Purchases and Sales Made in Q1 2023 in Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY) during Q1 2023. The information is specifically focused on institutions that hold shares of VALLEY NATIONAL BANCORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
130+ 0.34% |
$1.18K - $1.64K
|
38K
$385K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
112+ 41.48% |
$1.01K - $1.41K
|
382
$3.87K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
110+ 2.14% |
$997 - $1.38K
|
5.26K
$53.4K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
101+ 280.56% |
$915 - $1.27K
|
137
$1.39K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
83+ 0.81% |
$752 - $1.04K
|
10.3K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46+ 0.1% |
$417 - $579
|
48.5K
$491K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
36New |
$326 - $453
|
36
$365
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
32+ 49.23% |
$290 - $403
|
97
$984
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 0.65% |
$254 - $353
|
4.35K
$44.1K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25New |
$227 - $315
|
25
$254
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
23New |
$208 - $290
|
23
$233
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
22New |
$199 - $277
|
22
$223
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
20+ 666.67% |
$181 - $252
|
23
$233
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
16+ 0.05% |
$145 - $201
|
30K
$304K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$54.4 - $75.5
|
28.9K
$294K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.09% |
$18.1 - $25.2
|
2.29K
$23.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6- 0.27% |
$54.4 - $75.5
|
2.25K
$22.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 6.19% |
$127 - $176
|
212
$2.15K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-32- 0.34% |
$290 - $403
|
9.43K
$95.7K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-38- 0.66% |
$344 - $478
|
5.73K
$58.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-60- 48.0% |
$544 - $755
|
65
$659
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 15.75% |
$598 - $831
|
353
$3.58K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-67- 11.86% |
$607 - $844
|
498
$5.05K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-75- 59.52% |
$680 - $944
|
51
$517
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-91- 0.1% |
$824 - $1.15K
|
88.3K
$895K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-148- 1.17% |
$1.34K - $1.86K
|
12.5K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-187- 0.26% |
$1.69K - $2.35K
|
71.4K
$724K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-189- 73.54% |
$1.71K - $2.38K
|
68
$690
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-195- 0.14% |
$1.77K - $2.46K
|
144K
$1.46M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-200- 0.98% |
$1.81K - $2.52K
|
20.2K
$205K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-277- 1.79% |
$2.51K - $3.49K
|
15.2K
$154K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-286- 0.57% |
$2.59K - $3.6K
|
49.8K
$505K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-344- 0.89% |
$3.12K - $4.33K
|
38.3K
$388K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-423- 0.72% |
$3.83K - $5.33K
|
58K
$588K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-438- 0.35% |
$3.97K - $5.51K
|
123K
$1.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-460- 3.91% |
$4.17K - $5.79K
|
11.3K
$115K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-500- 2.26% |
$4.53K - $6.3K
|
21.6K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-676- 2.27% |
$6.12K - $8.51K
|
29.1K
$296K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-763- 23.84% |
$6.91K - $9.61K
|
2.44K
$24.7K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-800- 0.75% |
$7.25K - $10.1K
|
106K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-869- 1.89% |
$7.87K - $10.9K
|
45.1K
$457K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-990- 1.68% |
$8.97K - $12.5K
|
57.8K
$586K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 0.89% |
$9.06K - $12.6K
|
112K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1K- 4.33% |
$9.06K - $12.6K
|
22.1K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-1.01K- 3.76% |
$9.19K - $12.8K
|
26K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 18.2% |
$11.7K - $16.2K
|
5.79K
$58.7K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.38K- 0.64% |
$12.5K - $17.3K
|
213K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.66K- 12.93% |
$15K - $20.9K
|
11.2K
$113K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.82K- 0.21% |
$16.5K - $22.9K
|
852K
$8.64M
|