Purchases and Sales Made in Q4 2024 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.48K+ 77.39% |
$115K - $143K
|
3.38K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.46K+ 19.47% |
$114K - $142K
|
8.98K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 0.31% |
$113K - $140K
|
469K
$41.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.4K+ 18.89% |
$110K - $136K
|
8.84K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.38K+ 9.75% |
$108K - $133K
|
15.5K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.35KNew |
$106K - $131K
|
1.35K
$119K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.22K+ 9.67% |
$95.3K - $118K
|
13.8K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
BUY
|
- |
1.12K+ 4.71% |
$87.3K - $108K
|
24.8K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.08K+ 7.1% |
$84.7K - $105K
|
16.4K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
750New |
$58.6K - $72.5K
|
750
$66K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
732+ 36.93% |
$57.2K - $70.8K
|
2.71K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
522+ 17.56% |
$40.8K - $50.5K
|
3.5K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
487+ 16.81% |
$38.1K - $47.1K
|
3.38K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
427+ 1.4% |
$33.4K - $41.3K
|
30.9K
$2.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
394+ 12.69% |
$30.8K - $38.1K
|
3.5K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
385+ 217.51% |
$30.1K - $37.2K
|
562
$49.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
354+ 7.28% |
$27.7K - $34.2K
|
5.22K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
334+ 2.1% |
$26.1K - $32.3K
|
16.3K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
289+ 46.24% |
$22.6K - $28K
|
914
$80.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
257+ 3.78% |
$20.1K - $24.9K
|
7.06K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
185+ 2.06% |
$14.5K - $17.9K
|
9.15K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
100+ 2.94% |
$7.82K - $9.67K
|
3.5K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
94+ 470.0% |
$7.35K - $9.09K
|
114
$10K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
85+ 0.83% |
$6.65K - $8.22K
|
10.3K
$907K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 22.22% |
$5.47K - $6.77K
|
385
$33.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
60+ 1.77% |
$4.69K - $5.8K
|
3.45K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
51+ 1.52% |
$3.99K - $4.93K
|
3.4K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36+ 23.38% |
$2.81K - $3.48K
|
190
$16.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32New |
$2.5K - $3.1K
|
32
$2.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 9.72% |
$1.64K - $2.03K
|
237
$20.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$1.56K - $1.93K
|
20
$1.76K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 2.05% |
$1.25K - $1.55K
|
796
$70K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 93.33% |
$1.09K - $1.35K
|
29
$2.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12+ 0.18% |
$938 - $1.16K
|
6.76K
$595K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
10+ 0.27% |
$782 - $967
|
3.73K
$328K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 47.62% |
$782 - $967
|
31
$2.73K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
9+ 1.33% |
$704 - $871
|
688
$60.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7+ 0.28% |
$547 - $677
|
2.51K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6New |
$469 - $580
|
6
$528
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5+ 0.76% |
$391 - $484
|
660
$58.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2New |
$156 - $193
|
2
$176
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 50.0% |
$78.2 - $96.7
|
3
$264
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1+ 0.01% |
$78.2 - $96.7
|
13.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1- 0.19% |
$78.2 - $96.7
|
537
$47.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 5.26% |
$78.2 - $96.7
|
18
$1.58K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3- 0.11% |
$235 - $290
|
2.65K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-9- 0.25% |
$704 - $871
|
3.59K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-16- 0.22% |
$1.25K - $1.55K
|
7.3K
$642K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 10.0% |
$1.33K - $1.64K
|
153
$13.5K
|