Latest Institutional Transactions on Valley National Bancorp (VLY)
This table provides information on the latest institutional transactions involving Valley National Bancorp (VLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-456- 44.36% |
$3.48K - $4.7K
|
572
$5.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15.2KNew |
$116K - $156K
|
15.2K
$156K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.28K- 10.16% |
$9.74K - $13.1K
|
11.3K
$116K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
247New |
$1.88K - $2.54K
|
247
$2.55K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.74K- 30.36% |
$51.4K - $69.4K
|
15.5K
$159K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.9K- 17.9% |
$105K - $150K
|
73.1K
$754K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-25K- 28.31% |
$165K - $235K
|
63.3K
$653K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
26.5KNew |
$175K - $249K
|
26.5K
$273K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
116+ 3.04% |
$764 - $1.09K
|
3.93K
$40.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.7KNew |
$70.3K - $100K
|
10.7K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
10.6KNew |
$69.7K - $99.2K
|
10.6K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.67K- 5.55% |
$11K - $15.6K
|
28.4K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
1MNew |
$6.59M - $9.38M
|
1M
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
88.7K+ 21.15% |
$585K - $832K
|
508K
$5.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
8.36K+ 82.05% |
$55.1K - $78.4K
|
18.5K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
34.1KNew |
$225K - $320K
|
34.1K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
182K+ 84.0% |
$1.2M - $1.71M
|
399K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
26KNew |
$171K - $244K
|
26K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
21KNew |
$138K - $197K
|
21K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Clearline Capital LP
New York, NY |
BUY
|
- |
303KNew |
$2M - $2.84M
|
303K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2K+ 8.38% |
$13.2K - $18.8K
|
25.9K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11.3KNew |
$74.7K - $106K
|
11.3K
$117K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-92- 67.15% |
$606 - $863
|
45
$464
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
PUT |
3.5KNew |
$23.1K - $32.8K
|
3.5K
$36.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-112K- 3.25% |
$740K - $1.05M
|
3.34M
$34.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.96K- 23.87% |
$26.1K - $37.1K
|
12.6K
$130K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-39.4K- 43.24% |
$260K - $370K
|
51.7K
$533K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-167- 1.47% |
$1.1K - $1.57K
|
11.2K
$115K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
13.3K+ 98.83% |
$87.4K - $124K
|
26.7K
$275K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.72K- 21.37% |
$31.1K - $44.3K
|
17.4K
$179K
|
|
|
Jul 31, 2023
Q2 2023
|
Spider Rock Advisors, LLC
|
BUY
|
CALL |
10KNew |
$65.9K - $93.8K
|
10K
$103K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.23MNew |
$8.09M - $11.5M
|
1.23M
$12.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
522+ 2.05% |
$3.44K - $4.9K
|
26K
$268K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
25New |
$165 - $235
|
25
$258
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
3.65K+ 1.32% |
$24.1K - $34.2K
|
280K
$2.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43New |
$283 - $403
|
43
$443
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-6.87K- 5.76% |
$45.3K - $64.4K
|
112K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
22.8KNew |
$150K - $214K
|
22.8K
$235K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
15.3KNew |
$100K - $143K
|
15.3K
$157K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.3KNew |
$68.1K - $97K
|
10.3K
$107K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
24.5KNew |
$161K - $230K
|
24.5K
$253K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
2.05K+ 204.8% |
$13.5K - $19.2K
|
3.05K
$31.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13- 13.4% |
$85.7 - $122
|
84
$866
|
|
| Q1 2023 | |||||||
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
432New |
$3.91K - $5.44K
|
432
$4.45K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
19.5KNew |
$177K - $246K
|
19.5K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-33.9K- 19.27% |
$308K - $427K
|
142K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-3.12M- 56.83% |
$28.3M - $39.3M
|
2.37M
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25New |
$227 - $315
|
25
$258
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.11K+ 16.2% |
$10.1K - $14K
|
7.99K
$82.4K
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-20K- 3.24% |
$181K - $252K
|
597K
$6.15M
|
|