A detailed history of Sax Wealth Advisors, LLC transactions in Valley National Bancorp stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 24,166 shares of VLY stock, worth $223,535. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,166
Previous 26,197 7.75%
Holding current value
$223,535
Previous $182,000 19.78%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024

SELL
$6.58 - $9.34 $13,363 - $18,969
-2,031 Reduced 7.75%
24,166 $218,000
Q2 2024

Jul 12, 2024

SELL
$6.52 - $8.02 $28,629 - $35,215
-4,391 Reduced 14.36%
26,197 $182,000
Q1 2024

May 13, 2024

BUY
$7.43 - $10.8 $33,167 - $48,211
4,464 Added 17.09%
30,588 $243,000
Q3 2023

Nov 07, 2023

SELL
$7.63 - $10.3 $11,826 - $15,965
-1,550 Reduced 5.6%
26,124 $223,000
Q2 2023

Aug 10, 2023

BUY
$6.59 - $9.38 $8,837 - $12,578
1,341 Added 5.09%
27,674 $214,000
Q1 2023

May 05, 2023

BUY
$9.06 - $12.59 $2,074 - $2,883
229 Added 0.88%
26,333 $243,000
Q4 2022

Feb 06, 2023

BUY
$10.96 - $12.92 $46,196 - $54,457
4,215 Added 19.26%
26,104 $295,000
Q3 2022

Nov 08, 2022

BUY
$10.14 - $27.82 $23,727 - $65,098
2,340 Added 11.97%
21,889 $236,000
Q2 2022

Aug 11, 2022

BUY
$10.34 - $13.04 $206 - $260
20 Added 0.1%
19,549 $204,000
Q1 2022

Apr 20, 2022

SELL
$12.91 - $15.02 $1,110 - $1,291
-86 Reduced 0.44%
19,529 $254,000
Q4 2021

Feb 07, 2022

BUY
$13.04 - $14.82 $20,159 - $22,911
1,546 Added 8.56%
19,615 $270,000
Q3 2021

Dec 10, 2021

BUY
$11.8 - $13.61 $1,026 - $1,184
87 Added 0.48%
18,069 $240,000
Q2 2021

Aug 12, 2021

SELL
$12.91 - $14.63 $7,294 - $8,265
-565 Reduced 3.05%
17,982 $241,000
Q1 2021

May 14, 2021

SELL
$9.74 - $14.37 $4,042 - $5,963
-415 Reduced 2.19%
18,547 $255,000
Q4 2020

Feb 16, 2021

BUY
$6.9 - $10.09 $130,837 - $191,326
18,962 New
18,962 $185,000

Others Institutions Holding VLY

About VALLEY NATIONAL BANCORP


  • Ticker VLY
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 506,351,008
  • Market Cap $4.68B
  • 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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