Latest Institutional Transactions on Valley National Bancorp (VLY)
This table provides information on the latest institutional transactions involving Valley National Bancorp (VLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2K+ 16.0% |
$20.3K - $55.6K
|
14.5K
$148K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4.73KNew |
$47.9K - $131K
|
4.73K
$48.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
1.21KNew |
$12.2K - $33.6K
|
1.21K
$12.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
70.7KNew |
$716K - $1.97M
|
70.7K
$720K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.5KNew |
$35.5K - $97.5K
|
3.5K
$35.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.5K+ 18.42% |
$35.5K - $97.4K
|
22.5K
$229K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-800- 2.25% |
$8.11K - $22.3K
|
34.8K
$355K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.11K- 10.56% |
$11.3K - $30.9K
|
9.4K
$95.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
16.1KNew |
$163K - $447K
|
16.1K
$164K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-151Closed |
$1.56K - $1.97K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.65KClosed |
$17.1K - $21.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-124Closed |
$1.28K - $1.62K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11KNew |
$113K - $143K
|
11K
$112K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-18Closed |
$186 - $235
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
15.6KNew |
$162K - $204K
|
15.6K
$159K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-35.5KClosed |
$367K - $463K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
33.6KNew |
$347K - $438K
|
33.6K
$342K
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-10KClosed |
$103K - $130K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-35.9K- 41.18% |
$372K - $469K
|
51.3K
$523K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
78.2KNew |
$808K - $1.02M
|
78.2K
$796K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
20.9KNew |
$216K - $273K
|
20.9K
$213K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10.6KClosed |
$109K - $138K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
71.2KNew |
$736K - $928K
|
71.2K
$725K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-10KClosed |
$104K - $131K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
124+ 163.16% |
$1.28K - $1.62K
|
200
$2.04K
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
182K+ 245.41% |
$1.88M - $2.37M
|
256K
$2.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9.43KClosed |
$97.5K - $123K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
356+ 0.79% |
$3.68K - $4.64K
|
45.2K
$461K
|
|
|
Aug 08, 2022
Q2 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
10.1K+ 26.82% |
$105K - $132K
|
47.9K
$488K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-28.5K- 98.87% |
$295K - $372K
|
325
$3.31K
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-151K- 14.72% |
$1.56M - $1.97M
|
874K
$8.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
BUY
|
- |
55.6KNew |
$575K - $726K
|
55.6K
$567K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
100New |
$1.03K - $1.3K
|
100
$1.02K
|
|
|
Aug 03, 2022
Q2 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10KNew |
$103K - $130K
|
10K
$102K
|
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
BUY
|
- |
121KNew |
$1.25M - $1.58M
|
121K
$1.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-7.29K- 35.78% |
$75.4K - $95K
|
13.1K
$133K
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
214KNew |
$2.22M - $2.8M
|
214K
$2.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-16.9K- 15.2% |
$175K - $220K
|
94.1K
$959K
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$105K - $132K
|
10.2K
$103K
|
|
|
Jul 26, 2022
Q2 2022
|
Jcsd Capital, LLC
|
BUY
|
- |
22.2KNew |
$230K - $289K
|
22.2K
$226K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
2.18K+ 6.13% |
$22.6K - $28.4K
|
37.8K
$385K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-10.1KClosed |
$105K - $132K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-340Closed |
$3.52K - $4.43K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
4.38KNew |
$45.3K - $57.1K
|
4.38K
$44.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-11.3KClosed |
$117K - $148K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2.18KClosed |
$22.6K - $28.4K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-311Closed |
$3.22K - $4.06K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
48.7KNew |
$629K - $732K
|
48.7K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-23.4KClosed |
$303K - $352K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-9.21KClosed |
$119K - $138K
|
0
$0
|
|