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 |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-115Closed |
$276 - $807
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5.66KClosed |
$13.6K - $39.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-126KClosed |
$303K - $887K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Wbi Investments, Inc.
|
SELL
|
- |
-97.5KClosed |
$234K - $685K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-596Closed |
$1.43K - $4.18K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-3.34KClosed |
$8.02K - $23.5K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-17K- 16.19% |
$40.8K - $119K
|
88K
$818K
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-200Closed |
$480 - $1.4K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.57KClosed |
$8.56K - $25K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-223Closed |
$410 - $787
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-47Closed |
$86.5 - $166
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-27.4KClosed |
$50.4K - $96.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-14.7KClosed |
$27K - $51.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-60Closed |
$110 - $212
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-15KClosed |
$27.6K - $52.9K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9.05KClosed |
$16.7K - $31.9K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-667KClosed |
$1.23M - $2.35M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-74Closed |
$136 - $261
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-4.7K- 73.44% |
$8.65K - $16.6K
|
1.7K
$15.8K
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-3Closed |
$5.52 - $10.6
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Hudock, Inc.
|
SELL
|
- |
-533Closed |
$981 - $1.88K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.3KClosed |
$24.5K - $47K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Cx Institutional
|
SELL
|
- |
-2KClosed |
$3.68K - $7.06K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Hartford Investment Management CO
|
SELL
|
- |
-10.1KClosed |
$18.6K - $35.8K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Carderock Capital Management Inc
|
SELL
|
- |
-11.5KClosed |
$21.2K - $40.7K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Lapides Asset Management, LLC
|
SELL
|
- |
-491KClosed |
$903K - $1.73M
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.4KClosed |
$24.7K - $47.4K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-34.3KClosed |
$63K - $121K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-17KClosed |
$31.3K - $60K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-52.3KClosed |
$96.2K - $185K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10K- 97.51% |
$18.7K - $42.7K
|
255
$2.37K
|
|
May 15, 2020
Q1 2020
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-10.3KClosed |
$19.2K - $43.8K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-37.4KClosed |
$69.9K - $160K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Factorial Partners, LLC
|
SELL
|
- |
-79KClosed |
$148K - $337K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
PUT |
-2.95KClosed |
$5.51K - $12.6K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-145KClosed |
$271K - $619K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-108KClosed |
$202K - $460K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Loews Corp
New York, NY |
SELL
|
- |
-28.3KClosed |
$52.8K - $121K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Glassman Wealth Services
|
SELL
|
- |
-4Closed |
$7.48 - $17.1
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-241KClosed |
$450K - $1.03M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Meridian Management CO
|
SELL
|
- |
-12KClosed |
$22.4K - $51.2K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-600Closed |
$1.12K - $2.56K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-92Closed |
$172 - $393
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-381Closed |
$712 - $1.63K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-400Closed |
$748 - $1.71K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2024
Q4 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-600Closed |
$2.34K - $3.22K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
600New |
$2.34K - $3.22K
|
600
$5.58K
|
|
Feb 14, 2020
Q4 2019
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-717KClosed |
$2.8M - $3.85M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-10Closed |
$39 - $53.7
|
0
$0
|