PREFERRED BK LOS ANGELES CA shareholder history

Current and past PREFERRED BK LOS ANGELES CA shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.00%Q1 2013Q3 202343
DIMENSIONAL FUND ADVISORS LP 42420.00%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
MALTESE CAPITAL MANAGEMENT LLC 42420.40%1.06%2.60%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.01%0.02%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Citadel Advisors 1210.00%0.00%0.00%Q3 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Stieven Capital Advisors, L.P. 42421.37%3.27%4.68%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
Renaissance Technologies 42420.01%0.02%0.03%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.00%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 41410.00%0.00%0.00%Q3 2013Q3 202341
TWO SIGMA ADVISERS, LP 41410.00%0.01%0.01%Q3 2013Q3 202341
ALLIANCEBERNSTEIN L.P. 3830.00%0.00%0.00%Q2 2013Q3 202341
PRUDENTIAL FINANCIAL INC 41410.00%0.00%0.01%Q3 2013Q3 202341
FEDERATED HERMES, INC. 41410.00%0.00%0.01%Q3 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
MANUFACTURERS LIFE INSURANCE COMPANY, THE 22190.00%0.00%0.00%Q2 2013Q3 202341
BlackRock Inc. 3190.00%0.00%0.01%Q2 2013Q3 202340
BARCLAYS PLC 2910.00%0.00%0.00%Q2 2013Q3 202340
STRS OHIO 39390.00%0.00%0.00%Q2 2013Q4 202239
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1210.00%0.00%0.00%Q4 2014Q3 202339
BNP PARIBAS FINANCIAL MARKETS 3040.00%0.00%0.00%Q4 2013Q3 202338
WELLS FARGO & COMPANY/MN 38380.00%0.00%0.00%Q2 2014Q3 202338
AQR Capital Management 3430.00%0.00%0.01%Q1 2014Q3 202337
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
BANK OF MONTREAL /CAN/ 3610.00%0.00%0.01%Q3 2013Q3 202337
ROYAL BANK OF CANADA 3510.00%0.00%0.00%Q2 2013Q3 202336
CREDIT SUISSE AG/ 3020.00%0.00%0.00%Q4 2013Q3 202334
PNC FINANCIAL SERVICES GROUP, INC. 2110.00%0.00%0.00%Q2 2013Q3 202334
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 3310.00%0.00%0.00%Q3 2013Q4 202234
FIRST TRUST ADVISORS LP 3310.00%0.00%0.00%Q4 2014Q3 202334
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.00%0.01%Q2 2015Q3 202334
TWO SIGMA INVESTMENTS, LP 23110.00%0.01%0.02%Q2 2013Q3 202334
PARAMETRIC PORTFOLIO ASSOCIATES LLC 18150.00%0.00%0.00%Q4 2013Q1 202233
AMERIPRISE FINANCIAL INC 3120.00%0.00%0.01%Q2 2013Q3 202333
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.00%0.00%Q2 2013Q2 202133
PANAGORA ASSET MANAGEMENT INC 33330.00%0.00%0.01%Q2 2013Q2 202133
GOLDMAN SACHS GROUP INC 3110.00%0.00%0.00%Q1 2014Q3 202332
MILLENNIUM MANAGEMENT LLC 1920.00%0.01%0.02%Q4 2014Q3 202332
Swiss National Bank 32320.00%0.00%0.00%Q4 2015Q3 202332
Zurcher Kantonalbank (Zurich Cantonalbank) 32320.00%0.00%0.00%Q4 2015Q3 202332
UBS Group AG 2810.00%0.00%0.00%Q4 2014Q3 202331
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 31310.30%0.75%1.33%Q2 2013Q4 202031
Tower Research Capital LLC (TRC) 1510.00%0.00%0.01%Q2 2013Q3 202331
FMR LLC 31310.00%0.00%0.01%Q1 2016Q3 202331
Capital Impact Advisors, LLC 2370.16%0.53%0.99%Q1 2016Q3 202330
Nuveen Asset Management, LLC 29290.01%0.09%0.33%Q3 2016Q3 202329
US BANCORP \DE\ 29290.00%0.00%0.00%Q3 2016Q3 202329
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2170.00%0.00%0.00%Q2 2015Q3 202328
MARTINGALE ASSET MANAGEMENT L P 2620.01%0.02%0.06%Q2 2013Q2 202328
JACOBS LEVY EQUITY MANAGEMENT, INC 1530.00%0.02%0.05%Q2 2013Q3 202328
ACADIAN ASSET MANAGEMENT LLC 1510.00%0.01%0.01%Q3 2013Q4 202227
Ameritas Investment Partners, Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
CADENCE CAPITAL MANAGEMENT LLC 27270.04%0.12%0.36%Q4 2013Q2 202027
UBS ASSET MANAGEMENT AMERICAS INC 27270.00%0.00%0.00%Q1 2017Q3 202327
Russell Investments Group, Ltd. 17100.00%0.00%0.01%Q4 2016Q3 202327
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1620.03%0.06%0.08%Q2 2013Q3 202327
PRINCIPAL FINANCIAL GROUP INC 26260.00%0.01%0.02%Q2 2017Q3 202326
Phocas Financial Corp. 26260.73%1.17%1.59%Q2 2017Q3 202326
Advisors Asset Management, Inc. 26260.00%0.01%0.02%Q3 2014Q4 202026
GREAT WEST LIFE ASSURANCE CO /CAN/ 1690.00%0.00%0.00%Q2 2017Q3 202325
VOYA INVESTMENT MANAGEMENT LLC 13120.00%0.00%0.00%Q2 2017Q3 202325
ALPS ADVISORS INC 2050.00%0.00%0.01%Q1 2017Q3 202325
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
Allianz Asset Management GmbH 2020.00%0.01%0.02%Q2 2013Q2 202224
MetLife Investment Management, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
ZACKS INVESTMENT MANAGEMENT 13110.01%0.02%0.03%Q4 2013Q3 202324
SEI INVESTMENTS CO 1590.00%0.00%0.00%Q1 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
THRIVENT FINANCIAL FOR LUTHERANS 2130.00%0.00%0.01%Q2 2017Q3 202324
CORNERCAP INVESTMENT COUNSEL INC 1110.05%0.16%0.34%Q4 2013Q3 202324
Brandywine Global Investment Management, LLC 1230.00%0.01%0.02%Q4 2013Q3 202323
KENNEDY CAPITAL MANAGEMENT LLC 2120.00%0.06%0.11%Q4 2013Q1 202323
Parkside Financial Bank & Trust 23230.00%0.01%0.01%Q1 2018Q3 202323
THB ASSET MANAGEMENT 23230.09%0.43%1.19%Q2 2013Q4 201823
LSV ASSET MANAGEMENT 1670.00%0.01%0.02%Q3 2016Q3 202223
FIRST QUADRANT LLC/CA 22220.00%0.00%0.01%Q3 2014Q4 201922
WINTON GROUP Ltd 1660.01%0.03%0.09%Q1 2018Q3 202322
WELLINGTON MANAGEMENT GROUP LLP 21210.00%0.00%0.01%Q2 2013Q2 201821
State of Alaska, Department of Revenue 21210.00%0.01%0.01%Q3 2018Q3 202321
TEXAS PERMANENT SCHOOL FUND CORP 21210.01%0.01%0.01%Q3 2018Q3 202321
State of Tennessee, Treasury Department 21210.00%0.00%0.01%Q3 2018Q3 202321
PUBLIC SECTOR PENSION INVESTMENT BOARD 21210.00%0.01%0.02%Q3 2018Q3 202321
ClariVest Asset Management LLC 1560.00%0.05%0.13%Q4 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1550.00%0.00%0.00%Q3 2018Q3 202320
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 20200.00%0.01%0.01%Q4 2018Q3 202320
Sheaff Brock Investment Advisors, LLC 1220.02%0.02%0.03%Q2 2017Q3 202320
CHICAGO EQUITY PARTNERS LLC 20200.01%0.08%0.19%Q1 2015Q4 201920
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.00%0.00%0.01%Q4 2018Q3 202320
Boston Partners 1190.02%0.03%0.05%Q1 2018Q3 202320
Hillsdale Investment Management Inc. 1130.03%0.13%0.25%Q3 2013Q1 202319
VICTORY CAPITAL MANAGEMENT INC 1720.00%0.00%0.00%Q1 2018Q3 202319
SYSTEMATIC FINANCIAL MANAGEMENT LP 19190.01%0.04%0.14%Q4 2015Q2 202019
Louisiana State Employees Retirement System 1360.01%0.01%0.02%Q3 2018Q3 202319
MACQUARIE GROUP LTD 1540.00%0.00%0.00%Q3 2017Q3 202219
ROYCE & ASSOCIATES LP 19190.00%0.02%0.06%Q1 2019Q3 202319
COMERICA BANK 1810.00%0.01%0.01%Q3 2018Q3 202319
RAYMOND JAMES & ASSOCIATES 1710.00%0.00%0.00%Q3 2016Q4 202219
AlphaMark Advisors, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Arizona State Retirement System 1260.00%0.01%0.01%Q3 2018Q3 202318
Aptus Capital Advisors, LLC 18180.02%0.06%0.12%Q4 2018Q1 202318
PUTNAM INVESTMENTS LLC 1030.00%0.01%0.01%Q3 2016Q3 202318
Engineers Gate Manager LP 940.01%0.03%0.05%Q2 2018Q3 202318
Nationwide Fund Advisors 18180.00%0.01%0.01%Q2 2013Q3 201718
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 710.00%0.00%0.01%Q4 2016Q3 202317
Aperio Group, LLC 17170.00%0.00%0.00%Q4 2016Q4 202017
KBC Group NV 1060.00%0.00%0.01%Q3 2018Q3 202316
GUGGENHEIM CAPITAL LLC 810.00%0.01%0.01%Q1 2014Q3 202316
MEEDER ASSET MANAGEMENT INC 1330.00%0.00%0.01%Q3 2017Q3 202216
Summit Global Investments 1330.02%0.10%0.21%Q4 2016Q3 202316
Squarepoint Ops LLC 510.00%0.00%0.02%Q4 2016Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
EAM Investors, LLC 910.16%0.38%0.67%Q1 2014Q1 202215
AMERICAN CENTURY COMPANIES INC 1410.00%0.00%0.01%Q4 2015Q3 202315
GSA CAPITAL PARTNERS LLP 410.01%0.03%0.08%Q2 2013Q3 202315
Lindbrook Capital, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
BHZ CAPITAL MANAGEMENT, LP 14140.16%1.06%1.48%Q1 2016Q2 201914
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 730.00%0.00%0.01%Q1 2017Q3 202314
MAI Capital Management 14140.03%0.03%0.04%Q4 2013Q1 201714
QUADRANT CAPITAL GROUP LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Financial Gravity Asset Management, Inc. 530.00%0.01%0.04%Q1 2018Q4 202113
LOS ANGELES CAPITAL MANAGEMENT LLC 910.00%0.00%0.00%Q4 2017Q3 202313
D. E. Shaw & Co., Inc. 310.00%0.00%0.00%Q4 2016Q3 202313
EATON VANCE MANAGEMENT 13130.00%0.00%0.01%Q3 2019Q3 202213
HOWE & RUSLING INC 13130.00%0.02%0.03%Q4 2016Q4 201913
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 820.00%0.00%0.02%Q2 2013Q2 201713
HSBC HOLDINGS PLC 1010.00%0.01%0.03%Q1 2018Q3 202313
Elizabeth Park Capital Advisors, Ltd. 13131.45%2.77%4.60%Q4 2013Q4 201613
RUSSELL FRANK CO/ 12120.00%0.00%0.00%Q2 2013Q1 201612
AFFINITY INVESTMENT ADVISORS, LLC 12120.02%0.07%0.18%Q1 2017Q4 201912
Municipal Employees' Retirement System of Michigan 630.01%0.03%0.05%Q1 2014Q1 202012
BANC FUNDS CO LLC 12120.04%0.05%0.05%Q3 2013Q2 201612
CAPITAL MANAGEMENT ASSOCIATES /NY/ 840.44%0.66%0.90%Q1 2014Q3 201812
VIRGINIA RETIREMENT SYSTEMS ET AL 610.01%0.01%0.02%Q1 2017Q3 202312
Ensign Peak Advisors, Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Premier Fund Managers Ltd 12120.06%0.11%0.21%Q2 2020Q1 202312
BESSEMER GROUP INC 520.00%0.00%0.01%Q3 2016Q2 202312
Rafferty Asset Management, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Mount Yale Investment Advisors, LLC 830.02%0.03%0.03%Q1 2018Q4 202211
Numeric Investors LLC 920.00%0.02%0.04%Q1 2014Q1 201711
TEACHER RETIREMENT SYSTEM OF TEXAS 510.00%0.00%0.01%Q4 2015Q3 202311
ALPINE WOODS CAPITAL INVESTORS, LLC 11110.01%0.02%0.05%Q1 2016Q3 201811
SG Americas Securities, LLC 210.00%0.00%0.01%Q4 2016Q3 202311
Stanley-Laman Group, Ltd. 920.04%0.13%0.21%Q3 2015Q3 201811
TD ASSET MANAGEMENT INC 740.00%0.00%0.00%Q1 2020Q3 202311
LAZARD ASSET MANAGEMENT LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
DRIEHAUS CAPITAL MANAGEMENT LLC 710.01%0.19%0.41%Q4 2016Q4 201911
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 650.00%0.00%0.01%Q2 2017Q3 202311
Sutton Wealth Advisors Inc. 650.00%0.00%0.01%Q1 2019Q4 202211
HUNTINGTON NATIONAL BANK 920.00%0.00%0.00%Q3 2017Q3 202311
OXFORD ASSET MANAGEMENT LLP 730.01%0.02%0.04%Q1 2017Q3 201910
A.R.T. Advisors, LLC 820.01%0.02%0.03%Q4 2016Q2 201910
MASON STREET ADVISORS, LLC 10100.00%0.00%0.01%Q3 2018Q4 202010
AMALGAMATED BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.04%0.09%Q4 2014Q4 201910
Matarin Capital Management, LLC 10100.06%0.51%0.80%Q3 2018Q4 202010
Versant Capital Management, Inc 640.00%0.00%0.01%Q1 2019Q2 202210
WEDGE CAPITAL MANAGEMENT L L P/NC 820.01%0.01%0.02%Q2 2016Q3 202310
Spark Investment Management LLC 910.02%0.05%0.09%Q3 2015Q1 201910
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 10100.02%0.07%0.09%Q4 2016Q1 201910
STIFEL FINANCIAL CORP 420.00%0.00%0.01%Q1 2014Q4 202210
ENVESTNET ASSET MANAGEMENT INC 720.00%0.00%0.00%Q4 2016Q3 20239
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q4 2020Q4 20229
Cubist Systematic Strategies, LLC 720.00%0.01%0.01%Q4 2020Q2 20239
Advisor Group, Inc. 510.00%0.00%0.00%Q2 2016Q4 20199
Fiera Capital Corp 990.00%0.00%0.01%Q2 2014Q2 20169
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 810.02%0.03%0.04%Q1 2018Q2 20209
EJF Capital LLC 990.25%0.63%1.06%Q4 2020Q4 20229
IndexIQ Advisors LLC 990.01%0.01%0.02%Q1 2020Q1 20229
Valeo Financial Advisors, LLC 990.00%0.00%0.01%Q3 2017Q3 20199
DUPONT CAPITAL MANAGEMENT CORP 510.01%0.02%0.03%Q4 2015Q2 20229
Quantbot Technologies LP 630.00%0.01%0.03%Q1 2018Q2 20239
Palouse Capital Management, Inc. 720.08%0.10%0.12%Q2 2016Q3 20199
PRELUDE CAPITAL MANAGEMENT, LLC 510.00%0.01%0.01%Q4 2014Q2 20239
HRT FINANCIAL LP 510.00%0.01%0.01%Q3 2020Q3 20238
Maryland State Retirement & Pension System 440.01%0.01%0.01%Q3 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
MACKAY SHIELDS LLC 410.01%0.01%0.02%Q2 2018Q1 20218
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 510.00%0.00%0.00%Q2 2020Q3 20238
Freedom Investment Management, Inc. 880.01%0.02%0.02%Q4 2016Q3 20188
EXCHANGE TRADED CONCEPTS, LLC 440.01%0.02%0.02%Q3 2020Q4 20238
GLENMEDE TRUST CO NA 880.00%0.00%0.00%Q4 2018Q3 20208
LS Investment Advisors, LLC 880.00%0.00%0.01%Q3 2018Q2 20208
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NORDEA INVESTMENT MANAGEMENT AB 880.00%0.01%0.01%Q3 2016Q2 20188
Philadelphia Financial Management of San Francisco, LLC 530.72%2.94%4.81%Q4 2020Q4 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 610.00%0.00%0.00%Q4 2016Q3 20238
Baird Financial Group, Inc. 520.00%0.01%0.01%Q3 2019Q4 20217
TRUIST FINANCIAL CORP 430.00%0.00%0.00%Q4 2019Q3 20237
NISA INVESTMENT ADVISORS, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
TUDOR INVESTMENT CORP ET AL 310.00%0.01%0.01%Q4 2017Q3 20227
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q1 2021Q3 20237
First Horizon Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
UMB Bank, n.a. 770.00%0.00%0.00%Q1 2022Q3 20237
SIGNATUREFD, LLC 770.00%0.00%0.00%Q3 2019Q1 20217
BALYASNY ASSET MANAGEMENT L.P. 430.00%0.00%0.00%Q3 2017Q3 20237
GLOBEFLEX CAPITAL L P 430.00%0.01%0.02%Q4 2013Q3 20237
Hennion & Walsh Asset Management, Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
ALGERT GLOBAL LLC 410.02%0.14%0.27%Q1 2019Q3 20237
TORONTO DOMINION BANK 210.00%0.00%0.00%Q1 2019Q1 20237
MASSMUTUAL TRUST CO FSB/ADV 770.00%0.00%0.00%Q2 2022Q4 20237
Dana Investment Advisors, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
JANUS HENDERSON GROUP PLC 430.00%0.00%0.00%Q4 2021Q3 20237
Advantage Alpha Capital Partners LP 770.10%0.18%0.24%Q4 2020Q2 20227
PITCAIRN CO 770.02%0.03%0.04%Q1 2022Q3 20237
Quadrature Capital Ltd 510.01%0.02%0.04%Q4 2020Q3 20237
INTRUST BANK NA 770.03%0.04%0.06%Q1 2022Q3 20237
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.00%Q1 2022Q3 20237
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20237
LOOMIS SAYLES & CO L P 770.00%0.00%0.00%Q3 2015Q1 20177
Bowling Portfolio Management LLC 310.08%0.11%0.13%Q4 2016Q1 20196
SECOR Capital Advisors, LP 660.08%0.15%0.19%Q1 2017Q2 20186
ZPR Investment Management 661.74%2.03%2.52%Q2 2018Q3 20196
Parallel Advisors, LLC 660.00%0.00%0.00%Q2 2017Q3 20186
EverSource Wealth Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 410.00%0.00%0.00%Q3 2014Q4 20196
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q1 2021Q2 20226
FIFTH THIRD BANCORP 660.00%0.00%0.00%Q2 2022Q3 20236
Acrospire Investment Management LLC 660.02%0.08%0.20%Q1 2016Q2 20176
FIRST HAWAIIAN BANK 660.01%0.01%0.02%Q3 2018Q4 20196
Jump Financial, LLC 660.02%0.03%0.04%Q4 2021Q1 20236
Marshall Wace North America L.P. 510.00%0.01%0.02%Q1 2017Q1 20196
Fieldpoint Private Securities, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
MARSHALL WACE, LLP 420.00%0.03%0.06%Q3 2018Q1 20236
Financial Management Professionals, Inc. 410.01%0.01%0.01%Q1 2022Q3 20235
PDT Partners, LLC 210.01%0.04%0.07%Q2 2015Q3 20235
Portolan Capital Management 550.26%0.39%0.50%Q3 2017Q3 20185
SummerHaven Investment Management, LLC 550.33%0.46%0.57%Q3 2022Q3 20235
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.01%0.01%Q4 2016Q3 20235
T. Rowe Price Investment Management, Inc. 550.04%0.05%0.06%Q3 2022Q3 20235
Raleigh Capital Management Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Copeland Capital Management, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
UNITED SERVICES AUTOMOBILE ASSOCIATION 550.00%0.00%0.01%Q2 2017Q2 20185
ProShare Advisors LLC 210.00%0.00%0.00%Q1 2014Q1 20225
Graham Capital Management, L.P. 550.01%0.02%0.02%Q1 2022Q1 20235
Virtus Investment Advisers, Inc. 550.28%0.33%0.48%Q3 2022Q3 20235
PEAK6 Group LLC 220.00%0.01%0.03%Q4 2016Q1 20175
BlackRock Group LTD 410.00%0.00%0.00%Q3 2013Q4 20165
Rosenthal {-} Henry Capital Advisors, Inc. 441.30%1.62%2.31%Q4 2016Q3 20174
MENTA CAPITAL LLC 210.10%0.22%0.36%Q1 2017Q2 20184
OBERWEIS ASSET MANAGEMENT INC/ 440.38%0.46%0.55%Q4 2022Q3 20234
HIGHBRIDGE CAPITAL MANAGEMENT LLC 440.00%0.01%0.02%Q2 2016Q1 20174
MACROVIEW INVESTMENT MANAGEMENT LLC 210.01%0.02%0.05%Q2 2021Q3 20234
B. Riley Financial, Inc. 440.09%0.14%0.21%Q2 2018Q1 20194
BURNEY CO/ 440.03%0.04%0.05%Q2 2015Q1 20164
UBS AG 220.00%0.00%0.00%Q2 2013Q2 20144
Vestcor Inc 440.00%0.00%0.01%Q2 2022Q1 20234
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Gladius Capital Management LP 440.00%0.00%0.00%Q4 2022Q3 20234
Dynamic Technology Lab Private Ltd 110.07%0.11%0.16%Q4 2015Q4 20204
Qube Research & Technologies Ltd 220.00%0.01%0.01%Q1 2022Q1 20234
USA FINANCIAL FORMULAS 210.11%0.19%0.29%Q1 2017Q1 20224
Versor Investments LP 440.04%0.09%0.15%Q4 2022Q3 20234
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 440.18%0.24%0.39%Q3 2017Q2 20184
Assured Investment Management LLC 440.01%0.02%0.02%Q1 2018Q4 20184
ANALYTIC INVESTORS, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
Opus Capital Group, LLC 440.21%0.40%0.55%Q2 2018Q1 20194
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Robeco Institutional Asset Management B.V. 310.00%0.00%0.00%Q1 2020Q3 20234
BLACKTHORN INVESTMENT GROUP LLC 440.24%0.51%1.08%Q3 2013Q2 20144
TFS CAPITAL LLC 210.02%0.14%0.30%Q1 2014Q3 20154
Avalon Investment & Advisory 440.07%0.07%0.07%Q1 2022Q4 20224
361 CAPITAL LLC 210.38%0.45%0.54%Q3 2017Q2 20203
STEVENS CAPITAL MANAGEMENT LP 110.01%0.01%0.02%Q3 2017Q3 20183
EVERENCE CAPITAL MANAGEMENT INC 210.02%0.02%0.02%Q4 2021Q4 20223
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q4 2017Q1 20193
COLUMBUS CIRCLE INVESTORS 330.10%0.11%0.12%Q4 2017Q2 20183
DENALI ADVISORS LLC 330.22%0.28%0.38%Q1 2023Q3 20233
CAPITAL FUND MANAGEMENT S.A. 110.00%0.00%0.00%Q2 2017Q2 20183
Quantamental Technologies LLC 330.01%0.01%0.02%Q1 2019Q3 20193
DEERE & CO 330.01%0.02%0.02%Q1 2016Q3 20163
EAM Global Investors LLC 210.31%0.59%0.77%Q4 2017Q1 20223
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Alpha DNA Investment Management LLC 210.22%0.29%0.37%Q4 2022Q3 20233
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.01%Q1 2023Q3 20233
HANCOCK WHITNEY CORP 330.01%0.02%0.02%Q3 2020Q1 20213
AE Wealth Management LLC 210.00%0.00%0.00%Q4 2022Q3 20233
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2020Q3 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
DEPRINCE RACE & ZOLLO INC 330.01%0.02%0.02%Q1 2015Q3 20153
FIRST MERCANTILE TRUST CO 330.05%0.05%0.06%Q4 2017Q2 20183
Petrus Trust Company, LTA 330.02%0.03%0.03%Q1 2023Q3 20233
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
JCSD Capital, LLC 330.35%1.41%1.99%Q4 2018Q2 20193
MILLER HOWARD INVESTMENTS INC /NY 210.01%0.01%0.01%Q4 2022Q3 20233
NORGES BANK 330.00%0.00%0.00%Q4 2021Q2 20223
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.00%0.01%Q3 2021Q2 20223
Airain ltd 330.02%0.02%0.02%Q4 2016Q2 20173
State of New Jersey Common Pension Fund D 330.01%0.01%0.01%Q2 2021Q4 20213
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Nine Chapters Capital Management LLC 210.02%0.12%0.30%Q2 2015Q1 20173
CIBC WORLD MARKET INC. 210.00%0.00%0.00%Q3 2018Q4 20193
Jackson Creek Investment Advisors LLC 210.27%0.36%0.42%Q4 2022Q3 20233
Trexquant Investment LP 110.01%0.02%0.03%Q1 2017Q2 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Sterling Capital Management LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Virtu Financial LLC 110.02%0.02%0.02%Q1 2023Q3 20232
Convergence Investment Partners, LLC 110.03%0.05%0.07%Q2 2017Q1 20192
Campbell & CO Investment Adviser LLC 110.09%0.20%0.30%Q4 2018Q2 20192
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
Wakefield Asset Management LLLP 220.08%0.10%0.12%Q3 2018Q4 20182
Mach-1 Financial Group, LLC 110.18%0.19%0.20%Q4 2022Q3 20232
Algebris Investments (UK) LLP 220.10%0.10%0.11%Q2 2014Q3 20142
Private Capital Group, LLC 220.01%0.02%0.03%Q1 2022Q2 20222
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q1 2017Q2 20172
SMITH ASSET MANAGEMENT GROUP LP 220.01%0.01%0.01%Q1 2020Q2 20202
MILES CAPITAL, INC. 220.18%0.19%0.20%Q2 2019Q3 20192
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2023Q3 20232
6 Meridian 220.02%0.02%0.02%Q1 2021Q2 20212
Roubaix Capital, LLC 111.62%1.74%1.87%Q2 2020Q4 20202
LPL Financial LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
LORD, ABBETT & CO. LLC 220.02%0.02%0.03%Q4 2017Q1 20182
OCCUDO QUANTITATIVE STRATEGIES LP 220.02%0.03%0.03%Q2 2023Q3 20232
MSI Financial Services Inc 220.00%0.00%0.00%Q3 2016Q4 20162
Unison Advisors LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Kaizen Advisory, LLC 220.27%0.41%0.54%Q1 2018Q2 20182
AVIVA PLC 220.01%0.01%0.01%Q4 2022Q1 20232
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2017Q2 20172
Laurion Capital Management LP 110.00%0.00%0.00%Q2 2017Q2 20192
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 220.04%0.05%0.07%Q3 2017Q4 20172
Point72 Hong Kong Ltd 220.00%0.00%0.00%Q2 2022Q3 20222
Paloma Partners Management Co 220.01%0.01%0.01%Q4 2018Q1 20192
Timpani Capital Management LLC 220.64%0.66%0.68%Q4 2017Q1 20182
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q4 2020Q4 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Horizon Investment Services, LLC 221.28%1.70%2.12%Q3 2016Q4 20162
BOSTON ADVISORS LLC 220.08%0.09%0.09%Q4 2016Q1 20172
HENNESSY ADVISORS INC 220.03%0.05%0.06%Q1 2017Q2 20172
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2017Q2 20202
STATE OF WISCONSIN INVESTMENT BOARD 110.00%0.00%0.00%Q2 2022Q1 20232
Aquatic Capital Management LLC 110.00%0.01%0.01%Q1 2023Q3 20232
Empowered Funds, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Glassman Wealth Services 220.00%0.00%0.00%Q2 2023Q3 20232
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
JOYN Advisors, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
Sequoia Financial Advisors, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Point72 Middle East FZE 110.00%0.00%0.00%Q4 2022Q2 20232
TOTH FINANCIAL ADVISORY CORP 220.08%0.10%0.12%Q3 2022Q4 20222
CREDIT AGRICOLE S A 220.00%0.00%0.00%Q3 2013Q4 20132
Capital Advisors, Ltd. LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Coppell Advisory Solutions LLC 110.02%0.02%0.02%Q4 2022Q3 20232
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
BAROMETER CAPITAL MANAGEMENT INC. 110.08%0.08%0.08%Q1 2018Q1 20181
MCKINLEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
Tradewinds Global Investors, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
SUN LIFE FINANCIAL INC 110.05%0.05%0.05%Q2 2018Q2 20181
Elequin Capital, LP 110.23%0.23%0.23%Q2 2023Q2 20231
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
Verition Fund Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Waratah Capital Advisors Ltd. 110.06%0.06%0.06%Q3 2017Q3 20171
Segantii Capital Management Ltd 110.00%0.00%0.00%Q1 2017Q1 20171
EnTrust Global Partners Offshore LP 110.15%0.15%0.15%Q1 2018Q1 20181
IFP Advisors, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
COMMONWEALTH EQUITY SERVICES, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Gallacher Capital Management LLC 110.23%0.23%0.23%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
FNY Managed Accounts LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Ground Swell Capital, LLC 110.05%0.05%0.05%Q2 2014Q2 20141
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
DARK FOREST CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q2 2023Q2 20231
Professional Financial Advisors, LLC 110.24%0.24%0.24%Q1 2021Q1 20211
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GAM Holding AG 110.01%0.01%0.01%Q2 2018Q2 20181
HighTower Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Hoxton Financial, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q4 2020Q4 20201
MIRABELLA FINANCIAL SERVICES LLP 110.05%0.05%0.05%Q4 2021Q4 20211
First Trust Direct Indexing L.P. 110.00%0.00%0.00%Q4 2020Q4 20201
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Alpha Paradigm Partners, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Walleye Trading LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MARSHALL WACE ASIA Ltd 110.01%0.01%0.01%Q1 2017Q1 20171
Ergoteles LLC 110.04%0.04%0.04%Q4 2021Q4 20211
BOOTHBAY FUND MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Ibex Investors LLC 110.15%0.15%0.15%Q4 2017Q4 20171
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Itau Unibanco Holding S.A. 110.00%0.00%0.00%Q4 2019Q4 20191
Crossmark Global Holdings, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
XTX Topco Ltd 110.12%0.12%0.12%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
FourThought Financial, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
AIGEN INVESTMENT MANAGEMENT, LP 110.00%0.00%0.00%Q4 2019Q4 20191
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
EA Series Trust 110.06%0.06%0.06%Q2 2023Q2 20231
BluePath Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Quantitative Systematic Strategies LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Olympiad Research LP 110.20%0.20%0.20%Q2 2023Q2 20231
WealthPLAN Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
AXA S.A. 110.00%0.00%0.00%Q1 2016Q1 20161
Jefferies Group LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Man Group plc 110.00%0.00%0.00%Q1 2018Q1 20181
Alberta Investment Management Corp 110.01%0.01%0.01%Q1 2019Q1 20191
Illinois Municipal Retirement Fund 110.01%0.01%0.01%Q3 2023Q3 20231
Rotella Capital Management, Inc. 110.43%0.43%0.43%Q4 2015Q4 20151
Belpointe Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Alpine Global Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q1 2023Q1 20231
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Proficio Capital Partners LLC 110.00%0.00%0.00%Q1 2019Q1 20191
External links

This page lists all the filers that currently own PREFERRED BK LOS ANGELES CA or have owned PREFERRED BK LOS ANGELES CA in the past.