Latest Institutional Transactions on Preferred Bank (PFBC)
This table provides information on the latest institutional transactions involving Preferred Bank (PFBC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
87.2K+ 96.63% |
$7.06M - $8.12M
|
177K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-30.7K- 4.62% |
$2.49M - $2.86M
|
634K
$61.5M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.31K- 3.63% |
$106K - $122K
|
34.8K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 21.88% |
$567 - $652
|
25
$2.43K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-505- 1.77% |
$40.9K - $47K
|
28.1K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 10.71% |
$729 - $838
|
93
$9.02K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
287+ 10.84% |
$23.3K - $26.7K
|
2.94K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
554+ 3.99% |
$44.9K - $51.6K
|
14.4K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
7.16K+ 1.99% |
$580K - $667K
|
367K
$35.6M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-5.09K- 60.97% |
$412K - $474K
|
3.26K
$316K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
57.4K+ 28.77% |
$4.65M - $5.35M
|
257K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2New |
$162 - $186
|
2
$194
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.13K- 2.93% |
$415K - $478K
|
170K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.62K+ 1.29% |
$212K - $244K
|
206K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.11KNew |
$252K - $289K
|
3.11K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.87KNew |
$232K - $267K
|
2.87K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.81K+ 128.71% |
$551K - $634K
|
12.1K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-576- 11.04% |
$46.7K - $53.7K
|
4.64K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.58K+ 35.66% |
$128K - $147K
|
6K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-605- 4.21% |
$49K - $56.4K
|
13.8K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-2.88K- 17.16% |
$234K - $268K
|
13.9K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
19.3K+ 62.25% |
$1.56M - $1.8M
|
50.3K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 68.97% |
$1.62K - $1.86K
|
9
$873
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-900- 3.57% |
$72.9K - $83.8K
|
24.3K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.55K- 4.52% |
$693K - $796K
|
181K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-322- 1.15% |
$26.1K - $30K
|
27.7K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
7.12K+ 615.64% |
$577K - $664K
|
8.28K
$803K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.69K- 2.99% |
$299K - $343K
|
120K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
410KNew |
$33.2M - $38.2M
|
410K
$39.8M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.91K- 0.93% |
$398K - $457K
|
525K
$50.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 22.68% |
$191K - $220K
|
8.06K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17- 1.39% |
$1.38K - $1.58K
|
1.21K
$117K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
931+ 17.92% |
$75.4K - $86.7K
|
6.13K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
49+ 0.95% |
$3.97K - $4.56K
|
5.22K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-407- 4.61% |
$33K - $37.9K
|
8.43K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-84.5K- 34.29% |
$6.85M - $7.88M
|
162K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.07K+ 0.92% |
$654K - $752K
|
890K
$86.4M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
40.4K+ 9.3% |
$3.28M - $3.77M
|
475K
$46.1M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-609- 14.54% |
$49.3K - $56.7K
|
3.58K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 1.53% |
$1.46K - $1.68K
|
1.19K
$116K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
22+ 0.68% |
$1.78K - $2.05K
|
3.24K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.48K+ 1.72% |
$120K - $138K
|
87.3K
$8.47M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-67.1K- 50.46% |
$5.44M - $6.25M
|
65.9K
$6.39M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-335- 1.08% |
$27.1K - $31.2K
|
30.6K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.36K- 5.46% |
$597K - $686K
|
128K
$12.4M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
663New |
$53.7K - $61.8K
|
663
$64.3K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
12.9K+ 2337.82% |
$1.04M - $1.2M
|
13.4K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.84KNew |
$230K - $265K
|
2.84K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-4.25K- 52.65% |
$344K - $395K
|
3.82K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-11.1K- 76.78% |
$897K - $1.03M
|
3.35K
$325K
|