Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / VCSHS US EQ INCM
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Number of holders
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2
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Total 13F shares, excl. options
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2.19K
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Shares change
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-9.75K
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Total reported value, excl. options
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$124K
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Value change
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-$553K
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Number of buys
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1
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Number of sells
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-1
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Price
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$56.61
Significant Holders of VICTORY PORTFOLIOS II - VCSHS US EQ INCM (CDC) as of Q4 2023
2 filings reported holding CDC - VICTORY PORTFOLIOS II - VCSHS US EQ INCM as of Q4 2023.
VICTORY PORTFOLIOS II - VCSHS US EQ INCM (CDC) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.19K shares
.
Largest 10 shareholders include MORGAN STANLEY (1.34M shares), LPL Financial LLC (1.1M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.1M shares), Raymond James Financial Services Advisors, Inc. (885K shares), AMERIPRISE FINANCIAL INC (712K shares), BANK OF AMERICA CORP /DE/ (675K shares), ROYAL BANK OF CANADA (667K shares), SILVER OAK SECURITIES, INCORPORATED (558K shares), UBS Group AG (348K shares), and AVANTAX ADVISORY SERVICES, INC. (302K shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.