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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-332- 16.35% |
$41K - $47.1K
|
1.7K
$516K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
50New |
$6.18K - $7.09K
|
50
$15.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.05KNew |
$253K - $291K
|
2.05K
$623K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9New |
$1.11K - $1.28K
|
9
$2.73K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
50New |
$6.18K - $7.09K
|
50
$15.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-23- 0.11% |
$2.84K - $3.26K
|
20.1K
$6.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.03KNew |
$375K - $430K
|
3.03K
$921K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3New |
$371 - $425
|
3
$911
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$494 - $567
|
4
$1.21K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34New |
$4.2K - $4.82K
|
34
$10.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 33.33% |
$247 - $284
|
4
$1.21K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-16.6K- 27.83% |
$2.05M - $2.35M
|
43.1K
$13.1M
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
71+ 61.74% |
$8.77K - $11.3K
|
186
$56.5K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-466Closed |
$57.6K - $74.1K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 53.66% |
$2.72K - $3.5K
|
19
$5.77K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
1.46KNew |
$180K - $232K
|
1.46K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
138+ 66.99% |
$17.1K - $21.9K
|
344
$104K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.2KNew |
$890K - $1.14M
|
7.2K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
60.4KNew |
$7.46M - $9.6M
|
60.4K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 40.0% |
$494 - $636
|
6
$1.82K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-203- 50.0% |
$25.1K - $32.3K
|
203
$61.6K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
967New |
$119K - $154K
|
967
$294K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.17KNew |
$269K - $346K
|
2.17K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.1KNew |
$383K - $493K
|
3.1K
$941K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
212New |
$26.2K - $33.7K
|
212
$64.3K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
81+ 1.0% |
$10K - $12.9K
|
8.2K
$2.49M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$124 - $159
|
1
$304
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
45+ 121.62% |
$5.56K - $7.16K
|
82
$24.9K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
51.4KNew |
$6.35M - $8.17M
|
51.4K
$15.6M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
900+ 31.34% |
$111K - $143K
|
3.77K
$1.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13New |
$1.61K - $2.07K
|
13
$3.95K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-38- 30.4% |
$4.7K - $6.04K
|
87
$26.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
71+ 61.74% |
$8.77K - $11.3K
|
186
$56.5K
|
|
| Q4 2022 | |||||||
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
6.17KNew |
$655K - $918K
|
6.17K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
51.5KNew |
$5.46M - $7.66M
|
51.5K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
192KNew |
$20.3M - $28.5M
|
192K
$58.2M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
CALL |
-10K- 60.98% |
$1.06M - $1.49M
|
6.4K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8New |
$848 - $1.19K
|
8
$2.43K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
264New |
$28K - $39.2K
|
264
$80.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5New |
$530 - $743
|
5
$1.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.4KNew |
$1.31M - $1.84M
|
12.4K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.55KNew |
$164K - $231K
|
1.55K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
88New |
$9.33K - $13.1K
|
88
$26.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10New |
$1.06K - $1.49K
|
10
$3.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-20.5K- 97.28% |
$2.17M - $3.04M
|
572
$174K
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-992- 2.85% |
$105K - $147K
|
33.9K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
266New |
$28.2K - $39.5K
|
266
$80.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
80New |
$8.48K - $11.9K
|
80
$24.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
329+ 1.41% |
$34.9K - $48.9K
|
23.6K
$7.18M
|
|