Institutional Ownership Potbelly Corp (PBPB)
This table provides information about the institutional ownership of Potbelly Corp (PBPB). We have compiled data on the 120 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $228 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
900
shares
|
$9,288
0.0% of portfolio
|
Q2 2022
New holding
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
880
shares
|
$9,081
0.0% of portfolio
|
Q1 2024
Reduced 76.18%
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
851
shares
|
$8,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
800
shares
|
$8,256
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
764
shares
|
$7,884
0.0% of portfolio
|
Q1 2025
Added 263.81%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
670
shares
|
$6,914
0.0% of portfolio
|
Q1 2025
Added 78.19%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
514
shares
|
$5,304
0.0% of portfolio
|
Q1 2025
Added 247.3%
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
400
shares
|
$4,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
178
shares
|
$1,836
0.0% of portfolio
|
Q3 2024
Added 584.62%
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$516
0.0% of portfolio
|
Q4 2024
Added 42.86%
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
35
shares
|
$361
0.0% of portfolio
|
Q1 2025
Reduced 45.31%
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
28
shares
|
$288
0.0% of portfolio
|
Q3 2024
New holding
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
20
shares
|
$206
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
14
shares
|
$144
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|