LTFS
VLY icon

Ladenburg Thalmann Financial Services’s Valley National Bancorp VLY Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio VLY Stock Details VLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$66K Buy
5,758
+13
+0.2% +$150 ﹤0.01% 3334
2019
Q3 		$63K Buy
5,745
+14
+0.2% +$150 ﹤0.01% 3275
2019
Q2 		$61K Buy
5,731
+15
+0.3% +$154 ﹤0.01% 3332
2019
Q1 		$55K Buy
5,716
+230
+4% +$2.34K ﹤0.01% 3346
2018
Q4 		$49K Sell
5,486
-1
-0% -$10 ﹤0.01% 3263
2018
Q3 		$61K Sell
5,487
-7,676
-58% -$92.6K ﹤0.01% 3185
2018
Q2 		$164K Hold
13,163
– – ﹤0.01% 2391
2018
Q1 		$164K Sell
13,163
-1,586
-11% -$19.8K ﹤0.01% 2391
2017
Q4 		$166K Buy
14,749
+5,429
+58% +$62.9K ﹤0.01% 2344
2017
Q3 		$112K Buy
9,320
+2,920
+46% +$33.6K ﹤0.01% 2525
2017
Q2 		$76K Buy
6,400
+414
+7% +$4.85K ﹤0.01% 2697
2017
Q1 		$71K Buy
5,986
+1,912
+47% +$22.9K ﹤0.01% 2640
2016
Q4 		$48K Sell
4,074
-15,437
-79% -$165K ﹤0.01% 2881
2016
Q3 		$191K Sell
19,511
-15
-0.1% -$140 ﹤0.01% 1793
2016
Q2 		$178K Sell
19,526
-2,894
-13% -$27.1K ﹤0.01% 1760
2016
Q1 		$214K Buy
22,420
+419
+2% +$3.81K ﹤0.01% 1566
2015
Q4 		$217K Buy
22,001
+552
+3% +$5.74K ﹤0.01% 1529
2015
Q3 		$211K Sell
21,449
-35
-0.2% -$344 ﹤0.01% 1454
2015
Q2 		$222K Buy
21,484
+16
+0.1% +$156 ﹤0.01% 1538
2015
Q1 		$202K Buy
21,468
+3,375
+19% +$31.9K ﹤0.01% 1566
2014
Q4 		$176K Buy
18,093
+1,353
+8% +$13.1K ﹤0.01% 1518
2014
Q3 		$162K Sell
16,740
-57
-0.3% -$562 ﹤0.01% 1330
2014
Q2 		$166K Sell
16,797
-1,588
-9% -$15.9K ﹤0.01% 1294
2014
Q1 		$191K Buy
18,385
+2,824
+18% +$28.3K 0.01% 1149
2013
Q4 		$157K Sell
15,561
-1
-0% -$10 ﹤0.01% 1197
2013
Q3 		$155K Hold
15,562
– – 0.01% 1135
2013
Q2 		$147K Buy
+15,562
New +$145K 0.01% 1123

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Ladenburg Thalmann Financial Services's VLY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Valley National Bancorp (VLY) stake by 0.23% in Q4 2019, buying an estimated $150 and bringing the position to 5,758 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #3334.

Ladenburg Thalmann Financial Services first reported a position in VLY in Q2 2013 and has held it in 27 quarters since. The position peaked at $222K in Q2 2015. 319 funds tracked by Wall St. Rank hold VLY as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 5,758 shares of Valley National Bancorp worth $66K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 13 Valley National Bancorp shares in Q4 2019, an estimated $150.
  • Valley National Bancorp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3334 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Valley National Bancorp in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Valley National Bancorp position peaked at $222K in Q2 2015.
  • 319 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.