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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-18.2K- 88.44% |
$1.42M - $1.76M
|
2.37K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1- 0.19% |
$78.2 - $96.7
|
537
$52.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 50.0% |
$78.2 - $96.7
|
3
$291
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$1.56K - $1.93K
|
20
$1.94K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.6KNew |
$281K - $348K
|
3.6K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2New |
$156 - $193
|
2
$194
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
10.2K+ 223.15% |
$795K - $984K
|
14.7K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.25KNew |
$254K - $314K
|
3.25K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
750New |
$58.6K - $72.5K
|
750
$72.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
289+ 46.24% |
$22.6K - $28K
|
914
$88.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
334+ 2.1% |
$26.1K - $32.3K
|
16.3K
$1.58M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
25New |
$1.83K - $2.28K
|
25
$2.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.77KNew |
$202K - $253K
|
2.77K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.29K- 24.84% |
$167K - $209K
|
6.93K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
7.64KNew |
$558K - $697K
|
7.64K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
500+ 4.31% |
$36.5K - $45.6K
|
12.1K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-112- 64.0% |
$8.18K - $10.2K
|
63
$6.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
5.3KNew |
$387K - $484K
|
5.3K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
7.21KNew |
$526K - $658K
|
7.21K
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7K- 46.52% |
$511K - $639K
|
8.05K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Kestrel Investment Management Corp
San Mateo, CA |
BUY
|
- |
2.2K+ 5.33% |
$161K - $201K
|
43.5K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
1.46K+ 26.93% |
$106K - $133K
|
6.87K
$666K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-221- 69.28% |
$16.1K - $20.2K
|
98
$9.51K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.5KNew |
$183K - $228K
|
2.5K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-3- 0.07% |
$219 - $274
|
4.01K
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
3.6K+ 28.68% |
$263K - $329K
|
16.2K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.6K+ 46.57% |
$190K - $237K
|
8.18K
$794K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
163New |
$11.9K - $14.9K
|
163
$15.8K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.2K- 9.42% |
$87.5K - $109K
|
11.5K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 54.17% |
$949 - $1.19K
|
11
$1.07K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-524- 34.41% |
$38.3K - $47.8K
|
999
$96.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.61KNew |
$191K - $238K
|
2.61K
$253K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$1.24K - $1.55K
|
17
$1.65K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$73 - $91.3
|
1
$97
|
|
| Q2 2024 | |||||||
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
562+ 4.67% |
$40.2K - $44.9K
|
12.6K
$1.22M
|
|
|
Aug 16, 2024
Q2 2024
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-4.62K- 80.51% |
$330K - $369K
|
1.12K
$108K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 9.52% |
$715 - $800
|
95
$9.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.28KNew |
$306K - $342K
|
4.28K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.66K+ 11.6% |
$190K - $213K
|
25.6K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-258- 79.63% |
$18.5K - $20.6K
|
66
$6.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-40- 0.64% |
$2.86K - $3.2K
|
6.21K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13New |
$930 - $1.04K
|
13
$1.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$1K - $1.12K
|
14
$1.36K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.16K- 0.16% |
$154K - $173K
|
1.33M
$129M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26New |
$1.86K - $2.08K
|
26
$2.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-158- 69.91% |
$11.3K - $12.6K
|
68
$6.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.5KNew |
$749K - $838K
|
10.5K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68+ 3.99% |
$4.86K - $5.44K
|
1.77K
$172K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-64- 0.86% |
$4.58K - $5.12K
|
7.42K
$719K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
512+ 2.88% |
$36.6K - $40.9K
|
18.3K
$1.78M
|
|