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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.49K+ 62.15% |
$15.6K - $27.9K
|
16.9K
$189K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
CALL |
5K+ 200.0% |
$12K - $21.5K
|
7.5K
$83.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.2KNew |
$2.88K - $5.16K
|
1.2K
$13.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
1.02K+ 6.07% |
$2.45K - $4.39K
|
17.8K
$199K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
800New |
$1.92K - $3.44K
|
800
$8.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$600 - $1.08K
|
250
$2.79K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
180New |
$432 - $774
|
180
$2.01K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$24 - $43
|
10
$112
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Boundary Creek Advisors LP
|
BUY
|
- |
438K+ 51.54% |
$1.02M - $10.2M
|
1.29M
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
127KNew |
$297K - $2.96M
|
127K
$1.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
20KNew |
$46.6K - $464K
|
20K
$223K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.7KNew |
$27.3K - $272K
|
11.7K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.59K+ 11.25% |
$22.4K - $223K
|
94.9K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
7.9KNew |
$18.4K - $183K
|
7.9K
$88.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.28KNew |
$7.64K - $76.2K
|
3.28K
$36.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2KNew |
$4.66K - $46.4K
|
2K
$22.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
500+ 5.0% |
$1.17K - $11.6K
|
10.5K
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
275New |
$641 - $6.39K
|
275
$3.07K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
123New |
$287 - $2.86K
|
123
$1.37K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
108New |
$252 - $2.51K
|
108
$1.21K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.11% |
$44.3 - $441
|
18K
$201K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
11New |
$25.6 - $255
|
11
$123
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
140K+ 25.45% |
$507K - $745K
|
690K
$7.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
63.7K+ 5.8% |
$231K - $339K
|
1.16M
$13M
|
|
|
Aug 15, 2022
Q2 2022
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
57.2KNew |
$207K - $304K
|
57.2K
$639K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
51.7K+ 160.0% |
$187K - $275K
|
84K
$939K
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
50KNew |
$181K - $266K
|
50K
$558K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
14.1KNew |
$51K - $74.9K
|
14.1K
$157K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5KNew |
$18.1K - $26.6K
|
5K
$55.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
544New |
$1.97K - $2.89K
|
544
$6.08K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
517New |
$1.87K - $2.75K
|
517
$5.77K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
367New |
$1.33K - $1.95K
|
367
$4.1K
|
|
|
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 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
14New |
$50.7 - $74.5
|
14
$156
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11+ 1.07% |
$39.8 - $58.5
|
1.04K
$11.6K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
5.25KNew |
$24.6K - $35.6K
|
5.25K
$58.6K
|
|
|
May 04, 2022
Q1 2022
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
4.61K+ 4.72% |
$21.6K - $31.3K
|
102K
$1.14M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.58KNew |
$7.39K - $10.7K
|
1.58K
$17.6K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
80New |
$374 - $543
|
80
$894
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
124K+ 9900.0% |
$778K - $992K
|
125K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
CALL |
15K+ 42.86% |
$94.2K - $120K
|
50K
$559K
|
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
15KNew |
$94.2K - $120K
|
15K
$168K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10KNew |
$62.8K - $80.1K
|
10K
$112K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
9.78KNew |
$61.4K - $78.3K
|
9.78K
$109K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.6KNew |
$10K - $12.8K
|
1.6K
$17.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
193New |
$1.21K - $1.55K
|
193
$2.16K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
300KNew |
$2.04M - $2.83M
|
300K
$3.35M
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
82.7KNew |
$562K - $780K
|
82.7K
$924K
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11.1KNew |
$75.5K - $105K
|
11.1K
$124K
|
|