Purchases and Sales Made in Q1 2024 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q1 2024. 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 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
919+ 6.24% |
$62.6K - $70.6K
|
15.6K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
834+ 7.92% |
$56.8K - $64K
|
11.4K
$984K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
784+ 14.43% |
$53.4K - $60.2K
|
6.22K
$539K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
700+ 175.0% |
$47.7K - $53.7K
|
1.1K
$95.3K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
697+ 3.08% |
$47.5K - $53.5K
|
23.4K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
636+ 19.4% |
$43.3K - $48.8K
|
3.92K
$339K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
509+ 0.41% |
$34.7K - $39.1K
|
125K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
499New |
$34K - $38.3K
|
499
$43.2K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
479+ 14.61% |
$32.6K - $36.8K
|
3.76K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
462+ 10.13% |
$31.5K - $35.5K
|
5.02K
$435K
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
459New |
$31.3K - $35.2K
|
459
$39.7K
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
429+ 1.25% |
$29.2K - $32.9K
|
34.9K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
223+ 35.12% |
$15.2K - $17.1K
|
858
$74.3K
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
205+ 4.77% |
$14K - $15.7K
|
4.5K
$390K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
205+ 4.77% |
$14K - $15.7K
|
4.5K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
172+ 1.28% |
$11.7K - $13.2K
|
13.6K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
169+ 1.57% |
$11.5K - $13K
|
11K
$949K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
158+ 232.35% |
$10.8K - $12.1K
|
226
$19.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
129+ 1.03% |
$8.79K - $9.9K
|
12.6K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
100+ 10.0% |
$6.81K - $7.68K
|
1.1K
$95.3K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
79+ 33.05% |
$5.38K - $6.06K
|
318
$27.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
75+ 0.75% |
$5.11K - $5.76K
|
10K
$869K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
50+ 11.24% |
$3.41K - $3.84K
|
495
$42.9K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
33+ 0.19% |
$2.25K - $2.53K
|
17.8K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33New |
$2.25K - $2.53K
|
33
$2.86K
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
25+ 0.64% |
$1.7K - $1.92K
|
3.94K
$341K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$749 - $844
|
11
$953
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
9+ 0.14% |
$613 - $691
|
6.39K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 400.0% |
$545 - $614
|
10
$866
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 3.68% |
$409 - $461
|
169
$14.6K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 2.09% |
$409 - $461
|
293
$25.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 1.65% |
$204 - $230
|
185
$16K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 0.56% |
$136 - $154
|
353
$30.6K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 33.33% |
$545 - $614
|
16
$1.39K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 0.04% |
$749 - $844
|
30K
$2.59M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12- 1.65% |
$818 - $921
|
714
$61.8K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-18- 0.19% |
$1.23K - $1.38K
|
9.23K
$799K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-19- 1.1% |
$1.29K - $1.46K
|
1.7K
$148K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-32- 0.2% |
$2.18K - $2.46K
|
16K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-45- 1.3% |
$3.07K - $3.45K
|
3.43K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-71- 5.07% |
$4.84K - $5.45K
|
1.33K
$115K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-85- 13.8% |
$5.79K - $6.53K
|
531
$46K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-89- 11.76% |
$6.06K - $6.83K
|
668
$57.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.59% |
$6.81K - $7.68K
|
6.2K
$537K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-149- 2.12% |
$10.2K - $11.4K
|
6.87K
$595K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-152- 1.6% |
$10.4K - $11.7K
|
9.38K
$812K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-152- 1.95% |
$10.4K - $11.7K
|
7.63K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-157- 3.11% |
$10.7K - $12.1K
|
4.89K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-166- 0.48% |
$11.3K - $12.7K
|
34.4K
$2.98M
|