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 21 institutions that hold shares in the stock, with a total of 600,483 shares, which have been reported (via 13F filing form) to have a value of $33.8 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
|
$5.59 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
|
$5.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
85,568
shares
|
$4.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
49,086
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
47,543
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
45,949
shares
|
$2.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
43,373
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
37,217
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,713
shares
|
$1.51 Million
0.03% of portfolio
|
Q4 2022
Added 1.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
24,245
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,760
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
16,991
shares
|
$957,612
0.53% of portfolio
|
Q2 2023
Reduced 57.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
14,384
shares
|
$810,682
0.0% of portfolio
|
Q4 2024
Reduced 14.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
13,613
shares
|
$767,228
0.0% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,038
shares
|
$453,021
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
4,497
shares
|
$253,450
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
4,279
shares
|
$241,164
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,120
shares
|
$63,123
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
893
shares
|
$50,329
0.01% of portfolio
|
Q2 2023
Added 46.39%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
691
shares
|
$38,944
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
146
shares
|
$8,228
0.0% of portfolio
|
Q3 2024
Reduced 34.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|