Purchases and Sales Made in Q2 2025 in Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY) during Q2 2025. 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 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 1.51% |
$70.8 - $82.8
|
607
$6.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.08% |
$39.4 - $46
|
6.17K
$67K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$23.6 - $27.6
|
14.5K
$158K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3+ 0.26% |
$23.6 - $27.6
|
1.14K
$12.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$23.6 - $27.6
|
2.11K
$23K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1New |
$7.87 - $9.2
|
1
$10.9
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3- -0.0% |
$23.6 - $27.6
|
66.5K
$723K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 15.79% |
$23.6 - $27.6
|
16
$174
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-24- 0.77% |
$189 - $221
|
3.1K
$33.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-42- 41.58% |
$331 - $386
|
59
$641
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-44- 38.94% |
$346 - $405
|
69
$750
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 5.71% |
$362 - $423
|
760
$8.26K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-83- 0.12% |
$653 - $764
|
68.2K
$741K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-139- 2.5% |
$1.09K - $1.28K
|
5.43K
$59K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-149Closed |
$1.17K - $1.37K
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-159- 60.92% |
$1.25K - $1.46K
|
102
$1.11K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-260- 80.0% |
$2.05K - $2.39K
|
65
$707
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-352- 1.64% |
$2.77K - $3.24K
|
21.1K
$230K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-417- 0.73% |
$3.28K - $3.84K
|
57K
$620K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-439- 0.9% |
$3.45K - $4.04K
|
48.3K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-521- 0.24% |
$4.1K - $4.79K
|
217K
$2.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-555- 6.17% |
$4.37K - $5.11K
|
8.44K
$91.7K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-566- 9.55% |
$4.45K - $5.21K
|
5.36K
$58.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-771- 0.21% |
$6.07K - $7.09K
|
364K
$3.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-793- 0.9% |
$6.24K - $7.3K
|
87.3K
$949K
|
|
|
Aug 13, 2025
Q2 2025
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-800- 1.82% |
$6.3K - $7.36K
|
43.2K
$470K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-803- 7.26% |
$6.32K - $7.39K
|
10.3K
$111K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-811- 3.48% |
$6.38K - $7.46K
|
22.5K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-883- 25.51% |
$6.95K - $8.12K
|
2.58K
$28K
|
|
|
Aug 14, 2025
Q2 2025
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-1K- 0.16% |
$7.87K - $9.2K
|
643K
$6.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 27.27% |
$9.22K - $10.8K
|
3.13K
$34K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.23K- 31.46% |
$9.68K - $11.3K
|
2.68K
$29.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.28K- 3.65% |
$10.1K - $11.8K
|
33.9K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 1.7% |
$10.3K - $12K
|
75.6K
$822K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.44K- 4.08% |
$11.3K - $13.3K
|
33.9K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.49K- 2.1% |
$11.7K - $13.7K
|
69.1K
$751K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.57K- 3.9% |
$12.3K - $14.4K
|
38.7K
$421K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.59K- 10.14% |
$12.5K - $14.6K
|
14.1K
$153K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.88K- 5.73% |
$14.8K - $17.3K
|
30.9K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2K- 3.64% |
$15.7K - $18.4K
|
53K
$576K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.03K- 4.72% |
$16K - $18.7K
|
41.1K
$446K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.11K- 16.09% |
$16.6K - $19.4K
|
11K
$120K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.12K- 7.25% |
$16.7K - $19.5K
|
27.1K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.17K- 3.9% |
$17.1K - $20K
|
53.4K
$581K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.17K- 8.16% |
$17.1K - $20K
|
24.4K
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.19K- 1.78% |
$17.2K - $20.1K
|
121K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.54K- 6.58% |
$20K - $23.3K
|
36K
$392K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.6K- 1.23% |
$20.5K - $23.9K
|
209K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-2.67K- 2.02% |
$21K - $24.6K
|
129K
$1.41M
|