Stock TransactionsPREFERRED BANK/LOS ANGELES CA

Total Bought
1,096,575
107 transactions
Total Sold
406,292
86 transactions
Net
+690,283
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Sixth Street Partners Management Company, L.P.0439,652+439,6520.000.01+0.01buy
TWO SIGMA INVESTMENTS, LP184,725315,265+130,5400.010.03+0.01buy
STATE STREET CORP588,589646,206+57,6170.000.00+0.00buy
CSM Advisors, LLC055,500+55,5000.000.13+0.13buy
AQR CAPITAL MANAGEMENT LLC35,26383,058+47,7950.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC400,320447,109+46,7890.020.02+0.00buy
Dana Investment Advisors, Inc.79,421105,736+26,3150.210.29+0.08buy
GEODE CAPITAL MANAGEMENT, LLC376,150399,169+23,0190.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC416,788439,652+22,8640.010.01+0.00buy
D. E. Shaw & Co., Inc.21,03840,979+19,9410.000.00+0.00buy
Boston Partners395,947412,063+16,1160.040.04+0.00buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC014,179+14,1790.000.03+0.03buy
JPMORGAN CHASE & CO28,42842,072+13,6440.000.00+0.00buy
MORGAN STANLEY212,217224,570+12,3530.000.00+0.00buy
GSA CAPITAL PARTNERS LLP2,54114,863+12,3220.010.10+0.09buy
GOLDMAN SACHS GROUP INC163,449174,961+11,5120.000.00+0.00buy
Quantinno Capital Management LP5,13914,461+9,3220.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS6,99815,356+8,3580.000.00+0.00buy
Corient Private Wealth LLC08,229+8,2290.000.00+0.00buy
DARK FOREST CAPITAL MANAGEMENT LP05,809+5,8090.000.04+0.04buy
BALYASNY ASSET MANAGEMENT L.P.05,226+5,2260.000.00+0.00buy
WELLS FARGO & COMPANY/MN4,8639,976+5,1130.000.00+0.00buy
Engineers Gate Manager LP04,490+4,4900.000.01+0.01buy
PRUDENTIAL FINANCIAL INC30,68835,133+4,4450.000.00+0.00buy
Jain Global LLC04,404+4,4040.000.01+0.01buy
Russell Investments Group, Ltd.13,97718,218+4,2410.000.00+0.00buy
LSV ASSET MANAGEMENT9,80014,020+4,2200.000.00+0.00buy
Brevan Howard Capital Management LP3,3447,369+4,0250.000.01+0.01buy
CITIGROUP INC11,66215,300+3,6380.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV03,617+3,6170.000.00+0.00buy
Atom Investors LP03,597+3,5970.000.03+0.03buy
Steward Partners Investment Advisory, LLC03,510+3,5100.000.00+0.00buy
Invesco Ltd.109,513112,712+3,1990.000.00-0.00buy
Aquatic Capital Management LLC03,152+3,1520.000.01+0.01buy
State of Tennessee, Department of Treasury3,0215,996+2,9750.000.00+0.00buy
Mariner, LLC02,869+2,8690.000.00+0.00buy
NewEdge Wealth, LLC9,96112,640+2,6790.010.01+0.00buy
GUGGENHEIM CAPITAL LLC02,639+2,6390.000.00+0.00buy
VOYA INVESTMENT MANAGEMENT LLC02,391+2,3910.000.00+0.00buy
HighTower Advisors, LLC02,231+2,2310.000.00+0.00buy
EP Wealth Advisors, LLC02,225+2,2250.000.00+0.00buy
Abel Hall, LLC02,209+2,2090.000.04+0.04buy
Vident Advisory, LLC02,185+2,1850.000.00+0.00buy
NORTHERN TRUST CORP147,846150,000+2,1540.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC02,042+2,0420.000.00+0.00buy
&PARTNERS02,039+2,0390.000.00+0.00buy
Cerity Partners LLC02,036+2,0360.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC18,79520,827+2,0320.000.00+0.00buy
Pictet Asset Management Holding SA02,000+2,0000.000.00+0.00buy
Robeco Institutional Asset Management B.V.01,995+1,9950.000.00+0.00buy
SG Americas Securities, LLC4,2686,247+1,9790.000.00-0.00buy
GREAT LAKES ADVISORS, LLC01,890+1,8900.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM10,56312,336+1,7730.000.00+0.00buy
PUBLIC SECTOR PENSION INVESTMENT BOARD61,04762,805+1,7580.020.02+0.00buy
MILLENNIUM MANAGEMENT LLC65,96267,689+1,7270.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,4244,071+1,6470.000.00+0.00buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management8,5109,813+1,3030.010.02+0.00buy
Mirae Asset Global Investments Co., Ltd.7,9279,203+1,2760.000.00-0.00buy
ROYAL BANK OF CANADA8,91810,048+1,1300.000.00+0.00buy
XTX Topco Ltd20,10220,736+6340.030.03-0.00buy
Integrated Wealth Concepts LLC0513+5130.000.00+0.00buy
EXCHANGE TRADED CONCEPTS, LLC15,60116,108+5070.010.01-0.00buy
ENVESTNET ASSET MANAGEMENT INC14,65615,149+4930.000.00+0.00buy
Neuberger Berman Group LLC2,5683,061+4930.000.00+0.00buy
Police & Firemen's Retirement System of New Jersey3,0583,489+4310.000.00+0.00buy
Arax Advisory Partners0418+4180.000.00+0.00buy
FEDERATED HERMES, INC.37,98738,337+3500.010.01+0.00buy
Universal- Beteiligungs- und Servicegesellschaft mbH2,8513,112+2610.000.00+0.00buy
FMR LLC73,15873,380+2220.000.00-0.00buy
Allspring Global Investments Holdings, LLC6,5966,804+2080.000.00+0.00buy
Point72 Asset Management, L.P.3,5123,690+1780.000.00+0.00buy
ROYCE & ASSOCIATES LP24,99025,156+1660.020.02-0.00buy
Allworth Financial LP4,0364,200+1640.000.00+0.00buy
DEUTSCHE BANK AG\11,91312,074+1610.000.00+0.00buy
Aster Capital Management (DIFC) Ltd0159+1590.000.00+0.00buy
ELEVATION POINT WEALTH PARTNERS, LLC3,4373,565+1280.010.01-0.00buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC141,315141,435+1200.040.04+0.00buy
MetLife Investment Management, LLC6,5906,706+1160.000.00+0.00buy
Unison Advisors LLC10,74310,831+880.070.08+0.01buy
IFP Advisors, Inc114193+790.000.00+0.00buy
ALPS ADVISORS INC5,5665,642+760.000.00+0.00buy
NEW YORK STATE TEACHERS RETIREMENT SYSTEM1,2131,288+750.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC77,40677,471+650.000.00+0.00buy
Optiver Holding B.V.064+640.000.00+0.00buy
Clearstead Advisors, LLC057+570.000.00+0.00buy
SJS Investment Consulting Inc.050+500.000.00+0.00buy
GAMMA Investing LLC538581+430.000.00+0.00buy
ROTHSCHILD INVESTMENT LLC2463+390.000.00+0.00buy
NBC SECURITIES, INC.274312+380.000.00+0.00buy
Quarry LP031+310.000.00+0.00buy
Fisher Asset Management, LLC18,54518,576+310.000.00+0.00buy
HUNTINGTON NATIONAL BANK185213+280.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.953980+270.000.00+0.00buy
UMB Bank, n.a.217238+210.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC6081+210.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO213232+190.000.00+0.00buy
Institute for Wealth Management, LLC.014+140.000.00+0.00buy
HANTZ FINANCIAL SERVICES, INC.124135+110.000.00+0.00buy
True Wealth Design, LLC919+100.000.00+0.00buy
Valued Wealth Advisors LLC2836+80.000.00+0.00buy
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