Latest Institutional Purchases of Preferred Bank (PFBC)

PFBC Quotes by TradingView

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
Sep 24, 2025 Q2 2025
Texas Permanent School Fund

Austin, TX
BUY
 -
252
+ 3.54%
$19K - $22.1K
7.37K $673K
Jul 07, 2025 Q2 2025
Versant Capital Management, Inc

BUY
 -
80
+ 67.8%
$6.03K - $7.01K
198 $18.1K
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
70
+ 3500.0%
$5.27K - $6.14K
72 $6.57K
Aug 12, 2025 Q2 2025
Mount Yale Investment Advisors, LLC

BUY
 -
58
+ 1.73%
$4.37K - $5.08K
3.42K $312K
Aug 01, 2025 Q2 2025
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
34
+ 40.0%
$2.56K - $2.98K
119 $10.9K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
22
New
$1.66K - $1.93K
22 $2.01K
Aug 08, 2025 Q2 2025
Clearstead Trust, LLC

Portland, ME
BUY
 -
5
New
$377 - $438
5 $456
Jul 09, 2025 Q2 2025
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
1
+ 8.33%
$75.3 - $87.7
13 $1.19K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 07, 2025 Q1 2025
Picton Mahoney Asset Management

Toronto, A6
BUY
 -
12.9K
+ 2337.82%
$1.04M - $1.2M
13.4K $1.22M
May 14, 2025 Q1 2025
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
3.91K
New
$317K - $364K
3.91K $357K
May 13, 2025 Q1 2025
Keebeck Alpha, LP

Stamford, CT
BUY
 -
2.87K
New
$232K - $267K
2.87K $261K
May 13, 2025 Q1 2025
Cibc World Markets Corp

New York, NY
BUY
 -
2.71K
New
$220K - $253K
2.71K $247K
May 15, 2025 Q1 2025
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
1.08K
+ 79.63%
$87.1K - $100K
2.43K $221K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
87
New
$7.05K - $8.1K
87 $7.94K
May 14, 2025 Q1 2025
Cibc Private Wealth Group, LLC

BUY
 -
21
New
$1.7K - $1.96K
21 $1.92K
May 05, 2025 Q1 2025
Hazlett, Burt & Watson, Inc.

BUY
 -
4
New
$324 - $373
4 $365
Q4 2024
Feb 14, 2025 Q4 2024
Jefferies Financial Group Inc.

New York, NY
BUY
 -
16.3K
New
$1.27M - $1.58M
16.3K $1.49M
Jan 27, 2025 Q4 2024
Meritage Portfolio Management

BUY
 -
10.2K
+ 223.15%
$795K - $984K
14.7K $1.34M
Feb 14, 2025 Q4 2024
Scientech Research LLC

Jersey City, NJ
BUY
 -
3.86K
New
$302K - $374K
3.86K $352K
Feb 03, 2025 Q4 2024
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
3.6K
New
$281K - $348K
3.6K $328K
Jan 24, 2025 Q4 2024
Sky Oak Wealth, LLC

BUY
 -
3.25K
New
$254K - $314K
3.25K $296K
Feb 10, 2025 Q4 2024
Campbell & CO Investment Adviser LLC

Baltimore, MD
BUY
 -
2.79K
New
$218K - $270K
2.79K $255K
Jun 10, 2025 Q4 2024
Militia Capital Partners, LP

Las Vegas, NV
BUY
 -
2.5K
New
$195K - $242K
2.5K $228K
Feb 14, 2025 Q4 2024
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
1.44K
+ 0.31%
$113K - $140K
469K $42.8M
Jan 22, 2025 Q4 2024
R Squared LTD

Central, K3
BUY
 -
750
New
$58.6K - $72.5K
750 $68.4K
Feb 07, 2025 Q4 2024
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
732
+ 36.93%
$57.2K - $70.8K
2.71K $248K
Jan 21, 2025 Q4 2024
Exchange Traded Concepts, LLC

BUY
 -
334
+ 2.1%
$26.1K - $32.3K
16.3K $1.48M
Jan 22, 2025 Q4 2024
Kbc Group Nv

BUY
 -
289
+ 46.24%
$22.6K - $28K
914 $83.4K
Feb 14, 2025 Q4 2024
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
100
+ 2.94%
$7.82K - $9.67K
3.5K $319K
Feb 14, 2025 Q4 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
60
+ 1.77%
$4.69K - $5.8K
3.45K $315K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
2
New
$156 - $193
2 $182
Q3 2024
Nov 14, 2024 Q3 2024
Credit Agricole S A

BUY
 -
7.64K
New
$558K - $697K
7.64K $697K
Nov 14, 2024 Q3 2024
Martingale Asset Management L P

Boston, MA
BUY
 -
5.3K
New
$387K - $484K
5.3K $484K
Nov 04, 2024 Q3 2024
Versor Investments LP

BUY
 -
3.6K
+ 28.68%
$263K - $329K
16.2K $1.47M
Nov 14, 2024 Q3 2024
Caxton Associates LP

New York, NY
BUY
 -
2.77K
New
$202K - $253K
2.77K $253K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.61K
New
$191K - $238K
2.61K $238K
Nov 07, 2024 Q3 2024
Princeton Capital Management LLC

Red Bank, NJ
BUY
 -
2.5K
New
$183K - $228K
2.5K $228K
Nov 12, 2024 Q3 2024
Jupiter Asset Management LTD

BUY
 -
1.46K
+ 26.93%
$106K - $133K
6.87K $627K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
163
New
$11.9K - $14.9K
163 $14.9K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
25
New
$1.83K - $2.28K
25 $2.28K
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
17
New
$1.24K - $1.55K
17 $1.55K
Oct 09, 2024 Q3 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
1
New
$73 - $91.3
1 $91.2
Q2 2024
Aug 12, 2024 Q2 2024
Inspire Investing, LLC

Meridian, ID
BUY
 -
10.5K
New
$749K - $838K
10.5K $956K
Aug 14, 2024 Q2 2024
Bank Of Montreal

Toronto, A6
BUY
 -
4.28K
New
$306K - $342K
4.28K $391K
Aug 14, 2024 Q2 2024
Zacks Investment Management

Chicago, IL
BUY
 -
2.66K
+ 11.6%
$190K - $213K
25.6K $2.33M
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
 -
69
New
$4.94K - $5.52K
69 $6.3K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
68
+ 3.99%
$4.86K - $5.44K
1.77K $162K

Track Institutional and Insider Activities on PFBC

Follow Preferred Bank and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PFBC shares.

Notify only if

Insider Trading

Get notified when an Preferred Bank insider buys or sells PFBC shares.

Notify only if

News

Receive news related to Preferred Bank

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on PFBC