Purchases and Sales Made in Q4 2025 in Valley National Bancorp (VLY)
This table provides information about the institutional ownership of Valley National Bancorp (VLY) during Q4 2025. 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 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
232KNew |
$2.26M - $2.6M
|
232K
$2.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.9K+ 14.7% |
$194K - $223K
|
156K
$1.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
6.97K+ 1.35% |
$67.7K - $78K
|
522K
$5.64M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.82K+ 24.82% |
$27.4K - $31.6K
|
14.2K
$153K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.44KNew |
$14K - $16.1K
|
1.44K
$15.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.2K+ 5.3% |
$11.6K - $13.4K
|
23.8K
$257K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
700+ 6.15% |
$6.8K - $7.83K
|
12.1K
$131K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
318+ 0.66% |
$3.09K - $3.56K
|
48.8K
$527K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
224+ 1.3% |
$2.18K - $2.51K
|
17.5K
$189K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
145+ 223.08% |
$1.41K - $1.62K
|
210
$2.27K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
46+ 8.93% |
$447 - $515
|
561
$6.06K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 24.39% |
$97.2 - $112
|
51
$551
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7- 0.25% |
$68 - $78.3
|
2.85K
$30.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-23- 1.0% |
$224 - $257
|
2.28K
$24.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-218- 0.37% |
$2.12K - $2.44K
|
58.4K
$631K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-279- 2.04% |
$2.71K - $3.12K
|
13.4K
$144K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-356- 0.54% |
$3.46K - $3.98K
|
66.1K
$715K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-410- 4.26% |
$3.99K - $4.59K
|
9.22K
$99.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 0.97% |
$12.6K - $14.5K
|
133K
$1.43M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-1.33K- 1.28% |
$12.9K - $14.8K
|
103K
$1.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.44K- 1.11% |
$62.6K - $72.1K
|
576K
$6.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-74.3K- 58.36% |
$722K - $831K
|
53K
$573K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-145K- 66.49% |
$1.41M - $1.63M
|
73.3K
$793K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-928K- 24.77% |
$9.02M - $10.4M
|
2.82M
$30.5M
|
|