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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
289+ 46.24% |
$22.6K - $28K
|
914
$83.4K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
750New |
$58.6K - $72.5K
|
750
$68.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
334+ 2.1% |
$26.1K - $32.3K
|
16.3K
$1.48M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
25New |
$1.83K - $2.28K
|
25
$2.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
5.3KNew |
$387K - $484K
|
5.3K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
7.64KNew |
$558K - $697K
|
7.64K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.29K- 24.84% |
$167K - $209K
|
6.93K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.77KNew |
$202K - $253K
|
2.77K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7K- 46.52% |
$511K - $639K
|
8.05K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
1.46K+ 26.93% |
$106K - $133K
|
6.87K
$627K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.5KNew |
$183K - $228K
|
2.5K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-221- 69.28% |
$16.1K - $20.2K
|
98
$8.94K
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-3- 0.07% |
$219 - $274
|
4.01K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
3.6K+ 28.68% |
$263K - $329K
|
16.2K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
163New |
$11.9K - $14.9K
|
163
$14.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-524- 34.41% |
$38.3K - $47.8K
|
999
$91.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.61KNew |
$191K - $238K
|
2.61K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$1.24K - $1.55K
|
17
$1.55K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$73 - $91.3
|
1
$91.2
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-4.62K- 80.51% |
$330K - $369K
|
1.12K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-258- 79.63% |
$18.5K - $20.6K
|
66
$6.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13New |
$930 - $1.04K
|
13
$1.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-40- 0.64% |
$2.86K - $3.2K
|
6.21K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.66K+ 11.6% |
$190K - $213K
|
25.6K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.28KNew |
$306K - $342K
|
4.28K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26New |
$1.86K - $2.08K
|
26
$2.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.16K- 0.16% |
$154K - $173K
|
1.33M
$121M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-158- 69.91% |
$11.3K - $12.6K
|
68
$6.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
68+ 3.99% |
$4.86K - $5.44K
|
1.77K
$162K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.5KNew |
$749K - $838K
|
10.5K
$956K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-64- 0.86% |
$4.58K - $5.12K
|
7.42K
$677K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
512+ 2.88% |
$36.6K - $40.9K
|
18.3K
$1.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69New |
$4.94K - $5.52K
|
69
$6.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-28- 0.18% |
$2K - $2.24K
|
16K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$71.5 - $80
|
1
$91.2
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-25- 0.34% |
$1.79K - $2K
|
7.28K
$664K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-461- 49.09% |
$33K - $36.9K
|
478
$43.6K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
700+ 175.0% |
$47.7K - $53.7K
|
1.1K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
479+ 14.61% |
$32.6K - $36.8K
|
3.76K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
5.4K+ 6.03% |
$368K - $415K
|
95K
$8.67M
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-40.2K- 84.89% |
$2.74M - $3.09M
|
7.16K
$654K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-89- 11.76% |
$6.06K - $6.83K
|
668
$60.9K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
50+ 11.24% |
$3.41K - $3.84K
|
495
$45.2K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
79+ 33.05% |
$5.38K - $6.06K
|
318
$29K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-149- 2.12% |
$10.2K - $11.4K
|
6.87K
$627K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-656- 2.67% |
$44.7K - $50.4K
|
23.9K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33New |
$2.25K - $2.53K
|
33
$3.01K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.95K- 27.89% |
$133K - $149K
|
5.03K
$459K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-771- 11.21% |
$52.5K - $59.2K
|
6.11K
$557K
|
|