Latest Institutional Purchases of Preferred Bank (PFBC)

PFBC Quotes by TradingView

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 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
26
New
$1.86K - $2.08K
26 $2.37K
Aug 14, 2024 Q2 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
13
New
$930 - $1.04K
13 $1.19K
Jul 23, 2024 Q2 2024
Tfc Financial Management

BUY
 -
1
New
$71.5 - $80
1 $91.2
Jul 29, 2024 Q2 2024
Ridgewood Investments LLC

BUY
 -
0
New
$0 - $0
0 $0
Q1 2024
May 15, 2024 Q1 2024
Oberweis Asset Management Inc

Lisle, IL
BUY
 -
5.4K
+ 6.03%
$368K - $415K
95K $8.67M
Dec 04, 2024 Q1 2024
Catalyst Funds Management Pty LTD

Sydney Nsw, C3
BUY
 -
700
+ 175.0%
$47.7K - $53.7K
1.1K $100K
May 15, 2024 Q1 2024
Prelude Capital Management, LLC

New York, NY
BUY
 -
479
+ 14.61%
$32.6K - $36.8K
3.76K $343K
May 14, 2024 Q1 2024
Entry Point Capital, LLC

New York, NY
BUY
 -
79
+ 33.05%
$5.38K - $6.06K
318 $29K
May 14, 2024 Q1 2024
Gladius Capital Management LP

Chicago, IL
BUY
 -
50
+ 11.24%
$3.41K - $3.84K
495 $45.2K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
33
New
$2.25K - $2.53K
33 $3.01K
Q4 2023
Jan 30, 2024 Q4 2023
Everence Capital Management Inc

BUY
 -
2.91K
New
$173K - $224K
2.91K $266K
Feb 06, 2024 Q4 2023
Ajo Vista, LLC

Boston, MA
BUY
 -
1.38K
New
$82K - $106K
1.38K $126K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
468
New
$27.9K - $36K
468 $42.7K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
204
New
$12.1K - $15.7K
204 $18.6K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
43
New
$2.56K - $3.31K
43 $3.92K
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
30
New
$1.79K - $2.31K
30 $2.74K
Q3 2023
Nov 07, 2023 Q3 2023
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
8.65K
New
$478K - $579K
8.65K $789K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
8.64K
New
$477K - $579K
8.64K $789K
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
3.29K
New
$182K - $220K
3.29K $300K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
529
New
$29.2K - $35.4K
529 $48.3K
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
455
New
$25.1K - $30.5K
455 $41.5K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
94
New
$5.19K - $6.3K
94 $8.58K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
8
New
$442 - $536
8 $730
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2
New
$110 - $134
2 $182
Q2 2023
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
31.9K
New
$1.41M - $1.8M
31.9K $2.91M
Aug 14, 2023 Q2 2023
Elequin Capital LP

New York, NY
BUY
 -
8.08K
New
$357K - $458K
8.08K $737K
Aug 14, 2023 Q2 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
2.54K
New
$112K - $144K
2.54K $231K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
13
New
$574 - $736
13 $1.19K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
4
New
$177 - $227
4 $365
Q1 2023
May 12, 2023 Q1 2023
Aviva PLC

BUY
 -
9.56K
+ 70.01%
$512K - $707K
23.2K $2.12M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
6.87K
+ 13.17%
$368K - $509K
59K $5.39M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.36K
New
$72.8K - $101K
1.36K $124K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
85
New
$4.55K - $6.29K
85 $7.76K
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
5
New
$268 - $370
5 $456
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
5
New
$268 - $370
5 $456
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
153K
New
$10M - $11.8M
153K $14M
Feb 14, 2023 Q4 2022
Philadelphia Financial Management Of San Francisco, LLC

San Francisco, CA
BUY
 -
31K
+ 18.37%
$2.03M - $2.38M
200K $18.2M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.97K
New
$260K - $305K
3.97K $362K
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
3.33K
+ 47.5%
$218K - $256K
10.3K $942K
Feb 10, 2023 Q4 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
864
+ 12.72%
$56.6K - $66.4K
7.66K $699K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
587
New
$38.5K - $45.1K
587 $53.6K
Feb 10, 2023 Q4 2022
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
57
+ 2.1%
$3.73K - $4.38K
2.77K $253K
Feb 13, 2023 Q4 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
48
New
$3.14K - $3.69K
48 $4.38K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
25
New
$1.64K - $1.92K
25 $2.28K
Q3 2022
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
2
New
$130 - $151
2 $182
Q2 2022
Aug 12, 2022 Q2 2022
Advantage Alpha Capital Partners LP

San Francisco, CA
BUY
 -
284
+ 3.03%
$18.3K - $21K
9.66K $881K
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

BUY
 -
178
+ 44.61%
$11.5K - $13.1K
577 $52.6K
Q1 2022
Apr 27, 2022 Q1 2022
Dupont Capital Management Corp

BUY
 -
3.28K
+ 44.62%
$238K - $267K
10.6K $971K
Q4 2020
Feb 01, 2021 Q4 2020
Sheaff Brock Investment Advisors, LLC

BUY
 -
4K
New
$129K - $202K
4K $365K

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