Latest Institutional Transactions on Piper Sandler Companies (PIPR)
This table provides information on the latest institutional transactions involving Piper Sandler Companies (PIPR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-2.9KClosed |
$336K - $431K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-7.7KClosed |
$891K - $1.14M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20Closed |
$2.31K - $2.97K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-20Closed |
$2.31K - $2.97K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
47New |
$5.44K - $6.98K
|
47
$10.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-113Closed |
$13.1K - $16.8K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30Closed |
$3.47K - $4.45K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
3.67KNew |
$425K - $545K
|
3.67K
$826K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4Closed |
$463 - $594
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
40New |
$4.63K - $5.94K
|
40
$9.01K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-6Closed |
$694 - $891
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-11.2K- 99.09% |
$1.26M - $1.51M
|
103
$23.2K
|
|
|
May 09, 2023
Q2 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
23New |
$2.59K - $3.11K
|
23
$5.18K
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-9.6KClosed |
$1.08M - $1.3M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-53Closed |
$5.96K - $7.16K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11Closed |
$1.24K - $1.49K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-53Closed |
$5.96K - $7.16K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 50.0% |
$337 - $405
|
3
$675
|
|
| Q1 2021 | |||||||
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-13Closed |
$1.19K - $1.6K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$1.64K - $2.21K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-64Closed |
$5.85K - $7.87K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-105Closed |
$9.59K - $12.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$457 - $615
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-5.13KClosed |
$468K - $631K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-40Closed |
$3.65K - $4.92K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9Closed |
$822 - $1.11K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-12Closed |
$1.1K - $1.48K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-39Closed |
$3.56K - $4.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-7.72KClosed |
$705K - $950K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-9.22KClosed |
$842K - $1.13M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$274 - $369
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-109Closed |
$9.95K - $13.4K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15Closed |
$1.37K - $1.85K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-165Closed |
$12.1K - $17.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-5.5KClosed |
$404K - $581K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.23KClosed |
$237K - $341K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-9Closed |
$661 - $951
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-8.05KClosed |
$591K - $850K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-14Closed |
$1.03K - $1.48K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.2KClosed |
$66.7K - $93.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-6KClosed |
$332K - $464K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-45Closed |
$2.49K - $3.48K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-144Closed |
$7.98K - $11.1K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-4.97KClosed |
$275K - $384K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-421Closed |
$23.3K - $32.6K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.02KClosed |
$278K - $388K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1Closed |
$55.4 - $77.4
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.55KClosed |
$197K - $275K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-30.4KClosed |
$1.68M - $2.35M
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
3.73KNew |
$207K - $289K
|
3.73K
$840K
|
|