Preferred Bank (PFBC) Institutional Ownership

$79.97
+0.09 (+0.11%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Preferred Bank (NASDAQ:PFBC)

Current
Institutional Ownership
Percentage
72.77%
Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$53.13M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$48.27M
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PFBC Institutional Buying and Selling by Quarter

Preferred Bank Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank8,242$633K0.0%+35.6%0.057%
5/16/2024 California State Teachers Retirement System12,899$990K0.0%-10.1%0.089%
5/16/2024 Jacobs Levy Equity Management Inc.25,291$1.94M0.0%-19.8%0.175%
5/16/2024 Janus Henderson Group PLC14,716$1.13M0.0%-5.4%0.102%
5/16/2024 Kennedy Capital Management LLC44,932$3.45M0.1%N/A0.311%
5/15/2024 Public Employees Retirement System of Ohio6,313$485K0.0%-3.5%0.044%
5/15/2024 Price T Rowe Associates Inc. MD23,359$1.80M0.0%+3.1%0.162%
5/15/2024 BOKF NA3,884$296K0.0%N/A0.027%
5/14/2024 Stieven Capital Advisors L.P.190,035$14.59M3.0%-21.0%1.317%
5/14/2024 Pitcairn Co.4,890$375K0.0%-3.1%0.034%
5/14/2024 CANADA LIFE ASSURANCE Co11,366$871K0.0%+7.9%0.079%
5/14/2024 American International Group Inc.6,874$528K0.0%-2.1%0.048%
5/10/2024 Vanguard Group Inc.868,073$66.64M0.0%+1.3%6.016%
5/8/2024 Russell Investments Group Ltd.15,637$1.20M0.0%+6.2%0.108%
5/7/2024 Swiss National Bank25,489$1.96M0.0%-5.6%0.177%
5/7/2024 Illinois Municipal Retirement Fund6,921$531K0.0%-3.8%0.048%
5/7/2024 SG Americas Securities LLC1,543$118K0.0%N/A0.011%
5/7/2024 Empowered Funds LLC41,029$3.15M0.1%+7.8%0.284%
5/6/2024 LSV Asset Management77,515$5.95M0.0%N/A0.537%
5/6/2024 Gallacher Capital Management LLC5,030$386K0.2%-27.9%0.035%
5/6/2024 Texas Permanent School Fund Corp10,964$842K0.0%+1.6%0.076%
5/3/2024 GSA Capital Partners LLP23,556$1.81M0.1%+16.5%0.163%
5/1/2024 BNP Paribas Financial Markets15,564$1.20M0.0%+78.3%0.108%
5/1/2024 Mirae Asset Global Investments Co. Ltd.10,232$786K0.0%N/A0.071%
5/1/2024 Sequoia 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%
3/25/2024 Quadrature Capital Ltd16,959$1.24M0.0%+96.7%0.118%
2/26/2024Virtu Financial LLC2,932$214K0.0%-27.4%0.020%
2/14/2024 Quadrature Capital Ltd16,959$1.24M0.0%+96.7%0.118%
2/13/2024 Rafferty Asset Management LLC20,354$1.49M0.0%+50.7%0.141%
2/12/2024 Olympiad Research LP3,279$240K0.2%N/A0.023%
2/12/2024 Hsbc Holdings PLC258,473$19.07M0.0%-3.3%1.791%
2/9/2024 Franklin Resources Inc.13,916$1.02M0.0%-16.8%0.096%
2/9/2024 Quest Partners LLC5,503$402K0.1%N/A0.038%
2/9/2024 Trexquant Investment LP12,902$942K0.0%N/A0.089%
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2/8/2024 Massachusetts Financial Services Co. MA23,061$1.69M0.0%-3.1%0.160%
2/7/2024 Boston 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%
2/7/2024 Dimensional Fund Advisors LP667,256$48.75M0.0%+1.6%4.624%
2/7/2024 Dana Investment Advisors Inc.9,378$685K0.0%-9.0%0.065%
2/7/2024 BNP Paribas Financial Markets8,731$638K0.0%-40.2%0.061%
2/7/2024 Teacher Retirement System of Texas8,469$619K0.0%-43.9%0.059%
2/7/2024 Versor Investments LP16,054$1.17M0.2%+165.2%0.111%
2/7/2024 Gladius Capital Management LP445$33K0.0%+518.1%0.003%
2/6/2024 Charles 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%
2/6/2024 Gallacher Capital Management LLC6,975$510K0.3%N/A0.048%
2/6/2024 AJOVista 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%
2/6/2024 Swiss National Bank26,989$1.97M0.0%-10.9%0.187%
2/5/2024 Victory Capital Management Inc.24,901$1.82M0.0%+47.6%0.173%
2/5/2024 Intrust Bank NA6,385$466K0.1%+27.2%0.044%
2/5/2024 SummerHaven Investment Management LLC12,516$914K0.6%+1.2%0.087%
2/5/2024 Russell Investments Group Ltd.14,718$1.08M0.0%+22.2%0.102%
2/2/2024 Truist Financial Corp4,907$358K0.0%-3.1%0.034%
2/1/2024 Yousif Capital Management LLC6,891$503K0.0%-3.6%0.048%
2/1/2024 New York State Common Retirement Fund23,911$1.75M0.0%-15.8%0.166%
2/1/2024 Illinois 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%
1/31/2024 Federated Hermes Inc.29,965$2.19M0.0%+0.8%0.208%
1/30/2024 Everence 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%
12/19/2023 Public Employees Retirement System of Ohio6,540$407K0.0%N/A0.045%
12/18/2023 Vanguard Group Inc.870,881$54.21M0.0%-0.1%6.035%
12/6/2023 Citigroup Inc.11,874$739K0.0%-46.6%0.082%
11/30/2023 American Century Companies Inc.112,126$6.98M0.0%+25.9%0.777%
11/15/2023 Dana Investment Advisors Inc.10,300$641K0.0%-23.1%0.071%
11/15/2023 GSA Capital Partners LLP16,021$997K0.1%+19.5%0.111%
11/15/2023 Alps Advisors Inc.5,408$337K0.0%+6.0%0.037%
11/15/2023 AQR Capital Management LLC69,277$4.31M0.0%+64.5%0.480%
11/14/2023 Quadrature Capital Ltd8,621$536K0.0%+13.2%0.060%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.14,937$930K0.0%N/A0.104%
11/13/2023 Algert Global LLC17,368$1.08M0.1%N/A0.120%
11/13/2023 Federated Hermes Inc.29,739$1.85M0.0%-3.0%0.206%
11/13/2023 Brandywine Global Investment Management LLC45,205$2.81M0.0%+117.8%0.313%
11/13/2023 Hsbc Holdings PLC267,339$16.66M0.0%-6.4%1.853%
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11/13/2023 ClariVest Asset Management LLC17,380$1.08M0.1%+26.3%0.120%
11/13/2023 WINTON GROUP Ltd7,091$441K0.0%-47.2%0.049%
11/13/2023 FMR LLC71,412$4.45M0.0%-84.4%0.495%
11/13/2023 Rafferty Asset Management LLC13,504$841K0.0%-19.2%0.094%
11/9/2023 Citigroup Inc.11,874$739K0.0%-46.6%0.082%
11/9/2023 Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,744$544K0.0%-41.4%0.061%
11/9/2023 Texas Permanent School Fund Corp11,108$691K0.0%-4.5%0.077%
11/8/2023 Charles Schwab Investment Management Inc.107,536$6.69M0.0%+5.2%0.745%
11/8/2023 Massachusetts Financial Services Co. MA23,790$1.48M0.0%-3.7%0.165%
11/8/2023 Boston Partners484,898$30.02M0.0%-4.6%3.360%
(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, 144 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were Vanguard Group Inc. ($66.64M), Dimensional Fund Advisors LP ($48.75M), Boston Partners ($34.03M), Nuveen Asset Management LLC ($33.53M), Hsbc Holdings PLC ($19.07M), Stieven Capital Advisors L.P. ($14.59M), 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 116 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 ($244.61K), Philadelphia Financial Management of San Francisco LLC ($123.73K), Smith Graham & Co. Investment Advisors LP ($89.28K), LSV Asset Management ($77.52K), Bank of Montreal Can ($66.02K), and Brandywine Global Investment Management LLC ($65.97K).

How much institutional buying is happening at Preferred Bank?

Institutional investors have bought a total of 2,012,474 shares in the last 24 months. This purchase volume represents approximately $136.01M in transactions.

Which Preferred Bank major shareholders have been selling company stock?

Of the 79 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), Stieven Capital Advisors L.P. ($74.85K), Boston Partners ($65.78K), Royce & Associates LP ($63.81K), LSV Asset Management ($56.90K), Hsbc Holdings PLC ($27.29K), and Principal Financial Group Inc. ($21.21K).

How much institutional selling is happening at Preferred Bank?

Institutional investors have sold a total of 1,051,638 shares in the last 24 months. This volume of shares sold represents approximately $67.11M in transactions.


This page (NASDAQ:PFBC) was last updated on 5/19/2024 by MarketBeat.com Staff

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