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 404 institutions that hold shares in the stock, with a total of 330 Million shares, which have been reported (via 13F filing form) to have a value of $3.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
416
shares
|
$4,288
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
325
shares
|
$3,350
0.0% of portfolio
|
Q2 2022
Reduced 98.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
325
shares
|
$3,350
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
322
shares
|
$3,319
0.0% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
300
shares
|
$3,093
0.0% of portfolio
|
Q3 2024
Reduced 94.96%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
279
shares
|
$2,876
0.0% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
261
shares
|
$2,690
0.0% of portfolio
|
Q4 2024
Added 82.52%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
252
shares
|
$2,598
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
247
shares
|
$2,546
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
204
shares
|
$2,103
0.0% of portfolio
|
Q3 2024
Reduced 88.28%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
200
shares
|
$2,062
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
200
shares
|
$2,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
183
shares
|
$1,886
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
153
shares
|
$1,577
0.0% of portfolio
|
Q3 2024
Added 53.0%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
110
shares
|
$1,134
0.0% of portfolio
|
Q3 2024
Added 103.7%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
101
shares
|
$1,041
0.0% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$1,031
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
80
shares
|
$824
0.0% of portfolio
|
Q2 2024
Added 17.65%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
68
shares
|
$701
0.0% of portfolio
|
Q4 2024
Reduced 82.56%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
62
shares
|
$639
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
40
shares
|
$412
0.0% of portfolio
|
Q4 2024
Reduced 98.73%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
32
shares
|
$329
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
30
shares
|
$309
0.0% of portfolio
|
Q3 2024
Reduced 93.72%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
29
shares
|
$298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
22
shares
|
$226
0.0% of portfolio
|
Q4 2024
New holding
|