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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
12,088
shares
|
$716,697
0.05% of portfolio
|
Q3 2024
Added 20.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,504
shares
|
$563,492
0.0% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,046
shares
|
$536,337
0.0% of portfolio
|
Q3 2024
Added 1875.11%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
8,319
shares
|
$493,233
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,106
shares
|
$480,604
0.0% of portfolio
|
Q2 2024
Added 91.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
6,791
shares
|
$402,638
0.0% of portfolio
|
Q3 2024
Reduced 90.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,458
shares
|
$382,894
0.0% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,867
shares
|
$347,854
0.02% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,774
shares
|
$342,340
0.0% of portfolio
|
Q3 2024
Reduced 36.63%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,747
shares
|
$340,739
0.0% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,615
shares
|
$332,913
0.0% of portfolio
|
Q3 2024
Reduced 48.48%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,323
shares
|
$315,600
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,719
shares
|
$279,789
0.02% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,668
shares
|
$276,765
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,962
shares
|
$234,906
0.01% of portfolio
|
Q1 2021
Reduced 68.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,801
shares
|
$225,361
0.01% of portfolio
|
Q3 2024
Reduced 32.28%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,510
shares
|
$89,527
0.05% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,240
shares
|
$73,519
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,118
shares
|
$66,286
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
1,029
shares
|
$61,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
914
shares
|
$54,191
0.0% of portfolio
|
Q3 2024
Reduced 17.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
570
shares
|
$33,795
0.0% of portfolio
|
Q2 2024
Added 229.48%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
563
shares
|
$33,380
0.0% of portfolio
|
Q2 2022
Reduced 21.48%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
504
shares
|
$29,882
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
500
shares
|
$29,645
0.02% of portfolio
|
Q2 2024
New holding
|