Purchases and Sales Made in Q2 2023 in Valmont Industries Inc (VMI)
This table provides information about the institutional ownership of Valmont Industries Inc (VMI) during Q2 2023. The information is specifically focused on institutions that hold shares of VALMONT INDUSTRIES INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
271+ 13.3% |
$71.1K - $86.3K
|
2.31K
$791K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
267+ 4.29% |
$70K - $85.1K
|
6.49K
$2.22M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
262+ 1.12% |
$68.7K - $83.5K
|
23.7K
$8.11M
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
243+ 1.74% |
$63.7K - $77.4K
|
14.2K
$4.87M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
221New |
$58K - $70.4K
|
221
$75.8K
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
210+ 14.34% |
$55.1K - $66.9K
|
1.67K
$574K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
203+ 9.47% |
$53.2K - $64.7K
|
2.35K
$804K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
173+ 17.33% |
$45.4K - $55.1K
|
1.17K
$401K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
152+ 6.54% |
$39.9K - $48.4K
|
2.48K
$849K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
150+ 6.66% |
$39.3K - $47.8K
|
2.4K
$824K
|
|
Aug 08, 2023
Q2 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
104+ 2.18% |
$27.3K - $33.1K
|
4.88K
$1.67M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
84+ 3.31% |
$22K - $26.8K
|
2.62K
$900K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
55+ 0.12% |
$14.4K - $17.5K
|
47.2K
$16.2M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
52+ 6.73% |
$13.6K - $16.6K
|
825
$283K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
45+ 6.04% |
$11.8K - $14.3K
|
790
$271K
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
40+ 1.37% |
$10.5K - $12.7K
|
2.95K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29+ 0.93% |
$7.61K - $9.24K
|
3.14K
$1.08M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
28+ 25.93% |
$7.34K - $8.92K
|
136
$46.6K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
28+ 16.47% |
$7.34K - $8.92K
|
198
$67.9K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 1.17% |
$4.98K - $6.05K
|
1.64K
$561K
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
14+ 0.08% |
$3.67K - $4.46K
|
18.3K
$6.29M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12New |
$3.15K - $3.82K
|
12
$4.11K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12+ 1.32% |
$3.15K - $3.82K
|
918
$315K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 12.36% |
$2.88K - $3.5K
|
100
$34.3K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 0.91% |
$2.88K - $3.5K
|
1.22K
$417K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 142.86% |
$2.62K - $3.19K
|
17
$5.83K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.75% |
$1.84K - $2.23K
|
941
$323K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 9.46% |
$1.84K - $2.23K
|
81
$27.8K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 9.46% |
$1.84K - $2.23K
|
81
$27.8K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6New |
$1.57K - $1.91K
|
6
$2.06K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 2.86% |
$1.31K - $1.59K
|
180
$61.7K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 2.75% |
$1.31K - $1.59K
|
187
$64.1K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 2.75% |
$1.31K - $1.59K
|
187
$64.1K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.54% |
$1.05K - $1.27K
|
744
$255K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4+ 0.14% |
$1.05K - $1.27K
|
2.84K
$975K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 3.6% |
$1.05K - $1.27K
|
115
$39.4K
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.17% |
$787 - $956
|
1.81K
$621K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 66.67% |
$525 - $637
|
5
$1.71K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.05% |
$262 - $319
|
1.97K
$676K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$262 - $319
|
1
$343
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
1+ 0.09% |
$262 - $319
|
1.17K
$399K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.48% |
$262 - $319
|
209
$71.7K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 5.56% |
$262 - $319
|
17
$5.83K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 12.5% |
$525 - $637
|
14
$4.8K
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3- 0.56% |
$787 - $956
|
531
$182K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 85.71% |
$1.57K - $1.91K
|
1
$343
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.64% |
$1.57K - $1.91K
|
934
$320K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 85.71% |
$1.57K - $1.91K
|
1
$343
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.02% |
$2.36K - $2.87K
|
42.2K
$14.5M
|