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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3- 60.0% |
$632 - $845
|
2
$628
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.2K+ 35.5% |
$3M - $4.01M
|
54.4K
$17.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
37+ 12.01% |
$7.8K - $10.4K
|
345
$108K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
443+ 17.22% |
$93.4K - $125K
|
3.02K
$947K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 5.26% |
$211 - $282
|
18
$5.65K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-90- 36.44% |
$19K - $25.4K
|
157
$49.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 13.83% |
$7.38K - $9.86K
|
288
$90.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-5- 12.82% |
$1.05K - $1.41K
|
34
$10.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
111+ 2.35% |
$23.4K - $31.3K
|
4.83K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2- 0.03% |
$422 - $564
|
6.4K
$2.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
6.31KNew |
$1.33M - $1.78M
|
6.31K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.32% |
$21.1K - $28.2K
|
7.7K
$2.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-308- 14.84% |
$64.9K - $86.8K
|
1.77K
$555K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
300+ 8.82% |
$63.2K - $84.5K
|
3.7K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-243- 3.28% |
$51.2K - $68.5K
|
7.16K
$2.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
604+ 17.59% |
$127K - $170K
|
4.04K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 1.02% |
$422 - $564
|
195
$61.2K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
35New |
$7.38K - $9.86K
|
35
$11K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13New |
$2.74K - $3.66K
|
13
$4.08K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
900New |
$190K - $254K
|
900
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
28+ 0.11% |
$5.9K - $7.89K
|
24.7K
$7.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-16- 69.57% |
$3.37K - $4.51K
|
7
$2.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-9- 1.05% |
$1.9K - $2.54K
|
845
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
868+ 9.73% |
$183K - $245K
|
9.79K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-112- 6.23% |
$23.6K - $31.6K
|
1.69K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-13- 0.13% |
$2.74K - $3.66K
|
10.1K
$3.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 3.37% |
$4.22K - $5.64K
|
613
$192K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 50.0% |
$422 - $564
|
2
$628
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.1KNew |
$864K - $1.16M
|
4.1K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 48.05% |
$7.8K - $10.4K
|
114
$35.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104- 23.64% |
$21.9K - $29.3K
|
336
$106K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
89+ 0.92% |
$18.8K - $25.1K
|
9.72K
$3.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 125.0% |
$1.05K - $1.41K
|
9
$2.83K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3- 50.0% |
$632 - $845
|
3
$942
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-288- 12.16% |
$60.7K - $81.2K
|
2.08K
$653K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-19- 30.65% |
$4K - $5.35K
|
43
$13.5K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.49K- 49.01% |
$946K - $1.26M
|
4.67K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
160+ 1.36% |
$33.7K - $45.1K
|
11.9K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-213- 3.25% |
$44.9K - $60K
|
6.33K
$1.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34- 31.19% |
$7.17K - $9.58K
|
75
$23.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-29- 3.36% |
$6.11K - $8.17K
|
833
$262K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-31- 11.4% |
$6.53K - $8.74K
|
241
$75.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 18.98% |
$8.64K - $11.6K
|
175
$55K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-278- 92.05% |
$67.9K - $90K
|
24
$7.54K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.23K- 22.97% |
$301K - $399K
|
4.13K
$1.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 10.53% |
$4.89K - $6.47K
|
170
$53.4K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.06K+ 33.24% |
$747K - $989K
|
12.2K
$3.85M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
177+ 0.4% |
$43.2K - $57.3K
|
44.3K
$13.9M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.53K- 61.26% |
$861K - $1.14M
|
2.23K
$700K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$244 - $324
|
1
$314
|
|