Institutional Ownership Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC). We have compiled data on the 223 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
679
shares
|
$64,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
655
shares
|
$62,663
0.0% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
625
shares
|
$59,793
0.0% of portfolio
|
Q3 2023
Reduced 35.17%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
577
shares
|
$55,201
0.03% of portfolio
|
Q2 2022
Added 44.61%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
538
shares
|
$51,470
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
439
shares
|
$41,999
0.01% of portfolio
|
Q4 2023
Reduced 25.21%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
400
shares
|
$38,268
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
315
shares
|
$30,136
0.0% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
302
shares
|
$28,892
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
273
shares
|
$26,117
0.0% of portfolio
|
Q2 2024
Reduced 6.83%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
216
shares
|
$20,664
0.0% of portfolio
|
Q2 2024
Added 5.37%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
177
shares
|
$16,933
0.0% of portfolio
|
Q3 2024
Reduced 28.34%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
170
shares
|
$16,263
0.0% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
169
shares
|
$16,168
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
163
shares
|
$15,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
155
shares
|
$14,828
0.0% of portfolio
|
Q4 2023
Added 4.03%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
154
shares
|
$14,733
0.0% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
98
shares
|
$9,375
0.0% of portfolio
|
Q3 2024
Reduced 69.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
95
shares
|
$9,088
0.0% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
84
shares
|
$8,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
63
shares
|
$6,027
0.0% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
39
shares
|
$3,731
0.0% of portfolio
|
Q4 2023
Reduced 76.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
30
shares
|
$2,870
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
30
shares
|
$2,870
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
21
shares
|
$2,009
0.0% of portfolio
|
Q3 2024
New holding
|