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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.6KClosed |
$228K - $305K
|
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 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 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
24New |
$3.41K - $4.57K
|
24
$8.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.73KNew |
$530K - $710K
|
3.73K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-70- 77.78% |
$9.95K - $13.3K
|
20
$6.92K
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-230- 3.55% |
$32.7K - $43.8K
|
6.25K
$2.16M
|
|
|
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
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-32.4KClosed |
$3.75M - $4.81M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-20KClosed |
$2.31M - $2.97M
|
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
$15.6K
|
|
|
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
$16.3K
|
|
|
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
|
First Hawaiian Bank
|
BUY
|
- |
3.67KNew |
$425K - $545K
|
3.67K
$1.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4Closed |
$463 - $594
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
40New |
$4.63K - $5.94K
|
40
$13.8K
|
|
|
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
$35.6K
|
|
|
May 09, 2023
Q2 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
23New |
$2.59K - $3.11K
|
23
$7.96K
|
|
|
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
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-53Closed |
$5.96K - $7.16K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 50.0% |
$337 - $405
|
3
$1.04K
|
|
| Q1 2021 | |||||||
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-13Closed |
$1.19K - $1.6K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$1.64K - $2.21K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-64Closed |
$5.85K - $7.87K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-40Closed |
$3.65K - $4.92K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-105Closed |
$9.59K - $12.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-5.13KClosed |
$468K - $631K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$457 - $615
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9Closed |
$822 - $1.11K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-12Closed |
$1.1K - $1.48K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-7.72KClosed |
$705K - $950K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-39Closed |
$3.56K - $4.8K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$274 - $369
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-9.22KClosed |
$842K - $1.13M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-109Closed |
$9.95K - $13.4K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15Closed |
$1.37K - $1.85K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-165Closed |
$12.1K - $17.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.5KClosed |
$404K - $581K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-8.05KClosed |
$591K - $850K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-9Closed |
$661 - $951
|
0
$0
|
|