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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
123+ 1.38% |
$30K - $39.8K
|
9.06K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.07KNew |
$261K - $346K
|
1.07K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.78% |
$244 - $324
|
37
$9.76K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.72% |
$244 - $324
|
59
$15.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11+ 12.36% |
$2.69K - $3.56K
|
100
$26.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
32New |
$7.82K - $10.4K
|
32
$8.44K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 36.36% |
$977 - $1.29K
|
15
$3.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-630- 24.71% |
$154K - $204K
|
1.92K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
93+ 1.41% |
$22.7K - $30.1K
|
6.7K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
868New |
$212K - $281K
|
868
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 200.0% |
$1.47K - $1.94K
|
9
$2.37K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
29+ 3.52% |
$7.08K - $9.39K
|
854
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-61- 0.68% |
$14.9K - $19.7K
|
8.92K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
210+ 11.63% |
$51.3K - $68K
|
2.02K
$531K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-144- 36.27% |
$35.2K - $46.6K
|
253
$66.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
132+ 19.1% |
$32.2K - $42.7K
|
823
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.22K - $1.62K
|
5
$1.32K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 200.0% |
$1.47K - $1.94K
|
9
$2.37K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.25K+ 11.9% |
$305K - $404K
|
11.7K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5+ 0.05% |
$1.22K - $1.62K
|
9.16K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$977 - $1.29K
|
1.38K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 60.0% |
$1.47K - $1.94K
|
4
$1.05K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 2.42% |
$3.42K - $4.53K
|
593
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3KNew |
$733K - $971K
|
3K
$791K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.98K+ 43.4% |
$484K - $641K
|
6.55K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
39New |
$9.53K - $12.6K
|
39
$10.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
978+ 70.31% |
$239K - $317K
|
2.37K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
24+ 63.16% |
$5.86K - $7.77K
|
62
$16.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-35- 0.58% |
$8.55K - $11.3K
|
6.01K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-109K- 99.6% |
$26.5M - $35.1M
|
440
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
900New |
$220K - $291K
|
900
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5New |
$1.22K - $1.62K
|
5
$1.32K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 47.83% |
$2.69K - $3.56K
|
34
$8.97K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.55KNew |
$868K - $1.15M
|
3.55K
$937K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
72+ 1440.0% |
$17.6K - $23.3K
|
77
$20.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 60.0% |
$733 - $971
|
8
$2.11K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
48+ 28.57% |
$11.7K - $15.5K
|
216
$57K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
251+ 1195.24% |
$61.3K - $81.2K
|
272
$71.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
62+ 131.91% |
$15.1K - $20.1K
|
109
$28.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-150- 11.13% |
$36.6K - $48.6K
|
1.2K
$316K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.17K- 28.32% |
$329K - $409K
|
2.97K
$783K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-125- 0.26% |
$35.1K - $43.6K
|
47.1K
$12.4M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-200- 4.0% |
$56.1K - $69.8K
|
4.8K
$1.27M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
245New |
$68.7K - $85.5K
|
245
$64.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
150New |
$42.1K - $52.3K
|
150
$39.6K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1New |
$281 - $349
|
1
$264
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
23New |
$6.45K - $8.02K
|
23
$6.07K
|
|
|
Feb 20, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.09KNew |
$305K - $379K
|
1.09K
$287K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.25K- 37.89% |
$351K - $436K
|
2.05K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
4.01K+ 167.49% |
$1.12M - $1.4M
|
6.4K
$1.69M
|
|