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 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.4KNew |
$4.5M - $6.71M
|
36.4K
$9.59M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-545Closed |
$67.4K - $101K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.35KClosed |
$167K - $249K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-750- 17.96% |
$92.8K - $138K
|
3.43K
$903K
|
|
|
May 11, 2022
Q1 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-700Closed |
$86.6K - $129K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-37.5KClosed |
$4.64M - $6.92M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-1.34KClosed |
$165K - $246K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.25KClosed |
$155K - $230K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
6.93KNew |
$858K - $1.28M
|
6.93K
$1.83M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
32New |
$3.96K - $5.9K
|
32
$8.44K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
16New |
$1.98K - $2.95K
|
16
$4.22K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-20Closed |
$2.47K - $3.69K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.27KClosed |
$157K - $234K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-205Closed |
$25.4K - $37.8K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.97KClosed |
$367K - $548K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.25KClosed |
$154K - $230K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
28New |
$3.46K - $5.17K
|
28
$7.38K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.46KNew |
$350K - $469K
|
2.46K
$649K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
34New |
$4.83K - $6.47K
|
34
$8.97K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-31Closed |
$4.41K - $5.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-34Closed |
$4.83K - $6.47K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-5.45KClosed |
$776K - $1.04M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.6KClosed |
$228K - $305K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
24New |
$3.41K - $4.57K
|
24
$6.33K
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.26KClosed |
$463K - $620K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-54Closed |
$7.68K - $10.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-70- 77.78% |
$9.95K - $13.3K
|
20
$5.27K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.73KNew |
$530K - $710K
|
3.73K
$983K
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-230- 3.55% |
$32.7K - $43.8K
|
6.25K
$1.65M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-28Closed |
$3.98K - $5.33K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-20KClosed |
$2.31M - $2.97M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-32.4KClosed |
$3.75M - $4.81M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-2.9KClosed |
$336K - $431K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8- 15.09% |
$926 - $1.19K
|
45
$11.9K
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-7.7KClosed |
$891K - $1.14M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20Closed |
$2.31K - $2.97K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-20Closed |
$2.31K - $2.97K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
47New |
$5.44K - $6.98K
|
47
$12.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-113Closed |
$13.1K - $16.8K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30Closed |
$3.47K - $4.45K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4Closed |
$463 - $594
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
3.67KNew |
$425K - $545K
|
3.67K
$968K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
40New |
$4.63K - $5.94K
|
40
$10.5K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-6Closed |
$694 - $891
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-11.2K- 99.09% |
$1.26M - $1.51M
|
103
$27.2K
|
|
|
May 09, 2023
Q2 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
23New |
$2.59K - $3.11K
|
23
$6.07K
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-9.6KClosed |
$1.08M - $1.3M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-53Closed |
$5.96K - $7.16K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11Closed |
$1.24K - $1.49K
|
0
$0
|
|