Purchases and Sales Made in Q2 2023 in Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
138+ 123.21% |
$909 - $1.29K
|
250
$2.19K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
116+ 3.04% |
$764 - $1.09K
|
3.93K
$34.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
112+ 0.55% |
$738 - $1.05K
|
20.5K
$179K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
112+ 0.55% |
$738 - $1.05K
|
20.5K
$179K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
91+ 55.15% |
$600 - $854
|
256
$2.24K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43New |
$283 - $403
|
43
$377
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 0.76% |
$217 - $310
|
4.38K
$38.4K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26+ 1.21% |
$171 - $244
|
2.17K
$19K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
25New |
$165 - $235
|
25
$219
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 27.69% |
$119 - $169
|
83
$727
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 5.19% |
$72.5 - $103
|
223
$1.95K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.09% |
$13.2 - $18.8
|
2.29K
$20K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12- 0.08% |
$79.1 - $113
|
15.2K
$133K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 13.4% |
$85.7 - $122
|
84
$736
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-44- 0.06% |
$290 - $413
|
71.4K
$625K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-55- 0.58% |
$362 - $516
|
9.38K
$82.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-60- 1.14% |
$395 - $563
|
5.2K
$45.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-92- 67.15% |
$606 - $863
|
45
$394
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-93- 0.78% |
$613 - $872
|
11.8K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-129- 33.51% |
$850 - $1.21K
|
256
$2.24K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-153- 5.63% |
$1.01K - $1.44K
|
2.56K
$22.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-160- 0.42% |
$1.05K - $1.5K
|
37.8K
$331K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-167- 1.47% |
$1.1K - $1.57K
|
11.2K
$97.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-230- 0.12% |
$1.52K - $2.16K
|
198K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-500- 2.31% |
$3.3K - $4.69K
|
21.1K
$185K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-599- 1.07% |
$3.95K - $5.62K
|
55.4K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-680- 0.92% |
$4.48K - $6.38K
|
73.1K
$641K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-726- 1.9% |
$4.78K - $6.81K
|
37.6K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-782- 1.73% |
$5.15K - $7.34K
|
44.3K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-861- 46.77% |
$5.67K - $8.08K
|
980
$8.58K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-903- 54.1% |
$5.95K - $8.47K
|
766
$6.71K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.07K- 6.41% |
$7.03K - $10K
|
15.6K
$137K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.16K- 23.2% |
$7.66K - $10.9K
|
3.85K
$33.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.16K- 23.2% |
$7.66K - $10.9K
|
3.85K
$33.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.23K- 1.07% |
$8.09K - $11.5K
|
113K
$992K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.4K- 1.14% |
$9.23K - $13.1K
|
122K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.56K- 9.33% |
$10.3K - $14.7K
|
15.2K
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.67K- 5.55% |
$11K - $15.6K
|
28.4K
$248K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.69K- 29.36% |
$11.2K - $15.9K
|
4.07K
$35.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.73K- 1.22% |
$11.4K - $16.3K
|
141K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-2.12K- 13.57% |
$14K - $19.9K
|
13.5K
$118K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.3K- 2.17% |
$15.2K - $21.6K
|
104K
$910K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.9K- 6.78% |
$19.1K - $27.2K
|
39.9K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.94K- 0.62% |
$19.4K - $27.6K
|
472K
$4.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.98K- 85.12% |
$19.6K - $28K
|
521
$4.56K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-3.49K- 2.8% |
$23K - $32.7K
|
121K
$1.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.58K- 13.9% |
$23.6K - $33.6K
|
22.2K
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.96K- 23.87% |
$26.1K - $37.1K
|
12.6K
$111K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.13K- 6.24% |
$27.2K - $38.7K
|
62.1K
$544K
|