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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.2K- 5.02% |
$87.6K - $110K
|
22.7K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 12.5% |
$146 - $183
|
18
$1.54K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.2K- 9.42% |
$87.5K - $109K
|
11.5K
$984K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-158- 2.18% |
$11.5K - $14.4K
|
7.08K
$604K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-28- 0.83% |
$2.04K - $2.56K
|
3.35K
$286K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
694+ 10.18% |
$50.7K - $63.3K
|
7.51K
$641K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 3.23% |
$14.6K - $18.3K
|
6K
$512K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 54.17% |
$949 - $1.19K
|
11
$939
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$365 - $456
|
3.93K
$336K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-524- 34.41% |
$38.3K - $47.8K
|
999
$85.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
679New |
$49.6K - $62K
|
679
$57.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.47K- 26.8% |
$180K - $226K
|
6.75K
$576K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.61KNew |
$191K - $238K
|
2.61K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$1.24K - $1.55K
|
17
$1.45K
|
|
|
Oct 15, 2024
Q3 2024
|
Summer Haven Investment Management, LLC
|
SELL
|
- |
-2.59K- 20.17% |
$189K - $236K
|
10.3K
$875K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-446- 4.58% |
$32.6K - $40.7K
|
9.29K
$793K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-353- 2.17% |
$25.8K - $32.2K
|
15.9K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$73 - $91.3
|
1
$85.3
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 6.92% |
$803 - $1K
|
170
$14.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
95+ 0.94% |
$6.94K - $8.67K
|
10.2K
$872K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.46K+ 139.98% |
$107K - $133K
|
2.5K
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12New |
$876 - $1.1K
|
12
$1.02K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.66KNew |
$267K - $334K
|
3.66K
$312K
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-4.62K- 80.51% |
$330K - $369K
|
1.12K
$95.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 9.52% |
$715 - $800
|
95
$8.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.28KNew |
$306K - $342K
|
4.28K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.66K+ 11.6% |
$190K - $213K
|
25.6K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-258- 79.63% |
$18.5K - $20.6K
|
66
$5.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-40- 0.64% |
$2.86K - $3.2K
|
6.21K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-14.2K- 56.25% |
$1.02M - $1.14M
|
11.1K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13New |
$930 - $1.04K
|
13
$1.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$1K - $1.12K
|
14
$1.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-158- 69.91% |
$11.3K - $12.6K
|
68
$5.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26New |
$1.86K - $2.08K
|
26
$2.22K
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-340- 22.71% |
$24.3K - $27.2K
|
1.16K
$98.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.58KNew |
$542K - $606K
|
7.58K
$647K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
668+ 10.06% |
$47.8K - $53.4K
|
7.31K
$624K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.16K- 0.16% |
$154K - $173K
|
1.33M
$113M
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.63K+ 58.33% |
$474K - $530K
|
18K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 5.37% |
$787 - $880
|
216
$18.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.5KNew |
$749K - $838K
|
10.5K
$894K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68+ 3.99% |
$4.86K - $5.44K
|
1.77K
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
BUY
|
- |
3.3KNew |
$236K - $264K
|
3.3K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17New |
$1.22K - $1.36K
|
17
$1.45K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.17KNew |
$513K - $573K
|
7.17K
$612K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-64- 0.86% |
$4.58K - $5.12K
|
7.42K
$633K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.89K+ 35.49% |
$278K - $311K
|
14.9K
$1.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
512+ 2.88% |
$36.6K - $40.9K
|
18.3K
$1.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69New |
$4.94K - $5.52K
|
69
$5.89K
|
|