Purchases and Sales Made in Q4 2024 in Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY) during Q4 2024. The information is specifically focused on institutions that hold shares of VALLEY NATIONAL BANCORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
118+ 82.52% |
$1.03K - $1.27K
|
261
$2.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
116+ 0.88% |
$1.01K - $1.25K
|
13.3K
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
116+ 0.54% |
$1.01K - $1.25K
|
21.6K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
106+ 0.61% |
$922 - $1.14K
|
17.5K
$160K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
68+ 7.77% |
$592 - $733
|
943
$8.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63+ 0.23% |
$548 - $679
|
27.4K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
58+ 0.09% |
$505 - $625
|
67.4K
$617K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
55New |
$478 - $593
|
55
$504
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
49+ 17.95% |
$426 - $528
|
322
$2.95K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
29New |
$252 - $313
|
29
$266
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
26+ 0.15% |
$226 - $280
|
17K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 0.11% |
$226 - $280
|
24.1K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 8.56% |
$191 - $237
|
279
$2.56K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
22New |
$191 - $237
|
22
$202
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21New |
$183 - $226
|
21
$192
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
13New |
$113 - $140
|
13
$119
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 3.64% |
$34.8 - $43.1
|
114
$1.04K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3New |
$26.1 - $32.3
|
3
$27.5
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.22% |
$17.4 - $21.6
|
891
$8.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.03% |
$52.2 - $64.7
|
23.4K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-16- 13.68% |
$139 - $172
|
101
$925
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-62- 30.39% |
$539 - $668
|
142
$1.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-79- 0.12% |
$687 - $852
|
65K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-100- 0.41% |
$870 - $1.08K
|
24.1K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-130- 5.37% |
$1.13K - $1.4K
|
2.29K
$21K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-231- 30.97% |
$2.01K - $2.49K
|
515
$4.72K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-248- 3.58% |
$2.16K - $2.67K
|
6.67K
$61.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-322- 82.56% |
$2.8K - $3.47K
|
68
$623
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-371- 0.57% |
$3.23K - $4K
|
64.8K
$594K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-401- 1.07% |
$3.49K - $4.32K
|
37K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-463- 6.99% |
$4.03K - $4.99K
|
6.16K
$56.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-505- 1.78% |
$4.39K - $5.44K
|
27.9K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-511- 1.81% |
$4.45K - $5.51K
|
27.7K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-618- 3.23% |
$5.38K - $6.66K
|
18.5K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-637- 1.54% |
$5.54K - $6.87K
|
40.8K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-750- 3.61% |
$6.52K - $8.08K
|
20K
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-784- 1.93% |
$6.82K - $8.45K
|
39.8K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.01K- 0.31% |
$8.78K - $10.9K
|
327K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.06K- 32.5% |
$9.25K - $11.5K
|
2.21K
$20.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.39K- 3.06% |
$12.1K - $15K
|
44.2K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.54K- 31.98% |
$13.4K - $16.6K
|
3.27K
$30K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.74K- 5.11% |
$15.2K - $18.8K
|
32.3K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.93K- 3.62% |
$16.7K - $20.8K
|
51.2K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-1.95K- 3.38% |
$17K - $21K
|
55.9K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2K- 0.49% |
$17.4K - $21.6K
|
407K
$3.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-2K- 36.4% |
$17.4K - $21.6K
|
3.49K
$32K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2K- 9.09% |
$17.4K - $21.6K
|
20K
$183K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.39K- 6.44% |
$20.8K - $25.8K
|
34.7K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.53K- 9.25% |
$22K - $27.3K
|
24.8K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.57K- 17.86% |
$22.3K - $27.7K
|
11.8K
$108K
|