Purchases and Sales Made in Q4 2024 in Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
971+ 2.11% |
$8.45K - $10.5K
|
46.9K
$484K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
936+ 0.75% |
$8.14K - $10.1K
|
126K
$1.29M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
889+ 14.34% |
$7.73K - $9.58K
|
7.09K
$73.1K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
883+ 4.85% |
$7.68K - $9.52K
|
19.1K
$197K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
852+ 43.83% |
$7.41K - $9.18K
|
2.8K
$28.8K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
825+ 12.15% |
$7.18K - $8.89K
|
7.62K
$78.5K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
756+ 5.37% |
$6.58K - $8.15K
|
14.8K
$153K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
700+ 4.85% |
$6.09K - $7.55K
|
15.1K
$156K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
665New |
$5.79K - $7.17K
|
665
$6.86K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
628+ 312.44% |
$5.46K - $6.77K
|
829
$8.55K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
613New |
$5.33K - $6.61K
|
613
$6.32K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
601+ 23.27% |
$5.23K - $6.48K
|
3.18K
$32.8K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
600+ 5.88% |
$5.22K - $6.47K
|
10.8K
$111K
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
444New |
$3.86K - $4.79K
|
444
$4.58K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
393+ 14.21% |
$3.42K - $4.24K
|
3.16K
$32.6K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
298+ 24.13% |
$2.59K - $3.21K
|
1.53K
$15.8K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
237+ 4.82% |
$2.06K - $2.55K
|
5.15K
$53.1K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
205+ 39.81% |
$1.78K - $2.21K
|
720
$7.42K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
200New |
$1.74K - $2.16K
|
200
$2.06K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
165+ 5.82% |
$1.44K - $1.78K
|
3K
$30.9K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
136+ 0.75% |
$1.18K - $1.47K
|
18.3K
$189K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
118+ 82.52% |
$1.03K - $1.27K
|
261
$2.69K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
116+ 0.54% |
$1.01K - $1.25K
|
21.6K
$222K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
106+ 0.61% |
$922 - $1.14K
|
17.5K
$180K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
68+ 7.77% |
$592 - $733
|
943
$9.72K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63+ 0.23% |
$548 - $679
|
27.4K
$283K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
58+ 0.09% |
$505 - $625
|
67.4K
$695K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
49+ 17.95% |
$426 - $528
|
322
$3.32K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
29New |
$252 - $313
|
29
$299
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
26+ 0.15% |
$226 - $280
|
17K
$175K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
22New |
$191 - $237
|
22
$227
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 8.56% |
$191 - $237
|
279
$2.88K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21New |
$183 - $226
|
21
$217
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
13New |
$113 - $140
|
13
$134
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3New |
$26.1 - $32.3
|
3
$30.9
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.22% |
$17.4 - $21.6
|
891
$9.19K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-16- 13.68% |
$139 - $172
|
101
$1.04K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-79- 0.12% |
$687 - $852
|
65K
$670K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-100- 0.41% |
$870 - $1.08K
|
24.1K
$248K
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-130- 5.37% |
$1.13K - $1.4K
|
2.29K
$23.6K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-231- 30.97% |
$2.01K - $2.49K
|
515
$5.31K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-322- 82.56% |
$2.8K - $3.47K
|
68
$701
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-401- 1.07% |
$3.49K - $4.32K
|
37K
$381K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-463- 6.99% |
$4.03K - $4.99K
|
6.16K
$63.5K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-511- 1.81% |
$4.45K - $5.51K
|
27.7K
$286K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-750- 3.61% |
$6.52K - $8.08K
|
20K
$206K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-784- 1.93% |
$6.82K - $8.45K
|
39.8K
$410K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.06K- 32.5% |
$9.25K - $11.5K
|
2.21K
$22.8K
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.39K- 3.06% |
$12.1K - $15K
|
44.2K
$456K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.54K- 31.98% |
$13.4K - $16.6K
|
3.27K
$33.7K
|