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KA
Kovack Advisors’s
Valley National Bancorp
VLY
Stock Holding History
Kovack Advisors’s Portfolio
VLY Stock Details
VLY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-18,068
Closed
-$132K
–
535
2020
Q1
$132K
Buy
18,068
+172
+1%
+$1.68K
0.03%
394
2019
Q4
$205K
Buy
17,896
+178
+1%
+$2.05K
0.04%
456
2019
Q3
$193K
Buy
17,718
+189
+1%
+$2.02K
0.04%
430
2019
Q2
$189K
Buy
17,529
+197
+1%
+$2.02K
0.04%
402
2019
Q1
$166K
Buy
17,332
+214
+1%
+$2.18K
0.04%
388
2018
Q4
$152K
Buy
17,118
+166
+1%
+$1.68K
0.04%
365
2018
Q3
$191K
Sell
16,952
-852
-5%
-$10.3K
0.05%
397
2018
Q2
$216K
Buy
17,804
+1,149
+7%
+$14.5K
0.06%
357
2018
Q1
$208K
Sell
16,655
-641
-4%
-$7.99K
0.05%
420
2017
Q4
$194K
Buy
17,296
+951
+6%
+$11K
0.05%
416
2017
Q3
$197K
Buy
16,345
+154
+1%
+$1.77K
0.07%
315
2017
Q2
$191K
Buy
16,191
+152
+0.9%
+$1.78K
0.06%
343
2017
Q1
$189K
Buy
16,039
+148
+0.9%
+$1.78K
0.07%
270
2016
Q4
$185K
Buy
15,891
+180
+1%
+$1.93K
0.09%
235
2016
Q3
$153K
Buy
15,711
+196
+1%
+$1.83K
0.07%
237
2016
Q2
$141K
Buy
15,515
+180
+1%
+$1.68K
0.07%
237
2016
Q1
$146K
Buy
15,335
+165
+1%
+$1.5K
0.09%
213
2015
Q4
$149K
Buy
15,170
+170
+1%
+$1.77K
0.1%
198
2015
Q3
$148K
Buy
15,000
+5,000
+50%
+$49.2K
0.1%
185
2015
Q2
$103K
Buy
+10,000
New
+$97.4K
0.07%
191
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1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Macquarie Group
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$16.8B AUM
27.39%
1-Year Est. Return
Northern Trust
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$757B AUM
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1-Year Est. Return
American Century Companies
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$194B AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
NI
Nuance Investments
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$717M AUM
3.8%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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