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Get Institutions for : 
Preferred Bank of L.A. (PFBC)  
$79.97 0.09 (0.11%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 192    3
Total shares held : 
10,486,902  
% of shares held : 
70.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
67,471  
% of shares held change : 
  0.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$61.98  
Last Quarter's Ending Price : 
$73.05  
Last Quarter's Average Price
$65.13  
Change from last quarter's     
avg. price to the last closing  : 
14.84 (22.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 158,833
 1.51%
 
Increased Positions :
79
 788,896
 7.52%
 
Unchanged Positions :
30
 96,230
 0.92%
 
Decreased Positions :
70
-810,405
-7.73%
 
Closed Positions :
16
-69,853
-0.67%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 2011 - 2024-03-31 1,327,420 $101,906,000 -401
   T. Rowe Price Investment Management Inc. 317 - 2024-03-31 1,074,271 $82,472,000 205,626
   VANGUARD GROUP INC 2045 - 2024-03-31 868,073 $66,642,000 10,931
   DIMENSIONAL FUND ADVISORS INC 1435 - 2024-03-31 675,798 $51,881,000 8,542
   STATE STREET CORP 1755 - 2024-03-31 604,840 $46,434,000 -4,705
   NUVEEN ASSET MANAGEMENT, LLC 745 - 2024-03-31 517,378 $39,715,000 -12,892
   Boston Partners 271 - 2024-03-31 462,467 $35,481,000 -3,183
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1330 - 2024-03-31 405,842 $31,156,000 298,609
   GEODE CAPITAL MANAGEMENT LLC 1800 - 2024-03-31 317,185 $24,353,000 8,908
   HSBC HOLDINGS PLC 629 - 2024-03-31 280,807 $21,558,000 22,334
   MORGAN STANLEY 2886 - 2024-03-31 213,959 $16,426,000 -4,606
   AMERICAN CENTURY COMPANIES INC 1002 - 2024-03-31 213,477 $16,389,000 50,040
   STIEVEN CAPITAL ADVISORS LP 11 - 2024-03-31 190,035 $14,589,000 -50,541
   GOLDMAN SACHS GROUP INC/ 1782 - 2024-03-31 185,895 $14,271,000 16,179
   NORTHERN TRUST CORP 1831 - 2024-03-31 184,323 $14,150,000 -11,574
   J P MORGAN CHASE & CO 1886 - 2024-03-31 177,581 $13,633,000 -12,797
   BANK OF NEW YORK MELLON CORP 1853 - 2024-03-31 160,876 $12,350,000 -4,267
   PHOCAS FINANCIAL CORP 4 - 2023-12-31 150,897 $11,023,000 2,908
   ROYAL BANK OF CANADA 1506 - 2024-03-31 125,168 $9,610,000 22,738
   SANDLER ONEILL ASSET MANAGEMENT LLC 20 - 2024-03-31 124,200 $9,535,000 13,155
   HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 242 - 2024-03-31 124,070 $9,525,000 -6,440
   MILLENNIUM MANAGEMENT LLC 1584 - 2024-03-31 98,487 $7,561,000 -191,780
   OBERWEIS ASSET MANAGEMENT INC/ 75 - 2024-03-31 95,000 $7,293,000 5,400
   DANA INVESTMENT ADVISORS INC 124 - 2024-03-31 91,782 $7,046,000 82,404
   RENAISSANCE TECHNOLOGIES LLC 1217 - 2024-03-31 88,455 $6,791,000 -37,000
   SMITH, GRAHAM & CO., INVESTMENT ADVISORS, LP 54 *New 2023-12-31 89,276 $6,522,000 89,276
   LSV ASSET MANAGEMENT 505 *New 2024-03-31 77,515 $5,951,000 77,515
   PRINCIPAL FINANCIAL GROUP INC 1527 - 2024-03-31 73,319 $5,629,000 1,927
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 854 - 2024-03-31 73,228 $5,622,000 4,311
   AMERIPRISE FINANCIAL INC 2264 - 2024-03-31 68,212 $5,237,000 -4,816
   INVESCO LTD 2201 - 2024-03-31 62,950 $4,833,000 11,097
   AQR CAPITAL MANAGEMENT LLC 997 - 2024-03-31 62,354 $4,787,000 -19,722
   BRIDGEWAY CAPITAL MANAGEMENT INC 324 - 2024-03-31 61,862 $4,749,000 2,975
   RHUMBLINE ADVISERS 1551 - 2024-03-31 50,859 $3,904,000 -2,623
   TWO SIGMA ADVISERS, LLC 898 - 2024-03-31 49,400 $3,792,000 -3,000
   KENNEDY CAPITAL MANAGEMENT INC 411 *New 2024-03-31 44,932 $3,449,000 44,932
   KESTREL INVESTMENT MANAGEMENT CORP 22 *New 2024-03-31 41,250 $3,167,000 41,250
   Empowered Funds LLC 442 - 2024-03-31 41,029 $3,150,000 2,975
   BRANDYWINE ASSET MANAGEMENT LLC 487 - 2024-03-31 40,671 $3,122,000 -300
   TUDOR INVESTMENT CORP ET AL 551 *New 2024-03-31 39,213 $3,010,000 39,213
   LEGAL & GENERAL GROUP PLC 1786 - 2024-03-31 34,423 $2,643,000 -166
   FEDERATED INVESTORS INC /PA/ 898 - 2024-03-31 29,954 $2,300,000 -11
   BANK OF AMERICA CORP /DE/ 3566 - 2024-03-31 27,955 $2,146,000 -7,127
   De Lisle Partners LLP 59 - 2024-03-31 27,034 $2,073,000 0
   CITIGROUP INC 1756 - 2024-03-31 26,827 $2,060,000 4,529
   PUBLIC SECTOR PENSION INVESTMENT BOARD 768 - 2024-03-31 25,933 $1,991,000 0
   Swiss National Bank 1844 - 2024-03-31 25,489 $1,957,000 -1,500
   JACOBS LEVY EQUITY MANAGEMENT INC 601 - 2024-03-31 25,291 $1,942,000 -6,239
   FRANKLIN RESOURCES INC 1616 - 2024-03-31 25,044 $1,923,000 11,128
   NEW YORK STATE COMMON RETIREMENT FUND 1433 - 2024-03-31 24,947 $1,915,000 1,036
   ROYCE & ASSOCIATES LLC 638 - 2024-03-31 24,829 $1,906,000 -3,518
   VICTORY CAPITAL MANAGEMENT INC 1440 - 2024-03-31 24,465 $1,878,000 -436
   BARCLAYS PLC 1942 - 2024-03-31 24,453 $1,878,000 -7,924
   CREDIT SUISSE/ 1878 - 2024-03-31 23,946 $1,838,000 -656
   GSA CAPITAL PARTNERS LLP 147 - 2024-03-31 23,556 $1,808,000 3,331
   PRICE T ROWE ASSOCIATES INC /MD/ 1608 - 2024-03-31 23,359 $1,795,000 697
   ZACKS INVESTMENT MANAGEMENT 331 - 2024-03-31 22,931 $1,760,000 2,881
   EA Series Trust 445 - 2023-06-30 31,861 $1,752,000 0
   TWO SIGMA INVESTMENTS LLC 1489 - 2024-03-31 22,431 $1,722,000 -22,478
   VIRGINIA RETIREMENT SYSTEMS ET AL 394 - 2023-09-30 25,200 $1,569,000 -6,300
   RAFFERTY ASSET MANAGEMENT LLC 756 - 2024-03-31 19,585 $1,504,000 -769
   CLARIVEST ASSET MANAGEMENT LLC 208 - 2024-03-31 17,796 $1,366,000 33
   Jackson Creek Investment Advisors LLC 61 - 2024-03-31 15,991 $1,228,000 -32
   EXCHANGE TRADED CONCEPTS LLC 396 - 2024-03-31 15,868 $1,218,000 10,585
   Connor Clark & Lunn Investment Management Ltd. 827 - 2024-03-31 15,771 $1,211,000 -6,618
   Russell Investments Group Ltd. 1861 - 2024-03-31 15,637 $1,200,000 919
   BNP PARIBAS ARBITRAGE SA 1684 - 2024-03-31 15,564 $1,195,000 6,833
   JANUS HENDERSON GROUP PLC 1570 - 2024-03-31 14,716 $1,129,000 -835
   PRUDENTIAL FINANCIAL INC 1780 - 2024-03-31 14,157 $1,087,000 -210
   ALLIANCEBERNSTEIN L.P. 2229 - 2024-03-31 13,800 $1,059,000 0
   Winton Capital Group Ltd 232 - 2024-03-31 13,738 $1,055,000 6,753
   ENVESTNET ASSET MANAGEMENT INC 2980 - 2024-03-31 13,572 $1,042,000 172
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1302 - 2024-03-31 13,230 $1,016,000 0
   PUTNAM INVESTMENTS LLC 760 - 2023-12-31 13,844 $1,011,000 -432
   ARP AMERICAS LLC 136 - 2024-03-31 13,154 $1,010,000 -2,900
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1793 - 2024-03-31 12,899 $990,000 -1,450
   UBS Group AG 3545 - 2024-03-31 12,729 $977,000 -3,829
   SummerHaven Investment Management LLC 53 - 2024-03-31 12,645 $971,000 129
   GUGGENHEIM CAPITAL LLC 1227 - 2024-03-31 11,754 $902,000 7,213
   VOLORIDGE INVESTMENT MANAGEMENT LLC 986 - 2024-03-31 11,391 $874,000 -1,465
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1535 - 2024-03-31 11,366 $871,000 834
   Engineers Gate Manager LP 914 - 2024-03-31 11,303 $868,000 -12,600
   TEXAS PERMANENT SCHOOL FUND 1354 - 2024-03-31 10,964 $842,000 169
   THRIVENT FINANCIAL FOR LUTHERANS 1909 - 2024-03-31 10,868 $834,000 -267
   Pathstone Holdings LLC 1443 *New 2024-03-31 10,140 $778,000 10,140
   Ensign Peak Advisors Inc 1482 - 2024-03-31 10,043 $771,000 -507
   Unison Advisors LLC 108 - 2024-03-31 10,033 $770,000 75
   WEDGE CAPITAL MANAGEMENT L L P/NC 430 - 2024-03-31 9,976 $766,000 1,945
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 2088 - 2024-03-31 9,854 $756,000 0
   FIRST TRUST ADVISORS LP 2062 - 2024-03-31 9,375 $720,000 -152
   PDT PARTNERS, LLC 393 - 2024-03-31 9,226 $708,000 -18
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1764 *New 2024-03-31 10,232 $661,000 10,232
   COMERICA BANK 1769 - 2024-03-31 8,242 $633,000 2,163
   PHOENIX INVESTMENT COUNSEL INC 66 - 2024-03-31 7,638 $586,000 0
   ALASKA RETIREMENT MANAGEMENT BOARD 1291 - 2024-03-31 7,632 $585,000 -152
   CORNERCAP INVESTMENT COUNSEL INC 376 - 2024-03-31 7,480 $574,000 -10,703
   Squarepoint Ops LLC 1598 - 2024-03-31 7,425 $570,000 1,521
   MACQUARIE GROUP LTD 1378 *New 2024-03-31 7,406 $569,000 7,406
   Summit Global Investments - 2024-03-31 7,307 $561,000 7,307
   ALGERT COLDIRON INVESTORS LLC 753 - 2024-03-31 7,164 $550,000 -40,244

  100 Records found
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