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Preferred Bank (PFBC) Institutional Ownership

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$85.96 +0.51 (+0.60%)
(As of 12/20/2024 05:16 PM ET)

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

Current
Institutional Ownership
Percentage
72.77%
Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$50.42M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$26.87M
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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
12/19/2024 Principal Financial Group Inc.67,646$5.43M0.0%-3.7%0.469%
11/16/2024 Geode Capital Management LLC352,597$28.30M0.0%+3.6%2.443%
11/15/2024 Barclays PLC27,430$2.20M0.0%+70.9%0.190%
11/15/2024 XTX Topco Ltd5,616$451K0.0%+85.5%0.039%
11/15/2024 Jane Street Group LLC19,879$1.60M0.0%+43.8%0.138%
11/15/2024 State Street Corp592,566$47.55M0.0%+0.4%4.106%
11/15/2024 Quadrature Capital Ltd4,766$382K0.0%N/A0.033%
11/15/2024 Point72 DIFC Ltd2,024$162K0.0%+138.7%0.014%
11/15/2024 Point72 Asset Management L.P.6,400$514K0.0%+330.7%0.044%
11/15/2024 Janus Henderson Group PLC12,711$1.02M0.0%-9.1%0.088%
11/15/2024 Hotchkis & Wiley Capital Management LLC120,700$9.69M0.0%-4.8%0.836%
11/15/2024 Benjamin Edwards Inc.3,387$272K0.0%N/A0.023%
11/15/2024 Point72 Asia Singapore Pte. Ltd.945$76K0.0%N/A0.007%
11/14/2024 PDT Partners LLC6,934$556K0.0%-24.8%0.048%
11/14/2024 Martingale Asset Management L P5,300$425K0.0%N/A0.037%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC22,161$1.78M0.0%-4.8%0.154%
11/14/2024 Public Sector Pension Investment Board26,279$2.11M0.0%-3.0%0.182%
11/14/2024 De Lisle Partners LLP41,034$3.29M0.5%+51.8%0.284%
11/13/2024 BNP Paribas Financial Markets13,157$1.06M0.0%-5.7%0.091%
11/13/2024 FMR LLC6,674$536K0.0%+4.2%0.046%
11/13/2024 Quantbot Technologies LP8,102$650K0.0%+169.6%0.056%
11/13/2024 The Manufacturers Life Insurance Company5,979$480K0.0%-2.1%0.041%
11/12/2024 Pitcairn Co.5,212$418K0.0%-2.8%0.036%
11/12/2024 Charles Schwab Investment Management Inc.415,722$33.36M0.0%+1.7%2.881%
11/9/2024 Intech Investment Management LLC3,943$316K0.0%-28.0%0.027%
11/8/2024 Advisors Asset Management Inc.1,906$153K0.0%+194.1%0.013%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.17,466$1.40M0.0%+98.2%0.121%
11/8/2024 Segall Bryant & Hamill LLC60,866$4.88M0.1%+0.7%0.422%
11/8/2024 Phocas Financial Corp.135,996$10.91M0.0%-5.8%0.942%
11/8/2024 Princeton Capital Management LLC2,500$201K0.1%N/A0.017%
11/7/2024 Quest Partners LLC8,137$653K0.1%+1,376.8%0.056%
11/7/2024 Stieven Capital Advisors L.P.117,621$9.44M1.8%-33.7%0.815%
11/7/2024 Thrivent Financial for Lutherans9,739$782K0.0%-4.8%0.067%
11/6/2024 Empowered Funds LLC46,367$3.72M0.1%+5.2%0.321%
11/5/2024 Victory Capital Management Inc.20,524$1.65M0.0%-15.5%0.142%
11/5/2024 GSA Capital Partners LLP31,726$2.55M0.2%+62.5%0.220%
11/4/2024 Versor Investments LP16,154$1.30M0.2%+28.7%0.112%
11/4/2024 Los Angeles Capital Management LLC8,183$657K0.0%+46.6%0.057%
11/4/2024 Meritage Portfolio Management4,558$366K0.0%N/A0.032%
10/31/2024 Principal Financial Group Inc.67,646$5.43M0.0%-3.7%0.469%
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10/29/2024 Robeco Institutional Asset Management B.V.5,685$456K0.0%-52.3%0.039%
10/25/2024 New York State Teachers Retirement System11,531$925K0.0%-9.4%0.080%
10/24/2024 State of Alaska Department of Revenue7,077$567K0.0%-2.2%0.049%
10/23/2024 Mirae Asset Global Investments Co. Ltd.7,513$598K0.0%+10.2%0.052%
10/23/2024 Louisiana State Employees Retirement System6,000$482K0.0%-3.2%0.042%
10/21/2024 Copeland Capital Management LLC679$54K0.0%N/A0.005%
10/21/2024 Palouse Capital Management Inc.999$80K0.1%-34.4%0.007%
10/19/2024 Allspring Global Investments Holdings LLC6,752$542K0.0%-26.8%0.047%
10/11/2024 Wedge Capital Management L L P NC9,292$746K0.0%-4.6%0.064%
10/10/2024 Exchange Traded Concepts LLC15,938$1.28M0.0%-2.2%0.110%
10/8/2024 CWM LLC2,503$201K0.0%+140.0%0.017%
10/3/2024 SG Americas Securities LLC3,662$294K0.0%N/A0.025%
9/16/2024 Point72 DIFC Ltd848$64K0.0%+69.9%0.006%
9/16/2024 Cubist Systematic Strategies LLC1,324$100K0.0%-62.9%0.009%
8/27/2024 Dana Investment Advisors Inc.98,591$7.44M0.3%+7.4%0.683%
8/19/2024 Point72 Asset Management L.P.1,486$112K0.0%+35.1%0.010%
8/16/2024 Capital Impact Advisors LLC1,118$84K0.2%-80.5%0.008%
8/15/2024 Millennium Management LLC88,860$6.71M0.0%-9.8%0.616%
8/15/2024 AQR Capital Management LLC77,745$5.87M0.0%+24.7%0.539%
8/14/2024 Squarepoint Ops LLC9,449$713K0.0%+27.3%0.065%
8/14/2024 Cubist Systematic Strategies LLC1,324$100K0.0%-62.9%0.009%
8/14/2024 Point72 DIFC Ltd848$64K0.0%+69.9%0.006%
8/14/2024 Public Sector Pension Investment Board27,079$2.04M0.0%+4.4%0.188%
8/13/2024 Thrivent Financial for Lutherans10,229$772K0.0%-5.9%0.071%
8/13/2024 Sei Investments Co.5,137$388K0.0%+6.7%0.036%
8/12/2024 Intech Investment Management LLC5,479$414K0.0%N/A0.038%
8/12/2024 Inspire Investing LLC10,473$791K0.1%N/A0.073%
8/12/2024 XTX Topco Ltd3,027$229K0.0%N/A0.021%
8/12/2024 Hsbc Holdings PLC231,926$17.70M0.0%-17.4%1.607%
8/10/2024 Denali Advisors LLC3,300$249K0.1%N/A0.023%
8/9/2024 Renaissance Technologies LLC74,355$5.61M0.0%-15.9%0.515%
8/9/2024 Dimensional Fund Advisors LP680,337$51.36M0.0%+0.7%4.715%
8/9/2024 WINTON GROUP Ltd13,970$1.06M0.1%+1.7%0.097%
8/8/2024 Federated Hermes Inc.30,228$2.28M0.0%+0.9%0.209%
8/8/2024 BOKF NA7,290$550K0.0%+87.7%0.051%
8/8/2024 Jupiter Asset Management Ltd.5,410$408K0.0%N/A0.037%
8/8/2024 American Century Companies Inc.204,465$15.44M0.0%-4.2%1.417%
8/7/2024 ClariVest Asset Management LLC18,308$1.38M0.1%+2.9%0.127%
8/7/2024 Texas Permanent School Fund Corp14,855$1.12M0.0%+35.5%0.103%
8/6/2024 Quest Partners LLC551$42K0.0%-30.2%0.004%
8/6/2024 LSV Asset Management171,330$12.93M0.0%+121.0%1.187%
8/5/2024 Victory Capital Management Inc.24,285$1.83M0.0%-0.7%0.168%
8/1/2024 Versor Investments LP12,554$948K0.2%-4.6%0.087%
8/1/2024 Stieven Capital Advisors L.P.177,435$13.40M3.0%-6.6%1.230%
7/31/2024 Picton Mahoney Asset Management2,137$161K0.0%N/A0.015%
7/30/2024 Maryland State Retirement & Pension System4,296$324K0.0%-5.4%0.030%
7/29/2024 Principal Financial Group Inc.70,274$5.31M0.0%-4.2%0.487%
7/26/2024 Allspring Global Investments Holdings LLC9,224$696K0.0%+44.5%0.064%
7/26/2024 Bank of New York Mellon Corp159,501$12.04M0.0%-0.9%1.105%
7/24/2024 SummerHaven Investment Management LLC12,846$970K0.6%+1.6%0.089%
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7/17/2024 Wedge Capital Management L L P NC9,738$735K0.0%-2.4%0.067%
7/10/2024 CWM LLC1,043$79K0.0%+96.4%0.007%
5/28/2024 Boston Partners462,467$35.48M0.0%-0.7%3.205%
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%
(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, 150 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 ($51.36M), State Street Corp ($47.55M), Boston Partners ($35.48M), Charles Schwab Investment Management Inc. ($33.36M), Geode Capital Management LLC ($28.30M), and Hsbc Holdings PLC ($17.70M).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 ($231.15K), LSV Asset Management ($171.33K), Smith Graham & Co. Investment Advisors LP ($89.28K), Brandywine Global Investment Management LLC ($65.97K), American Century Companies Inc. ($51.35K), and FMR LLC ($46.32K).

How much institutional buying is happening at Preferred Bank?

Institutional investors have bought a total of 1,962,088 shares in the last 24 months. This purchase volume represents approximately $135.85M in transactions.

Which Preferred Bank major shareholders have been selling company stock?

Of the 80 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 ($387.44K), Stieven Capital Advisors L.P. ($147.07K), Hsbc Holdings PLC ($76.17K), Boston Partners ($68.96K), Royce & Associates LP ($62.21K), Principal Financial Group Inc. ($25.20K), and Citigroup Inc. ($20.69K).

How much institutional selling is happening at Preferred Bank?

Institutional investors have sold a total of 1,083,681 shares in the last 24 months. This volume of shares sold represents approximately $71.74M in transactions.



This page (NASDAQ:PFBC) was last updated on 12/21/2024 by MarketBeat.com Staff
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