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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-5.71KClosed |
$73.7K - $83.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-556Closed |
$7.18K - $8.13K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Peregrine Capital Management LLC
|
SELL
|
- |
-1.63MClosed |
$21M - $23.8M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-17.7KClosed |
$229K - $259K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-3KClosed |
$38.7K - $43.9K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$103K - $152K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-216KClosed |
$2.1M - $3.1M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-183Closed |
$1.78K - $2.63K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.33KNew |
$32.4K - $47.9K
|
3.33K
$29.5K
|
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-100Closed |
$974 - $1.44K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-298KClosed |
$2.9M - $4.28M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-113KClosed |
$1.1M - $1.62M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-9.46K- 25.48% |
$92.2K - $136K
|
27.7K
$245K
|
|
|
May 03, 2021
Q1 2021
|
Sfmg, LLC
|
SELL
|
- |
-1.45K- 12.49% |
$14.1K - $20.8K
|
10.2K
$89.9K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.64KClosed |
$16K - $23.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-224Closed |
$1.55K - $2.26K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-10.7KClosed |
$73.9K - $108K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-329KClosed |
$2.27M - $3.31M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
200New |
$1.38K - $2.02K
|
200
$1.77K
|
|
|
Feb 12, 2021
Q4 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-312KClosed |
$2.15M - $3.15M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-202KClosed |
$1.39M - $2.04M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Counselors Inc
|
SELL
|
- |
-11.5KClosed |
$79.6K - $116K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-108KClosed |
$742K - $1.08M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
578New |
$3.99K - $5.83K
|
578
$5.12K
|
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.5K+ 43.38% |
$10.3K - $15.1K
|
4.95K
$43.8K
|
|
|
Feb 03, 2021
Q4 2020
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-115KClosed |
$794K - $1.16M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.5KClosed |
$10.4K - $15.1K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.1KClosed |
$69.8K - $102K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Baldwin Brothers LLC
|
SELL
|
- |
-2K- 40.0% |
$13.8K - $20.2K
|
3K
$26.6K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.41MClosed |
$9.29M - $11.7M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-14.1KClosed |
$93.2K - $118K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-927KClosed |
$6.12M - $7.72M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.08KClosed |
$13.7K - $17.3K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-41.7KClosed |
$275K - $348K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Hudson Capital Management LLC
|
SELL
|
- |
-29.1KClosed |
$192K - $242K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-13.9KClosed |
$91.7K - $116K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-320Closed |
$2.11K - $2.67K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 16, 2024
Q2 2020
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-60Closed |
$377 - $576
|
0
$0
|
|
|
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-60Closed |
$377 - $576
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.43K- 61.39% |
$9K - $13.7K
|
900
$7.97K
|
|
|
Mar 16, 2021
Q2 2020
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-10KClosed |
$62.9K - $96K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Parametrica Management LTD
|
SELL
|
- |
-16.6KClosed |
$105K - $160K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-325Closed |
$2.04K - $3.12K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Siena Capital Partners Gp, LLC
|
SELL
|
- |
-49.3K- 16.16% |
$310K - $473K
|
256K
$2.26M
|
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-25.3KClosed |
$159K - $243K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38.7KClosed |
$244K - $372K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13KClosed |
$7.08K - $10.8K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-60Closed |
$377 - $576
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-18.1KClosed |
$114K - $173K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|