Stock Transactions — PREFERRED BANK/LOS ANGELES CA

Total Bought
624,047
88 transactions
Total Sold
621,141
113 transactions
Net
+2,906
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Qube Research & Technologies Ltd74,636126,267+51,6310.010.02+0.01buy
CITADEL ADVISORS LLC21,67267,422+45,7500.000.00+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC166,262199,419+33,1570.330.40+0.07buy
GOLDMAN SACHS GROUP INC173,498206,622+33,1240.000.00+0.00buy
Trexquant Investment LP5,76238,750+32,9880.010.03+0.03buy
Azora Capital LP032,882+32,8820.000.20+0.20buy
MARSHALL WACE, LLP2,70033,569+30,8690.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC337,804366,320+28,5160.020.02+0.00buy
Invesco Ltd.73,478101,932+28,4540.000.00+0.00buy
HSBC HOLDINGS PLC116,320144,588+28,2680.010.01+0.00buy
SEGALL BRYANT & HAMILL, LLC023,290+23,2900.000.03+0.03buy
Universal- Beteiligungs- und Servicegesellschaft mbH3,14824,417+21,2690.000.00+0.00buy
Jackson Creek Investment Advisors LLC018,574+18,5740.000.52+0.52buy
Nuveen, LLC337,756356,065+18,3090.010.01+0.00buy
DENALI ADVISORS LLC34,20050,600+16,4000.350.53+0.18buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC478,479494,827+16,3480.010.01+0.00buy
Virtu Financial LLC012,345+12,3450.000.05+0.05buy
PRUDENTIAL FINANCIAL INC11,65223,708+12,0560.000.00+0.00buy
Point72 Asset Management, L.P.5,90017,588+11,6880.000.00+0.00buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC010,675+10,6750.000.03+0.03buy
FMR LLC42,02252,023+10,0010.000.00+0.00buy
AlphaQuest LLC13,29021,767+8,4770.080.12+0.04buy
Squarepoint Ops LLC8,37716,227+7,8500.000.00+0.00buy
Y-Intercept (Hong Kong) Ltd4,10310,993+6,8900.010.02+0.01buy
FEDERATED HERMES, INC.29,94436,803+6,8590.000.01+0.00buy
CANADA PENSION PLAN INVESTMENT BOARD05,800+5,8000.000.00+0.00buy
Versor Investments LP04,904+4,9040.000.07+0.07buy
GUGGENHEIM CAPITAL LLC04,623+4,6230.000.00+0.00buy
BARCLAYS PLC17,71222,131+4,4190.000.00+0.00buy
SEI INVESTMENTS CO10,76315,056+4,2930.000.00+0.00buy
WELLS FARGO & COMPANY/MN9,23713,443+4,2060.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC66,09269,972+3,8800.000.00+0.00buy
Weiss Asset Management LP03,879+3,8790.000.01+0.01buy
TWO SIGMA SECURITIES, LLC03,771+3,7710.000.05+0.05buy
NEW YORK STATE COMMON RETIREMENT FUND31,32234,972+3,6500.000.00+0.00buy
HRT FINANCIAL LP19,20722,531+3,3240.010.01+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,1066,354+3,2480.000.00+0.00buy
Quadrature Capital Ltd4,8767,529+2,6530.010.01+0.00buy
MIRABELLA FINANCIAL SERVICES LLP02,246+2,2460.000.02+0.02buy
iSAM Funds (UK) Ltd02,185+2,1850.000.07+0.07buy
NewEdge Advisors, LLC3,4645,562+2,0980.000.00+0.00buy
JPMORGAN CHASE & CO43,47645,528+2,0520.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC18,36520,314+1,9490.000.00+0.00buy
Tower Research Capital LLC (TRC)7262,090+1,3640.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP105,283106,494+1,2110.010.01+0.00buy
NewEdge Wealth, LLC8,4929,506+1,0140.010.01-0.00buy
Hennion & Walsh Asset Management, Inc.12,68313,674+9910.040.04+0.00buy
Kemnay Advisory Services Inc.0961+9610.000.01+0.01buy
FRANKLIN RESOURCES INC30,00230,943+9410.000.00+0.00buy
Quantinno Capital Management LP2,8823,798+9160.000.00+0.00buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,8656,582+7170.010.01+0.00buy
Clearstead Advisors, LLC3671,072+7050.000.00+0.00buy
Pinnacle Wealth Planning Services, Inc.0624+6240.000.01+0.01buy
Allspring Global Investments Holdings, LLC5,3085,927+6190.000.00+0.00buy
LSV ASSET MANAGEMENT3,7004,300+6000.000.00+0.00buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC138,345138,935+5900.040.04+0.00buy
DEUTSCHE BANK AG\10,50311,008+5050.000.00+0.00buy
Aquatic Capital Management LLC3,9544,447+4930.010.01+0.01buy
Swiss National Bank22,88923,189+3000.000.00+0.00buy
Caitong International Asset Management Co., Ltd0211+2110.000.00+0.00buy
Horizon Investments, LLC6,0226,231+2090.010.01+0.00buy
ROYCE & ASSOCIATES LP24,99825,200+2020.020.02+0.00buy
KLP KAPITALFORVALTNING AS6,5006,700+2000.000.00+0.00buy
WINTON GROUP Ltd13,98614,136+1500.050.05-0.00buy
ELEVATION WEALTH PARTNERS, LLC0125+1250.000.00+0.00buy
Unison Advisors LLC10,57410,663+890.090.09+0.00buy
ALPS ADVISORS INC4,8624,916+540.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,4642,516+520.000.00-0.00buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC040+400.000.00+0.00buy
GAMMA Investing LLC512546+340.000.00+0.00buy
BESSEMER GROUP INC119152+330.000.00+0.00buy
RAYMOND JAMES FINANCIAL INC3,8693,902+330.000.00+0.00buy
IFP Advisors, Inc234+320.000.00+0.00buy
Illinois Municipal Retirement Fund6,0956,126+310.010.01+0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO128156+280.000.00+0.00buy
Parallel Advisors, LLC027+270.000.00+0.00buy
Aster Capital Management (DIFC) Ltd022+220.000.00+0.00buy
Sound Income Strategies, LLC016+160.000.00+0.00buy
Smartleaf Asset Management LLC463477+140.000.00-0.00buy
Allworth Financial LP4,0114,022+110.000.00-0.00buy
UMB Bank, n.a.168176+80.000.00-0.00buy
ASSETMARK, INC05+50.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO194198+40.000.00+0.00buy
FIFTH THIRD BANCORP123127+40.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC4246+40.000.00-0.00buy
CIBC Private Wealth Group LLC03+30.000.00+0.00buy
Bruce G. Allen Investments, LLC1316+30.000.00+0.00buy
FLAGSHIP HARBOR ADVISORS, LLC02+20.000.00+0.00buy
Ameritas Investment Partners, Inc.97697600.000.00+0.00hold
MassMutual Private Wealth & Trust, FSB81381300.000.00+0.00hold
OREGON PUBLIC EMPLOYEES RETIREMENT FUND2,6222,62200.000.00+0.00hold
ALLIANCEBERNSTEIN L.P.13,31513,31500.000.00+0.00hold
PRINCETON CAPITAL MANAGEMENT LLC2,5002,50000.060.06+0.00hold
JANUS HENDERSON GROUP PLC6,3986,39800.000.00+0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)2,7142,71400.000.00-0.00hold
Robeco Institutional Asset Management B.V.2,9012,90100.000.00+0.00hold
Mitsubishi UFJ Asset Management Co., Ltd.989800.000.00-0.00hold
MetLife Investment Management, LLC6,6516,65100.000.00+0.00hold
Copeland Capital Management, LLC83783700.000.00+0.00hold
Capital Advisors, Ltd. LLC4400.000.000.00hold
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