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 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15KNew |
$52.1K - $71.9K
|
15K
$143K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
488New |
$1.69K - $2.34K
|
488
$4.64K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
43.2KNew |
$150K - $207K
|
43.2K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-10.6K- 37.96% |
$36.8K - $50.7K
|
17.3K
$164K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
8+ 1.43% |
$27.8 - $38.3
|
569
$5.41K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
37+ 3.5% |
$128 - $177
|
1.09K
$10.4K
|
|
|
May 03, 2023
Q1 2023
|
Boundary Creek Advisors LP
|
SELL
|
CALL |
-1.1M- 66.76% |
$3.83M - $5.29M
|
550K
$5.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
296New |
$1.03K - $1.42K
|
296
$2.81K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-6K- 13.87% |
$20.8K - $28.7K
|
37.3K
$354K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.6KNew |
$57.7K - $79.6K
|
16.6K
$158K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.13K+ 1.51% |
$7.39K - $10.2K
|
143K
$1.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
533New |
$1.85K - $2.55K
|
533
$5.06K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
150New |
$521 - $719
|
150
$1.43K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$24 - $43
|
10
$95
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.2KNew |
$2.88K - $5.16K
|
1.2K
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
34.4KNew |
$82.5K - $148K
|
34.4K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$600 - $1.08K
|
250
$2.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$34.2K - $61.2K
|
14.2K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
19.4KNew |
$46.6K - $83.4K
|
19.4K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.66MNew |
$6.39M - $11.5M
|
2.66M
$25.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-21.8K- 32.62% |
$52.3K - $93.7K
|
45K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
8K+ 9.43% |
$19.2K - $34.4K
|
92.8K
$882K
|
|
|
Feb 13, 2023
Q4 2022
|
Teton Advisors, Inc.
Rye, NY |
BUY
|
- |
50KNew |
$120K - $215K
|
50K
$475K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
49.1KNew |
$118K - $211K
|
49.1K
$466K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
37.8KNew |
$90.8K - $163K
|
37.8K
$359K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-10K- 50.0% |
$24K - $43K
|
10K
$95K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
CALL |
5K+ 200.0% |
$12K - $21.5K
|
7.5K
$71.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.49K+ 62.15% |
$15.6K - $27.9K
|
16.9K
$161K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
800New |
$1.92K - $3.44K
|
800
$7.6K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
234KNew |
$562K - $1.01M
|
234K
$2.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.5KNew |
$25.2K - $45.1K
|
10.5K
$99.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
1.02K+ 6.07% |
$2.45K - $4.39K
|
17.8K
$169K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
180New |
$432 - $774
|
180
$1.71K
|
|
| Q3 2022 | |||||||
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-200- 1.04% |
$466 - $4.64K
|
19.1K
$181K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
500+ 5.0% |
$1.17K - $11.6K
|
10.5K
$99.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.75K- 17.88% |
$4.08K - $40.7K
|
8.05K
$76.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
127KNew |
$297K - $2.96M
|
127K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-214K- 83.16% |
$499K - $4.98M
|
43.4K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
275New |
$641 - $6.39K
|
275
$2.61K
|
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-750- 6.82% |
$1.75K - $17.4K
|
10.3K
$97.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.59K+ 11.25% |
$22.4K - $223K
|
94.9K
$902K
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
7.9KNew |
$18.4K - $183K
|
7.9K
$75.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-44- 31.21% |
$103 - $1.02K
|
97
$922
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-837- 45.49% |
$1.95K - $19.4K
|
1K
$9.53K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.7KNew |
$27.3K - $272K
|
11.7K
$111K
|
|
|
Nov 01, 2022
Q3 2022
|
Boundary Creek Advisors LP
|
BUY
|
- |
438K+ 51.54% |
$1.02M - $10.2M
|
1.29M
$12.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
108New |
$252 - $2.51K
|
108
$1.03K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.28KNew |
$7.64K - $76.2K
|
3.28K
$31.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.11% |
$44.3 - $441
|
18K
$171K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2KNew |
$4.66K - $46.4K
|
2K
$19K
|
|