Purchases and Sales Made in Q4 2023 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 5.0% |
$59.5 - $77
|
19
$1.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 33.33% |
$59.5 - $77
|
2
$171
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 1.44% |
$179 - $231
|
205
$17.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4- 0.02% |
$238 - $308
|
16K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 13.92% |
$655 - $847
|
68
$5.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12- 7.84% |
$714 - $924
|
141
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 54.17% |
$774 - $1K
|
11
$939
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 1.06% |
$893 - $1.15K
|
1.4K
$119K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 3.5% |
$1.37K - $1.77K
|
635
$54.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-71- 1.82% |
$4.23K - $5.47K
|
3.83K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-106- 1.49% |
$6.31K - $8.16K
|
6.99K
$596K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-106- 2.45% |
$6.31K - $8.16K
|
4.22K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-126- 76.36% |
$7.5K - $9.7K
|
39
$3.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-148- 25.21% |
$8.81K - $11.4K
|
439
$37.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-156- 3.08% |
$9.29K - $12K
|
4.91K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-175- 3.12% |
$10.4K - $13.5K
|
5.44K
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 5.18% |
$11.9K - $15.4K
|
3.66K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-200- 20.0% |
$11.9K - $15.4K
|
800
$68.3K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-233- 1.73% |
$13.9K - $17.9K
|
13.2K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-258- 3.61% |
$15.4K - $19.9K
|
6.89K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-270- 4.25% |
$16.1K - $20.8K
|
6.08K
$519K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-276- 5.73% |
$16.4K - $21.2K
|
4.54K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-291- 5.38% |
$17.3K - $22.4K
|
5.12K
$437K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-303- 0.28% |
$18K - $23.3K
|
107K
$9.15M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-312- 4.25% |
$18.6K - $24K
|
7.02K
$599K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-313- 2.82% |
$18.6K - $24.1K
|
10.8K
$921K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-338- 14.92% |
$20.1K - $26K
|
1.93K
$164K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-339- 35.17% |
$20.2K - $26.1K
|
625
$53.3K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-360- 4.42% |
$21.4K - $27.7K
|
7.78K
$664K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 5.97% |
$23.8K - $30.8K
|
6.3K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-429- 8.23% |
$25.5K - $33K
|
4.78K
$408K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-431- 5.65% |
$25.7K - $33.2K
|
7.2K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-432- 3.03% |
$25.7K - $33.3K
|
13.8K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-549- 10.68% |
$32.7K - $42.3K
|
4.59K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-556- 7.72% |
$33.1K - $42.8K
|
6.64K
$567K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-560- 10.93% |
$33.3K - $43.1K
|
4.56K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-592- 25.57% |
$35.2K - $45.6K
|
1.72K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-594- 9.92% |
$35.4K - $45.7K
|
5.39K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-690- 4.58% |
$41.1K - $53.1K
|
14.4K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-729- 3.06% |
$43.4K - $56.1K
|
23.1K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-734- 4.87% |
$43.7K - $56.5K
|
14.3K
$1.22M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-764- 12.63% |
$45.5K - $58.8K
|
5.28K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-830- 6.94% |
$49.4K - $63.9K
|
11.1K
$950K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-922- 8.95% |
$54.9K - $71K
|
9.38K
$800K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-945- 8.23% |
$56.3K - $72.8K
|
10.5K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-947- 4.51% |
$56.4K - $72.9K
|
20.1K
$1.71M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.11K- 27.39% |
$65.8K - $85.2K
|
2.93K
$250K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.24K- 3.46% |
$73.8K - $95.4K
|
34.6K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.3K- 22.03% |
$77.4K - $100K
|
4.6K
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.44K- 2.62% |
$85.7K - $111K
|
53.5K
$4.56M
|