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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-856- 5.05% |
$11.2K - $12.7K
|
16.1K
$155K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.7KNew |
$61.3K - $69.7K
|
4.7K
$45.3K
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-454Closed |
$5.92K - $6.73K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-69.9KClosed |
$912K - $1.04M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-49.7KClosed |
$649K - $737K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-12.6KClosed |
$164K - $186K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8.94KNew |
$117K - $132K
|
8.94K
$86.1K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
55.2KNew |
$719K - $818K
|
55.2K
$532K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.06KClosed |
$13.8K - $15.6K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-8.94KClosed |
$117K - $132K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
3.15KNew |
$41.1K - $46.7K
|
3.15K
$30.4K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-525Closed |
$6.85K - $7.78K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-14.1KClosed |
$184K - $209K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-5K- 6.67% |
$65.2K - $74.1K
|
70K
$675K
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-228- 1.12% |
$2.97K - $3.38K
|
20.1K
$194K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.46KClosed |
$40.9K - $47.1K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13Closed |
$153 - $177
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-120Closed |
$1.42K - $1.63K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-8.5KClosed |
$100K - $116K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-29.1KClosed |
$343K - $396K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-175KClosed |
$2.07M - $2.39M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
213New |
$2.51K - $2.9K
|
213
$2.05K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2Closed |
$23.6 - $27.2
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-18.7KClosed |
$220K - $254K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-12.3KClosed |
$146K - $168K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-192Closed |
$2.27K - $2.61K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.24KClosed |
$14.6K - $16.9K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-390KClosed |
$5.03M - $5.7M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-785Closed |
$10.1K - $11.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-10.1KClosed |
$130K - $148K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
1New |
$12.9 - $14.6
|
1
$9.64
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-41.1KClosed |
$531K - $601K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-2.51KClosed |
$32.3K - $36.6K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-16.6KClosed |
$214K - $243K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-226Closed |
$2.92K - $3.31K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-164Closed |
$2.12K - $2.4K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-5.71KClosed |
$73.7K - $83.5K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-556Closed |
$7.18K - $8.13K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Peregrine Capital Management LLC
|
SELL
|
- |
-1.63MClosed |
$21M - $23.8M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-17.7KClosed |
$229K - $259K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-3KClosed |
$38.7K - $43.9K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$103K - $152K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-183Closed |
$1.78K - $2.63K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-216KClosed |
$2.1M - $3.1M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-100Closed |
$974 - $1.44K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.33KNew |
$32.4K - $47.9K
|
3.33K
$32.1K
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-113KClosed |
$1.1M - $1.62M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-298KClosed |
$2.9M - $4.28M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-9.46K- 25.48% |
$92.2K - $136K
|
27.7K
$267K
|
|
May 03, 2021
Q1 2021
|
Sfmg, LLC
|
SELL
|
- |
-1.45K- 12.49% |
$14.1K - $20.8K
|
10.2K
$97.9K
|