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 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-990Closed |
$43.3K - $49.7K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-12.3KClosed |
$536K - $615K
|
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
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-29Closed |
$1.27K - $1.46K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-7.36KClosed |
$322K - $369K
|
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
$1.65K
|
|
|
Jul 25, 2019
Q2 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-11.8KClosed |
$516K - $591K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-129KClosed |
$5.66M - $6.49M
|
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
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-28Closed |
$1.14K - $1.7K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-106Closed |
$4.3K - $6.44K
|
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
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-38Closed |
$1.54K - $2.31K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100Closed |
$4.06K - $6.08K
|
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
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-257- 5.46% |
$15K - $17.6K
|
4.45K
$431K
|
|
|
Nov 14, 2018
Q3 2018
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-60.5KClosed |
$3.54M - $4.15M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-4KClosed |
$234K - $275K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-32.7KClosed |
$1.91M - $2.25M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-5.48KClosed |
$321K - $376K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Gam Holding Ag
|
SELL
|
- |
-3.92KClosed |
$230K - $269K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-106KClosed |
$6.51M - $7.19M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Man Group PLC
London, X0 |
SELL
|
- |
-3.79KClosed |
$232K - $256K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-15.1KClosed |
$924K - $1.02M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Ibex Investors LLC
|
SELL
|
- |
-4.44KClosed |
$259K - $297K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-47Closed |
$2.74K - $3.15K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-8.29KClosed |
$478K - $546K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-46.1KClosed |
$2.66M - $3.04M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-184Closed |
$9.23K - $11.1K
|
0
$0
|
|
|
Oct 23, 2017
Q3 2017
|
Strs Ohio
|
BUY
|
- |
100New |
$5.02K - $6.04K
|
100
$9.7K
|
|