Purchases and Sales Made in Q4 2024 in Preferred Bank (PFBC)
This table provides information about the institutional ownership of Preferred Bank (PFBC) during Q4 2024. The information is specifically focused on institutions that hold shares of Preferred Bank.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.25KNew |
$254K - $314K
|
3.25K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.18K+ 59.61% |
$171K - $211K
|
5.85K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
750New |
$58.6K - $72.5K
|
750
$64.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
394+ 12.69% |
$30.8K - $38.1K
|
3.5K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
334+ 2.1% |
$26.1K - $32.3K
|
16.3K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
289+ 46.24% |
$22.6K - $28K
|
914
$78.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
94+ 470.0% |
$7.35K - $9.09K
|
114
$9.81K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
70+ 22.22% |
$5.47K - $6.77K
|
385
$33.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
51+ 1.52% |
$3.99K - $4.93K
|
3.4K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 2.05% |
$1.25K - $1.55K
|
796
$68.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 47.62% |
$782 - $967
|
31
$2.67K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
9+ 1.33% |
$704 - $871
|
688
$59.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 10.0% |
$1.33K - $1.64K
|
153
$13.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-33- 21.29% |
$2.58K - $3.19K
|
122
$10.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-277- 2.98% |
$21.7K - $26.8K
|
9.02K
$776K
|