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Get Institutions for : 
Preferred Bank of L.A. (PFBC)  
$79.56 0.71 (0.9%) as of 4:30 Wed 5/8


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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  : 
14.43 (22.16%)  




 
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
   Vident Advisory LLC 1312 *Closed 2023-12-31 0 $0 -3,286
   McGlone Suttner Wealth Management Inc. 178 *Closed 2024-03-31 0 $0 -468
   Coppell Advisory Solutions Corp. 238 *Closed 2023-03-31 0 $0 -587
   AE Wealth Management LLC 2034 *Closed 2023-12-31 0 $0 -8,643
   Glassman Wealth Services 638 *Closed 2024-03-31 0 $0 -13
   AVALON ADVISORS L P 326 *Closed 2023-03-31 0 $0 -34,895
   BANK OF MONTREAL /CAN/ 3441 *Closed 2023-12-31 0 $0 -4,391
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 1531 *Closed 2023-12-31 0 $0 -8,744
   SG AMERICAS SECURITIES LLC 2716 *Closed 2023-12-31 0 $0 -3,720
   Alpha DNA Investment Management LLC 204 *Closed 2023-12-31 0 $0 -8,652
   Mach-1 Financial Group Inc. 245 *Closed 2023-12-31 0 $0 -7,632
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1971 *Closed 2023-12-31 0 $0 -2
   D E SHAW & CO INC 3124 *Closed 2023-12-31 0 $0 -3,397
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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