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Preferred Bank (PFBC) Institutional Ownership

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(As of 05/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Preferred Bank (NASDAQ:PFBC)

Current
Institutional Ownership
Percentage
72.77%
Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$51.84M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$47.33M
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PFBC Institutional Buying and Selling by Quarter

Preferred Bank Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Mirae Asset Global Investments Co. Ltd.10,232$786K0.0%N/A0.071%
5/1/2024Sequoia Financial Advisors LLC3,994$307K0.0%-5.2%0.028%
4/30/2024 Allspring Global Investments Holdings LLC6,385$490K0.0%-8.6%0.044%
4/29/2024 Principal Financial Group Inc.73,319$5.63M0.0%+2.7%0.508%
4/26/2024 Yousif Capital Management LLC5,669$435K0.0%-17.7%0.039%
4/19/2024 State of Alaska Department of Revenue7,632$585K0.0%-2.0%0.053%
4/18/2024 Allspring Global Investments Holdings LLC6,385$490K0.0%-8.6%0.044%
4/5/2024 Los Angeles Capital Management LLC5,583$429K0.0%-43.5%0.039%
3/25/2024Quadrature Capital Ltd16,959$1.24M0.0%+96.7%0.118%
2/26/2024Virtu Financial LLC2,932$214K0.0%-27.4%0.020%
2/14/2024Quadrature Capital Ltd16,959$1.24M0.0%+96.7%0.118%
2/13/2024Rafferty Asset Management LLC20,354$1.49M0.0%+50.7%0.141%
2/12/2024Olympiad Research LP3,279$240K0.2%N/A0.023%
2/12/2024Hsbc Holdings PLC258,473$19.07M0.0%-3.3%1.791%
2/9/2024Franklin Resources Inc.13,916$1.02M0.0%-16.8%0.096%
2/9/2024Quest Partners LLC5,503$402K0.1%N/A0.038%
2/9/2024Trexquant Investment LP12,902$942K0.0%N/A0.089%
2/8/2024Massachusetts Financial Services Co. MA23,061$1.69M0.0%-3.1%0.160%
2/7/2024Boston Partners465,650$34.03M0.0%-4.0%3.227%
2/7/2024 Principal Financial Group Inc.71,392$5.22M0.0%-5.2%0.495%
2/7/2024Dimensional Fund Advisors LP667,256$48.75M0.0%+1.6%4.624%
2/7/2024Dana Investment Advisors Inc.9,378$685K0.0%-9.0%0.065%
2/7/2024BNP Paribas Financial Markets8,731$638K0.0%-40.2%0.061%
2/7/2024Teacher Retirement System of Texas8,469$619K0.0%-43.9%0.059%
2/7/2024Versor Investments LP16,054$1.17M0.2%+165.2%0.111%
2/7/2024Gladius Capital Management LP445$33K0.0%+518.1%0.003%
2/6/2024Charles Schwab Investment Management Inc.107,233$7.83M0.0%-0.3%0.743%
2/6/2024 Maryland State Retirement & Pension System4,542$332K0.0%-5.7%0.031%
2/6/2024Gallacher Capital Management LLC6,975$510K0.3%N/A0.048%
2/6/2024AJOVista LLC1,377$101K0.1%N/A0.010%
2/6/2024 Benjamin F. Edwards & Company Inc.1,723$126K0.0%-25.6%0.012%
2/6/2024 Amalgamated Bank4,592$335K0.0%-10.7%0.032%
2/6/2024 Los Angeles Capital Management LLC9,883$722K0.0%-12.9%0.068%
2/6/2024Swiss National Bank26,989$1.97M0.0%-10.9%0.187%
2/5/2024Victory Capital Management Inc.24,901$1.82M0.0%+47.6%0.173%
2/5/2024Intrust Bank NA6,385$466K0.1%+27.2%0.044%
2/5/2024 SummerHaven Investment Management LLC12,516$914K0.6%+1.2%0.087%
2/5/2024Russell Investments Group Ltd.14,718$1.08M0.0%+22.2%0.102%
2/2/2024Truist Financial Corp4,907$358K0.0%-3.1%0.034%
2/1/2024 Yousif Capital Management LLC6,891$503K0.0%-3.6%0.048%
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2/1/2024New York State Common Retirement Fund23,911$1.75M0.0%-15.8%0.166%
2/1/2024Illinois Municipal Retirement Fund7,196$526K0.0%-5.7%0.050%
2/1/2024 Wedge Capital Management L L P NC8,031$587K0.0%+12.2%0.056%
1/31/2024Federated Hermes Inc.29,965$2.19M0.0%+0.8%0.208%
1/30/2024Everence Capital Management Inc.2,910$213K0.0%N/A0.020%
1/30/2024 Phocas Financial Corp.150,897$11.02M1.5%+2.0%1.046%
1/29/2024 Louisiana State Employees Retirement System6,300$460K0.0%N/A0.044%
1/29/2024Smith Graham & Co. Investment Advisors LP89,276$6.52M0.8%N/A0.619%
1/25/2024 Allspring Global Investments Holdings LLC6,983$510K0.0%+140.3%0.048%
1/24/2024 New York State Teachers Retirement System13,230$966K0.0%-1.7%0.092%
1/19/2024 State of Alaska Department of Revenue7,784$568K0.0%-4.4%0.054%
1/18/2024 McGlone Suttner Wealth Management Inc.468$34K0.0%N/A0.003%
1/5/2024 Exchange Traded Concepts LLC5,283$386K0.0%-12.6%0.037%
12/19/2023Public Employees Retirement System of Ohio6,540$407K0.0%N/A0.045%
12/18/2023Vanguard Group Inc.870,881$54.21M0.0%-0.1%6.035%
12/6/2023Citigroup Inc.11,874$739K0.0%-46.6%0.082%
11/30/2023American Century Companies Inc.112,126$6.98M0.0%+25.9%0.777%
11/15/2023Dana Investment Advisors Inc.10,300$641K0.0%-23.1%0.071%
11/15/2023GSA Capital Partners LLP16,021$997K0.1%+19.5%0.111%
11/15/2023Alps Advisors Inc.5,408$337K0.0%+6.0%0.037%
11/15/2023AQR Capital Management LLC69,277$4.31M0.0%+64.5%0.480%
11/14/2023Quadrature Capital Ltd8,621$536K0.0%+13.2%0.060%
11/13/2023Connor Clark & Lunn Investment Management Ltd.14,937$930K0.0%N/A0.104%
11/13/2023Algert Global LLC17,368$1.08M0.1%N/A0.120%
11/13/2023Federated Hermes Inc.29,739$1.85M0.0%-3.0%0.206%
11/13/2023Brandywine Global Investment Management LLC45,205$2.81M0.0%+117.8%0.313%
11/13/2023Hsbc Holdings PLC267,339$16.66M0.0%-6.4%1.853%
11/13/2023ClariVest Asset Management LLC17,380$1.08M0.1%+26.3%0.120%
11/13/2023WINTON GROUP Ltd7,091$441K0.0%-47.2%0.049%
11/13/2023FMR LLC71,412$4.45M0.0%-84.4%0.495%
11/13/2023Rafferty Asset Management LLC13,504$841K0.0%-19.2%0.094%
11/9/2023Citigroup Inc.11,874$739K0.0%-46.6%0.082%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,744$544K0.0%-41.4%0.061%
11/9/2023Texas Permanent School Fund Corp11,108$691K0.0%-4.5%0.077%
11/8/2023Charles Schwab Investment Management Inc.107,536$6.69M0.0%+5.2%0.745%
11/8/2023Massachusetts Financial Services Co. MA23,790$1.48M0.0%-3.7%0.165%
11/8/2023Boston Partners484,898$30.02M0.0%-4.6%3.360%
11/7/2023Alpha DNA Investment Management LLC8,652$539K0.2%N/A0.060%
11/7/2023New York State Common Retirement Fund28,407$1.77M0.0%-5.9%0.197%
11/7/2023Barclays PLC25,163$1.57M0.0%+4.1%0.174%
11/6/2023Illinois Municipal Retirement Fund7,627$475K0.0%N/A0.053%
11/6/2023Versor Investments LP6,054$377K0.1%-61.3%0.042%
11/6/2023 Los Angeles Capital Management LLC11,346$706K0.0%N/A0.079%
11/6/2023Victory Capital Management Inc.16,865$1.05M0.0%+205.2%0.117%
11/4/2023Jackson Creek Investment Advisors LLC16,027$998K0.4%N/A0.111%
11/2/2023 Principal Financial Group Inc.75,290$4.69M0.0%-3.7%0.522%
10/31/2023Teacher Retirement System of Texas15,109$941K0.0%+39.1%0.105%
10/30/2023 Yousif Capital Management LLC7,149$445K0.0%+2.9%0.050%
10/27/2023 Hennion & Walsh Asset Management Inc.4,659$290K0.0%-9.4%0.032%
10/27/2023 Allspring Global Investments Holdings LLC2,906$181K0.0%-6.3%0.020%
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10/27/2023Oregon Public Employees Retirement Fund3,862$240K0.0%-7.2%0.027%
10/25/2023 BluePath Capital Management LLC529$33K0.0%N/A0.004%
10/24/2023 Bank of New York Mellon Corp152,271$9.48M0.0%-5.9%1.055%
10/24/2023 Maryland State Retirement & Pension System4,818$300K0.0%-6.4%0.033%
10/24/2023 Robeco Institutional Asset Management B.V.4,990$311K0.0%N/A0.035%
10/20/2023 Denali Advisors LLC9,900$616K0.2%-49.7%0.069%
10/18/2023 Exchange Traded Concepts LLC6,047$376K0.0%-60.5%0.042%
10/17/2023Mach 1 Financial Group LLC7,632$475K0.2%N/A0.053%
10/16/2023 State of Alaska Department of Revenue8,144$506K0.0%-6.3%0.056%
10/16/2023 Summit Global Investments5,706$355K0.0%+26.8%0.040%
(Data available from 1/1/2016 forward)

PFBC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFBC shares?

During the previous two years, 143 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were Vanguard Group Inc. ($54.21M), Dimensional Fund Advisors LP ($48.75M), Boston Partners ($34.03M), Nuveen Asset Management LLC ($33.53M), Stieven Capital Advisors L.P. ($21.30M), Hsbc Holdings PLC ($19.07M), and Philadelphia Financial Management of San Francisco LLC ($13.83M).Learn more on PFBC's institutional investors.

What percentage of Preferred Bank stock is owned by institutional investors?

72.77% of Preferred Bank stock is owned by institutional investors. Learn more on PFBC's institutional investor holdings.

Which institutional investors have been buying Preferred Bank stock?

Of the 119 institutional investors that purchased Preferred Bank stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Premier Fund Managers Ltd ($294.32K), Boston Partners ($245.05K), Philadelphia Financial Management of San Francisco LLC ($123.73K), Smith Graham & Co. Investment Advisors LP ($89.28K), Bank of Montreal Can ($66.02K), Brandywine Global Investment Management LLC ($65.97K), and American Century Companies Inc. ($51.35K).

How much institutional buying is happening at Preferred Bank?

Institutional investors have bought a total of 1,960,245 shares in the last 24 months. This purchase volume represents approximately $131.74M in transactions.

Which Preferred Bank major shareholders have been selling company stock?

Of the 76 institutional investors that sold Preferred Bank stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($402.00K), Royce & Associates LP ($96.49K), Boston Partners ($65.78K), LSV Asset Management ($56.90K), Philadelphia Financial Management of San Francisco LLC ($48.21K), Principal Financial Group Inc. ($28.81K), and Hsbc Holdings PLC ($27.29K).

How much institutional selling is happening at Preferred Bank?

Institutional investors have sold a total of 1,084,588 shares in the last 24 months. This volume of shares sold represents approximately $69.38M in transactions.


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This page (NASDAQ:PFBC) was last updated on 5/2/2024 by MarketBeat.com Staff

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