Latest Institutional Transactions on Pitney Bowes Inc (PBI)
This table provides information on the latest institutional transactions involving Pitney Bowes Inc (PBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Boundary Creek Advisors LP
|
BUY
|
- |
438K+ 51.54% |
$1.02M - $10.2M
|
1.29M
$14.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
108New |
$252 - $2.51K
|
108
$1.21K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.28KNew |
$7.64K - $76.2K
|
3.28K
$36.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.11% |
$44.3 - $441
|
18K
$201K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
20KNew |
$46.6K - $464K
|
20K
$223K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2KNew |
$4.66K - $46.4K
|
2K
$22.3K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
11New |
$25.6 - $255
|
11
$123
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
123New |
$287 - $2.86K
|
123
$1.37K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11+ 1.07% |
$39.8 - $58.5
|
1.04K
$11.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-422KClosed |
$1.53M - $2.25M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
140K+ 25.45% |
$507K - $745K
|
690K
$7.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-17.4KClosed |
$62.9K - $92.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
14.1KNew |
$51K - $74.9K
|
14.1K
$157K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-197Closed |
$713 - $1.05K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
57.2KNew |
$207K - $304K
|
57.2K
$639K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-137KClosed |
$495K - $727K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-147KClosed |
$533K - $784K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
367New |
$1.33K - $1.95K
|
367
$4.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5KNew |
$18.1K - $26.6K
|
5K
$55.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-41.2KClosed |
$149K - $219K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-73.1K- 49.3% |
$265K - $389K
|
75.2K
$840K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
517New |
$1.87K - $2.75K
|
517
$5.77K
|
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
63.7K+ 5.8% |
$231K - $339K
|
1.16M
$13M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-225KClosed |
$814K - $1.2M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
CALL |
-20Closed |
$72.4 - $106
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-68K- 59.04% |
$246K - $362K
|
47.2K
$527K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
51.7K+ 160.0% |
$187K - $275K
|
84K
$939K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-16.2KClosed |
$58.8K - $86.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Royce & Associates LP
|
SELL
|
- |
-1.72M- 75.54% |
$6.21M - $9.12M
|
555K
$6.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-17.4K- 32.4% |
$63K - $92.6K
|
36.3K
$405K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-12.1KClosed |
$43.7K - $64.3K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
172New |
$623 - $915
|
172
$1.92K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
45+ 0.27% |
$163 - $239
|
17K
$189K
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
50KNew |
$181K - $266K
|
50K
$558K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-650Closed |
$2.35K - $3.46K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
544New |
$1.97K - $2.89K
|
544
$6.08K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-98.5KClosed |
$357K - $524K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-300Closed |
$1.09K - $1.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
14New |
$50.7 - $74.5
|
14
$156
|
|
|
Jul 11, 2022
Q2 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-16.5KClosed |
$59.7K - $87.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.3KClosed |
$10.8K - $15.6K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.85KClosed |
$13.3K - $19.3K
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-264Closed |
$1.24K - $1.79K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.14KClosed |
$42.8K - $62.1K
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-14.1KClosed |
$66.2K - $96K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-72.7KClosed |
$340K - $494K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-91.7KClosed |
$429K - $622K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.96KClosed |
$27.9K - $40.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-62.6KClosed |
$293K - $425K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-165- 76.74% |
$772 - $1.12K
|
50
$559
|
|