A detailed history of Concurrent Investment Advisors, LLC transactions in Valley National Bancorp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 20,135 shares of VLY stock, worth $205,779. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,135
Previous 20,005 0.65%
Holding current value
$205,779
Previous $179 Million 19.47%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$9.18 - $11.1 $1,193 - $1,443
130 Added 0.65%
20,135 $213 Million
Q2 2025

Jul 25, 2025

BUY
$7.87 - $9.2 $1,054 - $1,232
134 Added 0.67%
20,005 $179 Million
Q1 2025

Apr 29, 2025

SELL
$8.56 - $10.42 $1,189 - $1,448
-139 Reduced 0.69%
19,871 $177 Million
Q4 2024

Feb 03, 2025

SELL
$8.7 - $10.78 $6,524 - $8,084
-750 Reduced 3.61%
20,010 $181 Million
Q1 2024

May 07, 2024

BUY
$7.43 - $10.8 $6,605 - $9,601
889 Added 4.47%
20,760 $165 Million
Q4 2023

Apr 15, 2024

BUY
$7.71 - $11.1 $153,205 - $220,568
19,871 New
19,871 $216 Million

Others Institutions Holding VLY

About VALLEY NATIONAL BANCORP


  • Ticker VLY
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 506,351,008
  • Market Cap $5.17B
  • Description
  • Valley National Bancorp operates as the holding company for Valley National Bank that provides various commercial, retail, insurance, and wealth management financial services products. It operates through Commercial Lending, Consumer Lending, and Investment Management segments. The company offers non-interest bearing, savings, NOW, money market,...
More about VLY
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