Institutional Ownership Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY). We have compiled data on the 398 institutions that hold shares in the stock, with a total of 328 Million shares, which have been reported (via 13F filing form) to have a value of $3.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
24,066
shares
|
$247,398
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
23,628
shares
|
$242,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
23,389
shares
|
$240,438
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,238
shares
|
$238,886
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
23,046
shares
|
$236,912
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
23,029
shares
|
$236,738
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
22,719
shares
|
$233,551
0.01% of portfolio
|
Q4 2023
Reduced 1.3%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
22,500
shares
|
$231,300
0.02% of portfolio
|
Q3 2022
Added 18.42%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
22,232
shares
|
$228,544
0.0% of portfolio
|
Q3 2024
Added 171.85%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
22,193
shares
|
$228,144
0.0% of portfolio
|
Q3 2024
Added 854.54%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
21,987
shares
|
$226,026
0.06% of portfolio
|
Q2 2024
Reduced 19.2%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
21,555
shares
|
$221,585
0.03% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
21,480
shares
|
$220,814
0.12% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,150
shares
|
$217,422
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jan 31, 2025 Q4 2024 |
20,627
shares
|
$212,045
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
20,337
shares
|
$209,064
0.0% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
20,010
shares
|
$205,702
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
20,000
shares
|
$205,600
0.01% of portfolio
|
Q4 2023
Reduced 23.08%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
20,000
shares
|
$205,600
0.02% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
20,000
shares
|
$205,600
0.0% of portfolio
|
Q4 2023
Reduced 13.04%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
19,778
shares
|
$203,317
0.01% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
19,494
shares
|
$200,398
0.0% of portfolio
|
Q3 2024
Added 59.15%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
19,424
shares
|
$199,678
0.09% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
19,161
shares
|
$196,975
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
19,083
shares
|
$196,173
0.01% of portfolio
|
Q4 2024
Added 4.85%
|