Latest Institutional Purchases of Pitney Bowes Inc (PBI)
This list provides information on the latest institutional transactions involving Pitney Bowes Inc (PBI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
488New |
$1.69K - $2.34K
|
488
$3.53K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
296New |
$1.03K - $1.42K
|
296
$2.14K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
150New |
$521 - $719
|
150
$1.08K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
37+ 3.5% |
$128 - $177
|
1.09K
$7.91K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
8+ 1.43% |
$27.8 - $38.3
|
569
$4.11K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.66MNew |
$6.39M - $11.5M
|
2.66M
$19.3M
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
234KNew |
$562K - $1.01M
|
234K
$1.69M
|
|
Feb 13, 2023
Q4 2022
|
Teton Advisors, Inc.
Rye, NY |
BUY
|
- |
50KNew |
$120K - $215K
|
50K
$362K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
49.1KNew |
$118K - $211K
|
49.1K
$355K
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
37.8KNew |
$90.8K - $163K
|
37.8K
$273K
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
34.4KNew |
$82.5K - $148K
|
34.4K
$249K
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
19.4KNew |
$46.6K - $83.4K
|
19.4K
$140K
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$34.2K - $61.2K
|
14.2K
$103K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.5KNew |
$25.2K - $45.1K
|
10.5K
$75.8K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
8K+ 9.43% |
$19.2K - $34.4K
|
92.8K
$671K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.49K+ 62.15% |
$15.6K - $27.9K
|
16.9K
$122K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
CALL |
5K+ 200.0% |
$12K - $21.5K
|
7.5K
$54.2K
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.2KNew |
$2.88K - $5.16K
|
1.2K
$8.68K
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
1.02K+ 6.07% |
$2.45K - $4.39K
|
17.8K
$129K
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
800New |
$1.92K - $3.44K
|
800
$5.78K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$600 - $1.08K
|
250
$1.81K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
180New |
$432 - $774
|
180
$1.3K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
99New |
$238 - $426
|
99
$716
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$24 - $43
|
10
$72.3
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Boundary Creek Advisors LP
|
BUY
|
- |
438K+ 51.54% |
$1.02M - $10.2M
|
1.29M
$9.31M
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
127KNew |
$297K - $2.96M
|
127K
$921K
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
20KNew |
$46.6K - $464K
|
20K
$145K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.7KNew |
$27.3K - $272K
|
11.7K
$84.6K
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.59K+ 11.25% |
$22.4K - $223K
|
94.9K
$686K
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
7.9KNew |
$18.4K - $183K
|
7.9K
$57.1K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.28KNew |
$7.64K - $76.2K
|
3.28K
$23.7K
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2KNew |
$4.66K - $46.4K
|
2K
$14.5K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
500+ 5.0% |
$1.17K - $11.6K
|
10.5K
$75.9K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
275New |
$641 - $6.39K
|
275
$1.99K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
123New |
$287 - $2.86K
|
123
$889
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
108New |
$252 - $2.51K
|
108
$781
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.11% |
$44.3 - $441
|
18K
$130K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
11New |
$25.6 - $255
|
11
$79.5
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
140K+ 25.45% |
$507K - $745K
|
690K
$4.99M
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
63.7K+ 5.8% |
$231K - $339K
|
1.16M
$8.41M
|
|
Aug 15, 2022
Q2 2022
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
57.2KNew |
$207K - $304K
|
57.2K
$413K
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
51.7K+ 160.0% |
$187K - $275K
|
84K
$608K
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
50KNew |
$181K - $266K
|
50K
$361K
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
14.1KNew |
$51K - $74.9K
|
14.1K
$102K
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5KNew |
$18.1K - $26.6K
|
5K
$36.2K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.53K+ 4.07% |
$5.54K - $8.14K
|
39.2K
$283K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
544New |
$1.97K - $2.89K
|
544
$3.93K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
517New |
$1.87K - $2.75K
|
517
$3.74K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
367New |
$1.33K - $1.95K
|
367
$2.65K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
172New |
$623 - $915
|
172
$1.24K
|