Purchases and Sales Made in Q4 2025 in Piper Sandler Companies (PIPR)
This table provides information about the institutional ownership of Piper Sandler Companies (PIPR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
27.6K+ 955.97% |
$8.82M - $9.71M
|
30.5K
$10M
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
18K+ 0.85% |
$5.74M - $6.31M
|
2.13M
$699M
|
|
|
Jan 28, 2026
Q4 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
8.45K+ 35.08% |
$2.7M - $2.97M
|
32.5K
$10.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.46KNew |
$1.74M - $1.92M
|
5.46K
$1.79M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
2.73K+ 9.9% |
$871K - $958K
|
30.3K
$9.94M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.18K+ 24.05% |
$695K - $765K
|
11.2K
$3.69M
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
1.69K+ 236.99% |
$538K - $592K
|
2.4K
$787K
|
|
|
Jan 28, 2026
Q4 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.62K+ 7.72% |
$516K - $568K
|
22.5K
$7.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
711New |
$227K - $250K
|
711
$233K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
615New |
$196K - $216K
|
615
$202K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
400+ 5.98% |
$128K - $140K
|
7.09K
$2.33M
|
|
|
Jan 30, 2026
Q4 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
323+ 29.69% |
$103K - $113K
|
1.41K
$463K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
310+ 14.01% |
$99K - $109K
|
2.52K
$828K
|
|
|
Jan 29, 2026
Q4 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
242+ 9.36% |
$77.3K - $85K
|
2.83K
$928K
|
|
|
Jan 29, 2026
Q4 2025
|
Torren Management, LLC
San Diego, CA |
BUY
|
- |
208New |
$66.4K - $73K
|
208
$68.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
206New |
$65.8K - $72.3K
|
206
$67.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
165+ 13.51% |
$52.7K - $57.9K
|
1.39K
$455K
|
|
|
Jan 30, 2026
Q4 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
164+ 2.47% |
$52.4K - $57.6K
|
6.81K
$2.24M
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
111+ 13.17% |
$35.4K - $39K
|
954
$313K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 22.44% |
$25.9K - $28.4K
|
442
$145K
|
|
|
Jan 28, 2026
Q4 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
80+ 2.16% |
$25.5K - $28.1K
|
3.78K
$1.24M
|
|
|
Jan 29, 2026
Q4 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
79+ 1.92% |
$25.2K - $27.7K
|
4.2K
$1.38M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
77+ 17.78% |
$24.6K - $27K
|
510
$167K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
70+ 17.86% |
$22.3K - $24.6K
|
462
$152K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 9.88% |
$21.7K - $23.9K
|
756
$248K
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
48+ 2.87% |
$15.3K - $16.9K
|
1.72K
$565K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
27New |
$8.62K - $9.48K
|
27
$8.86K
|
|
|
Jan 28, 2026
Q4 2025
|
Nvest Wealth Strategies, Inc.
Powell, OH |
BUY
|
- |
25New |
$7.98K - $8.78K
|
25
$8.21K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
23New |
$7.34K - $8.08K
|
23
$7.55K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 8.71% |
$6.7K - $7.37K
|
262
$86K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
11New |
$3.51K - $3.86K
|
11
$3.61K
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10+ 8.55% |
$3.19K - $3.51K
|
127
$41.7K
|
|
|
Jan 30, 2026
Q4 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$3.19K - $3.51K
|
10
$3.28K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8New |
$2.55K - $2.81K
|
8
$2.63K
|
|
|
Jan 30, 2026
Q4 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8New |
$2.55K - $2.81K
|
8
$2.63K
|
|
|
Jan 26, 2026
Q4 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7+ 0.51% |
$2.23K - $2.46K
|
1.37K
$450K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6+ 0.07% |
$1.92K - $2.11K
|
8.48K
$2.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 22.22% |
$1.28K - $1.4K
|
22
$7.22K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 100.0% |
$319 - $351
|
2
$657
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 1.32% |
$319 - $351
|
77
$25.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 11.11% |
$319 - $351
|
8
$2.63K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 16.67% |
$319 - $351
|
5
$1.64K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-3- 0.03% |
$958 - $1.05K
|
9.91K
$3.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3- 0.39% |
$958 - $1.05K
|
762
$250K
|
|
|
Jan 30, 2026
Q4 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-11- 1.8% |
$3.51K - $3.86K
|
599
$197K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12- 4.1% |
$3.83K - $4.21K
|
281
$92.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15- 1.33% |
$4.79K - $5.27K
|
1.11K
$364K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-16- 0.34% |
$5.11K - $5.62K
|
4.68K
$1.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23- 3.7% |
$7.34K - $8.08K
|
599
$197K
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-24- 1.77% |
$7.66K - $8.43K
|
1.33K
$436K
|
|