Latest Institutional Transactions on Pitney Bowes Inc (PBI)
This table provides information on the latest institutional transactions involving Pitney Bowes Inc (PBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.07KNew |
$8.88K - $12K
|
3.07K
$28.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.68K+ 14.91% |
$10.6K - $14.4K
|
28.4K
$260K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.05MNew |
$5.91M - $7.98M
|
2.05M
$18.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10New |
$28.9 - $39
|
10
$91.7
|
|
|
Aug 14, 2023
Q2 2023
|
Masters Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1M- 50.0% |
$2.89M - $3.9M
|
1M
$9.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
14KNew |
$40.4K - $54.5K
|
14K
$128K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
265K+ 88.33% |
$766K - $1.03M
|
565K
$5.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
150+ 1.36% |
$434 - $585
|
11.2K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.5KClosed |
$10.1K - $13.7K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
434+ 1.24% |
$1.25K - $1.69K
|
35.5K
$326K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-224- 0.56% |
$647 - $874
|
39.7K
$364K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-500Closed |
$1.45K - $1.95K
|
0
$0
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4.22KClosed |
$14.6K - $20.2K
|
0
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.5KNew |
$46.7K - $64.5K
|
13.5K
$124K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.18K- 74.29% |
$4.09K - $5.65K
|
408
$3.74K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.23K+ 37.96% |
$18.2K - $25.1K
|
19K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$3.47K - $4.79K
|
1K
$9.17K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.6KNew |
$43.6K - $60.1K
|
12.6K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
13.3KNew |
$46K - $63.5K
|
13.3K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40KNew |
$139K - $192K
|
40K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1K+ 30.3% |
$3.47K - $4.79K
|
4.3K
$39.4K
|
|
|
May 12, 2023
Q1 2023
|
Paradigm Capital Management Inc
|
SELL
|
- |
-1.35M- 84.39% |
$4.69M - $6.47M
|
250K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
52.4KNew |
$182K - $251K
|
52.4K
$480K
|
|
|
May 12, 2023
Q1 2023
|
Nierenberg Investment Management Company, Inc.
Camas, WA |
SELL
|
- |
-170K- 92.74% |
$590K - $814K
|
13.3K
$122K
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
10KNew |
$34.7K - $47.9K
|
10K
$91.7K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.5KNew |
$29.5K - $40.7K
|
8.5K
$77.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
488New |
$1.69K - $2.34K
|
488
$4.47K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-10.6K- 37.96% |
$36.8K - $50.7K
|
17.3K
$159K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15KNew |
$52.1K - $71.9K
|
15K
$138K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
43.2KNew |
$150K - $207K
|
43.2K
$396K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
8+ 1.43% |
$27.8 - $38.3
|
569
$5.22K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
37+ 3.5% |
$128 - $177
|
1.09K
$10K
|
|
|
May 03, 2023
Q1 2023
|
Boundary Creek Advisors LP
|
SELL
|
CALL |
-1.1M- 66.76% |
$3.83M - $5.29M
|
550K
$5.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-6K- 13.87% |
$20.8K - $28.7K
|
37.3K
$342K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.6KNew |
$57.7K - $79.6K
|
16.6K
$152K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.13K+ 1.51% |
$7.39K - $10.2K
|
143K
$1.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
533New |
$1.85K - $2.55K
|
533
$4.89K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
150New |
$521 - $719
|
150
$1.38K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
10.8KNew |
$26K - $46.6K
|
10.8K
$99.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$24 - $43
|
10
$91.7
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-21.8K- 32.62% |
$52.3K - $93.7K
|
45K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
34.4KNew |
$82.5K - $148K
|
34.4K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.2KNew |
$2.88K - $5.16K
|
1.2K
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$34.2K - $61.2K
|
14.2K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.66MNew |
$6.39M - $11.5M
|
2.66M
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$600 - $1.08K
|
250
$2.29K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
49.1KNew |
$118K - $211K
|
49.1K
$450K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
37.8KNew |
$90.8K - $163K
|
37.8K
$347K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-10K- 50.0% |
$24K - $43K
|
10K
$91.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
CALL |
5K+ 200.0% |
$12K - $21.5K
|
7.5K
$68.8K
|
|