Purchases and Sales Made in Q1 2023 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q1 2023. The information is specifically focused on institutions that hold shares of Preferred Bank.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.97K+ 33.39% |
$159K - $219K
|
11.8K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.4K+ 41.65% |
$128K - $178K
|
8.16K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$123K - $170K
|
2.3K
$196K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.24K+ 57.01% |
$120K - $166K
|
6.18K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.18K+ 251.27% |
$117K - $161K
|
3.04K
$260K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.89K+ 25.93% |
$101K - $140K
|
9.16K
$782K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.87K+ 3.56% |
$100K - $138K
|
54.3K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.6K+ 2.59% |
$85.7K - $118K
|
63.4K
$5.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.51K+ 1.02% |
$80.9K - $112K
|
149K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.5K+ 27.78% |
$80.4K - $111K
|
6.9K
$589K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.36KNew |
$72.8K - $101K
|
1.36K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.35K+ 12.42% |
$72.4K - $100K
|
12.2K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.31K+ 5.7% |
$70K - $96.8K
|
24.2K
$2.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.22KNew |
$65.5K - $90.5K
|
1.22K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.18KNew |
$62.9K - $87K
|
1.18K
$100K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
740+ 6.11% |
$39.6K - $54.8K
|
12.8K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
381+ 8.14% |
$20.4K - $28.2K
|
5.06K
$432K
|
|
|
Apr 13, 2023
Q1 2023
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
288+ 2.52% |
$15.4K - $21.3K
|
11.7K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
243+ 24.65% |
$13K - $18K
|
1.23K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
243+ 14.73% |
$13K - $18K
|
1.89K
$162K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
243+ 24.65% |
$13K - $18K
|
1.23K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
231+ 1.19% |
$12.4K - $17.1K
|
19.7K
$1.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
206+ 302.94% |
$11K - $15.3K
|
274
$23.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
111+ 2.69% |
$5.95K - $8.22K
|
4.24K
$362K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
99+ 412.5% |
$5.3K - $7.33K
|
123
$10.5K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
94New |
$5.04K - $6.96K
|
94
$8.02K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
87+ 28.62% |
$4.66K - $6.44K
|
391
$33.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
85New |
$4.55K - $6.29K
|
85
$7.25K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
79New |
$4.23K - $5.85K
|
79
$6.74K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 15.52% |
$4.12K - $5.7K
|
573
$48.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
67+ 609.09% |
$3.59K - $4.96K
|
78
$6.66K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
63New |
$3.37K - $4.66K
|
63
$5.38K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
58New |
$3.11K - $4.29K
|
58
$4.95K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
44+ 30.99% |
$2.36K - $3.26K
|
186
$15.9K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
33+ 0.46% |
$1.77K - $2.44K
|
7.25K
$619K
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
29+ 40.28% |
$1.55K - $2.15K
|
101
$8.62K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 22.22% |
$857 - $1.18K
|
88
$7.51K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 0.81% |
$750 - $1.04K
|
1.73K
$148K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 118.18% |
$696 - $962
|
24
$2.05K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
5New |
$268 - $370
|
5
$427
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$268 - $370
|
5
$427
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3+ 0.01% |
$161 - $222
|
20.8K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1Closed |
$53.6 - $74
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 57.14% |
$214 - $296
|
3
$256
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-6- 0.05% |
$321 - $444
|
11.8K
$1.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9- 5.23% |
$482 - $666
|
163
$13.9K
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-13- 11.4% |
$696 - $962
|
101
$8.62K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-26- 0.23% |
$1.39K - $1.92K
|
11.3K
$962K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-47- 62.67% |
$2.52K - $3.48K
|
28
$2.39K
|