Captrust Financial Advisors Piper Sandler Companies Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Piper Sandler Companies stock. As of the latest transaction made, Captrust Financial Advisors holds 2,351 shares of PIPR stock, worth $755,470. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,351

Previous 3,101 24.19%

Holding current value

$755,470

Previous $713,000 6.59%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$230.9 - $287.51 $173,175 - $215,632	-750 Reduced 24.19%	2,351 $666,000
Q2 2024 Aug 14, 2024	SELL	$183.84 - $230.17 $15,994 - $20,024	-87 Reduced 2.73%	3,101 $713,000
Q1 2024 May 15, 2024	SELL	$163.64 - $198.92 $179,185 - $217,817	-1,095 Reduced 25.57%	3,188 $632,000
Q4 2023 Feb 14, 2024	BUY	$131.83 - $177.89 $9,755 - $13,163	74 Added 1.76%	4,283 $748,000
Q3 2023 Nov 14, 2023	BUY	$127.04 - $152.72 $246,203 - $295,971	1,938 Added 85.34%	4,209 $611,000
Q2 2023 Aug 14, 2023	SELL	$123.52 - $141.79 $19,639 - $22,544	-159 Reduced 6.54%	2,271 $293,000
Q1 2023 May 15, 2023	BUY	$123.57 - $159.01 $7,908 - $10,176	64 Added 2.7%	2,430 $336,000
Q4 2022 Feb 15, 2023	BUY	$106.05 - $148.66 $8,908 - $12,487	84 Added 3.68%	2,366 $308,000
Q3 2022 Nov 16, 2022	BUY	$103.6 - $132.94 $12,224 - $15,686	118 Added 5.45%	2,282 $239,000
Q2 2022 Aug 23, 2022	SELL	$109.5 - $131.79 $547 - $658	-5 Reduced 0.23%	2,164 $245,000
Q2 2022 Aug 16, 2022	BUY	$109.5 - $131.79 $26,170 - $31,497	239 Added 12.38%	2,169 $246,000
Q1 2022 May 16, 2022	BUY	$123.72 - $184.49 $61,365 - $91,507	496 Added 34.59%	1,930 $253,000
Q4 2021 Feb 14, 2022	BUY	$142.19 - $190.39 $12,228 - $16,373	86 Added 6.38%	1,434 $256,000
Q3 2021 Nov 16, 2021	SELL	$115.71 - $148.47 $2,777 - $3,563	-24 Reduced 1.75%	1,348 $187,000
Q2 2021 Aug 16, 2021	SELL	$112.45 - $135.11 $1,574 - $1,891	-14 Reduced 1.01%	1,372 $178,000
Q1 2021 May 17, 2021	BUY	$91.33 - $123.0 $111,970 - $150,798	1,226 Added 766.25%	1,386 $152,000
Q4 2020 Feb 16, 2021	BUY	$73.44 - $105.65 $2,056 - $2,958	28 Added 21.21%	160 $16,000
Q3 2020 Nov 17, 2020	BUY	$55.39 - $77.4 $55 - $77	1 Added 0.76%	132 $10,000
Q2 2020 Aug 14, 2020	BUY	$47.46 - $71.93 $6,217 - $9,422	131 New	131 $8,000
Q4 2019 Feb 14, 2020	SELL	$70.18 - $82.14 $6,667 - $7,803	-95 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$70.14 - $78.38 $3,927 - $4,389	-56 Reduced 37.09%	95 $7,000
Q1 2019 May 15, 2019	SELL	$65.5 - $74.74 $5,960 - $6,801	-91 Reduced 37.6%	151 $11,000
Q2 2018 Aug 13, 2018	BUY	$69.8 - $85.35 $16,891 - $20,654	242 New	242 $19,000

Others Institutions Holding PIPR

# of Institutions

353

Shares Held

13.2M

Call Options Held

51K

Put Options Held

11K

View Full List

About PIPER SANDLER COMPANIES

Ticker PIPR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 13,700,000
Market Cap $4.4B
Description
Piper Sandler Companies operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally. The company offers investment banking and institutional sales, trading, and research services for var...

More about PIPR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Piper Sandler Companies Transaction History