Morgan Stanley Preferred Bank Transaction History

Morgan Stanley

$1.39 Trillion
Q4 2024

A detailed history of Morgan Stanley transactions in Preferred Bank stock. As of the latest transaction made, Morgan Stanley holds 214,332 shares of PFBC stock, worth $19.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

214,332

Previous 223,826 4.24%

Holding current value

$19.1 Million

Previous $17.9 Million 3.15%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$78.18 - $96.73 $742,240 - $918,354	-9,494 Reduced 4.24%	214,332 $18.5 Million
Q3 2024 Nov 14, 2024	BUY	$73.0 - $91.26 $1.51 Million - $1.89 Million	20,753 Added 10.22%	223,826 $17.9 Million
Q2 2024 Oct 17, 2024	SELL	$71.53 - $79.97 $778,675 - $870,553	-10,886 Reduced 5.09%	203,073 $15.3 Million
Q2 2024 Aug 14, 2024	SELL	$71.53 - $79.97 $778,675 - $870,553	-10,886 Reduced 5.09%	203,073 $15.3 Million
Q1 2024 Oct 17, 2024	BUY	$68.13 - $76.77 $741,663 - $835,718	10,886 Added 5.36%	213,959 $16.4 Million
Q1 2024 Aug 16, 2024	SELL	$68.13 - $76.77 $313,806 - $353,602	-4,606 Reduced 2.11%	213,959 $16.4 Million
Q1 2024 May 15, 2024	SELL	$68.13 - $76.77 $313,806 - $353,602	-4,606 Reduced 2.11%	213,959 $16.4 Million
Q4 2023 Aug 16, 2024	BUY	$59.53 - $76.99 $922,238 - $1.19 Million	15,492 Added 7.63%	218,565 $16 Million
Q4 2023 Feb 13, 2024	BUY	$59.53 - $76.99 $1.28 Million - $1.65 Million	21,418 Added 10.86%	218,565 $16 Million
Q3 2023 Nov 15, 2023	BUY	$55.24 - $66.97 $1.17 Million - $1.42 Million	21,148 Added 12.02%	197,147 $12.3 Million
Q2 2023 Aug 14, 2023	BUY	$44.16 - $56.63 $202,031 - $259,082	4,575 Added 2.67%	175,999 $9.68 Million
Q1 2023 May 15, 2023	BUY	$53.57 - $74.03 $250,868 - $346,682	4,683 Added 2.81%	171,424 $9.4 Million
Q4 2022 Feb 14, 2023	BUY	$65.52 - $76.87 $3.13 Million - $3.68 Million	47,818 Added 40.21%	166,741 $12.4 Million
Q3 2022 Nov 14, 2022	SELL	$65.23 - $75.38 $683,219 - $789,530	-10,474 Reduced 8.09%	118,923 $7.76 Million
Q2 2022 Oct 27, 2022	BUY	$64.52 - $73.85 $2.83 Million - $3.24 Million	43,848 Added 51.25%	129,397 $8.8 Million
Q2 2022 Aug 15, 2022	BUY	$64.52 - $73.85 $2.83 Million - $3.24 Million	43,848 Added 51.25%	129,397 $8.8 Million
Q1 2022 Oct 27, 2022	SELL	$72.45 - $81.4 $3.18 Million - $3.57 Million	-43,848 Reduced 33.89%	85,549 $6.34 Million
Q1 2022 May 13, 2022	SELL	$72.45 - $81.4 $97,879 - $109,971	-1,351 Reduced 1.55%	85,549 $6.34 Million
Q4 2021 Feb 14, 2022	BUY	$66.0 - $71.9 $939,906 - $1.02 Million	14,241 Added 19.6%	86,900 $6.24 Million
Q3 2021 Nov 15, 2021	BUY	$57.59 - $67.17 $4.18 Million - $4.88 Million	72,659 New	72,659 $4.85 Million

Others Institutions Holding PFBC

# of Institutions

227

Shares Held

11.5M

Call Options Held

4.4K

Put Options Held

400

View Full List

About Preferred Bank

Ticker PFBC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 14,356,700
Market Cap $1.28B
Description
Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...

More about PFBC

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