How many institutions own VALU stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own VALU shares is 77, representing 5.72% of the company's common stock.

Who are the major shareholders selling Value Line, Inc. stock?

VANGUARD GROUP INC, in the last quarter, reduced its stake in VALU by -3.08% restricting it's holding to 16.41 thousand shares of worth nearly $641.30K. OPPENHEIMER & CO INC also lessened -17.93% of the VALU shares from its portfolio, reducing its holding to 17.77 thousand shares of worth $694.37K. DIMENSIONAL FUND ADVISORS LP also shunned VALU shares holding by -11.29% last quarter which brought its holding to 63.25 thousand shares worth $2.47M.

Investors who are buying VALU stock?

As per its latest 13F filing, ROTHSCHILD INVESTMENT LLC increased its stake in VALU by 100% in the last quarter. The institutional holder raised its holding to 1 shares having worth more than $39.00. EVERSOURCE WEALTH ADVISORS, LLC also added 150% more shares of VALU to its portfolio, raising its holding to 5 shares of worth $195.00. RENAISSANCE TECHNOLOGIES LLC also increased its VALU shares holding by 0.85% which brought its holding to 11.9 thousand shares worth $465.05K.

VALU's major insiders: who are they?

The insider with the most stakes in VALU is ARNOLD BERNHARD & CO INC , 10 percent owner at the company. Additionally, VALU stock is highly held by Chairman and CEO BRECHER HOWARD A and Vice President and Treasurer ANASTASIO STEPHEN among others.

Did an insider recently sell VALU stock?

Company executives, directors, and other insiders own 91.79% percent of Value Line, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which VALU insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MUENZER GLENN J..

Which insider recently purchased VALU stock?

There have been 0 transaction(s) during the past 6-months in which Value Line, Inc. insiders have bought stock, totalling 0 shares

How much of VALU does insiders own?

Around 0 Value Line, Inc. shares are held by insiders, which represents about 91.79% of VALU stock.

Who is the insider with the largest stake?

VALU 10 percent owner, ARNOLD BERNHARD & CO INC holds the largest portfolio of the company's shares. VALU shares owned by ARNOLD total nearly 8.63 million.

Which institution holds the most shares in VALU?

SBI SECURITIES CO., LTD. is the largest institutional owner in VALU which holds 1 shares worth $39.00 or 0% of the total VALU shares outstanding followed by ROTHSCHILD INVESTMENT LLC with ownership of 1 shares representing 0% of the VALU ownership. EVERSOURCE WEALTH ADVISORS, LLC is the third largest stakeholder with 5 shares or 0% of the ownership worth more than $195.00.

Is Value Line, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the VALU is concerned, it is a stock which is not optionable.

Is there a short position on VALU's shares?

Number of VALU shares short is 10.57K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding VALU shares are there?

As of today, 9.41M shares of VALU are outstanding.

Is there many float in VALU stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, VALU has 772.62K shares in float.

VALU short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for VALU is 1.91.

Value Line (VALU) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.11

Short Percent Of Float1.37

Shares Outstanding9.41M

Shares Float772.62K

Shares Short10.57K

Short Ratio1.91

1.37%

Short % of Float

0.11%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

91.79% Percentage of Shares held by All Insiders

5.72% Percentage of Shares held by All Institutions

69.63% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 5.72% of VALU shares are held by financial institutions. SBI SECURITIES CO., LTD. is the top corporate investor, holding 1 shares valued at $39.00. A 0% stake in Value Line, Inc. is owned by the company. ROTHSCHILD INVESTMENT LLC owns 1 shares valued at $39.00, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	1	39	0	0
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	1	39	1	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	5	195	3	+150.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.13%	11.9K	465.05K	100	+0.85%
Sep 30, 2025	STATE STREET CORP	0.15%	14.27K	557.59K	450	+3.26%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	16.1K	629.19K	0	0
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0%	400	15K	400	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	400	15.63K	0	0
Sep 30, 2025	VANGUARD GROUP INC	0.17%	16.41K	641.3K	-522	-3.08%
Sep 30, 2025	OPPENHEIMER & CO INC	0.19%	17.77K	694.37K	-3.88K	-17.93%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.26%	24.61K	961.89K	174	+0.71%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.28%	26.65K	1.04M	80	+0.30%
Sep 30, 2025		0.32%	29.96K	1.17M	29.96K	+100.00%
Sep 30, 2025	GABELLI FUNDS LLC	0.49%	46.31K	1.81M	0	0
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.67%	63.25K	2.47M	-8.05K	-11.29%
Sep 30, 2025	BLACKROCK, INC.	0.85%	80.13K	3.13M	-593	-0.73%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	463	18.09K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	803	31.38K	41	+5.38%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	817	31.93K	259	+46.42%
Sep 30, 2025	BARCLAYS PLC	0.01%	1.13K	44.24K	-217	-16.09%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.37K	53.7K	0	0
Sep 30, 2025	MORGAN STANLEY	0.02%	1.63K	63.71K	-257	-13.62%
Sep 30, 2025	RHUMBLINE ADVISERS	0.02%	1.67K	65.22K	53	+3.28%
Sep 30, 2025	CLOUD CAPITAL MANAGEMENT, LLC	0.04%	3.3K	128K	3.3K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	5.79K	226.27K	-355	-5.78%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.06%	5.9K	230.49K	0	0
Sep 30, 2025	GAMMA INVESTING LLC	0%	32	1.25K	-2	-5.88%
Sep 30, 2025	AMALGAMATED BANK	0%	33	1K	0	0
Sep 30, 2025	CITIGROUP INC	0%	36	1.41K	-251	-87.46%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	46	2K	1	+2.22%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.07%	6.5K	254.02K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	317	12.39K	314	+10,466.67%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.09%	8.55K	334.21K	8.55K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.1%	9.15K	357.39K	-612	-6.27%
Sep 30, 2025	STRS OHIO	0.1%	9.2K	359.54K	0	0
Sep 30, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.1%	9.27K	362.43K	-600	-6.08%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	6	234	3	+100.00%
Sep 30, 2025	OPTIVER HOLDING B.V.	0%	12	469	12	+100.00%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0%	281	10.98K	35	+14.23%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	1.22%	114.47K	4.47M	3.92K	+3.55%
Sep 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	58	2.27K	0	0
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	65	2.54K	65	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	86	3.32K	0	0
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	91	3.56K	0	0
Sep 30, 2025	CWM, LLC	0%	99	4K	55	+125.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	126	4.92K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	213	8.32K	127	+147.67%
Sep 30, 2025	FMR LLC	0%	236	9.23K	-70	-22.88%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	267	10K	99	+58.93%
Sep 30, 2025	UBS GROUP AG	0%	270	10.55K	31	+12.97%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	276	10.79K	-217	-44.02%
Sep 30, 2025	NBT BANK N A /NY	0%	280	10.94K	0	0
Sep 30, 2025	COVESTOR LTD	0%	12	1K	12	+100.00%
Jun 30, 2025	COREBRIDGE FINANCIAL, INC.	0%	0	-	-390	-100.00%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	3	117	-76	-96.20%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	126	4.93K	0	0
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	45	2K	0	0
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	16.1K	630.32K	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.13%	11.8K	461.97K	600	+5.36%
Jun 30, 2025	NORTHERN TRUST CORP	0.1%	9.76K	381.99K	-346	-3.42%
Jun 30, 2025	STRS OHIO	0.1%	9.2K	360.18K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	6.15K	240.58K	6.15K	+100.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.02%	1.62K	63.26K	9	+0.56%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.37K	53.79K	0	0
Jun 30, 2025	BARCLAYS PLC	0.01%	1.35K	53K	494	+57.78%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	400	15.66K	0	0
Jun 30, 2025	CITIGROUP INC	0%	287	11.24K	-277	-49.11%
Jun 30, 2025	NISA INVESTMENT ADVISORS, LLC	0%	246	9.63K	0	0
Jun 30, 2025	UBS GROUP AG	0%	239	9.36K	-375	-61.07%
Jun 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	91	3.56K	0	0
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0%	86	3.37K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	86	3.37K	31	+56.36%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	3	117	1	+50.00%
Jun 30, 2025	CLOUD CAPITAL MANAGEMENT, LLC	0%	0	-	-3.3K	-100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	1	39	0	0
Jun 30, 2025	FMR LLC	0%	306	11.99K	17	+5.88%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	493	19.3K	236	+91.83%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	558	21.85K	-733	-56.78%
Jun 30, 2025	STATE STREET CORP	0.15%	13.82K	540.98K	0	0
Jun 30, 2025	VANGUARD GROUP INC	0.18%	16.93K	662.89K	658	+4.04%
Jun 30, 2025	OPPENHEIMER & CO INC	0.23%	21.65K	847.6K	500	+2.36%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.26%	24.44K	956.79K	-392	-1.58%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.28%	26.57K	1.04M	26	+0.10%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.76%	71.3K	2.79M	-6.47K	-8.32%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	1.17%	110.55K	4.33M	-6.67K	-5.69%
Jun 30, 2025	NBT BANK N A /NY	0%	280	10.96K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	762	29.83K	-111	-12.71%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	58	2.27M	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0%	168	7K	80	+90.91%
Jun 30, 2025	AMALGAMATED BANK	0%	33	1K	0	0
Jun 30, 2025	GAMMA INVESTING LLC	0%	34	1.33K	21	+161.54%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	463	18.13K	0	0
Jun 30, 2025	MORGAN STANLEY	0.02%	1.89K	73.88M	-116	-5.79%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.06%	5.9K	230.91K	0	0
Jun 30, 2025	VALMARK ADVISERS, INC.	0.07%	6.5K	254.48K	0	0
Jun 30, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.1%	9.87K	386.57K	-900	-8.35%
Jun 30, 2025	TETON ADVISORS, INC.	0.33%	31.3K	1.23M	0	0
Jun 30, 2025	GABELLI FUNDS LLC	0.49%	46.31K	1.81M	0	0
Jun 30, 2025	BLACKROCK, INC.	0.86%	80.72K	3.16M	-1.76K	-2.13%
Jun 30, 2025	NEWSQUARE CAPITAL LLC	0%	0	-	-83	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	1	39	1	+100.00%
Jun 30, 2025	CWM, LLC	0%	44	2K	10	+29.41%
Jun 30, 2025		0%	0	-	-3.3K	-100.00%
Jun 30, 2025	COVESTOR LTD	0%	0	-	-18	-100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	2	78	0	0
Mar 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	58	2.24K	0	0
Mar 31, 2025	AMALGAMATED BANK	0%	33	1K	0	0
Mar 31, 2025	US BANCORP \DE\	0%	0	-	-125	-100.00%
Mar 31, 2025	TETON ADVISORS, INC.	0.33%	31.3K	1.21M	0	0
Mar 31, 2025	OPPENHEIMER & CO INC	0.22%	21.15K	817.87K	15.65K	+284.55%
Mar 31, 2025	VANGUARD GROUP INC	0.17%	16.27K	629.32K	-527	-3.14%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	463	17.9K	0	0
Mar 31, 2025	BLACKROCK, INC.	0.88%	82.48K	3.19M	841	+1.03%
Mar 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	16.1K	622.59K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	1.29K	49.92K	-3.09K	-70.54%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	257	9.94K	71	+38.17%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	55	2.13K	-192	-77.73%
Mar 31, 2025	FMR LLC	0%	289	11.18K	212	+275.32%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.26%	24.83K	960.24K	2.19K	+9.67%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.12%	11.2K	433.1K	500	+4.67%
Mar 31, 2025	STRS OHIO	0.1%	9.2K	355.76K	0	0
Mar 31, 2025	VALMARK ADVISERS, INC.	0.07%	6.5K	251.36K	0	0
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	1.24%	117.22K	4.53M	-6.23K	-5.05%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.28%	26.54K	1.03M	-5.99K	-18.42%
Mar 31, 2025	MORGAN STANLEY	0.02%	2K	77.46K	-568	-22.09%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.37K	53K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	873	33.76K	-376	-30.10%
Mar 31, 2025	CITIGROUP INC	0.01%	564	21.81K	-72	-11.32%
Mar 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	91	3.52K	0	0
Mar 31, 2025	GAMMA INVESTING LLC	0%	13	503	-15	-53.57%
Mar 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	2	77	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.02%	1.61K	62.13K	-146	-8.33%
Mar 31, 2025	BARCLAYS PLC	0.01%	855	33K	-398	-31.76%
Mar 31, 2025	UBS GROUP AG	0.01%	614	23.74K	190	+44.81%
Mar 31, 2025	NBT BANK N A /NY	0%	280	10.83K	0	0
Mar 31, 2025	NISA INVESTMENT ADVISORS, LLC	0%	246	9.51K	9	+3.80%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	126	4.87K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	88	3K	45	+104.65%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0%	86	3.33K	0	0
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	45	2K	15	+50.00%
Mar 31, 2025	CWM, LLC	0%	34	1K	13	+61.90%
Mar 31, 2025	COVESTOR LTD	0%	18	1K	0	0
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	2	77	2	+100.00%
Mar 31, 2025		0%	1	39	0	0
Mar 31, 2025	NEWSQUARE CAPITAL LLC	0%	83	3.21K	83	+100.00%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	79	3.06K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	400	15.47K	400	+100.00%
Mar 31, 2025	COREBRIDGE FINANCIAL, INC.	0%	390	15.08K	-6	-1.52%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.83%	77.77K	3.01M	-4.79K	-5.80%
Mar 31, 2025	GABELLI FUNDS LLC	0.49%	46.31K	1.79M	0	0
Mar 31, 2025	STATE STREET CORP	0.15%	13.82K	534.34K	0	0
Mar 31, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.11%	10.77K	416.63K	-500	-4.43%
Mar 31, 2025	NORTHERN TRUST CORP	0.11%	10.1K	390.68K	-519	-4.89%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.06%	5.9K	228.08K	0	0
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	96	3.89K	-43	-30.94%
Mar 31, 2024	OPPENHEIMER & CO INC	0.06%	5.75K	232.88K	0	0
Mar 31, 2024	STRS OHIO	0.08%	7.2K	291K	-400	-5.26%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.09%	8.55K	346K	8.55K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.09%	8.75K	354.3K	-799	-8.37%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.11%	10.2K	413K	-200	-1.92%
Mar 31, 2024	STATE STREET CORP	0.14%	13.62K	551.69K	-431	-3.07%
Mar 31, 2024	JPMORGAN CHASE & CO	0.02%	1.75K	70.67K	833	+91.34%
Mar 31, 2024	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	16.1K	652.05K	0	0
Mar 31, 2024	VANGUARD GROUP INC	0.18%	16.65K	674.41K	997	+6.37%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.2%	18.57K	752.09K	0	0
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0%	0	-	-4.42K	-100.00%
Mar 31, 2024	AUXIER ASSET MANAGEMENT	0%	0	-	-4.24K	-100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0%	3	122	0	0
Mar 31, 2024	GAMMA INVESTING LLC	0%	13	527	13	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	20	810	0	0
Mar 31, 2024	DEUTSCHE BANK AG\	0%	25	1.01K	0	0
Mar 31, 2024	AMALGAMATED BANK	0%	33	1K	-92	-73.60%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0%	86	3.48K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	91	3.69K	0	0
Mar 31, 2024	US BANCORP \DE\	0%	125	5.06K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0%	134	6K	-235	-63.69%
Mar 31, 2024	CITIGROUP INC	0%	146	5.91K	42	+40.38%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0%	237	9.6K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0%	416	16.85K	-2	-0.48%
Mar 31, 2024	BARCLAYS PLC	0.01%	578	23K	-573	-49.78%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.01%	658	26.65K	-1.07K	-61.99%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.01%	702	28.43K	128	+22.30%
Mar 31, 2024	UBS GROUP AG	0.01%	837	33.9K	-87	-9.42%
Mar 31, 2024	FMR LLC	0%	51	2.07K	-26	-33.77%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.08K	43.58K	650	+152.58%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.37K	56K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.02%	1.57K	63.58K	112	+7.68%
Mar 31, 2024	MORGAN STANLEY	0.03%	2.45K	99.31K	-839	-25.49%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.07%	6.5K	263.25K	1K	+18.18%
Mar 31, 2024	CAPITAL INVESTMENT COUNSEL, INC	0.08%	7.17K	290.55K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.24%	23.01K	931.87K	705	+3.16%
Mar 31, 2024	TETON ADVISORS, INC.	0.34%	31.8K	1.29M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.34%	32.41K	1.31M	34	+0.11%
Mar 31, 2024	GABELLI FUNDS LLC	0.49%	46.31K	1.88M	0	0
Mar 31, 2024	BLACKROCK INC.	0.85%	80.39K	3.26M	-2.2K	-2.66%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.16%	109.5K	4.43M	-986	-0.89%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	1.38%	130.15K	5.27M	-626	-0.48%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.17%	110.49K	5.39M	-844	-0.76%
Dec 31, 2023	JANE STREET GROUP, LLC	0%	0	-	-5.11K	-100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0%	0	-	-17.95K	-100.00%
Dec 31, 2023	DENALI ADVISORS LLC	0%	0	-	-800	-100.00%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0%	3	146	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	20	975	0	0
Dec 31, 2023	DEUTSCHE BANK AG\	0%	25	1.22K	0	0
Dec 31, 2023	FMR LLC	0%	77	3.76K	9	+13.24%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0%	86	4.19K	0	0
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	0%	91	4.44K	0	0
Dec 31, 2023	CITIGROUP INC	0%	104	5.07K	102	+5,100.00%
Dec 31, 2023	AMALGAMATED BANK	0%	125	6K	-10	-7.41%
Dec 31, 2023	US BANCORP \DE\	0%	125	6.09K	0	0
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	139	6.78K	-47	-25.27%
Dec 31, 2023	NISA INVESTMENT ADVISORS, LLC	0%	237	11.55K	-102	-30.09%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	369	19K	175	+90.21%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0%	418	20.38K	-3	-0.71%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	426	20.77K	-625	-59.47%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.01%	574	27.98K	-147	-20.39%
Dec 31, 2023	JPMORGAN CHASE & CO	0.01%	912	44.46K	364	+66.42%
Dec 31, 2023	UBS GROUP AG	0.01%	924	45.05K	465	+101.31%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	1.39%	130.78K	6.38M	-10.2K	-7.23%
Dec 31, 2023	BARCLAYS PLC	0.01%	1.15K	57K	1.02K	+752.59%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.37K	67K	0	0
Dec 31, 2023	RHUMBLINE ADVISERS	0.02%	1.46K	71.07K	22	+1.53%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.02%	1.73K	84.39K	455	+35.66%
Dec 31, 2023	MORGAN STANLEY	0.03%	3.29K	160.44K	1.17K	+55.16%
Dec 31, 2023	AUXIER ASSET MANAGEMENT	0.05%	4.24K	206.65K	4.24K	+100.00%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.05%	4.42K	215.33K	4.42K	+100.00%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.06%	5.5K	268.13K	5.5K	+100.00%
Dec 31, 2023	OPPENHEIMER & CO INC	0.06%	5.75K	280.31K	5.75K	+100.00%
Dec 31, 2023	CAPITAL INVESTMENT COUNSEL, INC	0.08%	7.17K	349.73K	7.17K	+100.00%
Dec 31, 2023	STRS OHIO	0.08%	7.6K	370K	-400	-5.00%
Dec 31, 2023	NORTHERN TRUST CORP	0.1%	9.55K	465.42K	2.26K	+31.03%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.11%	10.4K	507K	100	+0.97%
Dec 31, 2023	STATE STREET CORP	0.15%	14.05K	685.08K	0	0
Dec 31, 2023	VANGUARD GROUP INC	0.17%	15.66K	763.18K	500	+3.30%
Dec 31, 2023	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	16.1K	784.88K	0	0
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.2%	18.57K	905.29K	-5K	-21.21%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.24%	22.3K	1.09M	180	+0.81%
Dec 31, 2023	TETON ADVISORS, INC.	0.34%	31.8K	1.55M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.34%	32.38K	1.58M	50	+0.15%
Dec 31, 2023	GABELLI FUNDS LLC	0.49%	46.31K	2.26M	0	0
Dec 31, 2023	BLACKROCK INC.	0.88%	82.59K	4.03M	3.97K	+5.05%

Insiders

Among the VALU insiders holding of 91.79% of the stake in company, ARNOLD BERNHARD & CO INC, 10 percent owner, holds the largest shares of 8.63M. BRECHER HOWARD A, Chairman and CEO, is the second largest VALU insider with ownership of 1.6K shares. ANASTASIO STEPHEN, Vice President and Treasurer, stands third with possession of 600 shares of that stake.

Insiders	Designation	Shares Held
ARNOLD BERNHARD & CO INC	10 percent owner	8.63M
BRECHER HOWARD A	Chairman and CEO	1.6K
ANASTASIO STEPHEN	Vice President and Treasurer	600
REED WILLIAM EDWARD	director	500
FIORE ALFRED R	director	400
BERNSTEIN MARY	director	200
DAVIS STEPHEN P	director	200
MUENZER GLENN J.		200

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 29, 2022	MUENZER GLENN J.	SALE	95.15	100	9.52K	200
May 16, 2022	ANASTASIO STEPHEN	PURCHASE	73.00	600	43.8K	600
Aug 19, 2020	FIORE ALFRED R	PURCHASE	25.68	46	1.18K	400
Aug 05, 2020	FIORE ALFRED R	PURCHASE	24.25	1	24.25	354
Aug 04, 2020	BRECHER HOWARD A	PURCHASE	25.26	200	5.05K	1.6K
Aug 04, 2020	FIORE ALFRED R	PURCHASE	24.50	3	73.5	353
Jul 29, 2020	ANASTASIO STEPHEN	PURCHASE	24.51	200	4.9K	1.2K
May 15, 2020	ANASTASIO STEPHEN	PURCHASE	24.58	200	4.92K	1K
Oct 04, 2019	BRECHER HOWARD A	PURCHASE	23.38	200	4.68K	1.4K
Jul 12, 2018	ANASTASIO STEPHEN	PURCHASE	22.65	300	6.8K	800
Nov 28, 2017	FIORE ALFRED R	PURCHASE	17.98	50	899	350
Jul 21, 2017	MUENZER GLENN J.	PURCHASE	19.66	100	1.97K	300
May 10, 2016	ANASTASIO STEPHEN	PURCHASE	16.72	100	1.67K	300
Nov 24, 2015	BRECHER HOWARD A	PURCHASE	15.39	400	6.16K	1.2K
Apr 30, 2013	BRECHER HOWARD A	PURCHASE	9.40	300	2.82K	800
Aug 16, 2011	FIORE ALFRED R	PURCHASE	10.68	300	3.2K	300
Aug 11, 2011	REED WILLIAM EDWARD	PURCHASE	10.55	300	3.17K	500
Aug 03, 2011	ANASTASIO STEPHEN	PURCHASE	11.79	67	789.93	200
Aug 02, 2011	ANASTASIO STEPHEN	PURCHASE	11.50	33	379.5	133
Aug 02, 2011	BRECHER HOWARD A	PURCHASE	11.40	300	3.42K	500
Aug 02, 2011	BERNSTEIN MARY	PURCHASE	11.38	200	2.28K	200
Apr 26, 2011	DAVIS STEPHEN P	PURCHASE	14.20	200	2.84K	200
Apr 18, 2011	REED WILLIAM EDWARD	PURCHASE	14.26	200	2.85K	200
Jan 08, 2008	ARNOLD BERNHARD & CO INC	PURCHASE	40.00	100	4K	8.63M
Jan 04, 2008	ARNOLD BERNHARD & CO INC	PURCHASE	39.69	1.2K	47.63K	8.63M
Jan 02, 2008	ARNOLD BERNHARD & CO INC	PURCHASE	40.03	1.2K	48.04K	8.63M
Dec 31, 2007	ARNOLD BERNHARD & CO INC	PURCHASE	40.03	201	8.05K	8.63M
Oct 26, 2004	ARNOLD BERNHARD & CO INC	PURCHASE	35.33	300	10.6K	8.63M
Jul 23, 2004	ARNOLD BERNHARD & CO INC	PURCHASE	30.46	2.5K	76.15K	8.63M
Jul 12, 2004	ARNOLD BERNHARD & CO INC	PURCHASE	31.05	18.6K	577.53K	8.63M
Mar 26, 2004	ARNOLD BERNHARD & CO INC	PURCHASE	50.88	229	11.65K	8.61M

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.11

Short Percent Of Float1.37

Shares Outstanding9.41M

Shares Float772.62K

Shares Short10.57K

Short Ratio1.91

1.37%

Short % of Float

0.11%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

91.79% Percentage of Shares held by All Insiders

5.72% Percentage of Shares held by All Institutions

69.63% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	1	39	0	0
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	1	39	1	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	5	195	3	+150.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.13%	11.9K	465.05K	100	+0.85%
Sep 30, 2025	STATE STREET CORP	0.15%	14.27K	557.59K	450	+3.26%
Sep 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	16.1K	629.19K	0	0
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0%	400	15K	400	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	400	15.63K	0	0
Sep 30, 2025	VANGUARD GROUP INC	0.17%	16.41K	641.3K	-522	-3.08%
Sep 30, 2025	OPPENHEIMER & CO INC	0.19%	17.77K	694.37K	-3.88K	-17.93%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.26%	24.61K	961.89K	174	+0.71%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.28%	26.65K	1.04M	80	+0.30%
Sep 30, 2025		0.32%	29.96K	1.17M	29.96K	+100.00%
Sep 30, 2025	GABELLI FUNDS LLC	0.49%	46.31K	1.81M	0	0
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.67%	63.25K	2.47M	-8.05K	-11.29%
Sep 30, 2025	BLACKROCK, INC.	0.85%	80.13K	3.13M	-593	-0.73%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	463	18.09K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	803	31.38K	41	+5.38%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	817	31.93K	259	+46.42%
Sep 30, 2025	BARCLAYS PLC	0.01%	1.13K	44.24K	-217	-16.09%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.37K	53.7K	0	0
Sep 30, 2025	MORGAN STANLEY	0.02%	1.63K	63.71K	-257	-13.62%
Sep 30, 2025	RHUMBLINE ADVISERS	0.02%	1.67K	65.22K	53	+3.28%
Sep 30, 2025	CLOUD CAPITAL MANAGEMENT, LLC	0.04%	3.3K	128K	3.3K	+100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	5.79K	226.27K	-355	-5.78%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.06%	5.9K	230.49K	0	0
Sep 30, 2025	GAMMA INVESTING LLC	0%	32	1.25K	-2	-5.88%
Sep 30, 2025	AMALGAMATED BANK	0%	33	1K	0	0
Sep 30, 2025	CITIGROUP INC	0%	36	1.41K	-251	-87.46%
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	46	2K	1	+2.22%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.07%	6.5K	254.02K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	317	12.39K	314	+10,466.67%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.09%	8.55K	334.21K	8.55K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.1%	9.15K	357.39K	-612	-6.27%
Sep 30, 2025	STRS OHIO	0.1%	9.2K	359.54K	0	0
Sep 30, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.1%	9.27K	362.43K	-600	-6.08%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	6	234	3	+100.00%
Sep 30, 2025	OPTIVER HOLDING B.V.	0%	12	469	12	+100.00%
Sep 30, 2025	NISA INVESTMENT ADVISORS, LLC	0%	281	10.98K	35	+14.23%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	1.22%	114.47K	4.47M	3.92K	+3.55%
Sep 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	58	2.27K	0	0
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	65	2.54K	65	+100.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0%	86	3.32K	0	0
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	91	3.56K	0	0
Sep 30, 2025	CWM, LLC	0%	99	4K	55	+125.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	126	4.92K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	213	8.32K	127	+147.67%
Sep 30, 2025	FMR LLC	0%	236	9.23K	-70	-22.88%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	267	10K	99	+58.93%
Sep 30, 2025	UBS GROUP AG	0%	270	10.55K	31	+12.97%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	276	10.79K	-217	-44.02%
Sep 30, 2025	NBT BANK N A /NY	0%	280	10.94K	0	0
Sep 30, 2025	COVESTOR LTD	0%	12	1K	12	+100.00%
Jun 30, 2025	COREBRIDGE FINANCIAL, INC.	0%	0	-	-390	-100.00%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	3	117	-76	-96.20%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	126	4.93K	0	0
Jun 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	45	2K	0	0
Jun 30, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	16.1K	630.32K	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.13%	11.8K	461.97K	600	+5.36%
Jun 30, 2025	NORTHERN TRUST CORP	0.1%	9.76K	381.99K	-346	-3.42%
Jun 30, 2025	STRS OHIO	0.1%	9.2K	360.18K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	6.15K	240.58K	6.15K	+100.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.02%	1.62K	63.26K	9	+0.56%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.37K	53.79K	0	0
Jun 30, 2025	BARCLAYS PLC	0.01%	1.35K	53K	494	+57.78%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	400	15.66K	0	0
Jun 30, 2025	CITIGROUP INC	0%	287	11.24K	-277	-49.11%
Jun 30, 2025	NISA INVESTMENT ADVISORS, LLC	0%	246	9.63K	0	0
Jun 30, 2025	UBS GROUP AG	0%	239	9.36K	-375	-61.07%
Jun 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	91	3.56K	0	0
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0%	86	3.37K	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	86	3.37K	31	+56.36%
Jun 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	3	117	1	+50.00%
Jun 30, 2025	CLOUD CAPITAL MANAGEMENT, LLC	0%	0	-	-3.3K	-100.00%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	1	39	0	0
Jun 30, 2025	FMR LLC	0%	306	11.99K	17	+5.88%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	493	19.3K	236	+91.83%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	558	21.85K	-733	-56.78%
Jun 30, 2025	STATE STREET CORP	0.15%	13.82K	540.98K	0	0
Jun 30, 2025	VANGUARD GROUP INC	0.18%	16.93K	662.89K	658	+4.04%
Jun 30, 2025	OPPENHEIMER & CO INC	0.23%	21.65K	847.6K	500	+2.36%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.26%	24.44K	956.79K	-392	-1.58%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.28%	26.57K	1.04M	26	+0.10%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.76%	71.3K	2.79M	-6.47K	-8.32%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	1.17%	110.55K	4.33M	-6.67K	-5.69%
Jun 30, 2025	NBT BANK N A /NY	0%	280	10.96K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	762	29.83K	-111	-12.71%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	58	2.27M	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0%	168	7K	80	+90.91%
Jun 30, 2025	AMALGAMATED BANK	0%	33	1K	0	0
Jun 30, 2025	GAMMA INVESTING LLC	0%	34	1.33K	21	+161.54%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	463	18.13K	0	0
Jun 30, 2025	MORGAN STANLEY	0.02%	1.89K	73.88M	-116	-5.79%
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.06%	5.9K	230.91K	0	0
Jun 30, 2025	VALMARK ADVISERS, INC.	0.07%	6.5K	254.48K	0	0
Jun 30, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.1%	9.87K	386.57K	-900	-8.35%
Jun 30, 2025	TETON ADVISORS, INC.	0.33%	31.3K	1.23M	0	0
Jun 30, 2025	GABELLI FUNDS LLC	0.49%	46.31K	1.81M	0	0
Jun 30, 2025	BLACKROCK, INC.	0.86%	80.72K	3.16M	-1.76K	-2.13%
Jun 30, 2025	NEWSQUARE CAPITAL LLC	0%	0	-	-83	-100.00%
Jun 30, 2025	IFP ADVISORS, INC	0%	1	39	1	+100.00%
Jun 30, 2025	CWM, LLC	0%	44	2K	10	+29.41%
Jun 30, 2025		0%	0	-	-3.3K	-100.00%
Jun 30, 2025	COVESTOR LTD	0%	0	-	-18	-100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	2	78	0	0
Mar 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	58	2.24K	0	0
Mar 31, 2025	AMALGAMATED BANK	0%	33	1K	0	0
Mar 31, 2025	US BANCORP \DE\	0%	0	-	-125	-100.00%
Mar 31, 2025	TETON ADVISORS, INC.	0.33%	31.3K	1.21M	0	0
Mar 31, 2025	OPPENHEIMER & CO INC	0.22%	21.15K	817.87K	15.65K	+284.55%
Mar 31, 2025	VANGUARD GROUP INC	0.17%	16.27K	629.32K	-527	-3.14%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	463	17.9K	0	0
Mar 31, 2025	BLACKROCK, INC.	0.88%	82.48K	3.19M	841	+1.03%
Mar 31, 2025	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	16.1K	622.59K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0.01%	1.29K	49.92K	-3.09K	-70.54%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	257	9.94K	71	+38.17%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	55	2.13K	-192	-77.73%
Mar 31, 2025	FMR LLC	0%	289	11.18K	212	+275.32%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.26%	24.83K	960.24K	2.19K	+9.67%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.12%	11.2K	433.1K	500	+4.67%
Mar 31, 2025	STRS OHIO	0.1%	9.2K	355.76K	0	0
Mar 31, 2025	VALMARK ADVISERS, INC.	0.07%	6.5K	251.36K	0	0
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	1.24%	117.22K	4.53M	-6.23K	-5.05%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.28%	26.54K	1.03M	-5.99K	-18.42%
Mar 31, 2025	MORGAN STANLEY	0.02%	2K	77.46K	-568	-22.09%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.37K	53K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	873	33.76K	-376	-30.10%
Mar 31, 2025	CITIGROUP INC	0.01%	564	21.81K	-72	-11.32%
Mar 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	91	3.52K	0	0
Mar 31, 2025	GAMMA INVESTING LLC	0%	13	503	-15	-53.57%
Mar 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	2	77	0	0
Mar 31, 2025	RHUMBLINE ADVISERS	0.02%	1.61K	62.13K	-146	-8.33%
Mar 31, 2025	BARCLAYS PLC	0.01%	855	33K	-398	-31.76%
Mar 31, 2025	UBS GROUP AG	0.01%	614	23.74K	190	+44.81%
Mar 31, 2025	NBT BANK N A /NY	0%	280	10.83K	0	0
Mar 31, 2025	NISA INVESTMENT ADVISORS, LLC	0%	246	9.51K	9	+3.80%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0%	126	4.87K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	88	3K	45	+104.65%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0%	86	3.33K	0	0
Mar 31, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	45	2K	15	+50.00%
Mar 31, 2025	CWM, LLC	0%	34	1K	13	+61.90%
Mar 31, 2025	COVESTOR LTD	0%	18	1K	0	0
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	2	77	2	+100.00%
Mar 31, 2025		0%	1	39	0	0
Mar 31, 2025	NEWSQUARE CAPITAL LLC	0%	83	3.21K	83	+100.00%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	79	3.06K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	400	15.47K	400	+100.00%
Mar 31, 2025	COREBRIDGE FINANCIAL, INC.	0%	390	15.08K	-6	-1.52%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.83%	77.77K	3.01M	-4.79K	-5.80%
Mar 31, 2025	GABELLI FUNDS LLC	0.49%	46.31K	1.79M	0	0
Mar 31, 2025	STATE STREET CORP	0.15%	13.82K	534.34K	0	0
Mar 31, 2025	CAPITAL INVESTMENT COUNSEL, INC	0.11%	10.77K	416.63K	-500	-4.43%
Mar 31, 2025	NORTHERN TRUST CORP	0.11%	10.1K	390.68K	-519	-4.89%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.06%	5.9K	228.08K	0	0
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	96	3.89K	-43	-30.94%
Mar 31, 2024	OPPENHEIMER & CO INC	0.06%	5.75K	232.88K	0	0
Mar 31, 2024	STRS OHIO	0.08%	7.2K	291K	-400	-5.26%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0.09%	8.55K	346K	8.55K	+100.00%
Mar 31, 2024	NORTHERN TRUST CORP	0.09%	8.75K	354.3K	-799	-8.37%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.11%	10.2K	413K	-200	-1.92%
Mar 31, 2024	STATE STREET CORP	0.14%	13.62K	551.69K	-431	-3.07%
Mar 31, 2024	JPMORGAN CHASE & CO	0.02%	1.75K	70.67K	833	+91.34%
Mar 31, 2024	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	16.1K	652.05K	0	0
Mar 31, 2024	VANGUARD GROUP INC	0.18%	16.65K	674.41K	997	+6.37%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.2%	18.57K	752.09K	0	0
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0%	0	-	-4.42K	-100.00%
Mar 31, 2024	AUXIER ASSET MANAGEMENT	0%	0	-	-4.24K	-100.00%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0%	3	122	0	0
Mar 31, 2024	GAMMA INVESTING LLC	0%	13	527	13	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	20	810	0	0
Mar 31, 2024	DEUTSCHE BANK AG\	0%	25	1.01K	0	0
Mar 31, 2024	AMALGAMATED BANK	0%	33	1K	-92	-73.60%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0%	86	3.48K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	91	3.69K	0	0
Mar 31, 2024	US BANCORP \DE\	0%	125	5.06K	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0%	134	6K	-235	-63.69%
Mar 31, 2024	CITIGROUP INC	0%	146	5.91K	42	+40.38%
Mar 31, 2024	NISA INVESTMENT ADVISORS, LLC	0%	237	9.6K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0%	416	16.85K	-2	-0.48%
Mar 31, 2024	BARCLAYS PLC	0.01%	578	23K	-573	-49.78%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.01%	658	26.65K	-1.07K	-61.99%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.01%	702	28.43K	128	+22.30%
Mar 31, 2024	UBS GROUP AG	0.01%	837	33.9K	-87	-9.42%
Mar 31, 2024	FMR LLC	0%	51	2.07K	-26	-33.77%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.08K	43.58K	650	+152.58%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.37K	56K	0	0
Mar 31, 2024	RHUMBLINE ADVISERS	0.02%	1.57K	63.58K	112	+7.68%
Mar 31, 2024	MORGAN STANLEY	0.03%	2.45K	99.31K	-839	-25.49%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.07%	6.5K	263.25K	1K	+18.18%
Mar 31, 2024	CAPITAL INVESTMENT COUNSEL, INC	0.08%	7.17K	290.55K	0	0
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.24%	23.01K	931.87K	705	+3.16%
Mar 31, 2024	TETON ADVISORS, INC.	0.34%	31.8K	1.29M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.34%	32.41K	1.31M	34	+0.11%
Mar 31, 2024	GABELLI FUNDS LLC	0.49%	46.31K	1.88M	0	0
Mar 31, 2024	BLACKROCK INC.	0.85%	80.39K	3.26M	-2.2K	-2.66%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.16%	109.5K	4.43M	-986	-0.89%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	1.38%	130.15K	5.27M	-626	-0.48%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.17%	110.49K	5.39M	-844	-0.76%
Dec 31, 2023	JANE STREET GROUP, LLC	0%	0	-	-5.11K	-100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0%	0	-	-17.95K	-100.00%
Dec 31, 2023	DENALI ADVISORS LLC	0%	0	-	-800	-100.00%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0%	3	146	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0%	20	975	0	0
Dec 31, 2023	DEUTSCHE BANK AG\	0%	25	1.22K	0	0
Dec 31, 2023	FMR LLC	0%	77	3.76K	9	+13.24%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0%	86	4.19K	0	0
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	0%	91	4.44K	0	0
Dec 31, 2023	CITIGROUP INC	0%	104	5.07K	102	+5,100.00%
Dec 31, 2023	AMALGAMATED BANK	0%	125	6K	-10	-7.41%
Dec 31, 2023	US BANCORP \DE\	0%	125	6.09K	0	0
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	139	6.78K	-47	-25.27%
Dec 31, 2023	NISA INVESTMENT ADVISORS, LLC	0%	237	11.55K	-102	-30.09%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	369	19K	175	+90.21%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0%	418	20.38K	-3	-0.71%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	426	20.77K	-625	-59.47%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.01%	574	27.98K	-147	-20.39%
Dec 31, 2023	JPMORGAN CHASE & CO	0.01%	912	44.46K	364	+66.42%
Dec 31, 2023	UBS GROUP AG	0.01%	924	45.05K	465	+101.31%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	1.39%	130.78K	6.38M	-10.2K	-7.23%
Dec 31, 2023	BARCLAYS PLC	0.01%	1.15K	57K	1.02K	+752.59%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	1.37K	67K	0	0
Dec 31, 2023	RHUMBLINE ADVISERS	0.02%	1.46K	71.07K	22	+1.53%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.02%	1.73K	84.39K	455	+35.66%
Dec 31, 2023	MORGAN STANLEY	0.03%	3.29K	160.44K	1.17K	+55.16%
Dec 31, 2023	AUXIER ASSET MANAGEMENT	0.05%	4.24K	206.65K	4.24K	+100.00%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.05%	4.42K	215.33K	4.42K	+100.00%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.06%	5.5K	268.13K	5.5K	+100.00%
Dec 31, 2023	OPPENHEIMER & CO INC	0.06%	5.75K	280.31K	5.75K	+100.00%
Dec 31, 2023	CAPITAL INVESTMENT COUNSEL, INC	0.08%	7.17K	349.73K	7.17K	+100.00%
Dec 31, 2023	STRS OHIO	0.08%	7.6K	370K	-400	-5.00%
Dec 31, 2023	NORTHERN TRUST CORP	0.1%	9.55K	465.42K	2.26K	+31.03%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.11%	10.4K	507K	100	+0.97%
Dec 31, 2023	STATE STREET CORP	0.15%	14.05K	685.08K	0	0
Dec 31, 2023	VANGUARD GROUP INC	0.17%	15.66K	763.18K	500	+3.30%
Dec 31, 2023	NORTH STAR INVESTMENT MANAGEMENT CORP.	0.17%	16.1K	784.88K	0	0
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.2%	18.57K	905.29K	-5K	-21.21%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.24%	22.3K	1.09M	180	+0.81%
Dec 31, 2023	TETON ADVISORS, INC.	0.34%	31.8K	1.55M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.34%	32.38K	1.58M	50	+0.15%
Dec 31, 2023	GABELLI FUNDS LLC	0.49%	46.31K	2.26M	0	0
Dec 31, 2023	BLACKROCK INC.	0.88%	82.59K	4.03M	3.97K	+5.05%

Insiders

Insiders	Designation	Shares Held
ARNOLD BERNHARD & CO INC	10 percent owner	8.63M
BRECHER HOWARD A	Chairman and CEO	1.6K
ANASTASIO STEPHEN	Vice President and Treasurer	600
REED WILLIAM EDWARD	director	500
FIORE ALFRED R	director	400
BERNSTEIN MARY	director	200
DAVIS STEPHEN P	director	200
MUENZER GLENN J.		200

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 29, 2022	MUENZER GLENN J.	SALE	95.15	100	9.52K	200
May 16, 2022	ANASTASIO STEPHEN	PURCHASE	73.00	600	43.8K	600
Aug 19, 2020	FIORE ALFRED R	PURCHASE	25.68	46	1.18K	400
Aug 05, 2020	FIORE ALFRED R	PURCHASE	24.25	1	24.25	354
Aug 04, 2020	BRECHER HOWARD A	PURCHASE	25.26	200	5.05K	1.6K
Aug 04, 2020	FIORE ALFRED R	PURCHASE	24.50	3	73.5	353
Jul 29, 2020	ANASTASIO STEPHEN	PURCHASE	24.51	200	4.9K	1.2K
May 15, 2020	ANASTASIO STEPHEN	PURCHASE	24.58	200	4.92K	1K
Oct 04, 2019	BRECHER HOWARD A	PURCHASE	23.38	200	4.68K	1.4K
Jul 12, 2018	ANASTASIO STEPHEN	PURCHASE	22.65	300	6.8K	800
Nov 28, 2017	FIORE ALFRED R	PURCHASE	17.98	50	899	350
Jul 21, 2017	MUENZER GLENN J.	PURCHASE	19.66	100	1.97K	300
May 10, 2016	ANASTASIO STEPHEN	PURCHASE	16.72	100	1.67K	300
Nov 24, 2015	BRECHER HOWARD A	PURCHASE	15.39	400	6.16K	1.2K
Apr 30, 2013	BRECHER HOWARD A	PURCHASE	9.40	300	2.82K	800
Aug 16, 2011	FIORE ALFRED R	PURCHASE	10.68	300	3.2K	300
Aug 11, 2011	REED WILLIAM EDWARD	PURCHASE	10.55	300	3.17K	500
Aug 03, 2011	ANASTASIO STEPHEN	PURCHASE	11.79	67	789.93	200
Aug 02, 2011	ANASTASIO STEPHEN	PURCHASE	11.50	33	379.5	133
Aug 02, 2011	BRECHER HOWARD A	PURCHASE	11.40	300	3.42K	500
Aug 02, 2011	BERNSTEIN MARY	PURCHASE	11.38	200	2.28K	200
Apr 26, 2011	DAVIS STEPHEN P	PURCHASE	14.20	200	2.84K	200
Apr 18, 2011	REED WILLIAM EDWARD	PURCHASE	14.26	200	2.85K	200
Jan 08, 2008	ARNOLD BERNHARD & CO INC	PURCHASE	40.00	100	4K	8.63M
Jan 04, 2008	ARNOLD BERNHARD & CO INC	PURCHASE	39.69	1.2K	47.63K	8.63M
Jan 02, 2008	ARNOLD BERNHARD & CO INC	PURCHASE	40.03	1.2K	48.04K	8.63M
Dec 31, 2007	ARNOLD BERNHARD & CO INC	PURCHASE	40.03	201	8.05K	8.63M
Oct 26, 2004	ARNOLD BERNHARD & CO INC	PURCHASE	35.33	300	10.6K	8.63M
Jul 23, 2004	ARNOLD BERNHARD & CO INC	PURCHASE	30.46	2.5K	76.15K	8.63M
Jul 12, 2004	ARNOLD BERNHARD & CO INC	PURCHASE	31.05	18.6K	577.53K	8.63M
Mar 26, 2004	ARNOLD BERNHARD & CO INC	PURCHASE	50.88	229	11.65K	8.61M

VALU Stock Ownership Breakdown

Value Line

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions