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
TDOC
Teladoc Health, Inc.

Healthcare
-75
- 17.61%
$6.79 - $10.09 $509 - $757
351 $3K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-16
- 10.88%
$104.47 - $116.17 $1.67K - $1.86K
131 $14K
CFG
Citizens Financial Group Inc

Financial Services
-90
- 12.95%
$35.24 - $43.24 $3.17K - $3.89K
605 $24K
NCR
Ncr Corp

Technology
-93
- 26.05%
N/A
264 $7K
LIT
Global X Fds Global X Lithium

ETFs
-75
- 17.61%
$35.01 - $43.59 $2.63K - $3.27K
351 $15K
LNC
Lincoln National Corp

Financial Services
-45
- 8.26%
$28.71 - $34.05 $1.29K - $1.53K
500 $15K
DD
Du Pont De Nemours, Inc.

Basic Materials
-42
- 19.91%
$77.22 - $89.49 $3.24K - $3.76K
169 $15K
AWK
American Water Works Company, Inc.

Utilities
-70
- 13.41%
$127.76 - $149.9 $8.94K - $10.5K
452 $66K
Corpay Inc
-4
- 20.0%
N/A
16 $5K
TDIV
First Trust Nasdaq Technology

ETFs
-41
- 7.58%
$70.51 - $81.07 $2.89K - $3.32K
500 $40K
IR
Ingersoll Rand Inc.

Industrials
-60
- 8.52%
$86.9 - $100.4 $5.21K - $6.02K
644 $63K
CG
Carlyle Group Inc.

Financial Services
-20
- 8.37%
$37.24 - $49.74 $745 - $995
219 $9K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-20
- 40.0%
$36.07 - $43.12 $721 - $862
30 $1K
MKC
Mccormick & CO Inc

Consumer Defensive
-35
- 14.89%
$69.44 - $84.76 $2.43K - $2.97K
200 $16K
NOK
Nokia Corp

Technology
-170
- 7.13%
$3.62 - $4.48 $615 - $762
2.21K $9K
UGI
Ugi Corp

Utilities
-93
- 10.83%
$22.23 - $25.05 $2.07K - $2.33K
766 $19K
STAG
Stag Industrial, Inc.

Real Estate
-35
- 6.54%
$35.42 - $40.98 $1.24K - $1.43K
500 $19K
BIDU
Baidu, Inc.

Communication Services
-5
- 33.33%
$81.0 - $105.29 $405 - $526
10 $1K
ICE
Intercontinental Exchange, Inc.

Financial Services
-69
- 14.65%
$136.93 - $162.81 $9.45K - $11.2K
402 $64K
SNX
Td Synnex Corp

Technology
-14
- 6.48%
$109.37 - $122.34 $1.53K - $1.71K
202 $24K
JD
Jd.Com, Inc.

Consumer Cyclical
-23
- 37.1%
$24.95 - $40.01 $574 - $920
39 $1K
BEPC
Brookfield Renewable Corp

Utilities
-25
- 9.65%
$26.92 - $32.89 $673 - $822
234 $7K
Serve Robotics Inc
-1.5K
- 75.0%
N/A
500 $3K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-31
- 10.88%
$138.85 - $182.81 $4.3K - $5.67K
254 $45K
Solventum Corp
-45
- 16.42%
N/A
229 $15K
SJM
J M Smucker CO

Consumer Defensive
-25
- 9.12%
$109.12 - $122.4 $2.73K - $3.06K
249 $30K
NJR
New Jersey Resources Corp

Utilities
-15
- 4.46%
$42.03 - $48.02 $630 - $720
321 $15K
IXUS
Ishares Tr

ETFs
-23
- 3.75%
$64.9 - $73.35 $1.49K - $1.69K
590 $42K
FFIC
Flushing Financial Corp

Financial Services
-15
- 2.91%
$12.48 - $16.67 $187 - $250
500 $7K
UHS
Universal Health Services Inc

Healthcare
-4
- 7.14%
$178.68 - $241.52 $715 - $966
52 $11K
LAMR
Lamar Advertising CO

Real Estate
-5
- 6.25%
$110.9 - $135.58 $555 - $678
75 $10K
CMA
Comerica Inc

Financial Services
-48
- 9.43%
$49.93 - $61.49 $2.4K - $2.95K
461 $27K
CLX
Clorox CO

Consumer Defensive
-30
- 10.99%
$131.73 - $166.97 $3.95K - $5.01K
243 $39K
OFC
Corporate Office Properties Trust

Real Estate
-20
- 3.85%
N/A
500 $15K
WMK
Weis Markets Inc

Consumer Defensive
-25
- 4.76%
$62.09 - $75.45 $1.55K - $1.89K
500 $34K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-9
- 7.38%
$72.18 - $107.33 $650 - $966
113 $11K
MMM
3 M CO

Industrials
-232
- 21.89%
$99.69 - $139.42 $23.1K - $32.3K
828 $113K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-28
- 1.5%
$84.81 - $93.54 $2.37K - $2.62K
1.84K $169K
PARA
Paramount Global

Communication Services
-229
- 0.7%
$9.98 - $11.95 $2.29K - $2.74K
32.4K $344K
AXON
Axon Enterprise, Inc.

Industrials
-1
- 1.79%
$286.16 - $399.6 $286 - $400
55 $21K
TFC
Truist Financial Corp

Financial Services
-791
- 7.98%
$38.22 - $44.94 $30.2K - $35.5K
9.12K $389K
CF
Cf Industries Holdings, Inc.

Basic Materials
-10
- 1.96%
$69.38 - $85.8 $694 - $858
500 $42K
WEC
Wec Energy Group, Inc.

Utilities
-5
- 1.46%
$77.68 - $96.19 $388 - $481
338 $32K
VV
Vanguard Large Cap ETF

ETFs
-95
- 4.15%
$236.92 - $263.4 $22.5K - $25K
2.19K $577K
IRM
Iron Mountain Inc

Real Estate
-140
- 17.61%
$89.69 - $119.32 $12.6K - $16.7K
655 $77K
Brookfield Infrastructure CO
-10
- 1.32%
N/A
750 $32K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-120
- 6.96%
$125.95 - $142.04 $15.1K - $17K
1.6K $227K
FNDA
Schwab Fundamental U S Small C

ETFs
-2
- 0.1%
$54.26 - $60.01 $109 - $120
2.06K $122K
XLY
Select Sector Spdr Consumer Di

ETFs
-11
- 1.86%
$170.05 - $200.86 $1.87K - $2.21K
580 $116K
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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