Latest Institutional Transactions on Piper Sandler Companies (PIPR)
This table provides information on the latest institutional transactions involving Piper Sandler Companies (PIPR) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
427+ 4.16% |
$120K - $149K
|
10.7K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1- 0.13% |
$281 - $349
|
782
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.36KNew |
$381K - $473K
|
1.36K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
751New |
$211K - $262K
|
751
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
218+ 39.64% |
$61.2K - $76K
|
768
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
337+ 51.29% |
$94.5K - $118K
|
994
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-326- 19.15% |
$91.5K - $114K
|
1.38K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-690- 2.85% |
$194K - $241K
|
23.5K
$7.2M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
80New |
$22.4K - $27.9K
|
80
$24.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-636- 5.37% |
$178K - $222K
|
11.2K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 8.41% |
$2.52K - $3.14K
|
116
$35.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.17% |
$281 - $349
|
579
$177K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$842 - $1.05K
|
4
$1.23K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12- 1.66% |
$3.37K - $4.19K
|
711
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
274+ 11.95% |
$76.9K - $95.6K
|
2.57K
$786K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
150+ 2.63% |
$42.1K - $52.3K
|
5.86K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 34.29% |
$3.37K - $4.19K
|
47
$14.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-199- 12.86% |
$55.8K - $69.4K
|
1.35K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-11- 91.67% |
$3.09K - $3.84K
|
1
$306
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-662- 26.28% |
$186K - $231K
|
1.86K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
990+ 46.85% |
$278K - $345K
|
3.1K
$950K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 16.67% |
$281 - $349
|
5
$1.53K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.35K- 90.0% |
$379K - $471K
|
150
$45.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 25.0% |
$281 - $349
|
5
$1.53K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-446- 8.9% |
$125K - $156K
|
4.56K
$1.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-24- 2.68% |
$6.73K - $8.37K
|
870
$266K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.35KNew |
$378K - $470K
|
1.35K
$413K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.18K- 31.64% |
$331K - $412K
|
2.55K
$781K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60+ 27.65% |
$16.8K - $20.9K
|
277
$84.8K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.19K- 0.66% |
$506K - $630K
|
328K
$100M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13New |
$3K - $3.74K
|
13
$3.98K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-78- 7.59% |
$18K - $22.4K
|
949
$291K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74+ 4.31% |
$17.1K - $21.3K
|
1.79K
$548K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.67K- 11.35% |
$386K - $481K
|
13.1K
$4M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
24.4K+ 307.15% |
$5.63M - $7.01M
|
32.3K
$9.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
863+ 23.49% |
$199K - $248K
|
4.54K
$1.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-310- 1.74% |
$71.6K - $89.1K
|
17.5K
$5.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
41+ 2.27% |
$9.47K - $11.8K
|
1.85K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-94- 10.5% |
$21.7K - $27K
|
801
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
3.14KNew |
$724K - $902K
|
3.14K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.6K- 14.85% |
$2.44M - $3.03M
|
60.5K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
170+ 15.68% |
$39.3K - $48.9K
|
1.25K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.24K- 5.4% |
$749K - $932K
|
56.8K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1- 0.01% |
$231 - $288
|
7.14K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.85K- 67.63% |
$427K - $532K
|
885
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-157K- 57.08% |
$36.2M - $45.1M
|
118K
$36.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
5.11KNew |
$1.18M - $1.47M
|
5.11K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
300New |
$69.3K - $86.3K
|
300
$91.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
331K+ 1573.36% |
$76.5M - $95.2M
|
352K
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
142+ 5.68% |
$32.8K - $40.8K
|
2.64K
$809K
|
|