Creative Planning Valley National Bancorp Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Valley National Bancorp stock. As of the latest transaction made, Creative Planning holds 63,665 shares of VLY stock, worth $580,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63,665
Previous 48,871 30.27%
Holding current value
$580,624
Previous $341,000 68.91%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$6.58 - $9.34 $97,344 - $138,175
14,794 Added 30.27%
63,665 $576,000
Q2 2024

Aug 15, 2024
SELL
$6.52 - $8.02 $205,549 - $252,838
-31,526 Reduced 39.21%
48,871 $341,000
Q1 2024

May 10, 2024
SELL
$7.43 - $10.8 $108,269 - $157,377
-14,572 Reduced 15.34%
80,397 $639,000
Q4 2023

Feb 14, 2024
BUY
$7.71 - $11.1 $134,462 - $193,584
17,440 Added 22.49%
94,969 $1.03 Million
Q3 2023

Nov 16, 2023
BUY
$7.63 - $10.3 $86,486 - $116,750
11,335 Added 17.12%
77,529 $663,000
Q2 2023

Jul 21, 2023
BUY
$6.59 - $9.38 $302,902 - $431,142
45,964 Added 227.21%
66,194 $513,000
Q1 2023

May 15, 2023
BUY
$9.06 - $12.59 $55,157 - $76,647
6,088 Added 43.05%
20,230 $186,000
Q4 2022

Feb 10, 2023
SELL
$10.96 - $12.92 $36,058 - $42,506
-3,290 Reduced 18.87%
14,142 $159,000
Q3 2022

Nov 03, 2022
BUY
$10.14 - $27.82 $74,630 - $204,755
7,360 Added 73.07%
17,432 $188,000
Q2 2022

Aug 15, 2022
BUY
$10.34 - $13.04 $102,510 - $129,278
9,914 Added 6274.68%
10,072 $105,000
Q1 2022

May 16, 2022
BUY
$12.91 - $15.02 $2,039 - $2,373
158 New
158 $2,000
Q2 2021

Aug 04, 2021
SELL
$12.91 - $14.63 $188,602 - $213,729
-14,609 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$9.74 - $14.37 $33,184 - $48,958
3,407 Added 30.41%
14,609 $201,000
Q4 2020

Jan 29, 2021
BUY
$6.9 - $10.09 $77,293 - $113,028
11,202 New
11,202 $109,000
Q2 2019

Jul 26, 2019
SELL
$9.75 - $10.78 $105,816 - $116,995
-10,853 Closed
0 $0
Q1 2019

Apr 24, 2019
SELL
$9.0 - $10.73 $12,447 - $14,839
-1,383 Reduced 11.3%
10,853 $104,000
Q4 2018

Feb 01, 2019
SELL
$8.45 - $11.51 $168,129 - $229,014
-19,897 Reduced 61.92%
12,236 $109,000
Q3 2018

Oct 25, 2018
SELL
$11.25 - $13.04 $61,998 - $71,863
-5,511 Reduced 14.64%
32,133 $361,000
Q2 2018

Jul 20, 2018
SELL
$11.91 - $13.26 $434,179 - $483,393
-36,455 Reduced 49.2%
37,644 $458,000
Q1 2018

Apr 18, 2018
BUY
$11.25 - $13.28 $668,902 - $789,602
59,458 Added 406.11%
74,099 $923,000
Q4 2017

Jan 17, 2018
BUY
$11.0 - $12.17 $6,193 - $6,851
563 Added 4.0%
14,641 $164,000
Q3 2017

Oct 17, 2017
BUY
$10.71 - $12.05 $150,775 - $169,639
14,078
14,078 $170,000

Others Institutions Holding VLY

# of Institutions
400
Shares Held
327M
Call Options Held
2.99M
Put Options Held
5.91M
View Full List

About VALLEY NATIONAL BANCORP

VLY Quotes by TradingView
  • Ticker VLY
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 506,351,008
  • Market Cap $4.62B
  • Description
  • Valley National Bancorp operates as the holding company for Valley National Bank that provides various commercial, retail, insurance, and wealth management financial services products. It operates through Commercial Lending, Consumer Lending, and Investment Management segments. The company offers non-interest bearing, savings, NOW, money market,...
More about VLY
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