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 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69New |
$4.94K - $5.52K
|
69
$6.69K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$71.5 - $80
|
1
$97
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-28- 0.18% |
$2K - $2.24K
|
16K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$71.5 - $80
|
1
$97
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-25- 0.34% |
$1.79K - $2K
|
7.28K
$706K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-461- 49.09% |
$33K - $36.9K
|
478
$46.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$2.15K - $2.4K
|
30
$2.91K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
700+ 175.0% |
$47.7K - $53.7K
|
1.1K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
5.4K+ 6.03% |
$368K - $415K
|
95K
$9.22M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
479+ 14.61% |
$32.6K - $36.8K
|
3.76K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
50+ 11.24% |
$3.41K - $3.84K
|
495
$48K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-89- 11.76% |
$6.06K - $6.83K
|
668
$64.8K
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 84.89% |
$2.74M - $3.09M
|
7.16K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-507- 4.81% |
$34.5K - $38.9K
|
10K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
79+ 33.05% |
$5.38K - $6.06K
|
318
$30.8K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-149- 2.12% |
$10.2K - $11.4K
|
6.87K
$667K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33New |
$2.25K - $2.53K
|
33
$3.2K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-656- 2.67% |
$44.7K - $50.4K
|
23.9K
$2.32M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.95K- 27.89% |
$133K - $149K
|
5.03K
$488K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$749 - $844
|
11
$1.07K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-771- 11.21% |
$52.5K - $59.2K
|
6.11K
$592K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
867+ 2.57% |
$51.6K - $66.8K
|
34.6K
$3.36M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
204New |
$12.1K - $15.7K
|
204
$19.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12- 7.84% |
$714 - $924
|
141
$13.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-148- 25.21% |
$8.81K - $11.4K
|
439
$42.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-432- 3.03% |
$25.7K - $33.3K
|
13.8K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.3K- 22.03% |
$77.4K - $100K
|
4.6K
$446K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
43New |
$2.56K - $3.31K
|
43
$4.17K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-729- 3.06% |
$43.4K - $56.1K
|
23.1K
$2.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.38KNew |
$82K - $106K
|
1.38K
$134K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-156- 3.08% |
$9.29K - $12K
|
4.91K
$476K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-126- 76.36% |
$7.5K - $9.7K
|
39
$3.78K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.91KNew |
$173K - $224K
|
2.91K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
BUY
|
- |
89.3KNew |
$5.31M - $6.87M
|
89.3K
$8.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
468New |
$27.9K - $36K
|
468
$45.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
30New |
$1.79K - $2.31K
|
30
$2.91K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9Closed |
$497 - $603
|
0
$0
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.29KNew |
$182K - $220K
|
3.29K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-740- 5.09% |
$40.9K - $49.6K
|
13.8K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 23.13% |
$13.8K - $16.7K
|
1.33K
$129K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
8.65KNew |
$478K - $579K
|
8.65K
$839K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6New |
$331 - $402
|
6
$582
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
129New |
$7.13K - $8.64K
|
129
$12.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$110 - $134
|
2
$194
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 55.81% |
$1.33K - $1.61K
|
19
$1.84K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
529New |
$29.2K - $35.4K
|
529
$51.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$442 - $536
|
8
$776
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
455New |
$25.1K - $30.5K
|
455
$44.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.64KNew |
$477K - $579K
|
8.64K
$838K
|
|