Purchases and Sales Made in Q2 2025 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
336+ 1.2% |
$25.3K - $29.5K
|
28.4K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
314+ 12.48% |
$23.7K - $27.5K
|
2.83K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
306+ 1224.0% |
$23K - $26.8K
|
331
$31.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
255+ 1.01% |
$19.2K - $22.4K
|
25.5K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
206+ 0.51% |
$15.5K - $18.1K
|
40.4K
$3.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
196New |
$14.8K - $17.2K
|
196
$18.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
187+ 1.4% |
$14.1K - $16.4K
|
13.6K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
170+ 1.63% |
$12.8K - $14.9K
|
10.6K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
127+ 1411.11% |
$9.57K - $11.1K
|
136
$12.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
118+ 16.23% |
$8.89K - $10.3K
|
845
$79.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
117+ 2.52% |
$8.81K - $10.3K
|
4.76K
$450K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
102+ 0.98% |
$7.68K - $8.94K
|
10.5K
$992K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
80+ 67.8% |
$6.03K - $7.01K
|
198
$18.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
77+ 1.86% |
$5.8K - $6.75K
|
4.23K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
72+ 1.03% |
$5.42K - $6.31K
|
7.08K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
70+ 3500.0% |
$5.27K - $6.14K
|
72
$6.81K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
70New |
$5.27K - $6.14K
|
70
$6.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68+ 11.58% |
$5.12K - $5.96K
|
655
$61.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
68+ 1.9% |
$5.12K - $5.96K
|
3.65K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
63+ 0.93% |
$4.75K - $5.52K
|
6.86K
$648K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
60+ 0.71% |
$4.52K - $5.26K
|
8.49K
$802K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
58+ 1.73% |
$4.37K - $5.08K
|
3.42K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
54+ 1.23% |
$4.07K - $4.73K
|
4.43K
$419K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
52+ 11.79% |
$3.92K - $4.56K
|
493
$46.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 4.27% |
$3.84K - $4.47K
|
1.25K
$118K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34+ 40.0% |
$2.56K - $2.98K
|
119
$11.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
32+ 1.09% |
$2.41K - $2.81K
|
2.97K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
31+ 0.87% |
$2.33K - $2.72K
|
3.6K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
25New |
$1.88K - $2.19K
|
25
$2.36K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
22New |
$1.66K - $1.93K
|
22
$2.08K
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
19+ 0.01% |
$1.43K - $1.67K
|
128K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
17+ 16.67% |
$1.28K - $1.49K
|
119
$11.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 50.0% |
$753 - $877
|
30
$2.84K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 1.13% |
$678 - $789
|
805
$76.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 500.0% |
$377 - $438
|
6
$567
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5New |
$377 - $438
|
5
$473
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5New |
$377 - $438
|
5
$473
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 1.18% |
$377 - $438
|
428
$40.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$226 - $263
|
3
$284
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3+ 50.0% |
$226 - $263
|
9
$851
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 1.06% |
$151 - $175
|
191
$18.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1+ 0.01% |
$75.3 - $87.7
|
10.3K
$977K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 8.33% |
$75.3 - $87.7
|
13
$1.23K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 61.11% |
$829 - $964
|
7
$662
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-24- 0.64% |
$1.81K - $2.1K
|
3.76K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-24- 16.33% |
$1.81K - $2.1K
|
123
$11.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-25- 0.29% |
$1.88K - $2.19K
|
8.75K
$827K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52- 7.94% |
$3.92K - $4.56K
|
603
$57K
|