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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
212New |
$26.2K - $33.7K
|
212
$73.3K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
81+ 1.0% |
$10K - $12.9K
|
8.2K
$2.84M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
45+ 121.62% |
$5.56K - $7.16K
|
82
$28.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$124 - $159
|
1
$346
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
51.4KNew |
$6.35M - $8.17M
|
51.4K
$17.8M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-38- 30.4% |
$4.7K - $6.04K
|
87
$30.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
71+ 61.74% |
$8.77K - $11.3K
|
186
$64.3K
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
6.17KNew |
$655K - $918K
|
6.17K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.4KNew |
$1.31M - $1.84M
|
12.4K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.55KNew |
$164K - $231K
|
1.55K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
88New |
$9.33K - $13.1K
|
88
$30.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$1.06K - $1.49K
|
10
$3.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
51.5KNew |
$5.46M - $7.66M
|
51.5K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8New |
$848 - $1.19K
|
8
$2.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5New |
$530 - $743
|
5
$1.73K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
264New |
$28K - $39.2K
|
264
$91.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
192KNew |
$20.3M - $28.5M
|
192K
$66.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-20.5K- 97.28% |
$2.17M - $3.04M
|
572
$198K
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-992- 2.85% |
$105K - $147K
|
33.9K
$11.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
266New |
$28.2K - $39.5K
|
266
$92K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
80New |
$8.48K - $11.9K
|
80
$27.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$10.6K - $14.9K
|
100
$34.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 6.25% |
$106 - $149
|
15
$5.19K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-64- 25.1% |
$6.79K - $9.51K
|
191
$66.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$106 - $149
|
1
$346
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
200+ 3.44% |
$21.2K - $29.7K
|
6.02K
$2.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
12New |
$1.27K - $1.78K
|
12
$4.15K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1New |
$104 - $133
|
1
$346
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
50New |
$5.18K - $6.65K
|
50
$17.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.85KNew |
$295K - $378K
|
2.85K
$984K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.2KNew |
$436K - $559K
|
4.2K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2New |
$207 - $266
|
2
$692
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
10New |
$1.04K - $1.33K
|
10
$3.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-19- 0.55% |
$1.97K - $2.53K
|
3.43K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
144New |
$14.9K - $19.1K
|
144
$49.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 26.67% |
$414 - $532
|
11
$3.81K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-330- 39.81% |
$34.2K - $43.9K
|
499
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.49KNew |
$465K - $597K
|
4.49K
$1.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
125New |
$13K - $16.6K
|
125
$43.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
65New |
$6.73K - $8.64K
|
65
$22.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-10- 37.04% |
$1.04K - $1.33K
|
17
$5.88K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37- 52.11% |
$3.83K - $4.92K
|
34
$11.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5New |
$518 - $665
|
5
$1.73K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
330New |
$34.2K - $43.9K
|
330
$114K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3KClosed |
$329K - $395K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-8.39KClosed |
$919K - $1.11M
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-8Closed |
$876 - $1.05K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.66KClosed |
$401K - $482K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.31KNew |
$252K - $304K
|
2.31K
$797K
|
|