Piper Sandler CosPIPR
13F holders, Q3 2024 (September 30)334holders +23
51new positions
29sold out
8famous investors
$283.81avg. 13F price*
At the end of Q3 2024, 334 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings, up 23 from Q2 2024. 51 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($726.3M), Vanguard Group Inc. ($576.8M) and State Street Corp. ($193.7M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Piper Sandler Cos
- CUSIP
- 724078100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $65.3M |
| Exits | 29 | $98.1M |
All 13F filers, Q2 2024 → Q3 2024: 1,565,863 shares bought and 1,131,803 shares sold, net +434,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 334 holders
| BlackRock, Inc. | 0.02% | — | 2,559,041 | $726.3M |
| Vanguard Group Inc. | 0.01% | Add +2.5% | 2,032,190 | $576.8M |
| State Street Corp. | 0.01% | Add +0.3% | 682,430 | $193.7M |
| FMR LLC | 0.01% | Add +49.0% | 625,048 | $177.4M |
| Invesco Ltd. | 0.03% | Add +156.7% | 595,398 | $169.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.2% | 482,858 | $137.0M |
| GW&K Investment Management, LLC | 0.93% | Reduce -1.3% | 384,011 | $109.0M |
| Geode Capital Management, LLC | 0.01% | Add +2.0% | 377,586 | $107.2M |
| Alliancebernstein L.P. | 0.03% | Add +1573.4% | 352,158 | $99.9M |
| Westwood Holdings Group Inc. | 0.74% | Reduce -9.5% | 337,931 | $95.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.7% | 327,987 | $93.1M |
| Lord, Abbett & Co. LLC | 0.27% | Reduce -3.8% | 299,593 | $85.0M |
| Mairs & Power Inc. | 0.66% | Reduce -6.3% | 245,828 | $69.8M |
| Norges Bank | 0.01% | Add +72.2% | 245,135 | $69.6M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -15.1% | 230,818 | $65.5M |
| Stephens Investment Management Group LLC | 0.80% | Reduce -42.1% | 207,584 | $58.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 205,226 | $58.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.3% | 200,660 | $56.9M |
| Systematic Financial Management LP | 1.42% | Add +3.4% | 196,342 | $55.7M |
| Loomis Sayles & Co. L P | 0.07% | Add +6.4% | 193,983 | $55.1M |
| Morgan Stanley | 0.00% | Add +6.5% | 186,789 | $53.0M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 182,885 | $51.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.0% | 156,492 | $44.4M |
| Fisher Asset Management | 0.02% | Add +9.0% | 145,321 | $41.2M |
| Voya Investment Management LLC | 0.04% | Reduce -19.8% | 124,358 | $35.3M |
| North Reef Capital Management LP | 1.61% | Reduce -34.1% | 121,910 | $34.6M |
| Janus Henderson Group PLC | 0.02% | Reduce -57.1% | 117,933 | $33.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 75,307 | $21.4M |
| Millennium Management | 0.02% | Reduce -10.3% | 69,775 | $19.8M |
| Sei Investments Co. | 0.02% | Add +45.7% | 65,090 | $18.5M |
| Kennedy Capital Management LLC | 0.38% | Add +4.1% | 61,208 | $17.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Add +6.5% | 60,514 | $17.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -14.8% | 60,505 | $17.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.2% | 57,775 | $16.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 56,781 | $16.1M |
| Prudential Financial Inc. | 0.02% | Add +6.3% | 51,794 | $14.7M |
| Fred Alger Management, LLC | 0.07% | New | 51,600 | $14.6M |
| Rhumbline Advisers | 0.01% | Reduce -1.6% | 48,116 | $13.7M |
| Renaissance Technologies | 0.02% | Reduce -2.1% | 45,695 | $13.0M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 45,618 | $12.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -15.9% | 44,263 | $12.6M |
| Mesirow Institutional Investment Management, Inc. | 0.85% | Reduce -10.9% | 39,264 | $11.1M |
| Axiom Investors LLC | 0.10% | New | 38,509 | $10.9M |
| Bank of America Corp. | 0.00% | Add +24.9% | 38,077 | $10.8M |
| Great Lakes Advisors, LLC | 0.09% | Reduce -4.4% | 37,355 | $10.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +2362.7% | 36,546 | $10.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.7% | 35,005 | $9.9M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 34,600 | $9.8M |
| Public Sector Pension Investment Board | 0.05% | Reduce -1.8% | 33,600 | $9.5M |
| Barclays PLC | 0.00% | Add +307.1% | 32,328 | $9.2M |
| Nicholas Investment Partners, LP | 0.92% | Add +23.3% | 31,883 | $9.0M |
| Beacon Pointe Advisors, LLC | 0.10% | No change | 30,521 | $8.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -6.5% | 30,049 | $8.5M |
| Raymond James & Associates | 0.01% | Add +5.3% | 29,325 | $8.3M |
| Citadel Advisors | 0.01% | Add +214.8% | 28,935 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Add +2.7% | 26,711 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 25,453 | $7.2M |
| Moody Aldrich Partners LLC | 1.25% | Add +14.8% | 24,202 | $6.9M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 23,154 | $6.6M |
| Philadelphia Financial Management of San Francisco, LLC | 1.31% | New | 21,514 | $6.1M |
| Citigroup Inc. | 0.01% | Add +63.4% | 21,496 | $6.1M |
| Greenwich Wealth Management LLC | 0.39% | No change | 20,132 | $5.7M |
| Informed Momentum Co LLC | 0.85% | Add +0.2% | 20,071 | $5.7M |
| Global IMC LLC | 1.14% | New | 19,967 | $5.7M |
| Natixis Advisors, LLC | 0.01% | Add +8.1% | 19,838 | $5.6M |
| Cibc World Market Inc. | 0.01% | Add +119.0% | 19,080 | $5.4M |
| King Luther Capital Management Corp. | 0.02% | Add +1.5% | 18,678 | $5.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +5.1% | 18,679 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -1.7% | 17,461 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -1.7% | 17,461 | $5.0M |
| California State Teachers Retirement System | 0.01% | Reduce -2.9% | 16,718 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +21.3% | 16,060 | $4.6M |
| Victory Capital Management Inc. | 0.00% | Add +20.6% | 15,889 | $4.5M |
| Deutsche Bank AG | 0.00% | Add +89.5% | 15,841 | $4.5M |
| UBS Group AG | 0.00% | Add +236.4% | 15,380 | $4.4M |
| Vident Advisory, LLC | 0.11% | Add +786.5% | 14,725 | $4.2M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -11.3% | 13,063 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.6% | 12,708 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -10.6% | 12,392 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.4% | 11,321 | $3.2M |
| Oliver Luxxe Assets LLC | 0.57% | Add +84.5% | 11,202 | $3.2M |
| James Investment Research, Inc. | 0.36% | No change | 10,976 | $3.1M |
| Martingale Asset Management L P | 0.07% | Reduce -15.7% | 10,679 | $3.0M |
| Edgestream Partners, L.P. | 0.13% | Reduce -24.9% | 10,534 | $3.0M |
| Knights of Columbus Asset Advisors LLC | 0.19% | Reduce -38.6% | 10,349 | $2.9M |
| Calamos Advisors LLC | 0.02% | New | 10,254 | $2.9M |
| New York State Common Retirement Fund | 0.00% | Reduce -9.8% | 10,135 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.6% | 10,032 | $2.8M |
| Crawford Investment Counsel Inc. | 0.05% | New | 10,012 | $2.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.9% | 9,906 | $2.8M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.5% | 9,859 | $2.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +10.8% | 9,488 | $2.7M |
| Advisors Preferred, LLC | 0.41% | New | 9,430 | $2.7M |
| Algert Global LLC | 0.07% | Reduce -48.7% | 9,310 | $2.6M |
| Creative Planning | 0.00% | Add +34.8% | 9,287 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +22.3% | 9,213 | $2.6M |
| NorthCrest Asset Manangement, LLC | 0.08% | No change | 9,150 | $2.6M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.1% | 9,036 | $2.6M |
| Tudor Investment Corporation | 0.03% | New | 9,019 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -37.9% | 9,018 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 8,870 | $2.5M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Add +61.0% | 8,728 | $2.5M |
| American Century Companies Inc. | 0.00% | Reduce -36.0% | 8,710 | $2.5M |
| Illinois Municipal Retirement Fund | 0.03% | Add +1.7% | 8,615 | $2.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 8,356 | $2.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +445.1% | 8,209 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.3% | 7,700 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -1.2% | 7,597 | $2.2M |
| US Bancorp \de | 0.00% | Add +6.7% | 7,503 | $2.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 7,433 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -18.7% | 7,294 | $2.1M |
| TD Asset Management Inc | 0.00% | Add +242.9% | 7,200 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -0.0% | 7,141 | $2.0M |
| Comerica Bank | 0.01% | Add +0.7% | 7,010 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +29.5% | 6,956 | $2.0M |
| 1492 Capital Management LLC | 0.92% | Add +0.7% | 6,429 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.7% | 6,160 | $1.7M |
| Tidal Investments LLC | 0.02% | Add +75.7% | 6,104 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +0.3% | 6,079 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -45.0% | 5,835 | $1.7M |
| Verition Fund Management LLC | 0.01% | New | 5,802 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -14.3% | 5,711 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -1.4% | 5,347 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -0.0% | 5,216 | $1.5M |
| Parallax Volatility Advisers, L.P. | 0.04% | New | 5,107 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +3.0% | 5,097 | $1.4M |
| Bridgewater Associates | 0.01% | New | 5,036 | $1.4M |
| Harbor Capital Advisors, Inc. | 0.06% | Add +1.1% | 5,010 | $1.4M |
| STRS Ohio | 0.01% | Reduce -5.8% | 4,900 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -2.2% | 4,710 | $1.3M |
| Vestcor Inc | 0.04% | Add +23.5% | 4,537 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +10.4% | 4,332 | $1.3M |
| Man Group plc | 0.00% | Add +2.4% | 4,429 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 4,369 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -21.9% | 4,136 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Add +16.1% | 3,933 | $1.1M |
| Legato Capital Management LLC | 0.14% | Add +17.5% | 3,862 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.1% | 3,776 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 3,772 | $1.1M |
| Praxis Investment Management Inc. | 0.07% | No change | 3,730 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +36.3% | 3,593 | $1.0M |
| LPL Financial LLC | 0.00% | Add +25.3% | 3,456 | $981K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 3,450 | $979K |
| Sit Investment Associates Inc. | 0.02% | No change | 3,425 | $972K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.9% | 3,384 | $960K |
| Vise Technologies, Inc. | 0.12% | Add +11.6% | 3,302 | $937K |
| Wallace Capital Management Inc. | 0.12% | No change | 3,188 | $905K |
| Taika Capital, LP | 0.67% | New | 3,137 | $890K |
| Versor Investments LP | 0.14% | New | 3,100 | $880K |
| AQR Capital Management | 0.00% | Add +36.6% | 3,078 | $874K |
| First Trust Advisors LP | 0.00% | Reduce -19.8% | 3,028 | $859K |
| HSBC Holdings PLC | 0.00% | Reduce -12.7% | 2,914 | $822K |
| Amundi | 0.00% | Add +16.7% | 2,787 | $803K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 2,812 | $798K |
| Quantinno Capital Management LP | 0.01% | Add +5.7% | 2,642 | $750K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 2,569 | $729K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.8% | 2,561 | $727K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 2,536 | $720K |
| Burney Co./ | 0.03% | Reduce -12.4% | 2,519 | $715K |
| Walleye Capital LLC | 0.01% | Add +43.7% | 2,394 | $679K |
| Credit Agricole S A | 0.00% | New | 2,393 | $679K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -6.8% | 2,382 | $676K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 2,366 | $671K |
| Bank of Montreal | 0.00% | Add +5.0% | 2,376 | $670K |
| Aviva PLC | 0.00% | New | 2,359 | $670K |
| Captrust Financial Advisors | 0.00% | Reduce -24.2% | 2,351 | $667K |
| Wolverine Trading, LLC | 0.02% | New | 2,361 | $666K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +62.5% | 2,292 | $650K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 2,285 | $650K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.8% | 2,252 | $639K |
| Regions Financial Corp. | 0.00% | Reduce -2.0% | 2,200 | $624K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 2,198 | $624K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.7% | 2,176 | $618K |
| Shell Asset Management Co. | 0.03% | — | 2,175 | $617K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,152 | $611K |
| Park Avenue Securities LLC | 0.01% | Reduce -22.7% | 2,113 | $600K |
| Atria Investments, Inc | 0.01% | Reduce -10.3% | 2,095 | $595K |
| Destination Wealth Management | 0.02% | No change | 2,048 | $581K |
| Truepoint, Inc. | 0.01% | No change | 1,944 | $552K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.3% | 1,845 | $524K |
| Schulhoff & Co. Inc. | 0.22% | No change | 1,838 | $522K |
| Seven Eight Capital, LP | 0.05% | New | 1,809 | $513K |
| Morse Asset Management, Inc | 0.11% | Add +0.1% | 1,791 | $508K |
| MML Investors Services, LLC | 0.00% | Add +4.3% | 1,790 | $508K |
| Pathstone Holdings, LLC | 0.00% | Add +1.0% | 1,759 | $499K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 1,731 | $491K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +16.3% | 1,730 | $491K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -0.4% | 1,702 | $483K |
| Kesler, Norman & Wride, LLC | 0.09% | New | 1,651 | $469K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.5% | 1,629 | $462K |
| Choreo, LLC | 0.01% | Add +39.9% | 1,621 | $458K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +42.0% | 1,548 | $439K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -6.2% | 1,510 | $429K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 1,500 | $426K |
| Obermeyer Wealth Partners | 0.02% | No change | 1,469 | $417K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.4% | 1,386 | $393K |
| SG Americas Securities, LLC | 0.00% | Reduce -93.2% | 1,360 | $386K |
| Parcion Private Wealth LLC | 0.03% | No change | 1,360 | $386K |
| Tarbox Family Office, Inc. | 0.06% | No change | 1,353 | $384K |
| Washington Trust Bank | 0.04% | No change | 1,333 | $378K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 1,338 | $378K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.5% | 1,298 | $368K |
| Cynosure Group, LLC | 0.05% | New | 1,296 | $368K |
| Sherbrooke Park Advisers LLC | 0.08% | New | 1,267 | $360K |
| Evergreen Capital Management LLC | 0.01% | Add +15.7% | 1,254 | $356K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -12.8% | 1,254 | $356K |
| Panagora Asset Management Inc. | 0.00% | No change | 1,233 | $350K |
| Heritage Wealth Management, Inc. | 0.11% | No change | 1,222 | $347K |
| Allianz Asset Management GmbH | 0.00% | Reduce -52.0% | 1,200 | $341K |
| Brevan Howard Capital Management LP | 0.02% | New | 1,145 | $325K |
| Xponance LLC | 0.00% | Add +3.1% | 1,135 | $322K |
| Cetera Investment Advisers | 0.00% | Reduce -6.5% | 1,119 | $318K |
| Arete Wealth Advisors, LLC | 0.03% | New | 1,104 | $310K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,087 | $309K |
| CIBC Asset Management Inc | 0.00% | Add +0.9% | 1,057 | $300K |
| Acadian Asset Management LLC | 0.00% | New | 1,057 | $299K |
| Bayesian Capital Management, LP | 0.03% | New | 1,032 | $293K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 988 | $280K |
| D. E. Shaw & Co. | 0.00% | New | 968 | $275K |
| M&T Bank Corp | 0.00% | Reduce -7.6% | 949 | $269K |
| Commerce Bank | 0.00% | Reduce -1.1% | 938 | $266K |
| Corient Private Wealth LP | 0.00% | Reduce -5.2% | 926 | $263K |
| Marshall Wace, LLP | 0.00% | Reduce -89.5% | 917 | $260K |
| First Trust Direct Indexing L.P. | 0.01% | No change | 907 | $257K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -1.4% | 894 | $254K |
| BOS Asset Management, LLC | 0.09% | No change | 893 | $253K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -67.6% | 885 | $251K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 870 | $247K |
| Profund Advisors LLC | 0.01% | New | 854 | $242K |
| Spirepoint Private Client, LLC | 0.03% | New | 840 | $238K |
| Stifel Financial Corp. | 0.00% | Reduce -10.5% | 801 | $227K |
| Journey Strategic Wealth LLC | 0.01% | New | 783 | $222K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 782 | $222K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -24.1% | 723 | $205K |
| Quadrant Capital Group LLC | 0.01% | Add +37.9% | 717 | $203K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 707 | $201K |
| Investors Research Corp | 0.04% | No change | 700 | $199K |
| Blue Owl Capital Holdings LP | 0.03% | New | 607 | $172K |
| Fifth Third Bancorp | 0.00% | Add +0.7% | 578 | $164K |
| KBC Group NV | 0.00% | Add +20.9% | 550 | $156K |
| Blue Trust, Inc. | 0.00% | Add +486.6% | 657 | $151K |
| SouthState Bank Corp | 0.01% | No change | 515 | $146K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 395 | $112K |
| Avalon Trust Co | 0.01% | New | 375 | $106K |
| Cwm, LLC | 0.00% | Add +22.5% | 310 | $88K |
| Mather Group, Llc. | 0.00% | Reduce -4.7% | 307 | $87K |
| Baird Financial Group, Inc. | 0.00% | New | 296 | $84K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +372.1% | 288 | $82K |
| USA Financial Formulas | 0.01% | New | 271 | $77K |
| GAMMA Investing LLC | 0.01% | Add +9.6% | 217 | $62K |
| Missouri Trust & Investment Co | 0.02% | No change | 203 | $58K |
| West Oak Capital, LLC | 0.03% | No change | 200 | $57K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 197 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 186 | $53K |
| Parallel Advisors, LLC | 0.00% | No change | 167 | $47K |
| Hexagon Capital Partners LLC | 0.01% | Add +15.2% | 144 | $41K |
| Signaturefd, LLC | 0.00% | Add +34.5% | 117 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 111 | $32K |
| Geneos Wealth Management Inc. | 0.00% | Add +10.3% | 107 | $30K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $29K |
| NewEdge Advisors, LLC | 0.00% | No change | 101 | $29K |
| Danske Bank A/S | 0.00% | New | 100 | $28K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $28K |
| Principal Securities, Inc. | 0.00% | Add +27.1% | 89 | $25K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 81 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $23K |
| Earned Wealth Advisors, LLC | 0.01% | New | 75 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.5% | 72 | $20K |
| Bessemer Group Inc. | 0.00% | Add +91.7% | 69 | $20K |
| Allworth Financial LP | 0.00% | No change | 67 | $19K |
| Rise Advisors, LLC | 0.01% | No change | 67 | $19K |
| Arax Advisory Partners | 0.00% | No change | 66 | $19K |
| Spire Wealth Management | 0.00% | No change | 58 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 52 | $15K |
| Promethos Capital, LLC | 0.01% | Reduce -35.1% | 50 | $14K |
| JNBA Financial Advisors | 0.00% | No change | 50 | $14K |
| Private Trust Co. NA | 0.00% | Add +37.1% | 48 | $14K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 44 | $12K |
| FSA Wealth Management LLC | 0.00% | — | 41 | $12K |
| UMB Bank, n.a. | 0.00% | Add +90.0% | 38 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 36 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -25.5% | 35 | $10K |
| HighMark Wealth Management LLC | 0.01% | No change | 34 | $10K |
| First Community Trust NA | 0.01% | No change | 34 | $10K |
| Fourpath Capital Management, LLC | 0.00% | New | 33 | $9K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 30 | $9K |
| Huntington National Bank | 0.00% | Add +163.6% | 29 | $8K |
| Peterson Financial Group, Inc. | 0.03% | New | 28 | $8K |
| Hemington Wealth Management | 0.00% | New | 29 | $8K |
| Ashton Thomas Securities, LLC | 0.00% | New | 27 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 25 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +316.7% | 25 | $7K |
| NCP Inc. | 0.00% | Reduce -50.0% | 25 | $7K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 22 | $6K |
| Jones Financial Companies LLLP | 0.00% | Add +2100.0% | 22 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 21 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 21 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 19 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.6% | 19 | $5K |
| Sterling Capital Management LLC | 0.00% | — | 18 | $5K |
| Cohen & Steers, Inc. | 0.00% | No change | 17 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $5K |
| GeoWealth Management, LLC | 0.00% | New | 17 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -11.1% | 16 | $5K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 15 | $4K |
| Reston Wealth Management LLC | 0.00% | New | 14 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -89.7% | 14 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 13 | $4K |
| First Pacific Financial | 0.00% | No change | 12 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 11 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -99.8% | 10 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 10 | $3K |
| Dakota Community Bank & Trust NA | 0.01% | No change | 10 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 10 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -50.0% | 8 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 7 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 7 | $2K |
| Assetmark, Inc. | 0.00% | No change | 7 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +20.0% | 6 | $2K |
| IFP Advisors, Inc | 0.00% | New | 6 | $2K |
| HM Payson & Co. | 0.00% | No change | 6 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 4 | $1K |
| Clarity Asset Management, Inc. | 0.00% | No change | 4 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 5 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 3 | $994 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 3 | $851 |
| CVA Family Office, LLC | 0.00% | No change | 3 | $851 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $568 |
| Abound Wealth Management | 0.00% | Reduce -50.0% | 1 | $284 |
| Mendota Financial Group, LLC | 0.00% | New | 1 | $284 |
| Pineridge Advisors LLC | 0.00% | No change | 1 | $284 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $284 |
"% of holder's portfolio" is PIPR's weight in each manager's 13F, not the share of Piper Sandler Cos the manager owns.