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 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1+ 0.05% |
$132 - $178
|
1.94K
$590K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$923 - $1.25K
|
7
$2.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-17- 70.83% |
$2.24K - $3.02K
|
7
$2.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3New |
$395 - $534
|
3
$911
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.35KNew |
$178K - $241K
|
1.35K
$411K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17New |
$2.24K - $3.02K
|
17
$5.16K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-79- 13.3% |
$10.4K - $14.1K
|
515
$156K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
150New |
$19.8K - $26.7K
|
150
$45.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-43- 97.73% |
$5.67K - $7.65K
|
1
$304
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8New |
$1.05K - $1.42K
|
8
$2.43K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18New |
$2.37K - $3.2K
|
18
$5.46K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
114New |
$15K - $20.3K
|
114
$34.6K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
200New |
$26.4K - $35.6K
|
200
$60.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11New |
$1.45K - $1.96K
|
11
$3.34K
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.64K- 20.28% |
$216K - $291K
|
6.43K
$1.95M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
136KNew |
$17.3M - $20.8M
|
136K
$41.3M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.65KNew |
$845K - $1.02M
|
6.65K
$2.02M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.5KNew |
$191K - $229K
|
1.5K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
12.2KNew |
$1.55M - $1.87M
|
12.2K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.18K+ 60.56% |
$150K - $181K
|
3.14K
$953K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.2K- 5.15% |
$152K - $183K
|
22.1K
$6.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 2250.0% |
$5.72K - $6.87K
|
47
$14.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
10.2KNew |
$1.29M - $1.55M
|
10.2K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 3.77% |
$254 - $305
|
55
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-36.7K- 78.59% |
$4.66M - $5.6M
|
10K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96+ 640.0% |
$12.2K - $14.7K
|
111
$33.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.47KNew |
$187K - $224K
|
1.47K
$446K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
188New |
$23.9K - $28.7K
|
188
$57.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
17New |
$2.16K - $2.6K
|
17
$5.16K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.47KNew |
$187K - $224K
|
1.47K
$446K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.45% |
$2.79K - $3.36K
|
4.95K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-31- 0.86% |
$3.94K - $4.73K
|
3.59K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
21New |
$2.67K - $3.21K
|
21
$6.37K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12New |
$1.52K - $1.83K
|
12
$3.64K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
35New |
$4.45K - $5.35K
|
35
$10.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$127 - $153
|
7
$2.12K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$4.57K - $5.5K
|
36
$10.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
197New |
$25K - $30.1K
|
197
$59.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
181New |
$23K - $27.6K
|
181
$54.9K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44New |
$5.59K - $6.72K
|
44
$13.4K
|
|
| 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
$118K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$124 - $142
|
1
$304
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-5.1K- 43.22% |
$630K - $723K
|
6.7K
$2.03M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
200+ 4.8% |
$24.7K - $28.4K
|
4.37K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 25.0% |
$124 - $142
|
3
$911
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
32.2KNew |
$3.98M - $4.57M
|
32.2K
$9.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
182+ 7.48% |
$22.5K - $25.8K
|
2.61K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100+ 50.0% |
$12.4K - $14.2K
|
300
$91.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
353+ 706.0% |
$43.6K - $50.1K
|
403
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
446+ 2.57% |
$55.1K - $63.2K
|
17.8K
$5.4M
|
|