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 61 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $81.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
189,673
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.12%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
157,172
shares
|
$9.32 Million
0.04% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
121,553
shares
|
$7.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
108,392
shares
|
$6.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
79,127
shares
|
$4.69 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
68,399
shares
|
$4.06 Million
0.73% of portfolio
|
Q3 2024
Reduced 33.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
67,737
shares
|
$4.02 Million
0.12% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
55,671
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
41,047
shares
|
$2.43 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
39,190
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
36,395
shares
|
$2.16 Million
0.4% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,123
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,758
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.5%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
27,234
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
26,400
shares
|
$1.57 Million
0.59% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
24,785
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
21,323
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
17,500
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 218.18%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
17,287
shares
|
$1.02 Million
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,202
shares
|
$960,616
0.0% of portfolio
|
Q3 2024
Added 20.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
16,188
shares
|
$959,786
0.01% of portfolio
|
Q3 2024
Added 56.71%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
15,988
shares
|
$947,928
0.6% of portfolio
|
Q3 2024
Added 53.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,517
shares
|
$920,002
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,335
shares
|
$909,212
0.0% of portfolio
|
Q3 2024
Reduced 70.16%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
14,155
shares
|
$839,249
0.49% of portfolio
|
Q3 2024
Reduced 5.48%
|