Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Preferred Bank inkluderar 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, och Cedar Mountain Advisors, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
