Purchases and Sales Made in Q1 2024 in Potbelly Corp (PBPB)
This table provides information about the institutional ownership of Potbelly Corp (PBPB) during Q1 2024. The information is specifically focused on institutions that hold shares of POTBELLY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
8.1KNew |
$81.4K - $114K
|
8.1K
$74.6K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.8K+ 115.55% |
$78.3K - $110K
|
14.5K
$134K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.97K+ 8.76% |
$50K - $70.2K
|
61.7K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Millrace Asset Group, Inc.
|
BUY
|
- |
4.02K+ 3.01% |
$40.4K - $56.8K
|
137K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.91KNew |
$39.3K - $55.2K
|
3.91K
$36K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.91K+ 42.93% |
$39.3K - $55.2K
|
13K
$120K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.4KNew |
$34.2K - $48K
|
3.4K
$31.3K
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.57KNew |
$25.8K - $36.2K
|
2.57K
$23.6K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.06K+ 3.12% |
$20.7K - $29.1K
|
68.2K
$628K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.15K+ 219.05% |
$11.6K - $16.2K
|
1.68K
$15.4K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.12K+ 4.04% |
$11.3K - $15.9K
|
28.9K
$266K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
912+ 14.05% |
$9.17K - $12.9K
|
7.41K
$68.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
800New |
$8.04K - $11.3K
|
800
$7.37K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
532+ 13.93% |
$5.35K - $7.51K
|
4.35K
$40.1K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
491New |
$4.93K - $6.93K
|
491
$4.52K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
407New |
$4.09K - $5.75K
|
407
$3.75K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
210New |
$2.11K - $2.97K
|
210
$1.93K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$1.01K - $1.41K
|
100
$921
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
96+ 0.13% |
$965 - $1.36K
|
71.3K
$657K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
83New |
$834 - $1.17K
|
83
$764
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
82New |
$824 - $1.16K
|
82
$755
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
40New |
$402 - $565
|
40
$368
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$60.3 - $84.7
|
6
$55.3
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4New |
$40.2 - $56.5
|
4
$36.8
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-20- 50.0% |
$201 - $282
|
20
$184
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-34- 0.36% |
$342 - $480
|
9.4K
$86.6K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-110- 0.85% |
$1.11K - $1.55K
|
12.9K
$118K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-239- 1.92% |
$2.4K - $3.37K
|
12.2K
$112K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-478- 15.85% |
$4.8K - $6.75K
|
2.54K
$23.4K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-500- 1.83% |
$5.03K - $7.06K
|
26.8K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-915- 11.0% |
$9.2K - $12.9K
|
7.41K
$68.2K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-969- 6.82% |
$9.74K - $13.7K
|
13.2K
$122K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1K- 6.04% |
$10.1K - $14.1K
|
15.6K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.3K- 5.42% |
$13.1K - $18.4K
|
22.7K
$209K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.67K- 38.92% |
$16.8K - $23.6K
|
2.62K
$24.2K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-2.07K- 44.85% |
$20.8K - $29.3K
|
2.55K
$23.5K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.52K- 1.15% |
$25.3K - $35.5K
|
216K
$1.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.82K- 76.18% |
$28.3K - $39.7K
|
880
$8.1K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.72K- 0.68% |
$37.4K - $52.6K
|
546K
$5.02M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.07K- 81.43% |
$51K - $71.6K
|
1.16K
$10.7K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.95K- 18.11% |
$59.8K - $84K
|
26.9K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-6.46K- 8.77% |
$65K - $91.3K
|
67.2K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.32K- 44.31% |
$83.6K - $117K
|
10.5K
$96.3K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-10.3K- 15.06% |
$103K - $145K
|
58K
$534K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-10.9K- 20.38% |
$109K - $153K
|
42.4K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Raffles Associates LP
New York, NY |
SELL
|
- |
-15K- 16.71% |
$151K - $212K
|
74.8K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15K- 61.54% |
$151K - $212K
|
9.39K
$86.5K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-17.6K- 46.31% |
$177K - $248K
|
20.4K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.1K- 11.99% |
$181K - $255K
|
133K
$1.22M
|