Purchases and Sales Made in Q2 2023 in Piper Sandler Companies (PIPR)
This table provides information about the institutional ownership of Piper Sandler Companies (PIPR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.99% |
$124 - $142
|
102
$29.5K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1New |
$124 - $142
|
1
$289
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
1+ 0.05% |
$124 - $142
|
1.94K
$561K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 14.29% |
$124 - $142
|
6
$1.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 25.0% |
$124 - $142
|
3
$866
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 5.26% |
$124 - $142
|
18
$5.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-1- 0.05% |
$124 - $142
|
2.11K
$610K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 33.33% |
$247 - $284
|
4
$1.16K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 12.2% |
$618 - $709
|
36
$10.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-7- 11.11% |
$865 - $993
|
56
$16.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.44% |
$1.11K - $1.28K
|
2.04K
$588K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 70.59% |
$1.48K - $1.7K
|
5
$1.44K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-18- 0.56% |
$2.22K - $2.55K
|
3.18K
$917K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-19- 0.72% |
$2.35K - $2.69K
|
2.62K
$757K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-23- 0.11% |
$2.84K - $3.26K
|
20.1K
$5.81M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 35.16% |
$3.95K - $4.54K
|
59
$17K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-32- 35.16% |
$3.95K - $4.54K
|
59
$17K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-44- 6.86% |
$5.43K - $6.24K
|
597
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-47- 97.92% |
$5.81K - $6.66K
|
1
$289
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-68- 45.33% |
$8.4K - $9.64K
|
82
$23.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-71- 1.43% |
$8.77K - $10.1K
|
4.91K
$1.42M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-81- 0.88% |
$10K - $11.5K
|
9.18K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-87- 16.8% |
$10.7K - $12.3K
|
431
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-128- 7.2% |
$15.8K - $18.1K
|
1.65K
$476K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-143- 1.74% |
$17.7K - $20.3K
|
8.09K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145- 4.14% |
$17.9K - $20.6K
|
3.36K
$969K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-159- 6.54% |
$19.6K - $22.5K
|
2.27K
$656K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-168- 2.25% |
$20.8K - $23.8K
|
7.3K
$2.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-178- 3.44% |
$22K - $25.2K
|
4.99K
$1.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-193- 7.16% |
$23.8K - $27.4K
|
2.5K
$723K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-216- 1.49% |
$26.7K - $30.6K
|
14.2K
$4.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-219- 1.65% |
$27.1K - $31.1K
|
13.1K
$3.78M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-289- 5.54% |
$35.7K - $41K
|
4.93K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-293- 2.58% |
$36.2K - $41.5K
|
11.1K
$3.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-332- 16.35% |
$41K - $47.1K
|
1.7K
$491K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-332- 1.25% |
$41K - $47.1K
|
26.2K
$7.57M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-368- 6.95% |
$45.5K - $52.2K
|
4.93K
$1.42M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-529- 15.11% |
$65.3K - $75K
|
2.97K
$859K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-545- 20.99% |
$67.3K - $77.3K
|
2.05K
$592K
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-600- 1.85% |
$74.1K - $85.1K
|
31.8K
$9.2M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-678- 15.47% |
$83.7K - $96.1K
|
3.71K
$1.07M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-731- 3.3% |
$90.3K - $104K
|
21.4K
$6.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-857- 1.68% |
$106K - $122K
|
50K
$14.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1K- 1.64% |
$124K - $142K
|
60.1K
$17.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.03K- 11.74% |
$127K - $145K
|
7.71K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.13K- 4.87% |
$139K - $160K
|
22K
$6.35M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.14K- 50.82% |
$141K - $162K
|
1.11K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.34K- 4.52% |
$166K - $190K
|
28.4K
$8.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.5K- 14.54% |
$185K - $213K
|
8.81K
$2.55M
|