added 4.86%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
42,618
shares
|
$2.27 Million
0.02% of portfolio
|
Q1 2024
Reduced 21.33%
|
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
42,081
shares
|
$2.24 Million
0.56% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
30,613
shares
|
$1.63 Million
0.37% of portfolio
|
Q1 2024
Added 10.21%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
26,953
shares
|
$1.43 Million
0.14% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
24,984
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Accel Wealth Management
|
Apr 19, 2024 Q1 2024 |
22,633
shares
|
$1.2 Million
0.55% of portfolio
|
Q1 2024
Reduced 7.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
20,073
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2023
Reduced 8.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
16,088
shares
|
$855,720
0.0% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Pacific Sun Financial Corp
|
May 01, 2024 Q1 2024 |
15,875
shares
|
$844,391
0.56% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
7,452
shares
|
$396,371
0.0% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
7,236
shares
|
$384,882
0.0% of portfolio
|
Q1 2024
Reduced 23.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
7,009
shares
|
$372,808
0.0% of portfolio
|
Q1 2024
Reduced 31.34%
|
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
6,492
shares
|
$345,309
0.03% of portfolio
|
Q1 2024
Reduced 63.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
6,087
shares
|
$323,767
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
6,051
shares
|
$321,852
0.0% of portfolio
|
Q1 2024
Reduced 87.15%
|
|