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 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94New |
$5.19K - $6.3K
|
94
$9.12K
|
|
| 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
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.54KNew |
$112K - $144K
|
2.54K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.12K- 22.3% |
$49.4K - $63.4K
|
3.9K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.08KNew |
$357K - $458K
|
8.08K
$784K
|
|
|
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
$1.26K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31.9KNew |
$1.41M - $1.8M
|
31.9K
$3.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$177 - $227
|
4
$388
|
|
| 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
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.55K+ 68.93% |
$190K - $263K
|
8.7K
$844K
|
|
|
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
$8.25K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.65K- 50.75% |
$303K - $418K
|
5.48K
$532K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
9.56K+ 70.01% |
$512K - $707K
|
23.2K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$268 - $370
|
5
$485
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 8.85% |
$53.6K - $74K
|
10.3K
$999K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.36KNew |
$72.8K - $101K
|
1.36K
$132K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.87K+ 13.17% |
$368K - $509K
|
59K
$5.73M
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-17.5K- 40.39% |
$939K - $1.3M
|
25.9K
$2.51M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5New |
$268 - $370
|
5
$485
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
587New |
$38.5K - $45.1K
|
587
$56.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-7.77K- 29.31% |
$509K - $597K
|
18.7K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
153KNew |
$10M - $11.8M
|
153K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
31K+ 18.37% |
$2.03M - $2.38M
|
200K
$19.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48New |
$3.14K - $3.69K
|
48
$4.66K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86- 2.69% |
$5.63K - $6.61K
|
3.11K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-316- 0.9% |
$20.7K - $24.3K
|
34.9K
$3.39M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
864+ 12.72% |
$56.6K - $66.4K
|
7.66K
$743K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
57+ 2.1% |
$3.73K - $4.38K
|
2.77K
$269K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.97KNew |
$260K - $305K
|
3.97K
$385K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.33K+ 47.5% |
$218K - $256K
|
10.3K
$1M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
25New |
$1.64K - $1.92K
|
25
$2.43K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-19- 0.05% |
$1.24K - $1.43K
|
41.2K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-757- 34.19% |
$49.4K - $57.1K
|
1.46K
$141K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 3.57% |
$130 - $151
|
58
$5.63K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-132- 93.62% |
$8.61K - $9.95K
|
9
$873
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2New |
$130 - $151
|
2
$194
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41- 7.81% |
$2.65K - $3.03K
|
484
$47K
|
|
|
Aug 12, 2022
Q2 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
284+ 3.03% |
$18.3K - $21K
|
9.66K
$937K
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-15.5KClosed |
$1M - $1.15M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-22.6KClosed |
$1.46M - $1.67M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-8.1K- 34.47% |
$523K - $598K
|
15.4K
$1.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-100Closed |
$6.45K - $7.38K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
178+ 44.61% |
$11.5K - $13.1K
|
577
$56K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.98KClosed |
$450K - $516K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-6.66KClosed |
$483K - $542K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.3KClosed |
$892K - $1M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$898K - $1.01M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-72Closed |
$5.22K - $5.86K
|
0
$0
|
|