Recent Quarter Total Invested
$832.96 M
Recent Quarter Institutional Ownership Percentage
81.66%
Total Invested of Last Quarter
$823.32 M
Ownership Percentage of Last Quarter
76.1%
Preferred Bank Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 1.33 M | $100.04 M | -0.16% | 9.81% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 1.08 M | $81.58 M | 0.59% | 8.00% |
| VANGUARD GROUP INC | 08/13/2024 | 872,191 | $65.84 M | 0.47% | 6.46% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 680,337 | $51.36 M | 0.67% | 5.04% |
| STATE STREET CORP | 08/14/2024 | 590,227 | $44.56 M | -2.42% | 4.37% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 525,610 | $39.68 M | 1.59% | 3.89% |
| BOSTON PARTNERS | 08/14/2024 | 442,225 | $33.41 M | -4.38% | 3.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 408,636 | $30.85 M | 0.69% | 3.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 340,314 | $25.69 M | 7.29% | 2.52% |
| HSBC HOLDINGS PLC | 08/12/2024 | 231,926 | $17.70 M | -17.41% | 1.72% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 225,291 | $17.01 M | 21.19% | 1.67% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 204,465 | $15.44 M | -4.22% | 1.51% |
| MORGAN STANLEY | 10/17/2024 | 203,073 | $15.33 M | -5.09% | 1.50% |
| NORTHERN TRUST CORP | 08/14/2024 | 179,556 | $13.55 M | -2.59% | 1.33% |
| STIEVEN CAPITAL ADVISORS, L.P. | 08/01/2024 | 177,435 | $13.39 M | -6.63% | 1.31% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 171,330 | $12.93 M | 121.03% | 1.27% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 159,501 | $12.04 M | -0.85% | 1.18% |
| JPMORGAN CHASE & CO | 08/12/2024 | 150,128 | $11.33 M | -15.46% | 1.11% |
| PHOCAS FINANCIAL CORP. | 07/24/2024 | 144,314 | $10.89 M | -1.86% | 1.07% |
| INVESCO LTD. | 08/13/2024 | 128,415 | $9.69 M | 104.00% | 0.95% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2024 | 126,800 | $9.57 M | 2.20% | 0.94% |
| ROYAL BANK OF CANADA | 11/06/2024 | 124,659 | $9.41 M | -0.41% | 0.92% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2024 | 124,619 | $9.41 M | 0.34% | 0.92% |
| DANA INVESTMENT ADVISORS, INC. | 08/27/2024 | 98,591 | $7.44 M | 7.42% | 0.73% |
| OBERWEIS ASSET MANAGEMENT INC/ | 08/14/2024 | 95,000 | $7.17 M | 0.00% | 0.70% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 88,860 | $6.71 M | -9.77% | 0.66% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 77,745 | $5.87 M | 24.68% | 0.58% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 74,355 | $5.61 M | -15.94% | 0.55% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 73,598 | $5.56 M | 0.51% | 0.54% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 71,442 | $5.39 M | 662.05% | 0.53% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 70,274 | $5.30 M | -4.15% | 0.52% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 64,922 | $4.90 M | 4.95% | 0.48% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 62,235 | $4.70 M | -8.76% | 0.46% |
| SEGALL BRYANT & HAMILL, LLC | 08/14/2024 | 60,439 | $4.56 M | 100.00% | 0.45% |
| RHUMBLINE ADVISERS | 08/01/2024 | 48,986 | $3.70 M | -3.68% | 0.36% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 44,126 | $3.33 M | -1.79% | 0.33% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 44,089 | $3.33 M | 7.46% | 0.33% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 43,900 | $3.31 M | -11.13% | 0.33% |
| KESTREL INVESTMENT MANAGEMENT CORP | 08/09/2024 | 41,250 | $3.11 M | 0.00% | 0.31% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 38,896 | $2.94 M | -4.36% | 0.29% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 34,383 | $2.60 M | -1.35% | 0.25% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 34,276 | $2.59 M | 527.08% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 32,567 | $2.46 M | 16.50% | 0.24% |
| CITIGROUP INC | 08/12/2024 | 30,535 | $2.31 M | 13.82% | 0.23% |
| FEDERATED HERMES, INC. | 08/08/2024 | 30,228 | $2.28 M | 0.91% | 0.22% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 28,958 | $2.19 M | 15.63% | 0.21% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2024 | 28,352 | $2.14 M | -27.70% | 0.21% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/14/2024 | 27,079 | $2.04 M | 4.42% | 0.20% |
| DE LISLE PARTNERS LLP | 08/09/2024 | 27,034 | $2.04 M | 0.00% | 0.20% |
| RAFFERTY ASSET MANAGEMENT, LLC | 08/13/2024 | 26,077 | $1.97 M | 33.15% | 0.19% |
Preferred Bankinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of PFBC shares?
During the previous two years, 109 institutional investors and hedge funds held shares of Preferred Bank. The most heavily invested institutionals were:
Capital Impact Advisors, LLC: 0
Abich Financial Wealth Management LLC: 0
ZACKS INVESTMENT MANAGEMENT: 0
Petrus Trust Company, LTA: 0
OCCUDO QUANTITATIVE STRATEGIES LP: 0
OBERWEIS ASSET MANAGEMENT INC/: 0
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What percentage of Preferred Bank stock is owned by institutional investors?
81.66% of Preferred Bank stock is owned by institutional investors.
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How much institutional buying is happening at PFBC ?
Institutional investors have bought a total of 6.89 M shares in the last 24 months. This purchase volume represents approximately $641.44 M in transactions.