Institutional Ownership Piper Sandler Companies (PIPR)
This table provides information about the institutional ownership of Piper Sandler Companies (PIPR). We have compiled data on the 382 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
51
shares
|
$16,014
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Promethos Capital, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
50
shares
|
$15,700
0.0% of portfolio
|
Q3 2024
Reduced 35.06%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
43
shares
|
$13,502
0.0% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
41
shares
|
$12,874
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
39
shares
|
$12,246
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
39
shares
|
$12,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
37
shares
|
$11,618
0.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
36
shares
|
$11,304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
35
shares
|
$10,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
35
shares
|
$10,990
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
34
shares
|
$10,676
0.01% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
34
shares
|
$10,676
0.0% of portfolio
|
Q1 2025
Added 47.83%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
29
shares
|
$9,106
0.0% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
28
shares
|
$8,792
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
25
shares
|
$7,850
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
25
shares
|
$7,850
0.0% of portfolio
|
Q3 2024
Added 316.67%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
24
shares
|
$7,536
0.0% of portfolio
|
Q1 2025
Reduced 92.05%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
24
shares
|
$7,536
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
24
shares
|
$7,536
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
20
shares
|
$6,280
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
19
shares
|
$5,966
0.0% of portfolio
|
Q1 2023
Reduced 53.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
18
shares
|
$5,652
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
18
shares
|
$5,652
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
17
shares
|
$5,338
0.0% of portfolio
|
Q1 2025
Reduced 99.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
17
shares
|
$5,338
0.0% of portfolio
|
Q4 2023
New holding
|