Purchases and Sales Made in Q3 2025 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
7.2K+ 301.55% |
$640K - $698K
|
9.58K
$830K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.46K+ 161.4% |
$486K - $529K
|
8.84K
$765K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.76KNew |
$334K - $364K
|
3.76K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.73K+ 57.8% |
$243K - $265K
|
7.45K
$645K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
900+ 5.42% |
$80.1K - $87.3K
|
17.5K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
762+ 6.39% |
$67.8K - $73.9K
|
12.7K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
130New |
$11.6K - $12.6K
|
130
$11.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
116+ 3.48% |
$10.3K - $11.3K
|
3.45K
$299K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
33+ 366.67% |
$2.94K - $3.2K
|
42
$3.64K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$2.67K - $2.91K
|
30
$2.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19+ 3.85% |
$1.69K - $1.84K
|
512
$44.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.33% |
$712 - $776
|
2.46K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 0.99% |
$712 - $776
|
813
$70.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7New |
$623 - $679
|
7
$606
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 28.57% |
$178 - $194
|
9
$779
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.84% |
$89 - $97
|
120
$10.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-8- 0.95% |
$712 - $776
|
837
$72.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-52- 0.97% |
$4.63K - $5.04K
|
5.31K
$460K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.85% |
$8.9K - $9.7K
|
5.3K
$459K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.87% |
$8.9K - $9.7K
|
11.3K
$981K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-278- 2.69% |
$24.7K - $27K
|
10.1K
$871K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-442- 6.44% |
$39.3K - $42.9K
|
6.42K
$556K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-781- 17.98% |
$69.5K - $75.8K
|
3.56K
$308K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 33.93% |
$109K - $119K
|
2.38K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-2K- 40.78% |
$178K - $194K
|
2.9K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-3.7K- 36.27% |
$329K - $359K
|
6.5K
$563K
|