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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
37.2KNew |
$114K - $165K
|
37.2K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
5.92KNew |
$18.1K - $26.3K
|
5.92K
$66.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
11KNew |
$33.8K - $49K
|
11K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
425KNew |
$1.3M - $1.89M
|
425K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Creek Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-82K- 26.45% |
$251K - $364K
|
228K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-707- 37.07% |
$2.16K - $3.14K
|
1.2K
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1K- 80.91% |
$3.06K - $4.44K
|
236
$2.64K
|
|
|
Feb 12, 2024
Q4 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
42KNew |
$129K - $186K
|
42K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-213- 7.71% |
$652 - $946
|
2.55K
$28.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
132New |
$404 - $586
|
132
$1.47K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
427New |
$1.31K - $1.9K
|
427
$4.77K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
1KNew |
$3.06K - $4.44K
|
1K
$11.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
606New |
$1.85K - $2.69K
|
606
$6.77K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
6.5K+ 76.7% |
$19.9K - $28.9K
|
15K
$167K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.36K- 8.6% |
$3.86K - $5.34K
|
14.4K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
7.44K+ 33.21% |
$21.2K - $29.3K
|
29.8K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.93K- 0.87% |
$5.51K - $7.61K
|
221K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
307+ 0.24% |
$875 - $1.21K
|
129K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Whitefort Capital Management, LP
New York, NY |
BUY
|
- |
374KNew |
$1.06M - $1.47M
|
374K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-123K- 19.62% |
$350K - $485K
|
504K
$5.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Anqa Management LLC
Sag Harbor, NY |
SELL
|
- |
-153K- 15.09% |
$436K - $603K
|
861K
$9.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
10.9KNew |
$31K - $42.9K
|
10.9K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
124KNew |
$352K - $487K
|
124K
$1.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-47- 0.46% |
$134 - $185
|
10.1K
$113K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-550- 4.34% |
$1.57K - $2.17K
|
12.1K
$135K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
BUY
|
- |
10KNew |
$28.5K - $39.4K
|
10K
$112K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
110New |
$314 - $433
|
110
$1.23K
|
|
| Q2 2023 | |||||||
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$29.1K - $39.3K
|
10.1K
$112K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.07KNew |
$8.88K - $12K
|
3.07K
$34.3K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.68K+ 14.91% |
$10.6K - $14.4K
|
28.4K
$317K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.05MNew |
$5.91M - $7.98M
|
2.05M
$22.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.84K+ 5.51% |
$8.21K - $11.1K
|
54.4K
$608K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10New |
$28.9 - $39
|
10
$112
|
|
|
Aug 14, 2023
Q2 2023
|
Masters Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1M- 50.0% |
$2.89M - $3.9M
|
1M
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
14KNew |
$40.4K - $54.5K
|
14K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
265K+ 88.33% |
$766K - $1.03M
|
565K
$6.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
150+ 1.36% |
$434 - $585
|
11.2K
$125K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.5KClosed |
$10.1K - $13.7K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
434+ 1.24% |
$1.25K - $1.69K
|
35.5K
$397K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-224- 0.56% |
$647 - $874
|
39.7K
$443K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-500Closed |
$1.45K - $1.95K
|
0
$0
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4.22KClosed |
$14.6K - $20.2K
|
0
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.5KNew |
$46.7K - $64.5K
|
13.5K
$150K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.18K- 74.29% |
$4.09K - $5.65K
|
408
$4.56K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-150K- 99.93% |
$520K - $718K
|
100
$1.12K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
13.3KNew |
$46K - $63.5K
|
13.3K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1K+ 30.3% |
$3.47K - $4.79K
|
4.3K
$48K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40KNew |
$139K - $192K
|
40K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.23K+ 37.96% |
$18.2K - $25.1K
|
19K
$212K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$3.47K - $4.79K
|
1K
$11.2K
|
|