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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-65- 76.47% |
$438 - $533
|
20
$183
|
|
|
Feb 07, 2025
Q4 2024
|
American Assets Inc
|
BUY
|
- |
58K+ 80.56% |
$391K - $476K
|
130K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-16.9K- 36.9% |
$114K - $139K
|
28.9K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-661- 25.64% |
$4.46K - $5.42K
|
1.92K
$17.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.83K- 8.55% |
$46K - $56K
|
73K
$670K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 1.0% |
$13.5 - $16.4
|
203
$1.86K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-15.2K- 25.14% |
$103K - $125K
|
45.4K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.64K+ 9.66% |
$11K - $13.4K
|
18.6K
$170K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
160New |
$1.08K - $1.31K
|
160
$1.47K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$57.1K - $75.7K
|
10.1K
$92.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$61.6K - $81.6K
|
10.9K
$99.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-7.18K- 22.83% |
$40.5K - $53.7K
|
24.3K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
160KNew |
$903K - $1.2M
|
160K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
8.22K+ 101.26% |
$46.4K - $61.6K
|
16.3K
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12KNew |
$67.8K - $89.9K
|
12K
$110K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.6KNew |
$9.04K - $12K
|
1.6K
$14.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.7KNew |
$100K - $133K
|
17.7K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
182KNew |
$1.03M - $1.36M
|
182K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
7.1K+ 27.1% |
$40.1K - $53.2K
|
33.3K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
487KNew |
$2.75M - $3.64M
|
487K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
27.6KNew |
$156K - $207K
|
27.6K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
75.8KNew |
$428K - $568K
|
75.8K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
18+ 0.05% |
$102 - $135
|
38.4K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.2KNew |
$18.1K - $24K
|
3.2K
$29.3K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
50New |
$283 - $375
|
50
$459
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
71New |
$401 - $532
|
71
$651
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-250- 33.33% |
$1.41K - $1.87K
|
500
$4.59K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
121+ 0.65% |
$684 - $906
|
18.8K
$172K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.5K+ 80.49% |
$81.8K - $108K
|
32.5K
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.6K+ 59.57% |
$31.6K - $41.9K
|
15K
$138K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.01KNew |
$5.69K - $7.54K
|
1.01K
$9.23K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
15New |
$84.8 - $112
|
15
$138
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.8KNew |
$7.06K - $10.3K
|
1.8K
$16.5K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11K- 11.15% |
$43.3K - $63.1K
|
87.9K
$806K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
45.7KNew |
$179K - $262K
|
45.7K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
85KNew |
$333K - $486K
|
85K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-797- 1.03% |
$3.12K - $4.56K
|
76.4K
$701K
|
|
|
Aug 13, 2024
Q2 2024
|
Contrarian Capital Management, L.L.C.
Greenwich, CT |
BUY
|
CALL |
1KNew |
$3.92K - $5.72K
|
1K
$9.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-20K- 14.49% |
$78.4K - $114K
|
118K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-297K- 1.74% |
$1.16M - $1.7M
|
16.8M
$154M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
20KNew |
$78.4K - $114K
|
20K
$183K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$67.7K - $98.7K
|
17.3K
$158K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
80+ 0.11% |
$314 - $458
|
71.7K
$657K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-10K- 95.73% |
$39.2K - $57.2K
|
446
$4.09K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
10KNew |
$39.2K - $57.2K
|
10K
$91.7K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
556+ 4.67% |
$2.18K - $3.18K
|
12.5K
$114K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-330- 14.16% |
$1.29K - $1.89K
|
2K
$18.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2K+ 6.68% |
$7.84K - $11.4K
|
31.9K
$293K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
181New |
$710 - $1.04K
|
181
$1.66K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
CALL |
2KNew |
$7.84K - $11.4K
|
2K
$18.3K
|
|