Institutional Ownership Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY). We have compiled data on the 398 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $3.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,149
shares
|
$184,938
0.0% of portfolio
|
Q3 2024
Reduced 94.75%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
17,367
shares
|
$176,969
0.0% of portfolio
|
Q2 2024
Reduced 20.05%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
17,363
shares
|
$176,928
0.0% of portfolio
|
Q2 2023
Reduced 21.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
17,203
shares
|
$175,298
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
16,910
shares
|
$172,312
0.0% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,870
shares
|
$171,905
0.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
16,828
shares
|
$171,477
0.0% of portfolio
|
Q3 2024
Reduced 30.14%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
16,433
shares
|
$167,452
0.11% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
16,099
shares
|
$164,048
0.03% of portfolio
|
Q4 2021
Reduced 5.05%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
15,979
shares
|
$162,826
0.06% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
15,846
shares
|
$161,470
0.02% of portfolio
|
Q1 2024
Reduced 31.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
15,580
shares
|
$158,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
15,250
shares
|
$155,397
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14,857
shares
|
$151,392
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
14,450
shares
|
$147,245
0.0% of portfolio
|
Q3 2024
Added 26.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
14,430
shares
|
$147,041
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
14,365
shares
|
$146,379
0.0% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,348
shares
|
$146,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
14,090
shares
|
$143,577
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
13,588
shares
|
$138,461
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
13,368
shares
|
$136,219
0.0% of portfolio
|
Q3 2024
Reduced 22.1%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
13,339
shares
|
$135,924
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
13,237
shares
|
$134,885
0.01% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,191
shares
|
$134,416
0.0% of portfolio
|
Q3 2024
Reduced 55.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,158
shares
|
$134,080
0.0% of portfolio
|
Q3 2024
Reduced 11.62%
|