Piper Sandler CosPIPR
13F holders, Q2 2024 (June 30)311holders +27
54new positions
26sold out
5famous investors
$230.17avg. 13F price*
At the end of Q2 2024, 311 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings, up 27 from Q1 2024. 54 opened new positions and 26 sold out. The largest holders were BlackRock Inc. ($583.1M), Vanguard Group Inc. ($456.5M) and State Street Corp. ($156.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $47.3M |
| Exits | 26 | $18.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,073,713 shares bought and 600,731 shares sold, net +472,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 311 holders
| BlackRock Inc. | 0.01% | Add +1.3% | 2,533,473 | $583.1M |
| Vanguard Group Inc. | 0.01% | Add +0.6% | 1,983,140 | $456.5M |
| State Street Corp. | 0.01% | Add +2.0% | 680,293 | $156.6M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.7% | 488,661 | $112.5M |
| FMR LLC | 0.01% | Add +99.5% | 419,464 | $96.5M |
| GW&K Investment Management, LLC | 0.82% | Reduce -0.3% | 388,962 | $89.5M |
| Westwood Holdings Group Inc. | 0.71% | Reduce -13.1% | 373,475 | $86.0M |
| Geode Capital Management, LLC | 0.01% | Add +5.0% | 370,242 | $85.2M |
| Stephens Investment Management Group LLC | 1.16% | Reduce -13.0% | 358,801 | $82.6M |
| JPMorgan Chase & Co. | 0.01% | Add +67.6% | 330,177 | $76.0M |
| Lord, Abbett & Co. LLC | 0.24% | Add +9.0% | 311,365 | $71.7M |
| Franklin Resources Inc. | 0.02% | Reduce -12.2% | 281,012 | $64.7M |
| Janus Henderson Group PLC | 0.03% | Reduce -8.6% | 274,772 | $63.2M |
| Nuveen Asset Management, LLC | 0.02% | Add +11.3% | 271,890 | $62.6M |
| Mairs & Power Inc. | 0.58% | Add +1.1% | 262,302 | $60.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.1% | 236,962 | $54.5M |
| Invesco Ltd. | 0.01% | Reduce -5.3% | 231,930 | $53.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.5% | 202,537 | $46.6M |
| Systematic Financial Management LP | 1.33% | Reduce -12.4% | 189,835 | $43.7M |
| North Reef Capital Management LP | 1.97% | Add +3.3% | 185,000 | $42.6M |
| Northern Trust Corp. | 0.01% | Add +1.1% | 182,676 | $42.0M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -3.9% | 182,376 | $42.0M |
| Morgan Stanley | 0.00% | Add +7.8% | 175,434 | $40.4M |
| Bank of New York Mellon Corp | 0.01% | Add +5.8% | 170,145 | $39.2M |
| Voya Investment Management LLC | 0.04% | Add +2.5% | 155,046 | $35.7M |
| Norges Bank | 0.00% | Add +0.6% | 142,354 | $32.8M |
| Fisher Asset Management | 0.01% | Add +45.1% | 133,357 | $30.7M |
| Millennium Management | 0.02% | Add +66.0% | 77,804 | $17.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.4% | 77,710 | $17.9M |
| Neuberger Berman Group LLC | 0.01% | Add +52.4% | 71,055 | $16.4M |
| Balyasny Asset Management L.P. | 0.04% | Add +1631.6% | 68,293 | $15.7M |
| Ameriprise Financial Inc. | 0.00% | Add +17.8% | 60,024 | $13.8M |
| Kennedy Capital Management LLC | 0.29% | Add +5.0% | 58,780 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 57,090 | $13.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +2.7% | 56,837 | $13.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -11.5% | 52,635 | $12.1M |
| Rhumbline Advisers | 0.01% | Reduce -0.4% | 48,919 | $11.3M |
| Prudential Financial Inc. | 0.02% | Add +31.5% | 48,705 | $11.2M |
| Renaissance Technologies | 0.02% | Add +21.6% | 46,695 | $10.7M |
| Legal & General Group Plc | 0.00% | Add +1.2% | 45,230 | $10.4M |
| Sei Investments Co. | 0.01% | Add +101.2% | 44,675 | $10.3M |
| Mesirow Institutional Investment Management, Inc. | 0.89% | New | 44,048 | $10.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +104.6% | 39,217 | $9.0M |
| Great Lakes Advisors, LLC | 0.08% | Reduce -4.4% | 39,072 | $9.0M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 34,800 | $8.0M |
| Public Sector Pension Investment Board | 0.05% | Add +9.5% | 34,200 | $7.9M |
| New York State Teachers Retirement System | 0.02% | Add +1.9% | 32,149 | $7.4M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -39.6% | 30,521 | $7.0M |
| Bank of America Corp. | 0.00% | Add +42.3% | 30,490 | $7.0M |
| Raymond James & Associates | 0.00% | Reduce -2.6% | 27,841 | $6.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -8.1% | 26,011 | $6.0M |
| Nicholas Investment Partners, LP | 0.69% | New | 25,852 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +4.9% | 24,633 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -17.1% | 22,964 | $5.3M |
| Moody Aldrich Partners LLC | 0.95% | New | 21,078 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 21,045 | $4.8M |
| Greenwich Wealth Management LLC | 0.34% | No change | 20,132 | $4.6M |
| SG Americas Securities, LLC | 0.03% | Add +1576.2% | 20,081 | $4.6M |
| Informed Momentum Co LLC | 0.75% | New | 20,032 | $4.6M |
| King Luther Capital Management Corp. | 0.02% | Add +6.0% | 18,410 | $4.2M |
| Natixis Advisors, LLC | 0.01% | Add +18.6% | 18,351 | $4.2M |
| Algert Global LLC | 0.14% | Add +20.2% | 18,150 | $4.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +25.9% | 17,773 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -4.7% | 17,771 | $4.1M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -4.7% | 17,771 | $4.1M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 17,225 | $4.0M |
| Knights of Columbus Asset Advisors LLC | 0.25% | Add +1.1% | 16,862 | $3.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -22.1% | 14,735 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -13.3% | 14,522 | $3.3M |
| Edgestream Partners, L.P. | 0.16% | Reduce -52.3% | 14,018 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.0% | 13,853 | $3.2M |
| American Century Companies Inc. | 0.00% | Reduce -22.5% | 13,612 | $3.1M |
| Cerity Partners LLC | 0.01% | Reduce -9.8% | 13,241 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.0% | 13,188 | $3.0M |
| Victory Capital Management Inc. | 0.00% | Add +74.8% | 13,176 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -42.0% | 13,159 | $3.0M |
| Martingale Asset Management L P | 0.06% | Add +384.8% | 12,667 | $2.9M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 11,953 | $2.8M |
| New York State Common Retirement Fund | 0.00% | Add +55.1% | 11,240 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.9% | 11,168 | $2.6M |
| James Investment Research, Inc. | 0.30% | Reduce -0.0% | 10,976 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Reduce -49.4% | 10,616 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.3% | 10,549 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Add +13.5% | 10,011 | $2.3M |
| Corebridge Financial, Inc. | 0.01% | — | 9,994 | $2.3M |
| ExodusPoint Capital Management, LP | 0.02% | New | 9,810 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.3% | 9,684 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -80.5% | 9,192 | $2.1M |
| NorthCrest Asset Manangement, LLC | 0.07% | No change | 9,150 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.4% | 9,134 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -40.6% | 8,967 | $2.1M |
| Marshall Wace, LLP | 0.00% | Reduce -47.4% | 8,734 | $2.0M |
| Cibc World Market Inc. | 0.01% | New | 8,712 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 8,694 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 8,565 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -0.2% | 8,468 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -11.8% | 8,360 | $1.9M |
| Voloridge Investment Management, LLC | 0.01% | Add +519.6% | 8,173 | $1.9M |
| Barclays PLC | 0.00% | Reduce -55.8% | 7,940 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Add +4.0% | 7,800 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +18.6% | 7,688 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.0% | 7,532 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 7,433 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 7,142 | $1.6M |
| US Bancorp \de | 0.00% | Add +23.3% | 7,032 | $1.6M |
| Comerica Bank | 0.01% | Reduce -21.1% | 6,963 | $1.6M |
| Creative Planning | 0.00% | Add +20.9% | 6,888 | $1.6M |
| AlphaQuest LLC | 0.21% | Add +531.8% | 6,710 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -5.0% | 6,661 | $1.5M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -2.3% | 6,567 | $1.5M |
| 1492 Capital Management LLC | 0.83% | Reduce -0.2% | 6,387 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -9.0% | 6,268 | $1.4M |
| Oliver Luxxe Assets LLC | 0.30% | Add +2.0% | 6,073 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -46.7% | 6,064 | $1.4M |
| Two Sigma Investments, LP | 0.00% | New | 5,700 | $1.3M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 5,423 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Add +35.2% | 5,420 | $1.2M |
| Intech Investment Management LLC | 0.02% | New | 5,372 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -1.5% | 5,299 | $1.2M |
| Mariner, LLC | 0.00% | Add +0.3% | 5,218 | $1.2M |
| STRS Ohio | 0.00% | Reduce -3.7% | 5,200 | $1.2M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +11.1% | 4,954 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +1.7% | 4,950 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -0.8% | 4,815 | $1.1M |
| AXS Investments LLC | 0.29% | New | 4,592 | $1.1M |
| UBS Group AG | 0.00% | Reduce -69.2% | 4,572 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,369 | $1.0M |
| Man Group plc | 0.00% | Reduce -51.8% | 4,324 | $995K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.5% | 3,922 | $903K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -7.0% | 3,817 | $879K |
| First Trust Advisors LP | 0.00% | Reduce -9.1% | 3,776 | $869K |
| Handelsbanken Fonder AB | 0.00% | No change | 3,772 | $868K |
| Vestcor Inc | 0.03% | New | 3,674 | $846K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -39.2% | 3,501 | $806K |
| Tidal Investments LLC | 0.01% | New | 3,475 | $800K |
| Sit Investment Associates Inc. | 0.02% | No change | 3,425 | $788K |
| Glenmede Trust Co. NA | 0.00% | New | 3,388 | $780K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +2.1% | 3,352 | $772K |
| HSBC Holdings PLC | 0.00% | Add +12.2% | 3,338 | $760K |
| Legato Capital Management LLC | 0.10% | New | 3,287 | $757K |
| Wallace Capital Management Inc. | 0.11% | No change | 3,188 | $734K |
| UniSuper Management Pty Ltd | 0.01% | No change | 3,175 | $731K |
| Praxis Investment Management Inc. | 0.05% | No change | 3,730 | $730K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.5% | 3,117 | $717K |
| Nkcfo LLC | 0.39% | New | 3,100 | $714K |
| Captrust Financial Advisors | 0.00% | Reduce -2.7% | 3,101 | $714K |
| Vise Technologies, Inc. | 0.12% | Add +38.0% | 2,959 | $681K |
| Burney Co./ | 0.03% | Reduce -3.2% | 2,875 | $662K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 2,812 | $647K |
| LPL Financial LLC | 0.00% | Add +20.7% | 2,759 | $635K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1006.9% | 2,734 | $629K |
| Park Avenue Securities LLC | 0.01% | Add +6.3% | 2,735 | $629K |
| ProShare Advisors LLC | 0.00% | Reduce -23.6% | 2,637 | $607K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.4% | 2,557 | $589K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -52.1% | 2,536 | $584K |
| Quantinno Capital Management LP | 0.01% | New | 2,500 | $575K |
| Allianz Asset Management GmbH | 0.00% | No change | 2,500 | $575K |
| Susquehanna International Group, LLP | 0.00% | Reduce -37.9% | 2,409 | $554K |
| Amundi | 0.00% | Reduce -11.6% | 2,388 | $552K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 2,340 | $539K |
| Atria Investments, Inc | 0.01% | New | 2,336 | $538K |
| HighTower Advisors, LLC | 0.00% | Add +2.7% | 2,327 | $536K |
| Bank of Montreal | 0.00% | Add +2.1% | 2,262 | $524K |
| AQR Capital Management | 0.00% | Add +10.9% | 2,254 | $519K |
| Regions Financial Corp. | 0.00% | Reduce -5.8% | 2,246 | $517K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.2% | 2,152 | $495K |
| OneDigital Investment Advisors LLC | 0.01% | New | 2,118 | $488K |
| TD Asset Management Inc | 0.00% | New | 2,100 | $483K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.5% | 2,089 | $481K |
| Destination Wealth Management | 0.02% | No change | 2,048 | $471K |
| Truepoint, Inc. | 0.01% | No change | 1,944 | $447K |
| Two Sigma Advisers, LP | 0.00% | New | 1,900 | $437K |
| Centiva Capital, LP | 0.02% | New | 1,843 | $424K |
| Schulhoff & Co. Inc. | 0.19% | No change | 1,838 | $423K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.4% | 1,804 | $415K |
| Morse Asset Management, Inc | 0.10% | Add +74.6% | 1,790 | $412K |
| Pathstone Holdings, LLC | 0.00% | Add +4.3% | 1,742 | $401K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.4% | 1,438 | $399K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,731 | $398K |
| MML Investors Services, LLC | 0.00% | Add +8.4% | 1,716 | $395K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -0.6% | 1,709 | $393K |
| Walleye Capital LLC | 0.00% | Add +2.5% | 1,666 | $383K |
| FORA Capital, LLC | 0.05% | New | 1,662 | $383K |
| Vident Advisory, LLC | 0.01% | Add +14.5% | 1,661 | $382K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,610 | $371K |
| Petrus Trust Company, LTA | 0.03% | New | 1,608 | $370K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.7% | 1,589 | $366K |
| Quantbot Technologies LP | 0.02% | New | 1,549 | $357K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 1,506 | $347K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 1,500 | $345K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -12.5% | 1,488 | $342K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.8% | 1,484 | $342K |
| Obermeyer Wealth Partners | 0.02% | No change | 1,469 | $338K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +29.0% | 1,410 | $325K |
| Farther Finance Advisors, LLC | 0.02% | Add +1.6% | 1,381 | $320K |
| Parcion Private Wealth LLC | 0.03% | No change | 1,360 | $313K |
| Tarbox Family Office, Inc. | 0.05% | No change | 1,353 | $311K |
| Washington Trust Bank | 0.03% | No change | 1,333 | $307K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.4% | 1,317 | $303K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,254 | $289K |
| Heritage Wealth Management, Inc. | 0.10% | — | 1,222 | $284K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,233 | $284K |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 1,197 | $276K |
| Choreo, LLC | 0.00% | New | 1,159 | $269K |
| Xponance LLC | 0.00% | Add +4.6% | 1,101 | $253K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 1,100 | $253K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -12.7% | 1,090 | $251K |
| Mackenzie Financial Corp. | 0.00% | Reduce -59.1% | 1,087 | $250K |
| Evergreen Capital Management LLC | 0.01% | New | 1,084 | $250K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.1% | 1,048 | $241K |
| M&T Bank Corp | 0.00% | Reduce -13.4% | 1,027 | $236K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.4% | 987 | $229K |
| Corient Private Wealth LP | 0.00% | New | 977 | $225K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 952 | $219K |
| Commerce Bank | 0.00% | New | 948 | $218K |
| Canandaigua National Bank & Trust Co. | 0.02% | New | 907 | $209K |
| First Trust Direct Indexing L.P. | 0.01% | New | 907 | $209K |
| Stifel Financial Corp. | 0.00% | New | 895 | $206K |
| BOS Asset Management, LLC | 0.10% | New | 893 | $206K |
| Stonebridge Capital Advisors LLC | 0.02% | New | 870 | $200K |
| Investors Research Corp | 0.04% | No change | 700 | $161K |
| Fifth Third Bancorp | 0.00% | Add +2.3% | 574 | $132K |
| Quadrant Capital Group LLC | 0.01% | Reduce -6.3% | 520 | $120K |
| SouthState Bank Corp | 0.01% | No change | 515 | $119K |
| KBC Group NV | 0.00% | Add +12.3% | 455 | $105K |
| Harbour Investments, Inc. | 0.00% | No change | 387 | $89K |
| FSC Wealth Advisors, LLC | 0.06% | Add +39.0% | 346 | $80K |
| Mather Group, Llc. | 0.00% | Reduce -0.3% | 322 | $64K |
| Cwm, LLC | 0.00% | Reduce -15.9% | 253 | $58K |
| Missouri Trust & Investment Co | 0.02% | No change | 203 | $47K |
| nVerses Capital, LLC | 0.03% | Add +100.0% | 200 | $46K |
| West Oak Capital, LLC | 0.02% | No change | 200 | $46K |
| GAMMA Investing LLC | 0.01% | Add +18.6% | 198 | $46K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 197 | $45K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 186 | $43K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.2% | 167 | $38K |
| EntryPoint Capital, LLC | 0.02% | Reduce -67.5% | 147 | $34K |
| Global Retirement Partners, LLC | 0.00% | Add +33.3% | 136 | $31K |
| Hexagon Capital Partners LLC | 0.01% | Add +19.1% | 125 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 111 | $26K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $24K |
| NewEdge Advisors, LLC | 0.00% | Reduce -47.1% | 101 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $23K |
| Geneos Wealth Management Inc. | 0.00% | No change | 97 | $22K |
| Blue Trust, Inc. | 0.00% | Add +194.7% | 112 | $22K |
| National Bank of Canada | 0.00% | No change | 87 | $20K |
| Signaturefd, LLC | 0.00% | Add +55.4% | 87 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $18K |
| Promethos Capital, LLC | 0.01% | No change | 77 | $18K |
| Allworth Financial LP | 0.00% | Add +26.4% | 67 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 61 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 70 | $16K |
| Rise Advisors, LLC | 0.01% | No change | 67 | $15K |
| Arax Advisory Partners | 0.00% | New | 66 | $15K |
| Smartleaf Asset Management LLC | 0.00% | New | 67 | $15K |
| Spire Wealth Management | 0.00% | Add +1.8% | 58 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 52 | $12K |
| Front Row Advisors LLC | 0.00% | Reduce -10.5% | 51 | $12K |
| NCP Inc. | 0.01% | Reduce -56.5% | 50 | $12K |
| JNBA Financial Advisors | 0.00% | No change | 50 | $12K |
| Covestor Ltd | 0.01% | Reduce -9.3% | 49 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +38.2% | 47 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 36 | $8K |
| Private Trust Co. NA | 0.00% | No change | 35 | $8K |
| Bessemer Group Inc. | 0.00% | No change | 36 | $8K |
| HighMark Wealth Management LLC | 0.00% | New | 34 | $8K |
| First Community Trust NA | 0.01% | No change | 34 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | New | 30 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +13.6% | 25 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 23 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 21 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 21 | $5K |
| UMB Bank, n.a. | 0.00% | Add +150.0% | 20 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | New | 18 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $4K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -23.8% | 16 | $4K |
| Cohen & Steers, Inc. | 0.00% | New | 17 | $4K |
| Caitlin John, LLC | 0.00% | Reduce -99.8% | 17 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $4K |
| Johnson Financial Group, Inc. | 0.00% | Add +100.0% | 16 | $4K |
| Cassady Schiller Wealth Management, LLC | 0.00% | Reduce -6.3% | 15 | $3K |
| First Pacific Financial | 0.00% | New | 12 | $3K |
| Rothschild Investment LLC | 0.00% | Add +450.0% | 11 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 11 | $3K |
| Huntington National Bank | 0.00% | Add +57.1% | 11 | $3K |
| 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 |
| Quarry LP | 0.00% | New | 8 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | New | 7 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $2K |
| Innealta Capital, LLC | 0.00% | New | 7 | $2K |
| Lindbrook Capital, LLC | 0.00% | Add +40.0% | 7 | $2K |
| Assetmark, Inc. | 0.00% | No change | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 6 | $1K |
| HM Payson & Co. | 0.00% | No change | 6 | $1K |
| AdvisorNet Financial, Inc | 0.00% | New | 5 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 5 | $1K |
| Global Financial Private Client, LLC | 0.00% | No change | 4 | $921 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -82.6% | 4 | $921 |
| Clarity Asset Management, Inc. | 0.00% | No change | 4 | $895 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 3 | $691 |
| CVA Family Office, LLC | 0.00% | New | 3 | $691 |
| Continuum Advisory, LLC | 0.00% | No change | 3 | $691 |
| Abound Wealth Management | 0.00% | No change | 2 | $461 |
| Larson Financial Group LLC | 0.00% | New | 2 | $460 |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2 | $460 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $231 |
| Pineridge Advisors LLC | 0.00% | No change | 1 | $230 |
| Jones Financial Companies LLLP | 0.00% | New | 1 | $230 |
"% of holder's portfolio" is PIPR's weight in each manager's 13F, not the share of Piper Sandler Cos the manager owns.