Nelson, Van Denburg & Campbell Wealth Management Group, LLC Preferred Bank Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$71.53 - $79.97 $11,301 - $12,635	-158 Reduced 69.91%	68 $5,000
Q1 2024 Apr 30, 2024	BUY	$68.13 - $76.77 $10,764 - $12,129	158 Added 232.35%	226 $17,000
Q4 2023 Jan 30, 2024	SELL	$59.53 - $76.99 $654 - $846	-11 Reduced 13.92%	68 $4,000
Q1 2023 May 10, 2023	BUY	$53.57 - $74.03 $4,232 - $5,848	79 New	79 $4,000

Others Institutions Holding PFBC

# of Institutions

222

Shares Held

11.1M

Call Options Held

200

Put Options Held

Black Rock Inc. New York, NY

1.33M
Shares

$113 Million
0.0% of portfolio
T. Rowe Price Investment Management, Inc. Baltimore, MD

1.12M
Shares

$95.9 Million
0.05% of portfolio
Vanguard Group Inc Valley Forge, PA

888K
Shares

$75.8 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

674K
Shares

$57.5 Million
0.01% of portfolio
State Street Corp Boston, MA

593K
Shares

$50.6 Million
0.0% of portfolio

View Full List

About Preferred Bank

Ticker PFBC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 14,356,700
Market Cap $1.23B
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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