Purchases and Sales Made in Q2 2024 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8+ 0.06% |
$572 - $640
|
13.6K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 20.0% |
$143 - $160
|
12
$1.02K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$71.5 - $80
|
1
$85.3
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$71.5 - $80
|
1
$85.3
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 9.52% |
$715 - $800
|
95
$8.11K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10- 5.92% |
$715 - $800
|
159
$13.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 6.83% |
$1.43K - $1.6K
|
273
$23.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-25- 0.34% |
$1.79K - $2K
|
7.28K
$621K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-26- 0.55% |
$1.86K - $2.08K
|
4.69K
$400K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-28- 0.18% |
$2K - $2.24K
|
16K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-35- 0.92% |
$2.5K - $2.8K
|
3.77K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-40- 0.64% |
$2.86K - $3.2K
|
6.21K
$530K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-50- 1.85% |
$3.58K - $4K
|
2.66K
$227K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 3.76% |
$3.58K - $4K
|
1.28K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-52- 1.52% |
$3.72K - $4.16K
|
3.38K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-57- 1.43% |
$4.08K - $4.56K
|
3.94K
$336K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-64- 0.86% |
$4.58K - $5.12K
|
7.42K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-100- 2.22% |
$7.15K - $8K
|
4.4K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-158- 69.91% |
$11.3K - $12.6K
|
68
$5.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-165- 46.74% |
$11.8K - $13.2K
|
188
$16K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-180- 0.74% |
$12.9K - $14.4K
|
24.3K
$2.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-238- 2.39% |
$17K - $19K
|
9.74K
$831K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-238- 30.16% |
$17K - $19K
|
551
$47K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-246- 5.42% |
$17.6K - $19.7K
|
4.3K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-258- 79.63% |
$18.5K - $20.6K
|
66
$5.63K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-297- 2.3% |
$21.2K - $23.8K
|
12.6K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-340- 22.71% |
$24.3K - $27.2K
|
1.16K
$98.7K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-397- 5.2% |
$28.4K - $31.7K
|
7.24K
$617K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 11.9% |
$28.6K - $32K
|
2.96K
$253K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-461- 49.09% |
$33K - $36.9K
|
478
$40.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-469- 1.35% |
$33.5K - $37.5K
|
34.4K
$2.93M
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-500- 3.78% |
$35.8K - $40K
|
12.7K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-509- 0.41% |
$36.4K - $40.7K
|
125K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
SELL
|
- |
-600- 4.56% |
$42.9K - $48K
|
12.6K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-639- 5.88% |
$45.7K - $51.1K
|
10.2K
$873K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-695- 12.26% |
$49.7K - $55.6K
|
4.97K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-738- 5.01% |
$52.8K - $59K
|
14K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-760- 12.22% |
$54.4K - $60.8K
|
5.46K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-806- 1.79% |
$57.7K - $64.5K
|
44.1K
$3.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-888- 10.77% |
$63.5K - $71K
|
7.35K
$628K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-945- 6.68% |
$67.6K - $75.6K
|
13.2K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.04K- 4.17% |
$74.5K - $83.2K
|
23.9K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Royce & Associates LP
|
SELL
|
- |
-1.09K- 4.39% |
$78K - $87.2K
|
23.7K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.78K- 4.36% |
$127K - $142K
|
38.9K
$3.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.87K- 3.68% |
$134K - $150K
|
49K
$4.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.02K- 8.99% |
$144K - $161K
|
20.4K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.16K- 0.16% |
$154K - $173K
|
1.33M
$113M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.24K- 62.88% |
$160K - $179K
|
1.32K
$113K
|