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 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.97KNew |
$260K - $305K
|
3.97K
$339K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.33K+ 47.5% |
$218K - $256K
|
10.3K
$881K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
25New |
$1.64K - $1.92K
|
25
$2.13K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-19- 0.05% |
$1.24K - $1.43K
|
41.2K
$3.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-757- 34.19% |
$49.4K - $57.1K
|
1.46K
$124K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 3.57% |
$130 - $151
|
58
$4.95K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-132- 93.62% |
$8.61K - $9.95K
|
9
$768
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2New |
$130 - $151
|
2
$171
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41- 7.81% |
$2.65K - $3.03K
|
484
$41.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-22.6KClosed |
$1.46M - $1.67M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.2K- 17.17% |
$271K - $310K
|
20.3K
$1.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
284+ 3.03% |
$18.3K - $21K
|
9.66K
$824K
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-15.5KClosed |
$1M - $1.15M
|
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
$1.31M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 12.5% |
$194 - $222
|
27
$2.3K
|
|
|
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
$49.2K
|
|
|
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
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-7.4KClosed |
$536K - $602K
|
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
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2Closed |
$145 - $163
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-40.2KClosed |
$2.91M - $3.27M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.28K+ 44.62% |
$238K - $267K
|
10.6K
$908K
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
789+ 66.14% |
$57.2K - $64.2K
|
1.98K
$169K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9Closed |
$594 - $647
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-30Closed |
$1.98K - $2.16K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-6.89KClosed |
$397K - $463K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-27Closed |
$1.55K - $1.81K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-21KClosed |
$1.32M - $1.45M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-10.7KClosed |
$671K - $735K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-6.01KClosed |
$378K - $415K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8Closed |
$386 - $533
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-94.9KClosed |
$4.58M - $6.32M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-5.06KClosed |
$244K - $337K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-77Closed |
$3.72K - $5.13K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-7.89KClosed |
$381K - $525K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-9.81KClosed |
$474K - $653K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-400Closed |
$19.3K - $26.6K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-44Closed |
$2.12K - $2.93K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-53Closed |
$2.56K - $3.53K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$531 - $732
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-366Closed |
$17.7K - $24.4K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Roubaix Capital, LLC
|
SELL
|
- |
-48KClosed |
$2.32M - $3.19M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-282Closed |
$13.6K - $18.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-218Closed |
$7K - $11K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19Closed |
$610 - $959
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$129K - $202K
|
4K
$341K
|
|