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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4- 36.36% |
$843 - $1.13K
|
7
$2.3K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-30- 76.92% |
$6.32K - $8.45K
|
9
$2.95K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 26.67% |
$843 - $1.13K
|
11
$3.61K
|
|
|
Aug 04, 2025
Q2 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.06KNew |
$223K - $299K
|
1.06K
$348K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 44.44% |
$843 - $1.13K
|
5
$1.64K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
963New |
$203K - $271K
|
963
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$211 - $282
|
1
$328
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$211 - $282
|
1
$328
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-36- 70.59% |
$7.59K - $10.1K
|
15
$4.92K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.24% |
$211 - $282
|
419
$138K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3- 60.0% |
$632 - $845
|
2
$657
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
300+ 8.82% |
$63.2K - $84.5K
|
3.7K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
6.31KNew |
$1.33M - $1.78M
|
6.31K
$2.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 1.02% |
$422 - $564
|
195
$64K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
35New |
$7.38K - $9.86K
|
35
$11.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13New |
$2.74K - $3.66K
|
13
$4.27K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-16- 69.57% |
$3.37K - $4.51K
|
7
$2.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 50.0% |
$422 - $564
|
2
$657
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 125.0% |
$1.05K - $1.41K
|
9
$2.95K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3- 50.0% |
$632 - $845
|
3
$985
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 18.98% |
$8.64K - $11.6K
|
175
$57.4K
|
|
| Q1 2025 | |||||||
|
Jan 05, 2026
Q1 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
17New |
$4.15K - $5.5K
|
17
$5.58K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.53K- 61.26% |
$861K - $1.14M
|
2.23K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$244 - $324
|
1
$328
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
845New |
$206K - $274K
|
845
$277K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
105New |
$25.7K - $34K
|
105
$34.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
381+ 2.56% |
$93.1K - $123K
|
15.3K
$5.01M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
1.52K+ 10.68% |
$372K - $493K
|
15.8K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-15- 22.39% |
$3.66K - $4.86K
|
52
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-35- 1.05% |
$8.55K - $11.3K
|
3.31K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
10.6KNew |
$2.59M - $3.43M
|
10.6K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
6+ 33.33% |
$1.47K - $1.94K
|
24
$7.88K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2KNew |
$489K - $647K
|
2K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
979New |
$239K - $317K
|
979
$321K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
999New |
$244K - $323K
|
999
$328K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 3.26% |
$283K - $375K
|
34.5K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.67KNew |
$898K - $1.19M
|
3.67K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.58KNew |
$1.36M - $1.81M
|
5.58K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$244 - $324
|
1
$328
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
151New |
$36.9K - $48.9K
|
151
$49.6K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.03K+ 26.32% |
$1.96M - $2.6M
|
38.6K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$733 - $971
|
3
$985
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
104+ 495.24% |
$25.4K - $33.7K
|
125
$41K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$244 - $324
|
1
$328
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.21K+ 5.93% |
$296K - $392K
|
21.6K
$7.09M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.02KNew |
$250K - $331K
|
1.02K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-5- 20.0% |
$1.22K - $1.62K
|
20
$6.57K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20+ 2.25% |
$4.89K - $6.47K
|
908
$298K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.59K- 80.31% |
$1.12M - $1.49M
|
1.13K
$369K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
80New |
$19.5K - $25.9K
|
80
$26.3K
|
|