Purchases and Sales Made in Q4 2024 in Pitney Bowes Inc (PBI)
This table provides information about the institutional ownership of Pitney Bowes Inc (PBI) during Q4 2024. The information is specifically focused on institutions that hold shares of PITNEY BOWES INC .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 1.09% |
$2.7K - $3.28K
|
37.2K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
366+ 1.1% |
$2.47K - $3K
|
33.7K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
361+ 1.38% |
$2.43K - $2.96K
|
26.5K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
331+ 0.94% |
$2.23K - $2.71K
|
35.7K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$2.02K - $2.46K
|
300
$2.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
212+ 38.76% |
$1.43K - $1.74K
|
759
$6.63K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
170New |
$1.15K - $1.39K
|
170
$1.49K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
160New |
$1.08K - $1.31K
|
160
$1.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
101+ 0.95% |
$681 - $828
|
10.7K
$93.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
100+ 33.9% |
$674 - $820
|
395
$3.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
89+ 0.12% |
$600 - $730
|
72.8K
$637K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
70+ 0.64% |
$472 - $574
|
10.9K
$95.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44+ 2.13% |
$297 - $361
|
2.11K
$18.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34+ 0.14% |
$229 - $279
|
24.8K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 7.5% |
$101 - $123
|
215
$1.88K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.6% |
$27 - $32.8
|
673
$5.88K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 1.0% |
$13.5 - $16.4
|
203
$1.77K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-65- 76.47% |
$438 - $533
|
20
$175
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-66- 0.42% |
$445 - $541
|
15.5K
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-66- 1.12% |
$445 - $541
|
5.81K
$50.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-72- 0.67% |
$485 - $590
|
10.7K
$93.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-115- 28.68% |
$775 - $943
|
286
$2.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-170- 18.6% |
$1.15K - $1.39K
|
744
$6.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-211- 0.45% |
$1.42K - $1.73K
|
46.7K
$408K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-282- 7.05% |
$1.9K - $2.31K
|
3.72K
$32.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-329- 0.31% |
$2.22K - $2.7K
|
107K
$935K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-366- 3.45% |
$2.47K - $3K
|
10.3K
$89.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-453- 0.37% |
$3.05K - $3.71K
|
122K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-500- 12.51% |
$3.37K - $4.1K
|
3.5K
$30.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-540- 45.88% |
$3.64K - $4.43K
|
637
$5.57K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-661- 25.64% |
$4.46K - $5.42K
|
1.92K
$16.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-825- 5.51% |
$5.56K - $6.76K
|
14.2K
$124K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-904- 1.36% |
$6.09K - $7.41K
|
65.8K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-927- 0.87% |
$6.25K - $7.6K
|
106K
$924K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.01K- 1.66% |
$6.82K - $8.3K
|
60K
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.14K- 1.32% |
$7.7K - $9.37K
|
85.4K
$746K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.22K- 2.44% |
$8.2K - $9.98K
|
48.6K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.82K- 4.46% |
$25.8K - $31.3K
|
81.8K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.08K- 26.99% |
$27.5K - $33.4K
|
11K
$96.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.83K- 2.45% |
$32.5K - $39.6K
|
192K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.26K- 31.86% |
$35.4K - $43.1K
|
11.2K
$98.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.47K- 1.33% |
$43.6K - $53K
|
479K
$4.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.57K- 26.37% |
$44.3K - $53.9K
|
18.3K
$160K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.7K- 7.51% |
$45.2K - $54.9K
|
82.6K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.83K- 8.55% |
$46K - $56K
|
73K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-8.96K- 5.23% |
$60.4K - $73.5K
|
163K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-11.3K- 29.65% |
$76.5K - $93K
|
26.9K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-12.5K- 9.0% |
$84.5K - $103K
|
127K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-15.2K- 25.14% |
$103K - $125K
|
45.4K
$396K
|