Institutional Ownership Victory Portfolios Ii Victorys (USVM)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USVM). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $244 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
1,149,438
shares
|
$105 Million
0.1% of portfolio
|
Q1 2024
Reduced 17.93%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,099,484
shares
|
$101 Million
0.21% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
215,667
shares
|
$19.7 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
92,461
shares
|
$8.46 Million
2.08% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
26,877
shares
|
$2.46 Million
0.85% of portfolio
|
Q3 2024
Added 138.1%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
25,450
shares
|
$2.33 Million
0.94% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,782
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
14,309
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 26.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,362
shares
|
$582,123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
4,153
shares
|
$379,999
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,410
shares
|
$312,015
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,146
shares
|
$196,359
0.0% of portfolio
|
Q3 2024
Reduced 59.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,337
shares
|
$122,335
0.0% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
938
shares
|
$85,827
0.0% of portfolio
|
Q3 2024
Added 1776.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
688
shares
|
$62,952
0.0% of portfolio
|
Q3 2024
Added 165.64%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
593
shares
|
$54,259
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
59
shares
|
$5,398
0.0% of portfolio
|
Q2 2022
Added 1.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|