Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Preferred Bank incluem Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, Vanguard Fiduciary Trust Co, Vanguard Global Advisers, LLC, VANGUARD ASSET MANAGEMENT, Ltd, Vanguard Investments Australia, Ltd., Neuberger Berman Group LLC, Root Financial Partners, LLC, Valued Wealth Advisors LLC, Kilter Group LLC, e Cedar Mountain Advisors, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Winton Capital Group Ltd | 14,201 | 0.46 | 1,288 | -3.52 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 2,837 | 257 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 26,730 | 18.64 | 2 | 0.00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7,287 | 14.68 | 661 | 10.00 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 6 | 1 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 6 | 1 | ||||||
| 2026-05-13 | 13F | Kennedy Capital Management, Inc. | 220,404 | 10.52 | 19,988 | 6.14 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 53,390 | 72.54 | 4,842 | 65.73 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 400,320 | 9.28 | 36,305 | 4.96 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 4,036 | 0.35 | 366 | -3.43 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 213 | 7.58 | 19 | 5.56 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3,184 | 0.44 | 289 | -3.68 | ||||
| 2026-05-15 | 13F | State Street Corp | 588,589 | 8.75 | 53,379 | 4.45 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 114 | 235.29 | 10 | 233.33 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 7 | 75.00 | 1 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5,139 | 35.31 | 466 | 30.17 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5,485 | 1.24 | 497 | -2.74 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 10 | 900.00 | 1 | |||||
| 2026-05-15 | 13F | Stieven Capital Advisors, L.P. | 122,621 | 3.99 | 11,120 | -0.13 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 56,129 | 9.76 | 5,090 | 5.43 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 3,437 | 312 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 2,400 | 218 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 11,261 | 1,021 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 169 | 11.18 | 0 | |||||
| 2026-05-06 | 13F | Copeland Capital Management, LLC | 895 | 6.93 | 81 | 2.53 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 10,743 | 0.75 | 974 | -3.18 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 2,960 | 268 | ||||||
| 2026-05-13 | 13F | Public Sector Pension Investment Board | 61,047 | 9.49 | 5,536 | 5.15 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 5,566 | 13.22 | 505 | 8.62 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 217 | 23.30 | 20 | 18.75 | ||||
| 2026-05-15 | 13F | Maltese Capital Management Llc | 83,263 | 28.52 | 7,551 | 23.44 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 77,406 | 10.62 | 7,020 | 6.24 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 211 | 3.94 | 19 | 0.00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 14,656 | 4.93 | 1,329 | 0.83 | ||||
| 2026-02-13 | 13F | Barclays Plc | 22,131 | 24.95 | 2,090 | 30.56 | ||||
| 2026-05-11 | 13F | Lsv Asset Management | 9,800 | 127.91 | 1 | |||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 8,097 | 734 | ||||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 2,804 | 254 | ||||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 60 | 30.43 | 5 | 25.00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6,483 | 5,004.72 | 588 | 5,236.36 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 30 | 3 | ||||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 8,236 | 747 | ||||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 3,344 | 303 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 81,771 | 40.26 | 7,416 | 34.70 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 14 | 1 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 24 | 20.00 | 2 | 100.00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 6,998 | 10.92 | 635 | 6.55 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 2,568 | 233 | ||||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 250,185 | 22,689 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 20,539 | 86.84 | 1,863 | 79.38 | ||||
| 2026-05-15 | 13F | Hotchkis & Wiley Capital Management Llc | 141,315 | 1.71 | 12,816 | -2.32 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 15,056 | 39.89 | 1,422 | 46.19 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 35,263 | 29.96 | 3,198 | 24.79 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 28 | 3 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 126 | 0.80 | 11 | 0.00 | ||||
| 2026-05-14 | 13F | Great West Life Assurance Co /can/ | 10,938 | 0.30 | 1 | -100.00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 27 | 2 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 376,150 | 4.10 | 34,118 | -0.02 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 11,913 | 8.22 | 1,080 | 3.95 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 55,791 | 115.87 | 5,060 | 107.34 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 147,846 | 2.61 | 13,408 | -1.45 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 30 | 3 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 17 | 2 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,200 | 4.80 | 109 | 0.00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 86,828 | 28.78 | 7,874 | 23.69 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 501,919 | 45,519 | ||||||
| 2026-05-12 | 13F | Mirabella Financial Services Llp | 4,331 | 92.83 | 393 | 84.91 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 171,757 | 18.79 | 15,606 | 11.81 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 10,680 | 969 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 4,113 | 9.07 | 373 | 4.78 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 18 | 100.00 | 2 | |||||
| 2026-05-12 | 13F | Invesco Ltd. | 109,513 | 7.44 | 9,932 | 3.18 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1,233 | 97.60 | 112 | 91.38 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 9,961 | 4.79 | 903 | 0.67 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 20,102 | 1,823 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 333 | 11.37 | 30 | 7.14 | ||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 6,839 | 94.40 | 620 | 86.75 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 5 | 25.00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 184,725 | 73.46 | 16,753 | 66.59 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 36,147 | 23.00 | 3,278 | 18.13 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 13,474 | 1.19 | 1,272 | 1.19 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 13,977 | 3.10 | 1,268 | -1.02 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 19,335 | 272.47 | 1,753 | 257.76 | ||||
| 2026-05-15 | 13F | T. Rowe Price Investment Management, Inc. | 1,082,201 | 3.49 | 98 | 0.00 | ||||
| 2026-04-24 | 13F | ProShare Advisors LLC | 71,687 | 9.95 | 6,501 | 5.60 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 212,217 | 0.18 | 19,246 | -3.79 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 6,596 | 11.29 | 598 | 5.28 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 85 | 1,600.00 | 8 | |||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 175 | 48.31 | 0 | |||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 14,321 | 4.73 | 1,299 | 0.54 | ||||
| 2026-05-13 | 13F | De Lisle Partners LLP | 56,179 | 2.74 | 5,088 | -1.40 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73,594 | 6,674 | ||||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 37,987 | 3.22 | 3,445 | -0.86 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,510 | 29.29 | 772 | 24.15 | ||||
| 2026-05-15 | 13F | Infrastructure Capital Advisors, Llc | 5,513 | 15.55 | 500 | 10.89 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 30,688 | 29.44 | 2,783 | 24.35 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 21,038 | 37.07 | 1,908 | 31.61 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 15,601 | 1,415 | ||||||
| 2026-05-12 | 13F | Angel Oak Capital Advisors, LLC | 15,500 | 210.00 | 1,406 | 197.67 | ||||
| 2026-05-15 | 13F | Fmr Llc | 73,158 | 40.63 | 6,635 | 35.06 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3 | 0 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 18,545 | 25.16 | 1,682 | 20.16 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 8,689 | 12.79 | 788 | 8.39 |
