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 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.64K- 20.28% |
$216K - $291K
|
6.43K
$2.22M
|
|
| Q3 2023 | |||||||
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
9New |
$1.14K - $1.37K
|
9
$3.11K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.65KNew |
$845K - $1.02M
|
6.65K
$2.3M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.5KNew |
$191K - $229K
|
1.5K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 2250.0% |
$5.72K - $6.87K
|
47
$16.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
12.2KNew |
$1.55M - $1.87M
|
12.2K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.2K- 5.15% |
$152K - $183K
|
22.1K
$7.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 3.77% |
$254 - $305
|
55
$19K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.47KNew |
$187K - $224K
|
1.47K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
10.2KNew |
$1.29M - $1.55M
|
10.2K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96+ 640.0% |
$12.2K - $14.7K
|
111
$38.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-36.7K- 78.59% |
$4.66M - $5.6M
|
10K
$3.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
188New |
$23.9K - $28.7K
|
188
$65K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.47KNew |
$187K - $224K
|
1.47K
$508K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17New |
$2.16K - $2.6K
|
17
$5.88K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.45% |
$2.79K - $3.36K
|
4.95K
$1.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-31- 0.86% |
$3.94K - $4.73K
|
3.59K
$1.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12New |
$1.52K - $1.83K
|
12
$4.15K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
35New |
$4.45K - $5.35K
|
35
$12.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
181New |
$23K - $27.6K
|
181
$62.6K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44New |
$5.59K - $6.72K
|
44
$15.2K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
390New |
$48.2K - $55.3K
|
390
$135K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$124 - $142
|
1
$346
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-5.1K- 43.22% |
$630K - $723K
|
6.7K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
182+ 7.48% |
$22.5K - $25.8K
|
2.61K
$904K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 25.0% |
$124 - $142
|
3
$1.04K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
353+ 706.0% |
$43.6K - $50.1K
|
403
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100+ 50.0% |
$12.4K - $14.2K
|
300
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
446+ 2.57% |
$55.1K - $63.2K
|
17.8K
$6.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-332- 16.35% |
$41K - $47.1K
|
1.7K
$588K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
50New |
$6.18K - $7.09K
|
50
$17.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.05KNew |
$253K - $291K
|
2.05K
$709K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
50New |
$6.18K - $7.09K
|
50
$17.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.03KNew |
$375K - $430K
|
3.03K
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$494 - $567
|
4
$1.38K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3New |
$371 - $425
|
3
$1.04K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34New |
$4.2K - $4.82K
|
34
$11.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 33.33% |
$247 - $284
|
4
$1.38K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-16.6K- 27.83% |
$2.05M - $2.35M
|
43.1K
$14.9M
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
71+ 61.74% |
$8.77K - $11.3K
|
186
$64.3K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-466Closed |
$57.6K - $74.1K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 53.66% |
$2.72K - $3.5K
|
19
$6.57K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
138+ 66.99% |
$17.1K - $21.9K
|
344
$119K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.2KNew |
$890K - $1.14M
|
7.2K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
1.46KNew |
$180K - $232K
|
1.46K
$505K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 40.0% |
$494 - $636
|
6
$2.08K
|
|
|
May 15, 2023
Q1 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
60.4KNew |
$7.46M - $9.6M
|
60.4K
$20.9M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.17KNew |
$269K - $346K
|
2.17K
$752K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-203- 50.0% |
$25.1K - $32.3K
|
203
$70.2K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.1KNew |
$383K - $493K
|
3.1K
$1.07M
|
|