Institutional Ownership Pitney Bowes Inc (PBI)
This table provides information about the institutional ownership of Pitney Bowes Inc (PBI). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $756 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
547
shares
|
$3,976
0.0% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
500
shares
|
$3,635
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
493
shares
|
$3,584
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
453
shares
|
$3,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
451
shares
|
$3,278
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
415
shares
|
$3,017
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
411
shares
|
$2,987
0.0% of portfolio
|
Q1 2024
Reduced 33.71%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
408
shares
|
$2,966
0.0% of portfolio
|
Q1 2023
Reduced 74.29%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
402
shares
|
$2,922
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
401
shares
|
$2,915
0.0% of portfolio
|
Q3 2024
Added 124.02%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
295
shares
|
$2,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
236
shares
|
$1,715
0.0% of portfolio
|
Q4 2023
Reduced 80.91%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
201
shares
|
$1,461
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
200
shares
|
$1,454
0.0% of portfolio
|
Q3 2024
Added 135.29%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
170
shares
|
$1,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
166
shares
|
$1,206
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
132
shares
|
$959
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
127
shares
|
$923
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
123
shares
|
$894
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
110
shares
|
$799
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
108
shares
|
$785
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
99
shares
|
$719
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
96
shares
|
$697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
85
shares
|
$617
0.0% of portfolio
|
Q3 2024
Added 466.67%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
71
shares
|
$516
0.0% of portfolio
|
Q3 2024
Reduced 41.32%
|