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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 23.13% |
$13.8K - $16.7K
|
1.33K
$115K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
129New |
$7.13K - $8.64K
|
129
$11.1K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94New |
$5.19K - $6.3K
|
94
$8.09K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$442 - $536
|
8
$688
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6New |
$331 - $402
|
6
$516
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$110 - $134
|
2
$172
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
31.9KNew |
$1.41M - $1.8M
|
31.9K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.08KNew |
$357K - $458K
|
8.08K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.54KNew |
$244K - $313K
|
5.54K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.54KNew |
$112K - $144K
|
2.54K
$218K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
200+ 4.4% |
$8.83K - $11.3K
|
4.75K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
13New |
$574 - $736
|
13
$1.12K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$177 - $227
|
4
$344
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16.5KNew |
$881K - $1.22M
|
16.5K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
9.56K+ 70.01% |
$512K - $707K
|
23.2K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.87K+ 13.17% |
$368K - $509K
|
59K
$5.08M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.55K+ 68.93% |
$190K - $263K
|
8.7K
$749K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.36KNew |
$72.8K - $101K
|
1.36K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
85New |
$4.55K - $6.29K
|
85
$7.31K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$268 - $370
|
5
$430
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5New |
$268 - $370
|
5
$430
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
153KNew |
$10M - $11.8M
|
153K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
31K+ 18.37% |
$2.03M - $2.38M
|
200K
$17.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.97KNew |
$260K - $305K
|
3.97K
$341K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.33K+ 47.5% |
$218K - $256K
|
10.3K
$888K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
864+ 12.72% |
$56.6K - $66.4K
|
7.66K
$659K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
587New |
$38.5K - $45.1K
|
587
$50.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
57+ 2.1% |
$3.73K - $4.38K
|
2.77K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48New |
$3.14K - $3.69K
|
48
$4.13K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
25New |
$1.64K - $1.92K
|
25
$2.15K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 3.57% |
$130 - $151
|
58
$4.99K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2New |
$130 - $151
|
2
$172
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
284+ 3.03% |
$18.3K - $21K
|
9.66K
$831K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
178+ 44.61% |
$11.5K - $13.1K
|
577
$49.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 12.5% |
$194 - $222
|
27
$2.32K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.28K+ 44.62% |
$238K - $267K
|
10.6K
$916K
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
789+ 66.14% |
$57.2K - $64.2K
|
1.98K
$171K
|
|
| Q4 2020 | |||||||
|
Feb 01, 2021
Q4 2020
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4KNew |
$129K - $202K
|
4K
$344K
|
|
| Q2 2019 | |||||||
|
Aug 02, 2019
Q2 2019
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
17New |
$744 - $854
|
17
$1.46K
|
|
| Q3 2017 | |||||||
|
Oct 23, 2017
Q3 2017
|
Strs Ohio
|
BUY
|
- |
100New |
$5.02K - $6.04K
|
100
$8.61K
|
|