Creative Planning Valley National Bancorp Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Valley National Bancorp stock. As of the latest transaction made, Creative Planning holds 108,445 shares of VLY stock, worth $1.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

108,445

Previous 161,224 32.74%

Holding current value

$1.06 Million

Previous $1.43 Million 32.45%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$7.87 - $9.2 $415,370 - $485,566	-52,779 Reduced 32.74%	108,445 $968,000
Q1 2025 May 15, 2025	BUY	$8.56 - $10.42 $471,014 - $573,360	55,025 Added 51.81%	161,224 $1.43 Million
Q4 2024 Feb 14, 2025	BUY	$8.7 - $10.78 $370,045 - $458,516	42,534 Added 66.81%	106,199 $962,000
Q3 2024 Oct 11, 2024	BUY	$6.58 - $9.34 $97,344 - $138,175	14,794 Added 30.27%	63,665 $576,000
Q2 2024 Aug 15, 2024	SELL	$6.52 - $8.02 $205,549 - $252,838	-31,526 Reduced 39.21%	48,871 $341,000
Q1 2024 May 10, 2024	SELL	$7.43 - $10.8 $108,269 - $157,377	-14,572 Reduced 15.34%	80,397 $639,000
Q4 2023 Feb 14, 2024	BUY	$7.71 - $11.1 $134,462 - $193,584	17,440 Added 22.49%	94,969 $1.03 Million
Q3 2023 Nov 16, 2023	BUY	$7.63 - $10.3 $86,486 - $116,750	11,335 Added 17.12%	77,529 $663,000
Q2 2023 Jul 21, 2023	BUY	$6.59 - $9.38 $302,902 - $431,142	45,964 Added 227.21%	66,194 $513,000
Q1 2023 May 15, 2023	BUY	$9.06 - $12.59 $55,157 - $76,647	6,088 Added 43.05%	20,230 $186,000
Q4 2022 Feb 10, 2023	SELL	$10.96 - $12.92 $36,058 - $42,506	-3,290 Reduced 18.87%	14,142 $159,000
Q3 2022 Nov 03, 2022	BUY	$10.14 - $27.82 $74,630 - $204,755	7,360 Added 73.07%	17,432 $188,000
Q2 2022 Aug 15, 2022	BUY	$10.34 - $13.04 $102,510 - $129,278	9,914 Added 6274.68%	10,072 $105,000
Q1 2022 May 16, 2022	BUY	$12.91 - $15.02 $2,039 - $2,373	158 New	158 $2,000
Q2 2021 Aug 04, 2021	SELL	$12.91 - $14.63 $188,602 - $213,729	-14,609 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$9.74 - $14.37 $33,184 - $48,958	3,407 Added 30.41%	14,609 $201,000
Q4 2020 Jan 29, 2021	BUY	$6.9 - $10.09 $77,293 - $113,028	11,202 New	11,202 $109,000
Q2 2019 Jul 26, 2019	SELL	$9.75 - $10.78 $105,816 - $116,995	-10,853 Closed	0 $0
Q1 2019 Apr 24, 2019	SELL	$9.0 - $10.73 $12,447 - $14,839	-1,383 Reduced 11.3%	10,853 $104,000
Q4 2018 Feb 01, 2019	SELL	$8.45 - $11.51 $168,129 - $229,014	-19,897 Reduced 61.92%	12,236 $109,000
Q3 2018 Oct 25, 2018	SELL	$11.25 - $13.04 $61,998 - $71,863	-5,511 Reduced 14.64%	32,133 $361,000
Q2 2018 Jul 20, 2018	SELL	$11.91 - $13.26 $434,179 - $483,393	-36,455 Reduced 49.2%	37,644 $458,000
Q1 2018 Apr 18, 2018	BUY	$11.25 - $13.28 $668,902 - $789,602	59,458 Added 406.11%	74,099 $923,000
Q4 2017 Jan 17, 2018	BUY	$11.0 - $12.17 $6,193 - $6,851	563 Added 4.0%	14,641 $164,000
Q3 2017 Oct 17, 2017	BUY	$10.71 - $12.05 $150,775 - $169,639	14,078	14,078 $170,000

Others Institutions Holding VLY

# of Institutions

433

Shares Held

401M

Call Options Held

404K

Put Options Held

489K

View Full List

About VALLEY NATIONAL BANCORP

Ticker VLY
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 506,351,008
Market Cap $4.94B
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,...

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Creative Planning Valley National Bancorp Transaction History