Purchases and Sales Made in Q4 2023 in Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
38+ 0.66% |
$293 - $422
|
5.77K
$59.5K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
38+ 0.66% |
$293 - $422
|
5.77K
$59.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27+ 9.57% |
$208 - $300
|
309
$3.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
20+ 0.18% |
$154 - $222
|
11.1K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 1.31% |
$100 - $144
|
1.01K
$10.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.75% |
$54 - $77.7
|
941
$9.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5+ 0.04% |
$38.6 - $55.5
|
11.6K
$120K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.99% |
$15.4 - $22.2
|
204
$2.1K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 1.47% |
$7.71 - $11.1
|
69
$711
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.89% |
$7.71 - $11.1
|
113
$1.17K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.03% |
$123 - $178
|
58.8K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-22- 8.59% |
$170 - $244
|
234
$2.41K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-103- 0.05% |
$794 - $1.14K
|
193K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-110- 0.4% |
$848 - $1.22K
|
27.4K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-123- 18.04% |
$948 - $1.37K
|
559
$5.76K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-128- 0.35% |
$987 - $1.42K
|
36K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-149- 0.02% |
$1.15K - $1.65K
|
906K
$9.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-157- 39.25% |
$1.21K - $1.74K
|
243
$2.51K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-175- 7.64% |
$1.35K - $1.94K
|
2.12K
$21.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-282- 0.14% |
$2.17K - $3.13K
|
198K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-300- 1.3% |
$2.31K - $3.33K
|
22.7K
$234K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-315- 2.46% |
$2.43K - $3.5K
|
12.5K
$129K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-326- 0.96% |
$2.51K - $3.62K
|
33.5K
$346K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-375- 8.81% |
$2.89K - $4.16K
|
3.88K
$40K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-496- 1.39% |
$3.82K - $5.51K
|
35.3K
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-522- 4.8% |
$4.02K - $5.79K
|
10.4K
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-607- 1.1% |
$4.68K - $6.74K
|
54.4K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-643- 2.59% |
$4.96K - $7.14K
|
24.2K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-767- 0.55% |
$5.91K - $8.51K
|
138K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-800- 1.79% |
$6.17K - $8.88K
|
44K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-875- 0.68% |
$6.75K - $9.71K
|
128K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 0.83% |
$7.71K - $11.1K
|
120K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.19K- 0.48% |
$9.18K - $13.2K
|
245K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.27K- 2.96% |
$9.75K - $14K
|
41.4K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.27K- 6.44% |
$9.75K - $14K
|
18.4K
$190K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.27K- 3.31% |
$9.75K - $14K
|
37K
$381K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.3K- 1.41% |
$10K - $14.4K
|
90.8K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 32.92% |
$10.1K - $14.5K
|
2.66K
$27.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.42K- 46.7% |
$11K - $15.8K
|
1.62K
$16.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 11.11% |
$11.6K - $16.7K
|
12K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.51K- 4.72% |
$11.6K - $16.8K
|
30.5K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.62K- 7.89% |
$12.5K - $17.9K
|
18.9K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.71K- 4.44% |
$13.2K - $19K
|
36.7K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.8K- 2.29% |
$13.9K - $20K
|
76.8K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.95K- 37.49% |
$15K - $21.6K
|
3.25K
$33.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.19K- 15.65% |
$16.9K - $24.3K
|
11.8K
$122K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.3K- 1.87% |
$17.7K - $25.5K
|
121K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.47K- 5.8% |
$19K - $27.4K
|
40.1K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.59K- 3.27% |
$19.9K - $28.7K
|
76.5K
$789K
|