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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-92- 67.15% |
$606 - $863
|
45
$394
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
PUT |
3.5KNew |
$23.1K - $32.8K
|
3.5K
$30.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-112K- 3.25% |
$740K - $1.05M
|
3.34M
$29.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.96K- 23.87% |
$26.1K - $37.1K
|
12.6K
$111K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-167- 1.47% |
$1.1K - $1.57K
|
11.2K
$97.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.72K- 21.37% |
$31.1K - $44.3K
|
17.4K
$152K
|
|
|
Jul 31, 2023
Q2 2023
|
Spider Rock Advisors, LLC
|
BUY
|
CALL |
10KNew |
$65.9K - $93.8K
|
10K
$87.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.23MNew |
$8.09M - $11.5M
|
1.23M
$10.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
522+ 2.05% |
$3.44K - $4.9K
|
26K
$228K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
3.65K+ 1.32% |
$24.1K - $34.2K
|
280K
$2.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43New |
$283 - $403
|
43
$377
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-6.87K- 5.76% |
$45.3K - $64.4K
|
112K
$985K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
22.8KNew |
$150K - $214K
|
22.8K
$200K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
15.3KNew |
$100K - $143K
|
15.3K
$134K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.3KNew |
$68.1K - $97K
|
10.3K
$90.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
24.5KNew |
$161K - $230K
|
24.5K
$215K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
2.05K+ 204.8% |
$13.5K - $19.2K
|
3.05K
$26.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 13.4% |
$85.7 - $122
|
84
$736
|
|
| Q1 2023 | |||||||
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
432New |
$3.91K - $5.44K
|
432
$3.78K
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-20K- 3.24% |
$181K - $252K
|
597K
$5.23M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
19.5KNew |
$177K - $246K
|
19.5K
$171K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.11K+ 16.2% |
$10.1K - $14K
|
7.99K
$70K
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-3.12M- 56.83% |
$28.3M - $39.3M
|
2.37M
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25New |
$227 - $315
|
25
$219
|
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
120KNew |
$1.09M - $1.51M
|
120K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-1.01K- 3.76% |
$9.19K - $12.8K
|
26K
$227K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
11.6KNew |
$105K - $146K
|
11.6K
$102K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
57.5K+ 126.41% |
$521K - $724K
|
103K
$902K
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
1.21M+ 186.64% |
$10.9M - $15.2M
|
1.85M
$16.2M
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-12K- 25.0% |
$109K - $151K
|
36K
$315K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
22New |
$199 - $277
|
22
$193
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
22.8KNew |
$206K - $287K
|
22.8K
$199K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-105K- 75.7% |
$954K - $1.33M
|
33.8K
$296K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6- 0.27% |
$54.4 - $75.5
|
2.25K
$19.7K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
23New |
$208 - $290
|
23
$201
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-75- 59.52% |
$680 - $944
|
51
$447
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
27.6KNew |
$250K - $348K
|
27.6K
$242K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
44.5K+ 29.05% |
$404K - $561K
|
198K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-28.8K- 50.78% |
$261K - $363K
|
27.9K
$245K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
411+ 3.12% |
$3.72K - $5.17K
|
13.6K
$119K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-12.8K- 50.0% |
$140K - $165K
|
12.8K
$112K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.27KNew |
$13.9K - $16.4K
|
1.27K
$11.1K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-188- 1.31% |
$2.06K - $2.43K
|
14.2K
$124K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
53.1KNew |
$582K - $686K
|
53.1K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
284New |
$3.11K - $3.67K
|
284
$2.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
12.2KNew |
$134K - $158K
|
12.2K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
15.3KNew |
$168K - $198K
|
15.3K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.61MNew |
$61.5M - $72.5M
|
5.61M
$49.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-170K- 49.09% |
$1.86M - $2.19M
|
176K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.62K- 83.51% |
$17.8K - $20.9K
|
320
$2.8K
|
|