Latest Institutional Transactions on Preferred Bank (PFBC)
This table provides information on the latest institutional transactions involving Preferred Bank (PFBC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
45.9K+ 15.74% |
$4.09M - $4.46M
|
338K
$30.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
481+ 10.11% |
$42.8K - $46.7K
|
5.24K
$478K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.45K- 15.36% |
$218K - $237K
|
13.5K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 1.57% |
$267 - $291
|
194
$17.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.24K+ 16.46% |
$199K - $217K
|
15.8K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
SELL
|
- |
-461- 1.81% |
$41K - $44.7K
|
25K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.66K- 21.27% |
$326K - $355K
|
13.6K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
614+ 21.69% |
$54.7K - $59.6K
|
3.45K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-119- 60.71% |
$10.6K - $11.5K
|
77
$7.03K
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.2KNew |
$909K - $991K
|
10.2K
$932K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-893- 20.3% |
$79.5K - $86.6K
|
3.51K
$320K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-14.4K- 44.85% |
$1.28M - $1.4M
|
17.7K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-6.34K- 1.84% |
$565K - $615K
|
338K
$30.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.04K- 23.76% |
$92.2K - $101K
|
3.32K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.65K+ 2.08% |
$236K - $257K
|
130K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-36- 1.21% |
$3.2K - $3.49K
|
2.93K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-7.2K- 1.18% |
$641K - $699K
|
601K
$54.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-82- 0.97% |
$7.3K - $7.95K
|
8.41K
$767K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-9.57K- 40.54% |
$852K - $928K
|
14K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.2K- 1.48% |
$641K - $699K
|
478K
$43.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-355- 26.67% |
$31.6K - $34.4K
|
976
$89.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 4.53% |
$1.34K - $1.46K
|
346
$31.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
40New |
$3.56K - $3.88K
|
40
$3.65K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-350- 0.43% |
$31.2K - $34K
|
80.9K
$7.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-227- 89.02% |
$20.2K - $22K
|
28
$2.55K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.83K+ 86.46% |
$430K - $469K
|
10.4K
$951K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 1.47% |
$1.51K - $1.65K
|
1.17K
$107K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-137K- 75.93% |
$12.2M - $13.3M
|
43.5K
$3.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-17K- 1.92% |
$1.51M - $1.65M
|
870K
$79.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
BUY
|
- |
34.2KNew |
$3.04M - $3.32M
|
34.2K
$3.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.31K+ 21.91% |
$205K - $224K
|
12.8K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 33.33% |
$890 - $970
|
20
$1.82K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.52K+ 21.75% |
$135K - $147K
|
8.49K
$775K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
887+ 17.82% |
$79K - $86K
|
5.87K
$535K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.3K- 30.76% |
$116K - $126K
|
2.93K
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-693- 1.72% |
$61.7K - $67.2K
|
39.7K
$3.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
BUY
|
- |
5.58KNew |
$496K - $541K
|
5.58K
$509K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-49.8K- 93.09% |
$4.44M - $4.83M
|
3.7K
$338K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.51K+ 10.84% |
$491K - $535K
|
56.4K
$5.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-481- 7.31% |
$42.8K - $46.7K
|
6.1K
$556K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
428+ 9.65% |
$38.1K - $41.5K
|
4.86K
$444K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35+ 8.18% |
$3.12K - $3.4K
|
463
$42.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-7.18K- 9.62% |
$639K - $696K
|
67.5K
$6.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-194- 2.28% |
$17.3K - $18.8K
|
8.3K
$758K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.59% |
$89 - $97
|
168
$15.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.51K- 6.39% |
$401K - $437K
|
66.1K
$6.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12+ 240.0% |
$1.07K - $1.16K
|
17
$1.55K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
84+ 0.8% |
$7.48K - $8.15K
|
10.6K
$965K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-238- 9.22% |
$21.2K - $23.1K
|
2.34K
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
84+ 120.0% |
$7.48K - $8.15K
|
154
$14.1K
|
|