Purchases and Sales Made in Q1 2025 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.13K+ 12.59% |
$91.6K - $105K
|
10.1K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.08K+ 79.63% |
$87.1K - $100K
|
2.43K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 38.57% |
$85.1K - $97.8K
|
3.77K
$365K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
931+ 17.92% |
$75.4K - $86.7K
|
6.13K
$593K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
834+ 23.84% |
$67.6K - $77.7K
|
4.33K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
768+ 22.72% |
$62.2K - $71.5K
|
4.15K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
738+ 27.72% |
$59.8K - $68.7K
|
3.4K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
663New |
$53.7K - $61.8K
|
663
$64.2K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
554+ 3.99% |
$44.9K - $51.6K
|
14.4K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
489+ 6.36% |
$39.6K - $45.6K
|
8.18K
$792K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
487+ 8.22% |
$39.5K - $45.4K
|
6.41K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
448+ 10.76% |
$36.3K - $41.7K
|
4.61K
$447K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
381+ 1.53% |
$30.9K - $35.5K
|
25.2K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
341+ 9.76% |
$27.6K - $31.8K
|
3.84K
$372K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
302New |
$24.5K - $28.1K
|
302
$29.3K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
292New |
$23.7K - $27.2K
|
292
$28.3K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
287+ 10.84% |
$23.3K - $26.7K
|
2.94K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
270+ 0.81% |
$21.9K - $25.2K
|
33.5K
$3.25M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
269+ 10.72% |
$21.8K - $25.1K
|
2.78K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
202+ 2.86% |
$16.4K - $18.8K
|
7.27K
$704K
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
200+ 0.18% |
$16.2K - $18.6K
|
111K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
157+ 1.53% |
$12.7K - $14.6K
|
10.4K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
138+ 2.06% |
$11.2K - $12.9K
|
6.83K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
102New |
$8.27K - $9.5K
|
102
$9.88K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
87+ 280.65% |
$7.05K - $8.1K
|
118
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
87New |
$7.05K - $8.1K
|
87
$8.43K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
81+ 0.79% |
$6.56K - $7.55K
|
10.4K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
67+ 1.15% |
$5.43K - $6.24K
|
5.88K
$569K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65+ 325.0% |
$5.27K - $6.05K
|
85
$8.23K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
49+ 0.95% |
$3.97K - $4.56K
|
5.22K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
39+ 5.67% |
$3.16K - $3.63K
|
727
$70.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 20.49% |
$2.03K - $2.33K
|
147
$14.2K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
22+ 0.68% |
$1.78K - $2.05K
|
3.24K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21New |
$1.7K - $1.96K
|
21
$2.03K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 1.53% |
$1.46K - $1.68K
|
1.19K
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
16+ 10.46% |
$1.3K - $1.49K
|
169
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15+ 5.08% |
$1.22K - $1.4K
|
310
$30K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12+ 0.15% |
$972 - $1.12K
|
7.86K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
11+ 6.18% |
$891 - $1.02K
|
189
$18.3K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 10.71% |
$729 - $838
|
93
$9.01K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9+ 0.09% |
$729 - $838
|
10.2K
$992K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4New |
$324 - $373
|
4
$387
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2New |
$162 - $186
|
2
$194
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.53% |
$81 - $93.2
|
189
$18.3K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2- 0.02% |
$162 - $186
|
9.75K
$945K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5- 83.33% |
$405 - $466
|
1
$96.9
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 21.88% |
$567 - $652
|
25
$2.42K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17- 1.39% |
$1.38K - $1.58K
|
1.21K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 68.97% |
$1.62K - $1.86K
|
9
$872
|