Creative Planning Piper Sandler Companies Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Piper Sandler Companies stock. As of the latest transaction made, Creative Planning holds 14,641 shares of PIPR stock, worth $4.67 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,641

Previous 12,649 15.75%

Holding current value

$4.67 Million

Previous $3.13 Million 29.92%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$210.78 - $281.82 $419,873 - $561,385	1,992 Added 15.75%	14,641 $4.07 Million
Q1 2025 May 15, 2025	BUY	$244.29 - $323.68 $312,935 - $414,634	1,281 Added 11.27%	12,649 $3.13 Million
Q4 2024 Feb 14, 2025	BUY	$280.53 - $348.81 $583,782 - $725,873	2,081 Added 22.41%	11,368 $3.41 Million
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

409

Shares Held

14.6M

Call Options Held

52K

Put Options Held

13.5K

View Full List

About PIPER SANDLER COMPANIES

Ticker PIPR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 13,700,000
Market Cap $4.37B
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