Sax Wealth Advisors, LLC Valley National Bancorp Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Valley National Bancorp stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 22,481 shares of VLY stock, worth $213,119. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,481

Previous 23,292 3.48%

Holding current value

$213,119

Previous $207,000 3.38%

% of portfolio

0.01%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$7.87 - $9.2 $6,382 - $7,461	-811 Reduced 3.48%	22,481 $200,000
Q1 2025 May 14, 2025	SELL	$8.56 - $10.42 $6,625 - $8,065	-774 Reduced 3.22%	23,292 $207,000
Q4 2024 Jan 15, 2025	SELL	$8.7 - $10.78 $869 - $1,078	-100 Reduced 0.41%	24,066 $218,000
Q3 2024 Oct 17, 2024	SELL	$6.58 - $9.34 $13,363 - $18,969	-2,031 Reduced 7.75%	24,166 $218,000
Q2 2024 Jul 12, 2024	SELL	$6.52 - $8.02 $28,629 - $35,215	-4,391 Reduced 14.36%	26,197 $182,000
Q1 2024 May 13, 2024	BUY	$7.43 - $10.8 $33,167 - $48,211	4,464 Added 17.09%	30,588 $243,000
Q3 2023 Nov 07, 2023	SELL	$7.63 - $10.3 $11,826 - $15,965	-1,550 Reduced 5.6%	26,124 $223,000
Q2 2023 Aug 10, 2023	BUY	$6.59 - $9.38 $8,837 - $12,578	1,341 Added 5.09%	27,674 $214,000
Q1 2023 May 05, 2023	BUY	$9.06 - $12.59 $2,074 - $2,883	229 Added 0.88%	26,333 $243,000
Q4 2022 Feb 06, 2023	BUY	$10.96 - $12.92 $46,196 - $54,457	4,215 Added 19.26%	26,104 $295,000
Q3 2022 Nov 08, 2022	BUY	$10.14 - $27.82 $23,727 - $65,098	2,340 Added 11.97%	21,889 $236,000
Q2 2022 Aug 11, 2022	BUY	$10.34 - $13.04 $206 - $260	20 Added 0.1%	19,549 $204,000
Q1 2022 Apr 20, 2022	SELL	$12.91 - $15.02 $1,110 - $1,291	-86 Reduced 0.44%	19,529 $254,000
Q4 2021 Feb 07, 2022	BUY	$13.04 - $14.82 $20,159 - $22,911	1,546 Added 8.56%	19,615 $270,000
Q3 2021 Dec 10, 2021	BUY	$11.8 - $13.61 $1,026 - $1,184	87 Added 0.48%	18,069 $240,000
Q2 2021 Aug 12, 2021	SELL	$12.91 - $14.63 $7,294 - $8,265	-565 Reduced 3.05%	17,982 $241,000
Q1 2021 May 14, 2021	SELL	$9.74 - $14.37 $4,042 - $5,963	-415 Reduced 2.19%	18,547 $255,000
Q4 2020 Feb 16, 2021	BUY	$6.9 - $10.09 $130,837 - $191,326	18,962 New	18,962 $185,000

Others Institutions Holding VLY

# of Institutions

420

Shares Held

390M

Call Options Held

413K

Put Options Held

491K

View Full List

About VALLEY NATIONAL BANCORP

Ticker VLY
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 506,351,008
Market Cap $4.8B
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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Sax Wealth Advisors, LLC Valley National Bancorp Transaction History