Creative Planning Piper Sandler Companies Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Piper Sandler Companies stock. As of the latest transaction made, Creative Planning holds 9,287 shares of PIPR stock, worth $2.84 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,287

Previous 6,888 34.83%

Holding current value

$2.84 Million

Previous $1.59 Million 65.99%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$230.9 - $287.51 $553,929 - $689,736	2,399 Added 34.83%	9,287 $2.63 Million
Q2 2024 Aug 15, 2024	BUY	$183.84 - $230.17 $218,953 - $274,132	1,191 Added 20.91%	6,888 $1.59 Million
Q1 2024 May 10, 2024	BUY	$163.64 - $198.92 $335,952 - $408,382	2,053 Added 56.34%	5,697 $1.13 Million
Q4 2023 Feb 14, 2024	BUY	$131.83 - $177.89 $53,127 - $71,689	403 Added 12.43%	3,644 $637,000
Q3 2023 Nov 16, 2023	BUY	$127.04 - $152.72 $93,628 - $112,554	737 Added 29.43%	3,241 $470,000
Q2 2023 Jul 21, 2023	SELL	$123.52 - $141.79 $23,839 - $27,365	-193 Reduced 7.16%	2,504 $323,000
Q1 2023 May 15, 2023	SELL	$123.57 - $159.01 $22,366 - $28,780	-181 Reduced 6.29%	2,697 $373,000
Q4 2022 Feb 10, 2023	SELL	$106.05 - $148.66 $22,800 - $31,961	-215 Reduced 6.95%	2,878 $374,000
Q3 2022 Nov 03, 2022	BUY	$103.6 - $132.94 $52,939 - $67,932	511 Added 19.79%	3,093 $324,000
Q2 2022 Aug 15, 2022	BUY	$109.5 - $131.79 $33,945 - $40,854	310 Added 13.64%	2,582 $293,000
Q1 2022 May 16, 2022	BUY	$123.72 - $184.49 $5,319 - $7,933	43 Added 1.93%	2,272 $298,000
Q4 2021 Feb 11, 2022	BUY	$142.19 - $190.39 $15,925 - $21,323	112 Added 5.29%	2,229 $398,000
Q3 2021 Nov 10, 2021	BUY	$115.71 - $148.47 $1,388 - $1,781	12 Added 0.57%	2,117 $293,000
Q2 2021 Aug 04, 2021	BUY	$112.45 - $135.11 $2,361 - $2,837	21 Added 1.01%	2,105 $273,000
Q1 2021 Apr 30, 2021	BUY	$91.33 - $123.0 $6,758 - $9,102	74 Added 3.68%	2,084 $229,000
Q4 2020 Jan 29, 2021	BUY	$73.44 - $105.65 $147,614 - $212,356	2,010 New	2,010 $203,000
Q1 2020 May 05, 2020	SELL	$34.25 - $86.79 $92,269 - $233,812	-2,694 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$70.18 - $82.14 $561 - $657	8 Added 0.3%	2,694 $215,000
Q3 2019 Nov 01, 2019	SELL	$70.14 - $78.38 $13,116 - $14,657	-187 Reduced 6.51%	2,686 $203,000
Q2 2019 Jul 26, 2019	BUY	$70.82 - $82.3 $203,465 - $236,447	2,873 New	2,873 $213,000
Q2 2018 Jul 20, 2018	SELL	$69.8 - $85.35 $178,269 - $217,983	-2,554 Closed	0 $0
Q1 2018 Apr 18, 2018	BUY	$80.2 - $99.7 $204,830 - $254,633	2,554 New	2,554 $212,000

Others Institutions Holding PIPR

# of Institutions

344

Shares Held

13.1M

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 $4.2B
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...

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Creative Planning Piper Sandler Companies Transaction History