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 11, 2023
                  Q1 2023
                 | 
      Ever Source Wealth Advisors, LLC
      
   | SELL | - | -47- 62.67% |                   
                  $2.52K - $3.48K
                 |                   
                28
                $2.42K
               | |
| 
                  May 05, 2023
                  Q1 2023
                 | 
      Pitcairn CO
       Jenkintown, PA | SELL | - | -71- 1.5% |                   
                  $3.8K - $5.26K
                 |                   
                4.67K
                $404K
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Voya Investment Management LLC
       Atlanta, GA | SELL | - | -75- 1.29% |                   
                  $4.02K - $5.55K
                 |                   
                5.76K
                $499K
               | |
| 
                  May 11, 2023
                  Q1 2023
                 | 
      Quadrant Capital Group LLC
       Cincinnati, OH | SELL | - | -89- 30.07% |                   
                  $4.77K - $6.59K
                 |                   
                207
                $17.9K
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Metropolitan Life Insurance CO
       New York, NY | SELL | - | -97- 11.36% |                   
                  $5.2K - $7.18K
                 |                   
                757
                $65.6K
               | |
| 
                  Apr 19, 2023
                  Q1 2023
                 | 
      Louisiana State Employees Retirement System
      
   | SELL | - | -100- 1.59% |                   
                  $5.36K - $7.4K
                 |                   
                6.2K
                $537K
               | |
| 
                  Apr 20, 2023
                  Q1 2023
                 | 
      Hennion & Walsh Asset Management, Inc.
      
   | SELL | - | -108- 2.02% |                   
                  $5.79K - $8K
                 |                   
                5.24K
                $454K
               | |
| 
                  Apr 20, 2023
                  Q1 2023
                 | 
      Maryland State Retirement & Pension System
      
   | SELL | - | -118- 2.17% |                   
                  $6.32K - $8.74K
                 |                   
                5.32K
                $461K
               | |
| 
                  May 04, 2023
                  Q1 2023
                 | 
      Oregon Public Employees Retirement Fund
      
   | SELL | - | -134- 3.05% |                   
                  $7.18K - $9.92K
                 |                   
                4.26K
                $369K
               | |
| 
                  May 09, 2023
                  Q1 2023
                 | 
      Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
       Harrisburg, PA | SELL | - | -151- 1.07% |                   
                  $8.09K - $11.2K
                 |                   
                14K
                $1.21M
               | |
| 
                  Apr 17, 2023
                  Q1 2023
                 | 
      State Of Alaska, Department Of Revenue
      
   | SELL | - | -175- 1.9% |                   
                  $9.37K - $13K
                 |                   
                9.02K
                $781K
               | |
| 
                  May 09, 2023
                  Q1 2023
                 | 
      Tower Research Capital LLC (Trc)
       New York, NY | SELL | - | -185- 18.35% |                   
                  $9.91K - $13.7K
                 |                   
                823
                $71.3K
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Legal & General Group PLC
       London, X0 | SELL | - | -194- 0.58% |                   
                  $10.4K - $14.4K
                 |                   
                33.2K
                $2.87M
               | |
| 
                  May 09, 2023
                  Q1 2023
                 | 
      California State Teachers Retirement System
       West Sacramento, CA | SELL | - | -227- 1.26% |                   
                  $12.2K - $16.8K
                 |                   
                17.8K
                $1.54M
               | |
| 
                  May 22, 2023
                  Q1 2023
                 | 
      Putnam Investments LLC
       Boston, MA | SELL | - | -272- 3.99% |                   
                  $14.6K - $20.1K
                 |                   
                6.54K
                $566K
               | |
| 
                  May 11, 2023
                  Q1 2023
                 | 
      Envestnet Asset Management Inc
      
   | SELL | - | -276- 3.24% |                   
                  $14.8K - $20.4K
                 |                   
                8.25K
                $714K
               | |
| 
                  May 02, 2023
                  Q1 2023
                 | 
      New York State Common Retirement Fund
      
   | SELL | - | -295- 1.02% |                   
                  $15.8K - $21.8K
                 |                   
                28.5K
                $2.47M
               | |
| 
                  Oct 08, 2025
                  Q1 2023
                 | 
      New York State Common Retirement Fund
      
   | SELL | - | -295- 1.02% |                   
                  $15.8K - $21.8K
                 |                   
                28.5K
                $2.47M
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Cubist Systematic Strategies, LLC
       Stamford, CT | SELL | - | -381- 1.19% |                   
                  $20.4K - $28.2K
                 |                   
                31.7K
                $2.74M
               | |
| 
                  May 02, 2023
                  Q1 2023
                 | 
      Amalgamated Bank
       New York, NY | SELL | - | -476- 7.9% |                   
                  $25.5K - $35.2K
                 |                   
                5.55K
                $481K
               | |
| 
                  May 04, 2023
                  Q1 2023
                 | 
      Intrust Bank Na
       Wichita, KS | SELL | - | -491- 9.1% |                   
                  $26.3K - $36.3K
                 |                   
                4.9K
                $425K
               | |
| 
                  May 12, 2023
                  Q1 2023
                 | 
      Prudential Financial Inc
       Newark, NJ | SELL | - | -510- 3.84% |                   
                  $27.3K - $37.8K
                 |                   
                12.8K
                $1.1M
               | |
| 
                  May 19, 2023
                  Q1 2023
                 | 
      Coppell Advisory Solutions LLC
       Coppell, TX | SELL | - | -587Closed |                   
                  $31.4K - $43.5K
                 |                   
                0
                $0
               | |
| 
                  Apr 13, 2023
                  Q1 2023
                 | 
      Allspring Global Investments Holdings, LLC
      
   | SELL | - | -707- 10.35% |                   
                  $37.9K - $52.3K
                 |                   
                6.12K
                $530K
               | |
| 
                  May 10, 2023
                  Q1 2023
                 | 
      Massachusetts Financial Services CO 
       Boston, MA | SELL | - | -714- 2.75% |                   
                  $38.2K - $52.9K
                 |                   
                25.3K
                $2.19M
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Dana Investment Advisors, Inc.
       Brookfield, WI | SELL | - | -764- 5.9% |                   
                  $40.9K - $56.6K
                 |                   
                12.2K
                $1.06M
               | |
| 
                  May 12, 2023
                  Q1 2023
                 | 
      Public Sector Pension Investment Board
       Montreal, A8 | SELL | - | -799- 3.33% |                   
                  $42.8K - $59.1K
                 |                   
                23.2K
                $2.01M
               | |
| 
                  May 02, 2023
                  Q1 2023
                 | 
      Nisa Investment Advisors, LLC
      
   | SELL | - | -800- 97.68% |                   
                  $42.9K - $59.2K
                 |                   
                19
                $1.65K
               | |
| 
                  May 11, 2023
                  Q1 2023
                 | 
      Charles Schwab Investment Management Inc
       San Francisco, CA | SELL | - | -863- 0.87% |                   
                  $46.2K - $63.9K
                 |                   
                98.7K
                $8.55M
               | |
| 
                  May 03, 2023
                  Q1 2023
                 | 
      Jump Financial, LLC
       Chicago, IL | SELL | - | -979- 9.25% |                   
                  $52.4K - $72.5K
                 |                   
                9.6K
                $831K
               | |
| 
                  May 10, 2023
                  Q1 2023
                 | 
      Hillsdale Investment Management Inc.
       Toronto, A6 | SELL | - | -1K- 8.85% |                   
                  $53.6K - $74K
                 |                   
                10.3K
                $892K
               | |
| 
                  May 23, 2023
                  Q1 2023
                 | 
      Capital Impact Advisors, LLC
       Boston, MA | SELL | - | -1.04K- 27.91% |                   
                  $55.7K - $76.9K
                 |                   
                2.68K
                $232K
               | |
| 
                  May 11, 2023
                  Q1 2023
                 | 
      Citigroup Inc
      
   | SELL | - | -1.08K- 10.75% |                   
                  $58K - $80.2K
                 |                   
                8.99K
                $778K
               | |
| 
                  May 02, 2023
                  Q1 2023
                 | 
      Yousif Capital Management, LLC
      
   | SELL | - | -1.17K- 13.54% |                   
                  $62.4K - $86.2K
                 |                   
                7.44K
                $644K
               | |
| 
                  May 12, 2023
                  Q1 2023
                 | 
      Great West Life Assurance CO 
       Winnipeg, A2 | SELL | - | -1.29K- 9.45% |                   
                  $69.3K - $95.8K
                 |                   
                12.4K
                $1.07M
               | |
| 
                  May 09, 2023
                  Q1 2023
                 | 
      Principal Financial Group Inc
       Des Moines, IA | SELL | - | -1.57K- 1.83% |                   
                  $84.2K - $116K
                 |                   
                84.3K
                $7.3M
               | |
| 
                  May 12, 2023
                  Q1 2023
                 | 
      Teacher Retirement System Of Texas
       Austin, TX | SELL | - | -1.83K- 13.66% |                   
                  $97.9K - $135K
                 |                   
                11.5K
                $1M
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Virtus Investment Advisers, Inc.
       Hartford, CT | SELL | - | -1.95K- 20.31% |                   
                  $104K - $144K
                 |                   
                7.64K
                $661K
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Alliancebernstein L.P.
       New York, NY | SELL | - | -1.95K- 11.83% |                   
                  $104K - $144K
                 |                   
                14.5K
                $1.26M
               | |
| 
                  May 12, 2023
                  Q1 2023
                 | 
      State Of Tennessee, Treasury Department
       Nashville, TN | SELL | - | -2.59K- 11.55% |                   
                  $139K - $192K
                 |                   
                19.8K
                $1.72M
               | |
| 
                  May 12, 2023
                  Q1 2023
                 | 
      Hrt Financial LP
       New York, NY | SELL | - | -2.61K- 23.97% |                   
                  $140K - $193K
                 |                   
                8.28K
                $717K
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Northern Trust Corp
       Chicago, IL | SELL | - | -3.43K- 1.76% |                   
                  $183K - $254K
                 |                   
                191K
                $16.6M
               | |
| 
                  May 10, 2023
                  Q1 2023
                 | 
      Swiss National Bank
       Zurich, V8 | SELL | - | -3.5K- 9.97% |                   
                  $187K - $259K
                 |                   
                31.6K
                $2.74M
               | |
| 
                  May 02, 2023
                  Q1 2023
                 | 
      Victory Capital Management Inc
      
   | SELL | - | -4.47K- 44.56% |                   
                  $239K - $331K
                 |                   
                5.56K
                $481K
               | |
| 
                  May 12, 2023
                  Q1 2023
                 | 
      Black Rock Inc.
       New York, NY | SELL | - | -5.08K- 0.36% |                   
                  $272K - $376K
                 |                   
                1.39M
                $120M
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Graham Capital Management, L.P.
       Rowayton, CT | SELL | - | -5.65K- 50.75% |                   
                  $303K - $418K
                 |                   
                5.48K
                $474K
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Hsbc Holdings PLC
       London, X0 | SELL | - | -6.03K- 2.08% |                   
                  $323K - $446K
                 |                   
                284K
                $24.6M
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Jane Street Group, LLC
       New York, NY | SELL | - | -6.21K- 35.12% |                   
                  $333K - $460K
                 |                   
                11.5K
                $994K
               | |
| 
                  May 15, 2023
                  Q1 2023
                 | 
      Quadrature Capital LTD
       London, X0 | SELL | - | -6.24K- 37.56% |                   
                  $334K - $462K
                 |                   
                10.4K
                $898K
               | |
| 
                  May 10, 2023
                  Q1 2023
                 | 
      Guggenheim Capital LLC
       Chicago, IL | SELL | - | -6.62K- 37.05% |                   
                  $354K - $490K
                 |                   
                11.2K
                $974K
               |