Latest Institutional Transactions on Preferred Bank (PFBC)

PFBC Quotes by TradingView

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
May 12, 2023 Q1 2023
Aviva PLC

BUY
 -
9.56K
+ 70.01%
$512K - $707K
23.2K $2.04M
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
5
New
$268 - $370
5 $440
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.36K
New
$72.8K - $101K
1.36K $120K
May 10, 2023 Q1 2023
Hillsdale Investment Management Inc.

Toronto, A6
SELL
 -
-1K
- 8.85%
$53.6K - $74K
10.3K $906K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
6.87K
+ 13.17%
$368K - $509K
59K $5.19M
May 05, 2023 Q1 2023
Premier Fund Managers LTD

SELL
 -
-17.5K
- 40.39%
$939K - $1.3M
25.9K $2.28M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
5
New
$268 - $370
5 $440
Q4 2022
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
587
New
$38.5K - $45.1K
587 $51.7K
Feb 14, 2023 Q4 2022
Philadelphia Financial Management Of San Francisco, LLC

San Francisco, CA
BUY
 -
31K
+ 18.37%
$2.03M - $2.38M
200K $17.6M
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
153K
New
$10M - $11.8M
153K $13.5M
Feb 13, 2023 Q4 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
48
New
$3.14K - $3.69K
48 $4.22K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-86
- 2.69%
$5.63K - $6.61K
3.11K $273K
Feb 13, 2023 Q4 2022
Avalon Investment & Advisory

Houston, TX
SELL
 -
-316
- 0.9%
$20.7K - $24.3K
34.9K $3.07M
Feb 10, 2023 Q4 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
864
+ 12.72%
$56.6K - $66.4K
7.66K $674K
Feb 10, 2023 Q4 2022
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
57
+ 2.1%
$3.73K - $4.38K
2.77K $244K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.97K
New
$260K - $305K
3.97K $349K
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
3.33K
+ 47.5%
$218K - $256K
10.3K $909K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
25
New
$1.64K - $1.92K
25 $2.2K
Q3 2022
Nov 14, 2022 Q3 2022
Vestcor Inc

Fredericton, A3
SELL
 -
-757
- 34.19%
$49.4K - $57.1K
1.46K $128K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-19
- 0.05%
$1.24K - $1.43K
41.2K $3.63M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2
+ 3.57%
$130 - $151
58 $5.1K
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

SELL
 -
-132
- 93.62%
$8.61K - $9.95K
9 $792
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
2
New
$130 - $151
2 $176
Q2 2022
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-41
- 7.81%
$2.65K - $3.03K
484 $42.6K
Aug 12, 2022 Q2 2022
Eam Global Investors LLC

Solana Beach, CA
SELL
 -
-22.6K
Closed
$1.46M - $1.67M
0 $0
Aug 12, 2022 Q2 2022
Advantage Alpha Capital Partners LP

San Francisco, CA
BUY
 -
284
+ 3.03%
$18.3K - $21K
9.66K $850K
Aug 12, 2022 Q2 2022
Eam Investors, LLC

Solana Beach, CA
SELL
 -
-15.5K
Closed
$1M - $1.15M
0 $0
Aug 11, 2022 Q2 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
SELL
 -
-8.1K
- 34.47%
$523K - $598K
15.4K $1.36M
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

BUY
 -
3
+ 12.5%
$194 - $222
27 $2.38K
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

SELL
 -
-100
Closed
$6.45K - $7.38K
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

BUY
 -
178
+ 44.61%
$11.5K - $13.1K
577 $50.8K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

SELL
 -
-6.98K
Closed
$450K - $516K
0 $0
Q1 2022
May 17, 2022 Q1 2022
Mirabella Financial Services LLP

London, X0
SELL
 -
-6.66K
Closed
$483K - $542K
0 $0
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-72
Closed
$5.22K - $5.86K
0 $0
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-12.3K
Closed
$892K - $1M
0 $0
May 13, 2022 Q1 2022
Ergoteles LLC

New York, NY
SELL
 -
-12.4K
Closed
$898K - $1.01M
0 $0
May 13, 2022 Q1 2022
Canada Pension Plan Investment Board

Toronto Ontario, A6
SELL
 -
-7.4K
Closed
$536K - $602K
0 $0
May 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-2
Closed
$145 - $163
0 $0
May 03, 2022 Q1 2022
State Of New Jersey Common Pension Fund D

SELL
 -
-40.2K
Closed
$2.91M - $3.27M
0 $0
Apr 27, 2022 Q1 2022
Dupont Capital Management Corp

BUY
 -
3.28K
+ 44.62%
$238K - $267K
10.6K $936K
Q4 2021
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-9
Closed
$594 - $647
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-30
Closed
$1.98K - $2.16K
0 $0
Q3 2021
Nov 10, 2021 Q3 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-27
Closed
$1.55K - $1.81K
0 $0
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-6.89K
Closed
$397K - $463K
0 $0
Q2 2021
Aug 13, 2021 Q2 2021
Mackay Shields LLC

SELL
 -
-21K
Closed
$1.32M - $1.45M
0 $0
Aug 09, 2021 Q2 2021
Hancock Whitney Corp

SELL
 -
-10.7K
Closed
$671K - $735K
0 $0
Jul 20, 2021 Q2 2021
Professional Financial Advisors, LLC

SELL
 -
-6.01K
Closed
$378K - $415K
0 $0
Q1 2021
Nov 12, 2021 Q1 2021
Four Thought Financial, LLC

Venice, FL
SELL
 -
-8
Closed
$386 - $533
0 $0
May 17, 2021 Q1 2021
Basswood Capital Management, L.L.C.

New York, NY
SELL
 -
-94.9K
Closed
$4.58M - $6.32M
0 $0

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