Institutional Ownership Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $867 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
19
shares
|
$1,489
0.0% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
17
shares
|
$1,332
0.0% of portfolio
|
Q2 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
17
shares
|
$1,332
0.0% of portfolio
|
Q2 2019
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
16
shares
|
$1,254
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
14
shares
|
$1,097
0.0% of portfolio
|
Q2 2024
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
13
shares
|
$1,018
0.0% of portfolio
|
Q2 2024
New holding
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
12
shares
|
$940
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
9
shares
|
$705
0.0% of portfolio
|
Q3 2022
Reduced 93.62%
|
|
Nisa Investment Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
6
shares
|
$470
0.0% of portfolio
|
Q3 2023
New holding
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
4
shares
|
$313
0.0% of portfolio
|
Q2 2023
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2
shares
|
$156
0.0% of portfolio
|
Q3 2022
New holding
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
1
shares
|
$78
0.0% of portfolio
|
Q2 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
1
shares
|
$78
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|