Institutional Ownership Victory Portf Ii Shs Us Disc E (CSF)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Disc E (CSF). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 529,828 shares, which have been reported (via 13F filing form) to have a value of $29.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,123
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
95,873
shares
|
$5.46 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
87,713
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
48,208
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
46,213
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
45,949
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
39,971
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,600
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 138.75%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,713
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2022
Added 1.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
23,291
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
19,861
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.77%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
16,991
shares
|
$967,127
0.53% of portfolio
|
Q2 2023
Reduced 57.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
16,754
shares
|
$953,637
0.0% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
14,300
shares
|
$813,956
0.01% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
7,975
shares
|
$453,937
0.0% of portfolio
|
Q3 2024
Reduced 79.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
4,497
shares
|
$255,969
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,120
shares
|
$63,750
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
893
shares
|
$50,829
0.01% of portfolio
|
Q2 2023
Added 46.39%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
691
shares
|
$39,331
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
488
shares
|
$27,776
0.01% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
331
shares
|
$18,840
0.0% of portfolio
|
Q3 2024
Added 94.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
146
shares
|
$8,310
0.0% of portfolio
|
Q3 2024
Reduced 34.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|