Latest Institutional Purchases of Preferred Bank (PFBC)
This list provides information on the latest institutional transactions involving Preferred Bank (PFBC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
760+ 8.97% |
$67.7K - $73.7K
|
9.24K
$843K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
639+ 4.12% |
$56.9K - $62K
|
16.2K
$1.47M
|
|
|
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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
555+ 4.09% |
$49.4K - $53.8K
|
14.1K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
543+ 3.71% |
$48.3K - $52.7K
|
15.2K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
498+ 1992.0% |
$44.3K - $48.3K
|
523
$47.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
481+ 10.11% |
$42.8K - $46.7K
|
5.24K
$478K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
428+ 9.65% |
$38.1K - $41.5K
|
4.86K
$444K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
365+ 2807.69% |
$32.5K - $35.4K
|
378
$34.5K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
256+ 8.98% |
$22.8K - $24.8K
|
3.11K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
238+ 6.4% |
$21.2K - $23.1K
|
3.95K
$361K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
215New |
$19.1K - $20.9K
|
215
$19.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
131New |
$11.7K - $12.7K
|
131
$12K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
130New |
$11.6K - $12.6K
|
130
$11.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
125New |
$11.1K - $12.1K
|
125
$11.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
116+ 3.48% |
$10.3K - $11.3K
|
3.45K
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
92+ 0.86% |
$8.19K - $8.92K
|
10.8K
$982K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
84+ 0.8% |
$7.48K - $8.15K
|
10.6K
$965K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
84+ 120.0% |
$7.48K - $8.15K
|
154
$14.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63+ 10.45% |
$5.61K - $6.11K
|
666
$60.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
46New |
$4.09K - $4.46K
|
46
$4.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
40New |
$3.56K - $3.88K
|
40
$3.65K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35+ 8.18% |
$3.12K - $3.4K
|
463
$42.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33+ 34.74% |
$2.94K - $3.2K
|
128
$11.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
33+ 366.67% |
$2.94K - $3.2K
|
42
$3.83K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32+ 0.83% |
$2.85K - $3.1K
|
3.87K
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30New |
$2.67K - $2.91K
|
30
$2.74K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
23New |
$2.05K - $2.23K
|
23
$2.1K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19+ 3.85% |
$1.69K - $1.84K
|
512
$46.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 1.47% |
$1.51K - $1.65K
|
1.17K
$107K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15+ 0.11% |
$1.34K - $1.46K
|
14.1K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 4.53% |
$1.34K - $1.46K
|
346
$31.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12+ 240.0% |
$1.07K - $1.16K
|
17
$1.55K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.33% |
$712 - $776
|
2.46K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 0.99% |
$712 - $776
|
813
$74.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7New |
$623 - $679
|
7
$639
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5+ 2.65% |
$445 - $485
|
194
$17.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 1.57% |
$267 - $291
|
194
$17.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 28.57% |
$178 - $194
|
9
$821
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1+ 0.01% |
$89 - $97
|
11.9K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 7.14% |
$89 - $97
|
15
$1.37K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.84% |
$89 - $97
|
120
$10.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4K+ 36363.64% |
$301K - $351K
|
4.01K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.72K+ 97.41% |
$280K - $326K
|
7.54K
$688K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.07KNew |
$231K - $269K
|
3.07K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
1.5K+ 2.82% |
$113K - $132K
|
54.7K
$4.99M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
1.48KNew |
$111K - $130K
|
1.48K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
839+ 21.87% |
$63.2K - $73.6K
|
4.68K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
367New |
$27.6K - $32.2K
|
367
$33.5K
|
|