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 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-40- 1.18% |
$3.24K - $3.73K
|
3.36K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-47- 1.23% |
$3.81K - $4.38K
|
3.78K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-50- 1.13% |
$4.05K - $4.66K
|
4.38K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73- 11.06% |
$5.92K - $6.8K
|
587
$56.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-92- 80.7% |
$7.45K - $8.57K
|
22
$2.13K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-133- 3.65% |
$10.8K - $12.4K
|
3.51K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-135- 2.87% |
$10.9K - $12.6K
|
4.57K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-139- 24.73% |
$11.3K - $12.9K
|
423
$41K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-140- 4.73% |
$11.3K - $13K
|
2.82K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-142- 3.81% |
$11.5K - $13.2K
|
3.58K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-142- 1.95% |
$11.5K - $13.2K
|
7.15K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-150- 1.11% |
$12.2K - $14K
|
13.3K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-156- 92.31% |
$12.6K - $14.5K
|
13
$1.26K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-165- 2.3% |
$13.4K - $15.4K
|
7.01K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-187- 0.23% |
$15.2K - $17.4K
|
82.2K
$7.96M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 3.33% |
$16.2K - $18.6K
|
5.8K
$562K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-238- 3.38% |
$19.3K - $22.2K
|
6.8K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-277- 1.78% |
$22.4K - $25.8K
|
15.3K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-300- 0.65% |
$24.3K - $27.9K
|
46.2K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-306- 2.25% |
$24.8K - $28.5K
|
13.3K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-322- 1.15% |
$26.1K - $30K
|
27.7K
$2.68M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-335- 1.08% |
$27.1K - $31.2K
|
30.6K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-407- 4.61% |
$33K - $37.9K
|
8.43K
$816K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-432- 3.12% |
$35K - $40.2K
|
13.4K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-446- 11.1% |
$36.1K - $41.5K
|
3.57K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-505- 1.77% |
$40.9K - $47K
|
28.1K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-576- 11.04% |
$46.7K - $53.7K
|
4.64K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-604- 4.79% |
$48.9K - $56.3K
|
12K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-605- 4.21% |
$49K - $56.4K
|
13.8K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-609- 14.54% |
$49.3K - $56.7K
|
3.58K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-662- 4.05% |
$53.6K - $61.7K
|
15.7K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-900- 3.57% |
$72.9K - $83.8K
|
24.3K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-966- 16.12% |
$78.3K - $90K
|
5.03K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.22K- 20.92% |
$99.1K - $114K
|
4.62K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.31K- 3.63% |
$106K - $122K
|
34.8K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.34K- 3.83% |
$109K - $125K
|
33.7K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-1.42K- 72.01% |
$115K - $133K
|
553
$53.6K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.55K- 10.71% |
$125K - $144K
|
12.9K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-1.7K- 32.04% |
$138K - $158K
|
3.6K
$349K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.74K- 4.15% |
$141K - $162K
|
40.2K
$3.89M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 3.44% |
$148K - $170K
|
51.2K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.87K- 10.37% |
$151K - $174K
|
16.1K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.27K- 2.67% |
$184K - $211K
|
82.9K
$8.02M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 22.68% |
$191K - $220K
|
8.06K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-2.88K- 17.16% |
$234K - $268K
|
13.9K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.43K- 37.47% |
$278K - $319K
|
5.72K
$554K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.69K- 2.99% |
$299K - $343K
|
120K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-4.25K- 52.65% |
$344K - $395K
|
3.82K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-4.43K- 20.85% |
$359K - $413K
|
16.8K
$1.63M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.9K- 6.87% |
$397K - $456K
|
66.4K
$6.43M
|