Valley National Advisers Inc Sells in Q3 2024

Valley National Advisers Inc

  • $554 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
-347
- 23.98%
$225.92 - $271.17 $78.4K - $94.1K
1.1K $298K
MRNA
Moderna, Inc.

Healthcare
-90
- 18.6%
$63.64 - $125.14 $5.73K - $11.3K
394 $26K
TGT
Target Corp

Consumer Defensive
-243
- 27.8%
$133.47 - $159.25 $32.4K - $38.7K
631 $98K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.14K
- 27.64%
$32.04 - $37.11 $36.6K - $42.3K
2.99K $108K
TT
Trane Technologies PLC

Industrials
-435
- 18.72%
$314.21 - $388.71 $137K - $169K
1.89K $734K
D
Dominion Energy, Inc

Utilities
-903
- 36.06%
$48.01 - $58.53 $43.4K - $52.9K
1.6K $92K
SO
Southern CO

Utilities
-405
- 76.27%
$77.0 - $90.52 $31.2K - $36.7K
126 $11K
OKE
Oneok Inc

Energy
-428
- 41.84%
$78.62 - $95.27 $33.6K - $40.8K
595 $54K
SQ
Block, Inc.

Technology
-453
- 59.68%
$57.21 - $72.07 $25.9K - $32.6K
306 $20K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-180
- 92.31%
$143.74 - $174.11 $25.9K - $31.3K
15 $2K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-126
- 35.9%
$124.33 - $156.75 $15.7K - $19.8K
225 $28K
DOW
Dow Inc.

Basic Materials
-529
- 73.88%
$50.15 - $55.41 $26.5K - $29.3K
187 $10K
XLF
Financial Sector Spdr

ETFs
-700
- 61.51%
$40.84 - $45.74 $28.6K - $32K
438 $19K
MET
Metlife Inc

Financial Services
-466
- 46.55%
$67.96 - $82.48 $31.7K - $38.4K
535 $44K
DAL
Delta Air Lines, Inc.

Industrials
-545
- 63.74%
$37.32 - $51.8 $20.3K - $28.2K
310 $15K
COIN
Coinbase Global, Inc.

Technology
-71
- 25.63%
$147.09 - $265.15 $10.4K - $18.8K
206 $36K
ADSK
Autodesk, Inc.

Technology
-103
- 86.55%
$245.83 - $245.83 $25.3K - $25.3K
16 $4K
DFS
Discover Financial Services

Financial Services
-190
- 67.14%
$123.41 - $144.72 $23.4K - $27.5K
93 $12K
TMUS
T Mobile Us, Inc.

Communication Services
-143
- 79.89%
$175.14 - $206.36 $25K - $29.5K
36 $7K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.71K
- 10.31%
$57.47 - $62.76 $98.5K - $108K
14.9K $933K
C
Citigroup Inc

Financial Services
-373
- 51.17%
$56.11 - $67.61 $20.9K - $25.2K
356 $22K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.03K
- 28.51%
$23.75 - $23.75 $24.5K - $24.5K
2.58K $62K
VZ
Verizon Communications Inc

Communication Services
-2.29K
- 10.66%
$38.89 - $45.0 $89.2K - $103K
19.2K $862K
DXCM
Dexcom Inc

Healthcare
-152
- 56.72%
$64.0 - $116.06 $9.73K - $17.6K
116 $7K
FDX
Fedex Corp

Industrials
-66
- 56.41%
$254.64 - $313.52 $16.8K - $20.7K
51 $13K
PLD
Prologis, Inc.

Real Estate
-195
- 80.91%
$111.95 - $132.43 $21.8K - $25.8K
46 $5K
WELL
Welltower Inc.

Real Estate
-325
- 39.16%
$104.0 - $129.74 $33.8K - $42.2K
505 $64K
SLB
Schlumberger Limited

Energy
-334
- 22.74%
$39.57 - $49.67 $13.2K - $16.6K
1.14K $47K
AMT
American Tower Corp

Real Estate
-123
- 61.81%
$192.27 - $242.73 $23.6K - $29.9K
76 $17K
BBY
Best Buy CO Inc

Consumer Cyclical
-290
- 60.92%
$80.23 - $103.29 $23.3K - $30K
186 $19K
TXN
Texas Instruments Inc

Technology
-135
- 21.03%
$194.6 - $194.6 $26.3K - $26.3K
507 $104K
MPC
Marathon Petroleum Corp

Energy
-84
- 17.54%
$158.61 - $180.75 $13.3K - $15.2K
395 $64K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-39
- 24.22%
$460.0 - $505.78 $17.9K - $19.7K
122 $56K
FDS
Factset Research Systems Inc

Financial Services
-47
- 88.68%
$397.04 - $469.48 $18.7K - $22.1K
6 $2K
TSCO
Tractor Supply CO

Consumer Cyclical
-82
- 26.37%
$251.95 - $290.93 $20.7K - $23.9K
229 $66K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-288
- 70.94%
$63.82 - $70.54 $18.4K - $20.3K
118 $8K
CL
Colgate Palmolive CO

Consumer Defensive
-251
- 20.29%
$95.54 - $108.77 $24K - $27.3K
986 $102K
HPE
Hewlett Packard Enterprise CO

Technology
-755
- 34.68%
$16.1 - $21.44 $12.2K - $16.2K
1.42K $29K
ROBO
Robo Global Robotics And Autom

ETFs
-307
- 34.97%
$50.56 - $58.65 $15.5K - $18K
571 $32K
STX
Seagate Technology Holdings PLC

Technology
-173
- 34.53%
$92.1 - $110.76 $15.9K - $19.2K
328 $35K
CI
Cigna Corp

Healthcare
-81
- 9.9%
$319.12 - $367.1 $25.8K - $29.7K
737 $255K
IBB
Ishares Biotechnology ETF

ETFs
-341
- 8.26%
$135.09 - $149.47 $46.1K - $51K
3.79K $551K
SPGI
S&P Global Inc.

Financial Services
-35
- 87.5%
$446.32 - $527.38 $15.6K - $18.5K
5 $2K
DUK
Duke Energy Corp

Utilities
-367
- 20.29%
$99.35 - $117.71 $36.5K - $43.2K
1.44K $166K
LNG
Cheniere Energy, Inc.

Energy
-107
- 12.06%
$172.24 - $186.09 $18.4K - $19.9K
780 $140K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-150
- 28.85%
$113.41 - $125.62 $17K - $18.8K
370 $46K
MNST
Monster Beverage Corp

Consumer Defensive
-269
- 66.92%
$45.01 - $52.47 $12.1K - $14.1K
133 $6K
IDXX
Idexx Laboratories Inc

Healthcare
-30
- 62.5%
$455.08 - $517.19 $13.7K - $15.5K
18 $9K
SPG
Simon Property Group Inc

Real Estate
-112
- 35.67%
$146.09 - $170.11 $16.4K - $19.1K
202 $34K
Activity Summary
Buys All Purchases 96 New Holdings 18 Increased Positions 78 Sells All Sells 432 Reductions 432 Sold out 0 Options Calls 0 Puts 0
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