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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2Closed |
$62.2 - $84.1
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-6.5KClosed |
$202K - $273K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.92KClosed |
$59.6K - $80.7K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-7.18KClosed |
$223K - $302K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-17Closed |
$529 - $715
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-20Closed |
$606 - $923
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-15.8KClosed |
$480K - $731K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-8.14KClosed |
$231K - $521K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-8.04KClosed |
$228K - $514K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.11KClosed |
$117K - $263K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-374Closed |
$10.6K - $23.9K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-25KClosed |
$710K - $1.6M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-185Closed |
$5.25K - $11.8K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-286Closed |
$8.12K - $18.3K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Aigen Investment Management, LP
|
SELL
|
- |
-31Closed |
$880 - $1.98K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
First Hawaiian Bank
|
SELL
|
- |
-6.15KClosed |
$175K - $393K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-796Closed |
$40.6K - $48K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-334Closed |
$17K - $20.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-14KClosed |
$659K - $766K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-4.68KClosed |
$220K - $256K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-5.74KClosed |
$270K - $314K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Jcsd Capital, LLC
|
SELL
|
- |
-11KClosed |
$518K - $602K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.33KClosed |
$204K - $237K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-12.3KClosed |
$536K - $615K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-11.5KClosed |
$503K - $578K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-990Closed |
$43.3K - $49.7K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-78Closed |
$3.41K - $3.92K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-10.6KClosed |
$464K - $532K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-7.36KClosed |
$322K - $369K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-29Closed |
$1.27K - $1.46K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Opus Capital Group, LLC
|
SELL
|
- |
-17.3KClosed |
$757K - $868K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
17New |
$744 - $854
|
17
$1.45K
|
|
|
Jul 25, 2019
Q2 2019
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-129KClosed |
$5.66M - $6.49M
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-11.8KClosed |
$516K - $591K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.08KClosed |
$135K - $155K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 06, 2019
Q1 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-6.67KClosed |
$282K - $347K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-106Closed |
$4.3K - $6.44K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-28Closed |
$1.14K - $1.7K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$223K - $334K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4KClosed |
$162K - $243K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-77.1KClosed |
$3.13M - $4.69M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Capital Management Associates
New York, NY |
SELL
|
- |
-6KClosed |
$243K - $365K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100Closed |
$4.06K - $6.08K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-38Closed |
$1.54K - $2.31K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-14.6KClosed |
$591K - $885K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-3Closed |
$122 - $182
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-8.84KClosed |
$359K - $538K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Parallel Advisors, LLC
|
SELL
|
- |
-83Closed |
$3.37K - $5.05K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-5.75KClosed |
$233K - $350K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.52KClosed |
$183K - $275K
|
0
$0
|
|