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 378 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
1,699
shares
|
$382,529
0.0% of portfolio
|
Q2 2023
Reduced 16.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,681
shares
|
$378,477
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,665
shares
|
$374,874
0.01% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
1,627
shares
|
$366,319
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
1,624
shares
|
$365,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,596
shares
|
$359,339
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,500
shares
|
$337,725
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,486
shares
|
$334,572
0.01% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
1,469
shares
|
$330,745
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,410
shares
|
$317,461
0.01% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,394
shares
|
$313,859
0.0% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,380
shares
|
$310,707
0.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,366
shares
|
$307,554
0.01% of portfolio
|
Q4 2024
Added 54.35%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,360
shares
|
$306,204
0.03% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
1,354
shares
|
$304,853
0.01% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
1,353
shares
|
$304,627
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
1,349
shares
|
$303,727
0.01% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
1,333
shares
|
$300,124
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$292,695
0.0% of portfolio
|
Q4 2024
Added 34.3%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
1,273
shares
|
$286,615
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
1,267
shares
|
$285,265
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,250
shares
|
$281,437
0.03% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
1,241
shares
|
$279,411
0.0% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,238
shares
|
$278,735
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,222
shares
|
$275,133
0.12% of portfolio
|
Q2 2024
New holding
|