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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.72K+ 97.41% |
$280K - $326K
|
7.54K
$688K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
58+ 1.73% |
$4.37K - $5.08K
|
3.42K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 5.97% |
$15.1K - $17.5K
|
3.15K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
367New |
$27.6K - $32.2K
|
367
$33.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5New |
$377 - $438
|
5
$456
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4K+ 36363.64% |
$301K - $351K
|
4.01K
$366K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-337- 50.83% |
$25.4K - $29.5K
|
326
$29.7K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-84- 90.32% |
$6.33K - $7.36K
|
9
$821
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-504- 17.73% |
$38K - $44.2K
|
2.34K
$213K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34+ 40.0% |
$2.56K - $2.98K
|
119
$10.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Kestrel Investment Management Corp
San Mateo, CA |
SELL
|
- |
-2K- 4.6% |
$151K - $175K
|
41.5K
$3.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 7.09% |
$15.1K - $17.5K
|
2.62K
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-183- 5.11% |
$13.8K - $16K
|
3.4K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-24- 16.33% |
$1.81K - $2.1K
|
123
$11.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 8.33% |
$75.3 - $87.7
|
13
$1.19K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
80+ 67.8% |
$6.03K - $7.01K
|
198
$18.1K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-12.8K- 33.26% |
$1.03M - $1.19M
|
25.6K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-200- 50.0% |
$16.2K - $18.6K
|
200
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-966- 16.12% |
$78.3K - $90K
|
5.03K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.08K+ 79.63% |
$87.1K - $100K
|
2.43K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-187- 0.23% |
$15.2K - $17.4K
|
82.2K
$7.5M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.91KNew |
$317K - $364K
|
3.91K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21New |
$1.7K - $1.96K
|
21
$1.92K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.87KNew |
$232K - $267K
|
2.87K
$261K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-5.09K- 60.97% |
$412K - $474K
|
3.26K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
87New |
$7.05K - $8.1K
|
87
$7.94K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.71KNew |
$220K - $253K
|
2.71K
$247K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 22.68% |
$191K - $220K
|
8.06K
$735K
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
7.12K+ 615.64% |
$577K - $664K
|
8.28K
$755K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
12.9K+ 2337.82% |
$1.04M - $1.2M
|
13.4K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4New |
$324 - $373
|
4
$365
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5- 83.33% |
$405 - $466
|
1
$91.2
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-92- 80.7% |
$7.45K - $8.57K
|
22
$2.01K
|
|
| Q4 2024 | |||||||
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
2.5KNew |
$195K - $242K
|
2.5K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
100+ 2.94% |
$7.82K - $9.67K
|
3.5K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-3.4K- 44.51% |
$266K - $329K
|
4.24K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
60+ 1.77% |
$4.69K - $5.8K
|
3.45K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
16.3KNew |
$1.27M - $1.58M
|
16.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 0.31% |
$113K - $140K
|
469K
$42.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.86KNew |
$302K - $374K
|
3.86K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-298- 4.16% |
$23.3K - $28.8K
|
6.87K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.79KNew |
$218K - $270K
|
2.79K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
732+ 36.93% |
$57.2K - $70.8K
|
2.71K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-18.2K- 88.44% |
$1.42M - $1.76M
|
2.37K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 5.26% |
$78.2 - $96.7
|
18
$1.64K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.6KNew |
$281K - $348K
|
3.6K
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2New |
$156 - $193
|
2
$182
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
10.2K+ 223.15% |
$795K - $984K
|
14.7K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.25KNew |
$254K - $314K
|
3.25K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
289+ 46.24% |
$22.6K - $28K
|
914
$83.4K
|
|