Stock Transactions — PREFERRED BANK/LOS ANGELES CA

Total Bought
616,789
93 transactions
Total Sold
864,910
104 transactions
Net
-248,121
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
TWO SIGMA INVESTMENTS, LP106,494184,725+78,2310.010.01-0.00buy
STATE STREET CORP541,218588,589+47,3710.000.00+0.00buy
T. Rowe Price Investment Management, Inc.1,045,6821,082,201+36,5190.060.07+0.01buy
AMERICAN CENTURY COMPANIES INC366,320400,320+34,0000.020.02+0.00buy
TUDOR INVESTMENT CORP ET AL25,84555,791+29,9460.010.03+0.01buy
HSBC HOLDINGS PLC144,588171,757+27,1690.010.01+0.00buy
UBS Group AG58,30081,771+23,4710.000.00+0.00buy
FRANKLIN RESOURCES INC30,94353,390+22,4470.000.00+0.00buy
FMR LLC52,02373,158+21,1350.000.00+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC199,419220,404+20,9850.400.42+0.02buy
XTX Topco Ltd020,102+20,1020.000.03+0.03buy
CITADEL ADVISORS LLC67,42286,828+19,4060.000.01+0.00buy
MALTESE CAPITAL MANAGEMENT LLC64,78883,263+18,4751.091.49+0.40buy
EXCHANGE TRADED CONCEPTS, LLC015,601+15,6010.000.01+0.01buy
GEODE CAPITAL MANAGEMENT, LLC361,322376,150+14,8280.000.00+0.00buy
Quantbot Technologies LP5,19119,335+14,1440.020.07+0.06buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP011,261+11,2610.000.00+0.00buy
Angel Oak Capital Advisors, LLC5,00015,500+10,5000.691.56+0.88buy
Y-Intercept (Hong Kong) Ltd10,99320,539+9,5460.020.04+0.01buy
STATE OF WISCONSIN INVESTMENT BOARD08,236+8,2360.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC27,13435,263+8,1290.000.00+0.00buy
Invesco Ltd.101,932109,513+7,5810.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC69,97277,406+7,4340.000.00+0.00buy
PRUDENTIAL FINANCIAL INC23,70830,688+6,9800.000.00+0.00buy
SEI INVESTMENTS CO15,05621,975+6,9190.000.00+0.00buy
BANK OF AMERICA CORP /DE/29,38836,147+6,7590.000.00+0.00buy
ProShare Advisors LLC65,20071,687+6,4870.010.01-0.00buy
FIFTH THIRD BANCORP1276,483+6,3560.000.00+0.00buy
D. E. Shaw & Co., Inc.15,34821,038+5,6900.000.00+0.00buy
LSV ASSET MANAGEMENT4,3009,800+5,5000.000.00+0.00buy
PUBLIC SECTOR PENSION INVESTMENT BOARD55,75761,047+5,2900.020.02-0.00buy
FIRST TRUST ADVISORS LP51,13856,129+4,9910.000.00+0.00buy
Stieven Capital Advisors, L.P.117,921122,621+4,7002.062.38+0.31buy
HRT FINANCIAL LP22,53126,730+4,1990.010.01-0.00buy
NORTHERN TRUST CORP144,084147,846+3,7620.000.00+0.00buy
Fisher Asset Management, LLC14,81718,545+3,7280.000.00+0.00buy
ELEVATION POINT WEALTH PARTNERS, LLC03,437+3,4370.000.01+0.01buy
Brevan Howard Capital Management LP03,344+3,3440.000.00+0.00buy
Connor, Clark & Lunn Investment Management Ltd.3,5186,839+3,3210.000.00+0.00buy
Empowered Funds, LLC02,837+2,8370.000.00+0.00buy
ExodusPoint Capital Management, LP02,804+2,8040.000.00+0.00buy
Neuberger Berman Group LLC02,568+2,5680.000.00+0.00buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC138,935141,315+2,3800.040.04+0.00buy
MIRABELLA FINANCIAL SERVICES LLP2,2464,331+2,0850.020.04+0.02buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,5828,510+1,9280.010.01+0.00buy
De Lisle Partners LLP54,67956,179+1,5000.660.61-0.05buy
Quantinno Capital Management LP3,7985,139+1,3410.000.00+0.00buy
FEDERATED HERMES, INC.36,80337,987+1,1840.010.01-0.00buy
INTRUST BANK NA7,7048,689+9850.060.06+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,3547,287+9330.000.00+0.00buy
DEUTSCHE BANK AG\11,00811,913+9050.000.00+0.00buy
INFRASTRUCTURE CAPITAL ADVISORS, LLC4,7715,513+7420.050.05-0.00buy
BNP PARIBAS FINANCIAL MARKETS6,3096,998+6890.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC13,96814,656+6880.000.00-0.00buy
Allspring Global Investments Holdings, LLC5,9276,596+6690.000.00+0.00buy
ALPS ADVISORS INC4,9165,566+6500.000.00-0.00buy
Hennion & Walsh Asset Management, Inc.13,67414,321+6470.040.04-0.00buy
Pinnacle Wealth Planning Services, Inc.6241,233+6090.010.01+0.01buy
NewEdge Wealth, LLC9,5069,961+4550.010.01+0.00buy
Russell Investments Group, Ltd.13,55713,977+4200.000.00-0.00buy
MORGAN STANLEY211,840212,217+3770.000.00-0.00buy
TWO SIGMA SECURITIES, LLC3,7714,113+3420.050.04-0.01buy
ALLIANCEBERNSTEIN L.P.13,31513,474+1590.000.00+0.00buy
ASSETMARK, INC585+800.000.00+0.00buy
IFP Advisors, Inc34114+800.000.00+0.00buy
Unison Advisors LLC10,66310,743+800.090.07-0.01buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,4185,485+670.000.00-0.00buy
WINTON GROUP Ltd14,13614,201+650.050.05-0.00buy
PNC FINANCIAL SERVICES GROUP, INC.894953+590.000.00+0.00buy
Copeland Capital Management, LLC837895+580.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.118175+570.000.00+0.00buy
UMB Bank, n.a.176217+410.000.00+0.00buy
EverSource Wealth Advisors, LLC299333+340.000.00-0.00buy
CANADA LIFE ASSURANCE Co10,90510,938+330.000.00-0.00buy
MATHER GROUP, LLC.030+300.000.00+0.00buy
Root Financial Partners, LLC030+300.000.00+0.00buy
Valued Wealth Advisors LLC028+280.000.00+0.00buy
Scarborough Advisors, LLC027+270.000.00+0.00buy
BESSEMER GROUP INC152169+170.000.00+0.00buy
TWIN PEAKS WEALTH ADVISORS, LLC017+170.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO198213+150.000.00+0.00buy
Allworth Financial LP4,0224,036+140.000.00-0.00buy
Sequoia Financial Advisors, LLC3,1703,184+140.000.00-0.00buy
Kilter Group LLC014+140.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC4660+140.000.00+0.00buy
Farther Finance Advisors, LLC918+90.000.00+0.00buy
Rockefeller Capital Management L.P.203211+80.000.00-0.00buy
MAI Capital Management06+60.000.00+0.00buy
Cedar Mountain Advisors, LLC06+60.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC2024+40.000.00+0.00buy
Larson Financial Group LLC47+30.000.00+0.00buy
Covestor Ltd45+10.000.000.00buy
ELEVATION WEALTH PARTNERS, LLC125126+10.000.00-0.00buy
Ameritas Investment Partners, Inc.97697600.000.00-0.00hold
OREGON PUBLIC EMPLOYEES RETIREMENT FUND2,6222,62200.000.00-0.00hold
FARMERS & MERCHANTS INVESTMENTS INC7700.000.00-0.00hold
JANUS HENDERSON GROUP PLC6,3986,39800.000.00+0.00hold
CANADA PENSION PLAN INVESTMENT BOARD5,8005,80000.000.00-0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)2,7142,71400.000.00-0.00hold
Ensign Peak Advisors, Inc1,2931,29300.000.00+0.00hold
Page 1 of 3