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 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-339- 35.17% |
$18.7K - $22.7K
|
625
$53.3K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.3K- 20.0% |
$348K - $422K
|
25.2K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-740- 5.09% |
$40.9K - $49.6K
|
13.8K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 23.13% |
$13.8K - $16.7K
|
1.33K
$114K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
8.65KNew |
$478K - $579K
|
8.65K
$738K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
302New |
$16.7K - $20.2K
|
302
$25.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6New |
$331 - $402
|
6
$512
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
129New |
$7.13K - $8.64K
|
129
$11K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$110 - $134
|
2
$171
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-485- 9.43% |
$26.8K - $32.5K
|
4.66K
$398K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 55.81% |
$1.33K - $1.61K
|
19
$1.62K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
529New |
$29.2K - $35.4K
|
529
$45.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$442 - $536
|
8
$683
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.63KNew |
$422K - $511K
|
7.63K
$651K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
455New |
$25.1K - $30.5K
|
455
$38.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.64KNew |
$477K - $579K
|
8.64K
$738K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94New |
$5.19K - $6.3K
|
94
$8.02K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
200+ 4.4% |
$8.83K - $11.3K
|
4.75K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.54KNew |
$112K - $144K
|
2.54K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.54KNew |
$244K - $313K
|
5.54K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.12K- 22.3% |
$49.4K - $63.4K
|
3.9K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.08KNew |
$357K - $458K
|
8.08K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-10.4KClosed |
$459K - $589K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$574 - $736
|
13
$1.11K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31.9KNew |
$1.41M - $1.8M
|
31.9K
$2.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$177 - $227
|
4
$341
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1Closed |
$53.6 - $74
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-1.95K- 20.31% |
$104K - $144K
|
7.64K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.55K+ 68.93% |
$190K - $263K
|
8.7K
$742K
|
|
|
May 15, 2023
Q1 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-33.4KClosed |
$1.79M - $2.47M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
85New |
$4.55K - $6.29K
|
85
$7.25K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.65K- 50.75% |
$303K - $418K
|
5.48K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
9.56K+ 70.01% |
$512K - $707K
|
23.2K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-47- 62.67% |
$2.52K - $3.48K
|
28
$2.39K
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16.5KNew |
$881K - $1.22M
|
16.5K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$268 - $370
|
5
$427
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.36KNew |
$72.8K - $101K
|
1.36K
$116K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 8.85% |
$53.6K - $74K
|
10.3K
$879K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.87K+ 13.17% |
$368K - $509K
|
59K
$5.04M
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-17.5K- 40.39% |
$939K - $1.3M
|
25.9K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5New |
$268 - $370
|
5
$427
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
587New |
$38.5K - $45.1K
|
587
$50.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-7.77K- 29.31% |
$509K - $597K
|
18.7K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
153KNew |
$10M - $11.8M
|
153K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
31K+ 18.37% |
$2.03M - $2.38M
|
200K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48New |
$3.14K - $3.69K
|
48
$4.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86- 2.69% |
$5.63K - $6.61K
|
3.11K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-316- 0.9% |
$20.7K - $24.3K
|
34.9K
$2.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
57+ 2.1% |
$3.73K - $4.38K
|
2.77K
$236K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
864+ 12.72% |
$56.6K - $66.4K
|
7.66K
$653K
|
|