Latest Institutional Purchases of Preferred Bank (PFBC)
This list provides information on the latest institutional transactions involving Preferred Bank (PFBC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
34.8K+ 13.54% |
$2.62M - $3.05M
|
292K
$27.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
21K+ 617.26% |
$1.58M - $1.84M
|
24.4K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
11.7K+ 57.36% |
$882K - $1.03M
|
32.1K
$2.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.7K+ 2.24% |
$803K - $934K
|
486K
$45.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.51K+ 148.69% |
$641K - $746K
|
14.2K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
6.96K+ 1.33% |
$524K - $610K
|
532K
$49.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.9K+ 1.33% |
$369K - $429K
|
372K
$34.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.11K+ 64.06% |
$309K - $360K
|
10.5K
$978K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4K+ 36363.64% |
$301K - $351K
|
4.01K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.83K+ 31.63% |
$288K - $335K
|
15.9K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.83K+ 39.21% |
$288K - $335K
|
13.6K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.72K+ 97.41% |
$280K - $326K
|
7.54K
$701K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.38K+ 39.57% |
$255K - $296K
|
11.9K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.07KNew |
$231K - $269K
|
3.07K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.85KNew |
$215K - $250K
|
2.85K
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.46KNew |
$185K - $215K
|
2.46K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
1.5K+ 2.82% |
$113K - $132K
|
54.7K
$5.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1K+ 9.93% |
$75.6K - $88K
|
11.1K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
850+ 13.88% |
$64K - $74.5K
|
6.98K
$648K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
646+ 14.91% |
$48.7K - $56.6K
|
4.98K
$463K
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
563+ 1.12% |
$42.4K - $49.4K
|
50.9K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
394+ 5.51% |
$29.7K - $34.5K
|
7.55K
$702K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
367New |
$27.6K - $32.2K
|
367
$34.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
336+ 1.2% |
$25.3K - $29.5K
|
28.4K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
314+ 12.48% |
$23.7K - $27.5K
|
2.83K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
306+ 1224.0% |
$23K - $26.8K
|
331
$30.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
255+ 1.01% |
$19.2K - $22.4K
|
25.5K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
206+ 0.51% |
$15.5K - $18.1K
|
40.4K
$3.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
196New |
$14.8K - $17.2K
|
196
$18.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
187+ 1.4% |
$14.1K - $16.4K
|
13.6K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
170+ 1.63% |
$12.8K - $14.9K
|
10.6K
$984K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
127+ 1411.11% |
$9.57K - $11.1K
|
136
$12.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
118+ 16.23% |
$8.89K - $10.3K
|
845
$78.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
117+ 2.52% |
$8.81K - $10.3K
|
4.76K
$442K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
102+ 0.98% |
$7.68K - $8.94K
|
10.5K
$975K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
80+ 67.8% |
$6.03K - $7.01K
|
198
$18.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
77+ 1.86% |
$5.8K - $6.75K
|
4.23K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
70New |
$5.27K - $6.14K
|
70
$6.51K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
68+ 1.9% |
$5.12K - $5.96K
|
3.65K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68+ 11.58% |
$5.12K - $5.96K
|
655
$60.9K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
63+ 0.93% |
$4.75K - $5.52K
|
6.86K
$638K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
60+ 0.71% |
$4.52K - $5.26K
|
8.49K
$789K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
58+ 1.73% |
$4.37K - $5.08K
|
3.42K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
54+ 1.23% |
$4.07K - $4.73K
|
4.43K
$412K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
52+ 11.79% |
$3.92K - $4.56K
|
493
$45.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 4.27% |
$3.84K - $4.47K
|
1.25K
$116K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34+ 40.0% |
$2.56K - $2.98K
|
119
$11.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
32+ 1.09% |
$2.41K - $2.81K
|
2.97K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
22New |
$1.66K - $1.93K
|
22
$2.05K
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
19+ 0.01% |
$1.43K - $1.67K
|
128K
$11.9M
|