Purchases and Sales Made in Q4 2023 in Piper Sandler Companies (PIPR)
This table provides information about the institutional ownership of Piper Sandler Companies (PIPR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.35KNew |
$178K - $241K
|
1.35K
$414K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.34K+ 14.79% |
$177K - $238K
|
10.4K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
1.33KNew |
$176K - $237K
|
1.33K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.29K+ 0.52% |
$170K - $230K
|
251K
$76.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.27KNew |
$168K - $226K
|
1.27K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.27KNew |
$167K - $225K
|
1.27K
$387K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.25KNew |
$164K - $221K
|
1.25K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.22K+ 59.8% |
$161K - $217K
|
3.26K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.17KNew |
$155K - $208K
|
1.17K
$359K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
999+ 3.73% |
$132K - $178K
|
27.8K
$8.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
897+ 0.48% |
$118K - $160K
|
186K
$56.9M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
731+ 25.85% |
$96.4K - $130K
|
3.56K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
707+ 1.46% |
$93.2K - $126K
|
49.1K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
691+ 3.44% |
$91.1K - $123K
|
20.8K
$6.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
617+ 23.83% |
$81.3K - $110K
|
3.21K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
566+ 5.93% |
$74.6K - $101K
|
10.1K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
428+ 20.22% |
$56.4K - $76.1K
|
2.55K
$779K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
403+ 12.43% |
$53.1K - $71.7K
|
3.64K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
352+ 1.97% |
$46.4K - $62.6K
|
18.2K
$5.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
244+ 1.91% |
$32.2K - $43.4K
|
13K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
231+ 2100.0% |
$30.5K - $41.1K
|
242
$74K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
217+ 11.24% |
$28.6K - $38.6K
|
2.15K
$657K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
200New |
$26.4K - $35.6K
|
200
$61.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
167New |
$22K - $29.7K
|
167
$51.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
157+ 0.29% |
$20.7K - $27.9K
|
54.6K
$16.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
150New |
$19.8K - $26.7K
|
150
$45.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
148+ 7.85% |
$19.5K - $26.3K
|
2.03K
$622K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
137+ 2.32% |
$18.1K - $24.4K
|
6.05K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
127+ 6.29% |
$16.7K - $22.6K
|
2.15K
$656K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
125New |
$16.5K - $22.2K
|
125
$38.2K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
114New |
$15K - $20.3K
|
114
$34.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104+ 4.86% |
$13.7K - $18.5K
|
2.25K
$687K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
92+ 5.67% |
$12.1K - $16.4K
|
1.72K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
83+ 5.67% |
$10.9K - $14.8K
|
1.55K
$473K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
80+ 21.05% |
$10.5K - $14.2K
|
460
$141K
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
77New |
$10.2K - $13.7K
|
77
$23.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
74+ 1.76% |
$9.76K - $13.2K
|
4.28K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
72+ 4.17% |
$9.49K - $12.8K
|
1.8K
$550K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
72New |
$9.49K - $12.8K
|
72
$22K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
68+ 1.07% |
$8.96K - $12.1K
|
6.4K
$1.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
67+ 1.91% |
$8.83K - $11.9K
|
3.57K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
66+ 1.79% |
$8.7K - $11.7K
|
3.74K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 62.14% |
$8.44K - $11.4K
|
167
$51.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
50New |
$6.59K - $8.89K
|
50
$15.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45+ 54.88% |
$5.93K - $8.01K
|
127
$38.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
41New |
$5.41K - $7.29K
|
41
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
39New |
$5.14K - $6.94K
|
39
$11.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
35New |
$4.61K - $6.23K
|
35
$10.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
26New |
$3.43K - $4.63K
|
26
$7.96K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
25+ 625.0% |
$3.3K - $4.45K
|
29
$8.87K
|