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 352 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
2,095
shares
|
$704,150
0.01% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
2,048
shares
|
$688,353
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,944
shares
|
$653,397
0.02% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
1,838
shares
|
$617,770
0.23% of portfolio
|
Q1 2024
Reduced 12.93%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
1,809
shares
|
$608,022
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
1,804
shares
|
$606,342
0.01% of portfolio
|
Q2 2024
Added 5.37%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 14, 2024 Q3 2024 |
1,791
shares
|
$601,973
0.11% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,790
shares
|
$601,636
0.0% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,759
shares
|
$591,217
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,731
shares
|
$581,806
0.02% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
1,730
shares
|
$581,470
0.01% of portfolio
|
Q3 2024
Added 16.26%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
1,702
shares
|
$572,059
0.05% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
1,699
shares
|
$571,050
0.0% of portfolio
|
Q2 2023
Reduced 16.35%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
1,651
shares
|
$554,917
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,629
shares
|
$547,523
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,621
shares
|
$544,834
0.01% of portfolio
|
Q3 2024
Added 39.86%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
1,548
shares
|
$520,298
0.01% of portfolio
|
Q3 2024
Added 42.02%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,510
shares
|
$507,526
0.01% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
1,500
shares
|
$504,165
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,500
shares
|
$504,165
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
1,469
shares
|
$493,745
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,386
shares
|
$465,848
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,360
shares
|
$457,109
0.03% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
1,360
shares
|
$457,109
0.0% of portfolio
|
Q3 2024
Reduced 93.23%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
1,353
shares
|
$454,756
0.06% of portfolio
|
Q4 2023
New holding
|