A detailed history of Warren Averett Asset Management, LLC transactions in Valley National Bancorp stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 18,597 shares of VLY stock, worth $201,033. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,597
Previous 16,065 15.76%
Holding current value
$201,033
Previous $143,000 37.76%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025

BUY
$9.18 - $11.1 $23,243 - $28,105
2,532 Added 15.76%
18,597 $197,000
Q2 2025

Aug 14, 2025

BUY
$7.87 - $9.2 $18,801 - $21,978
2,389 Added 17.47%
16,065 $143,000
Q1 2025

May 15, 2025

BUY
$8.56 - $10.42 $5,623 - $6,845
657 Added 5.05%
13,676 $121,000
Q4 2024

Feb 14, 2025

BUY
$8.7 - $10.78 $113,265 - $140,344
13,019 New
13,019 $117,000

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 $5.47B
  • 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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