Purchases and Sales Made in Q1 2025 in Piper Sandler Companies (PIPR)
This table provides information about the institutional ownership of Piper Sandler Companies (PIPR) during Q1 2025. The information is specifically focused on institutions that hold shares of PIPER SANDLER COMPANIES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25+ 1.97% |
$6.11K - $8.09K
|
1.29K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
24+ 63.16% |
$5.86K - $7.77K
|
62
$15.9K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20+ 2.25% |
$4.89K - $6.47K
|
908
$233K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19+ 0.86% |
$4.64K - $6.15K
|
2.23K
$573K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
18+ 1.41% |
$4.4K - $5.83K
|
1.29K
$332K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17+ 1.56% |
$4.15K - $5.5K
|
1.1K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
15New |
$3.66K - $4.86K
|
15
$3.86K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 2.42% |
$3.42K - $4.53K
|
593
$152K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
13New |
$3.18K - $4.21K
|
13
$3.34K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11+ 12.36% |
$2.69K - $3.56K
|
100
$25.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 47.83% |
$2.69K - $3.56K
|
34
$8.74K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8New |
$1.95K - $2.59K
|
8
$2.06K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$1.71K - $2.27K
|
7
$1.8K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 120.0% |
$1.47K - $1.94K
|
11
$2.83K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 200.0% |
$1.47K - $1.94K
|
9
$2.31K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 85.71% |
$1.47K - $1.94K
|
13
$3.34K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
6+ 33.33% |
$1.47K - $1.94K
|
24
$6.17K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$1.47K - $1.94K
|
6
$1.54K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6+ 200.0% |
$1.47K - $1.94K
|
9
$2.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.22K - $1.62K
|
5
$1.29K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5+ 0.05% |
$1.22K - $1.62K
|
9.16K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$1.22K - $1.62K
|
5
$1.29K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5New |
$1.22K - $1.62K
|
5
$1.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$977 - $1.29K
|
1.38K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
4New |
$977 - $1.29K
|
4
$1.03K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 16.0% |
$977 - $1.29K
|
29
$7.45K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 36.36% |
$977 - $1.29K
|
15
$3.86K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 60.0% |
$733 - $971
|
8
$2.06K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
3+ 0.2% |
$733 - $971
|
1.49K
$383K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$733 - $971
|
3
$771
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 8.33% |
$733 - $971
|
39
$10K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$244 - $324
|
1
$257
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$244 - $324
|
1
$257
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.24% |
$244 - $324
|
420
$108K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.99% |
$244 - $324
|
102
$26.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.78% |
$244 - $324
|
37
$9.51K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$244 - $324
|
1
$257
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.72% |
$244 - $324
|
59
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$244 - $324
|
1
$257
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1- 2.86% |
$244 - $324
|
34
$8.74K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 25.0% |
$244 - $324
|
3
$771
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1- 0.02% |
$244 - $324
|
6.43K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1- 0.08% |
$244 - $324
|
1.22K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-4- 0.08% |
$977 - $1.29K
|
4.7K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-5- 20.0% |
$1.22K - $1.62K
|
20
$5.14K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 60.0% |
$1.47K - $1.94K
|
4
$1.03K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6- 54.55% |
$1.47K - $1.94K
|
5
$1.29K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-8- 0.92% |
$1.95K - $2.59K
|
862
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 13.19% |
$2.93K - $3.88K
|
79
$20.3K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-14- 0.69% |
$3.42K - $4.53K
|
2.02K
$518K
|