Piper Sandler CosPIPR
13F holders, Q1 2024 (March 31)284holders
5famous investors
$197.85avg. 13F price*
At the end of Q1 2024, 284 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings. The largest holders were BlackRock Inc. ($496.5M), Vanguard Group Inc. ($391.3M) and State Street Corp. ($132.4M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Piper Sandler Cos
- CUSIP
- 724078100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $26.0M |
| Exits | 18 | $5.5M |
Ownership 284 holders
| BlackRock Inc. | 0.01% | Reduce -1.2% | 2,501,400 | $496.5M |
| Vanguard Group Inc. | 0.01% | Add +1.1% | 1,971,201 | $391.3M |
| State Street Corp. | 0.01% | Add +2.3% | 667,126 | $132.4M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.8% | 497,321 | $98.7M |
| Westwood Holdings Group Inc. | 0.68% | Reduce -7.7% | 429,705 | $85.3M |
| Stephens Investment Management Group LLC | 1.09% | Reduce -5.4% | 412,476 | $81.9M |
| GW&K Investment Management, LLC | 0.68% | Reduce -1.9% | 390,195 | $77.5M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 352,755 | $70.0M |
| Franklin Resources Inc. | 0.02% | Add +1.0% | 319,926 | $63.5M |
| Janus Henderson Group PLC | 0.03% | Reduce -4.6% | 300,519 | $59.6M |
| Lord, Abbett & Co. LLC | 0.18% | Add +7.4% | 285,542 | $56.7M |
| Mairs & Power Inc. | 0.50% | Add +110.7% | 259,355 | $51.5M |
| Invesco Ltd. | 0.01% | Add +13.2% | 244,981 | $48.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.8% | 244,204 | $48.5M |
| Systematic Financial Management LP | 1.20% | Reduce -3.3% | 216,605 | $43.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.5% | 215,183 | $42.7M |
| FMR LLC | 0.00% | Add +28.2% | 210,231 | $41.7M |
| JPMorgan Chase & Co. | 0.00% | Add +107.6% | 197,006 | $39.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.5% | 195,680 | $38.8M |
| Loomis Sayles & Co. L P | 0.05% | Add +70.8% | 189,683 | $37.6M |
| Northern Trust Corp. | 0.01% | Reduce -2.9% | 180,606 | $35.8M |
| North Reef Capital Management LP | 1.85% | Reduce -31.5% | 179,035 | $35.5M |
| Morgan Stanley | 0.00% | Reduce -20.9% | 162,739 | $32.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.8% | 160,765 | $31.9M |
| Voya Investment Management LLC | 0.03% | Add +21.0% | 151,198 | $30.0M |
| Norges Bank | 0.00% | Add +17.7% | 141,490 | $28.1M |
| Fisher Asset Management | 0.01% | Reduce -10.3% | 91,883 | $18.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -7.6% | 79,608 | $15.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +16.7% | 59,458 | $11.8M |
| Kennedy Capital Management LLC | 0.23% | Reduce -25.8% | 55,976 | $11.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +16.7% | 55,346 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 54,580 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Add +11.3% | 50,953 | $10.1M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -18.8% | 50,520 | $10.0M |
| Rhumbline Advisers | 0.01% | Reduce -0.0% | 49,098 | $9.7M |
| Citadel Advisors | 0.01% | Add +690.1% | 47,180 | $9.4M |
| Millennium Management | 0.01% | Reduce -74.8% | 46,862 | $9.3M |
| Neuberger Berman Group LLC | 0.01% | Add +40.5% | 46,618 | $9.3M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 44,707 | $8.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +112.4% | 42,690 | $8.5M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.5% | 40,883 | $8.1M |
| Renaissance Technologies | 0.01% | Reduce -14.9% | 38,395 | $7.6M |
| Prudential Financial Inc. | 0.01% | Add +78.3% | 37,028 | $7.3M |
| Swiss National Bank | 0.00% | No change | 35,000 | $6.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.9% | 31,539 | $6.3M |
| Public Sector Pension Investment Board | 0.04% | No change | 31,223 | $6.2M |
| Edgestream Partners, L.P. | 0.29% | Add +295.6% | 29,404 | $5.8M |
| Raymond James & Associates | 0.00% | Add +2.2% | 28,583 | $5.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.5% | 28,311 | $5.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 27,692 | $5.5M |
| Royal Bank of Canada | 0.00% | Reduce -15.6% | 23,490 | $4.7M |
| Citigroup Inc. | 0.00% | Add +115.4% | 22,672 | $4.5M |
| Sei Investments Co. | 0.01% | Add +68.1% | 22,204 | $4.4M |
| Bank of America Corp. | 0.00% | Reduce -48.6% | 21,431 | $4.3M |
| Teacher Retirement System of Texas | 0.03% | Add +277.1% | 20,958 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.2% | 20,939 | $4.2M |
| Greenwich Wealth Management LLC | 0.32% | No change | 20,132 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.7% | 19,171 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -19.7% | 18,902 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -6.0% | 18,647 | $3.7M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -6.0% | 18,647 | $3.7M |
| Credit Suisse AG/ | 0.00% | Add +1.7% | 18,542 | $3.7M |
| Barclays PLC | 0.00% | Reduce -38.0% | 17,982 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -5.4% | 17,670 | $3.5M |
| American Century Companies Inc. | 0.00% | Reduce -34.6% | 17,562 | $3.5M |
| King Luther Capital Management Corp. | 0.02% | New | 17,370 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +68.4% | 16,749 | $3.3M |
| Knights of Columbus Asset Advisors LLC | 0.24% | Reduce -48.8% | 16,676 | $3.3M |
| Marshall Wace, LLP | 0.01% | New | 16,601 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Add +1.1% | 15,470 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.9% | 15,108 | $3.0M |
| Algert Global LLC | 0.12% | Add +651.2% | 15,100 | $3.0M |
| UBS Group AG | 0.00% | Reduce -8.8% | 14,842 | $2.9M |
| Cerity Partners LLC | 0.01% | Add +1079.2% | 14,681 | $2.9M |
| SageView Advisory Group, LLC | 0.15% | New | 55,269 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +6.5% | 14,117 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +14.6% | 13,951 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.1% | 13,854 | $2.7M |
| Texas Permanent School Fund Corp. | 0.02% | Add +2.4% | 13,303 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.6% | 13,186 | $2.6M |
| Prescott Group Capital Management, L.L.C. | 0.38% | New | 12,000 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +204.1% | 11,382 | $2.3M |
| James Investment Research, Inc. | 0.26% | Reduce -2.4% | 10,978 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.3% | 10,751 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +2.5% | 9,484 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.8% | 9,376 | $1.9M |
| American International Group, Inc. | 0.01% | Reduce -0.8% | 9,261 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.0% | 9,259 | $1.8M |
| NorthCrest Asset Manangement, LLC | 0.06% | Reduce -2.1% | 9,150 | $1.8M |
| Man Group plc | 0.00% | New | 8,979 | $1.8M |
| Private Client Services, LLC | 1.18% | New | 8,877 | $1.8M |
| Comerica Bank | 0.01% | Add +7.0% | 8,819 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.4% | 8,817 | $1.8M |
| Wells Fargo & Company | 0.00% | Reduce -17.3% | 8,600 | $1.7M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -2.1% | 8,483 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Add +7.1% | 7,540 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | No change | 7,500 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 7,433 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 7,245 | $1.4M |
| State of Tennessee, Department of Treasury | 0.01% | Add +53.9% | 7,142 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +11.1% | 7,011 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.7% | 6,891 | $1.4M |
| Caitlin John, LLC | 1.02% | Add +7.9% | 6,803 | $1.4M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -1.8% | 6,720 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -17.0% | 6,484 | $1.3M |
| Coho Partners, Ltd. | 0.03% | No change | 6,428 | $1.3M |
| 1492 Capital Management LLC | 0.71% | Reduce -0.0% | 6,397 | $1.3M |
| Oliver Luxxe Assets LLC | 0.25% | Add +1.1% | 5,954 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +76.4% | 5,755 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -6.7% | 5,702 | $1.1M |
| Creative Planning | 0.00% | Add +56.3% | 5,697 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +197.8% | 5,423 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.11% | Add +177.9% | 5,414 | $1.1M |
| STRS Ohio | 0.00% | Reduce -15.6% | 5,400 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +65.0% | 5,380 | $1.1M |
| Mariner, LLC | 0.00% | Add +0.8% | 5,200 | $1.0M |
| Quadrature Capital Ltd | 0.02% | New | 5,164 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | No change | 5,468 | $1.0M |
| Arizona State Retirement System | 0.01% | Reduce -1.9% | 4,867 | $966K |
| Amalgamated Bank | 0.01% | Reduce -26.6% | 4,854 | $963K |
| Harbor Capital Advisors, Inc. | 0.12% | New | 4,460 | $885K |
| Wedge Capital Management L L P | 0.01% | Add +24.5% | 4,446 | $882K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,369 | $867K |
| First Trust Advisors LP | 0.00% | Reduce -0.1% | 4,153 | $824K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -5.8% | 4,106 | $815K |
| Dorsey & Whitney Trust CO LLC | 0.05% | New | 4,010 | $796K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.9% | 3,981 | $790K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,944 | $783K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.1% | 3,878 | $770K |
| Handelsbanken Fonder AB | 0.00% | No change | 3,772 | $749K |
| Praxis Investment Management Inc. | 0.05% | No change | 3,730 | $740K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +6.8% | 5,294 | $734K |
| ProShare Advisors LLC | 0.00% | Add +7.6% | 3,451 | $685K |
| Sit Investment Associates Inc. | 0.02% | No change | 3,425 | $680K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +1.1% | 3,283 | $652K |
| Wallace Capital Management Inc. | 0.09% | No change | 3,188 | $633K |
| Captrust Financial Advisors | 0.00% | Reduce -25.6% | 3,188 | $633K |
| UniSuper Management Pty Ltd | 0.01% | New | 3,175 | $630K |
| HSBC Holdings PLC | 0.00% | New | 2,975 | $590K |
| Burney Co./ | 0.02% | Reduce -50.9% | 2,971 | $590K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -16.2% | 2,812 | $558K |
| Mackenzie Financial Corp. | 0.00% | New | 2,657 | $527K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.5% | 2,619 | $520K |
| Martingale Asset Management L P | 0.01% | New | 2,613 | $519K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.4% | 2,574 | $511K |
| Shell Asset Management Co. | 0.02% | Reduce -9.3% | 2,175 | $501K |
| Amundi | 0.00% | Add +32.7% | 2,700 | $496K |
| Allianz Asset Management GmbH | 0.00% | No change | 2,500 | $496K |
| Sherbrooke Park Advisers LLC | 0.09% | New | 2,419 | $480K |
| PEAK6 Investments LLC | 0.02% | Add +1832.8% | 2,416 | $480K |
| Regions Financial Corp. | 0.00% | Reduce -4.5% | 2,384 | $473K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.8% | 2,286 | $454K |
| LPL Financial LLC | 0.00% | Add +1.0% | 2,285 | $453K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.0% | 2,265 | $448K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.3% | 2,246 | $446K |
| Bank of Montreal | 0.00% | Add +3.3% | 2,216 | $440K |
| Pictet Asset Management Holding SA | 0.00% | Add +0.8% | 2,165 | $430K |
| Vise Technologies, Inc. | 0.08% | Add +14.2% | 2,144 | $426K |
| Destination Wealth Management | 0.01% | No change | 2,048 | $407K |
| AQR Capital Management | 0.00% | Reduce -26.4% | 2,032 | $403K |
| XTX Topco Ltd | 0.05% | New | 1,982 | $393K |
| Truepoint, Inc. | 0.01% | No change | 1,944 | $386K |
| New York Life Investment Management LLC | 0.00% | Reduce -26.1% | 1,839 | $365K |
| Schulhoff & Co. Inc. | 0.16% | Reduce -12.9% | 1,838 | $365K |
| Inceptionr LLC | 0.09% | New | 1,792 | $356K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.7% | 1,731 | $344K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +8.2% | 1,720 | $341K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.9% | 1,712 | $340K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +21.3% | 1,701 | $338K |
| Pathstone Holdings, LLC | 0.00% | Add +9.9% | 1,670 | $331K |
| Walleye Capital LLC | 0.00% | New | 1,625 | $323K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.8% | 1,616 | $321K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,610 | $320K |
| MML Investors Services, LLC | 0.00% | Add +2.4% | 1,583 | $314K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.4% | 1,418 | $298K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 1,500 | $298K |
| Obermeyer Wealth Partners | 0.02% | No change | 1,469 | $292K |
| Vident Advisory, LLC | 0.01% | Add +2.8% | 1,451 | $288K |
| Russell Investments Group, Ltd. | 0.00% | Add +1473.3% | 1,416 | $281K |
| Parcion Private Wealth LLC | 0.02% | Reduce -0.8% | 1,360 | $270K |
| Tarbox Family Office, Inc. | 0.05% | No change | 1,353 | $269K |
| Farther Finance Advisors, LLC | 0.02% | Add +12254.5% | 1,359 | $268K |
| Washington Trust Bank | 0.03% | No change | 1,333 | $265K |
| Voloridge Investment Management, LLC | 0.00% | New | 1,319 | $262K |
| iSAM Funds (UK) Ltd | 0.14% | New | 1,274 | $253K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +6.5% | 1,248 | $248K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.3% | 1,250 | $248K |
| Panagora Asset Management Inc. | 0.00% | Reduce -3.0% | 1,233 | $245K |
| SG Americas Securities, LLC | 0.00% | New | 1,198 | $238K |
| M&T Bank Corp | 0.00% | Reduce -25.7% | 1,186 | $235K |
| Cetera Investment Advisers | 0.00% | New | 1,157 | $230K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 1,093 | $217K |
| AlphaQuest LLC | 0.04% | New | 1,062 | $211K |
| Xponance LLC | 0.00% | New | 1,053 | $209K |
| CIBC Asset Management Inc | 0.00% | New | 1,049 | $208K |
| Jump Financial, LLC | 0.01% | New | 1,038 | $206K |
| Morse Asset Management, Inc | 0.05% | New | 1,025 | $203K |
| CIBC Private Wealth Group LLC | 0.00% | New | 964 | $190K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -8.8% | 912 | $181K |
| Investors Research Corp | 0.03% | No change | 700 | $139K |
| State of Wyoming | 0.02% | New | 576 | $114K |
| Fifth Third Bancorp | 0.00% | Add +0.7% | 561 | $111K |
| Quadrant Capital Group LLC | 0.01% | Add +20.6% | 555 | $110K |
| SouthState Bank Corp | 0.01% | No change | 515 | $102K |
| EntryPoint Capital, LLC | 0.08% | New | 452 | $90K |
| KBC Group NV | 0.00% | Reduce -19.0% | 405 | $80K |
| Stephens Inc. | 0.00% | No change | 403 | $80K |
| Harbour Investments, Inc. | 0.00% | Add +1.0% | 387 | $77K |
| Cwm, LLC | 0.00% | Add +13.6% | 301 | $60K |
| Mather Group, Llc. | 0.00% | New | 323 | $57K |
| FSC Wealth Advisors, LLC | 0.03% | New | 249 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.8% | 247 | $49K |
| Missouri Trust & Investment Co | 0.02% | No change | 203 | $40K |
| West Oak Capital, LLC | 0.02% | No change | 200 | $40K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 197 | $39K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.1% | 191 | $38K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 186 | $37K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 181 | $36K |
| Parallel Advisors, LLC | 0.00% | Add +7.8% | 180 | $36K |
| GAMMA Investing LLC | 0.01% | No change | 167 | $33K |
| NCP Inc. | 0.02% | — | 115 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 111 | $22K |
| Hexagon Capital Partners LLC | 0.00% | Add +156.1% | 105 | $21K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 102 | $20K |
| nVerses Capital, LLC | 0.05% | New | 100 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 100 | $20K |
| Geneos Wealth Management Inc. | 0.00% | No change | 97 | $19K |
| National Bank of Canada | 0.00% | No change | 87 | $18K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $16K |
| Promethos Capital, LLC | 0.01% | No change | 77 | $15K |
| Principal Securities, Inc. | 0.00% | Reduce -2.8% | 70 | $14K |
| Rise Advisors, LLC | 0.01% | New | 67 | $13K |
| Spire Wealth Management | 0.00% | No change | 57 | $11K |
| Front Row Advisors LLC | 0.00% | New | 57 | $11K |
| Signaturefd, LLC | 0.00% | Add +21.7% | 56 | $11K |
| Covestor Ltd | 0.01% | Add +5300.0% | 54 | $11K |
| Allworth Financial LP | 0.00% | Add +82.8% | 53 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 52 | $10K |
| Toronto Dominion Bank | 0.00% | No change | 52 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 50 | $10K |
| FSA Wealth Management LLC | 0.00% | No change | 41 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -70.1% | 38 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 36 | $7K |
| Bessemer Group Inc. | 0.00% | No change | 36 | $7K |
| Private Trust Co. NA | 0.00% | No change | 35 | $7K |
| First Community Trust NA | 0.01% | No change | 34 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 34 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 23 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 21 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 21 | $4K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -19.2% | 21 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 16 | $3K |
| Hollencrest Capital Management | 0.00% | New | 13 | $3K |
| Highlander Capital Management, LLC | 0.00% | No change | 12 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 11 | $2K |
| Dakota Community Bank & Trust NA | 0.01% | No change | 10 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 10 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $2K |
| Johnson Financial Group, Inc. | 0.00% | No change | 8 | $2K |
| UMB Bank, n.a. | 0.00% | New | 8 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $1K |
| Huntington National Bank | 0.00% | Add +16.7% | 7 | $1K |
| Assetmark, Inc. | 0.00% | No change | 7 | $1K |
| HM Payson & Co. | 0.00% | No change | 6 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 5 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $993 |
| Lindbrook Capital, LLC | 0.00% | No change | 5 | $992 |
| Global Financial Private Client, LLC | 0.00% | No change | 4 | $789 |
| Clarity Asset Management, Inc. | 0.00% | No change | 4 | $769 |
| Continuum Advisory, LLC | 0.00% | New | 3 | $639 |
| PSI Advisors, LLC | 0.00% | New | 3 | $595 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 3 | $595 |
| Avior Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $595 |
| Abound Wealth Management | 0.00% | No change | 2 | $397 |
| Rothschild Investment LLC | 0.00% | New | 2 | $397 |
| Avalon Trust Co | 0.00% | No change | 2 | $397 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $199 |
| Pineridge Advisors LLC | 0.00% | Reduce -98.0% | 1 | $198 |
| TFO Wealth Partners, LLC | 0.00% | No change | 1 | $198 |
"% of holder's portfolio" is PIPR's weight in each manager's 13F, not the share of Piper Sandler Cos the manager owns.