Piper Sandler CosPIPR

13F holders, Q4 2024 (December 31)
350holders +16
34new positions
29sold out
7famous investors
$299.92avg. 13F price*

At the end of Q4 2024, 350 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings, up 16 from Q3 2024. 34 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($786.4M), Vanguard Group Inc. ($619.0M) and State Street Corp. ($209.6M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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

0100200300400500 Q1 2024: 284Q1 2024Q2 2024: 311Q2 2024Q3 2024: 334Q3 2024Q4 2024: 350Q4 2024Q1 2025: 358Q1 2025Q2 2025: 356Q2 2025Q3 2025: 381Q3 2025Q4 2025: 418Q4 2025Q1 2026: 18Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions34$32.0M
Exits29$24.3M

All 13F filers, Q3 2024 → Q4 2024: 686,766 shares bought and 596,393 shares sold, net +90,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 350 holders

BlackRock, Inc. 0.02% Add +2.5% 2,621,766 $786.4M
Vanguard Group Inc. 0.01% Add +1.6% 2,063,590 $619.0M
State Street Corp. 0.01% Add +2.4% 698,915 $209.6M
Invesco Ltd. 0.04% Add +17.2% 697,824 $209.3M
FMR LLC 0.01% Reduce -2.2% 611,126 $183.3M
Dimensional Fund Advisors LP 0.03% Reduce -5.8% 454,606 $136.4M
Geode Capital Management, LLC 0.01% Reduce -0.2% 376,801 $113.0M
Alliancebernstein L.P. 0.04% Add +2.3% 360,224 $108.0M
JPMorgan Chase & Co. 0.01% Reduce -0.8% 325,203 $97.5M
GW&K Investment Management, LLC 0.82% Reduce -16.4% 320,863 $96.2M
Westwood Holdings Group Inc. 0.62% Reduce -21.7% 264,640 $79.4M
Lord, Abbett & Co. LLC 0.26% Reduce -12.6% 261,978 $78.6M
Mairs & Power Inc. 0.70% Reduce -1.7% 241,622 $72.5M
Norges Bank 0.01% Reduce -6.6% 229,024 $68.7M
Stephens Investment Management Group LLC 0.86% Add +3.4% 214,554 $64.4M
Goldman Sachs Group Inc. 0.01% Add +3.7% 208,153 $62.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.1% 204,929 $61.5M
Northern Trust Corp. 0.01% Add +9.4% 200,005 $60.0M
Systematic Financial Management LP 1.53% Add +1.8% 199,842 $59.9M
Nuveen Asset Management, LLC 0.02% Reduce -15.7% 194,560 $58.4M
Loomis Sayles & Co. L P 0.07% Reduce -2.8% 188,475 $56.5M
Morgan Stanley 0.00% Reduce -5.4% 176,621 $53.0M
Fisher Asset Management 0.02% Add +7.3% 155,909 $46.8M
Bank of New York Mellon Corp 0.01% Reduce -0.5% 155,759 $46.7M
Voya Investment Management LLC 0.05% Add +1.5% 126,266 $37.9M
Janus Henderson Group PLC 0.02% Reduce -15.1% 100,088 $30.0M
Citadel Advisors 0.03% Add +241.4% 98,790 $29.6M
Millennium Management 0.03% Add +34.2% 93,635 $28.1M
North Reef Capital Management LP 1.15% Reduce -30.0% 85,348 $25.6M
Principal Financial Group Inc. 0.01% Add +2.9% 77,506 $23.2M
Fred Alger Management, LLC 0.11% Add +48.0% 76,357 $22.9M
Neuberger Berman Group LLC 0.01% Add +3.6% 62,665 $18.8M
Envestnet Asset Management Inc. 0.01% Add +2.7% 59,341 $17.8M
Ameriprise Financial Inc. 0.00% Add +3.3% 58,648 $17.6M
Axiom Investors LLC 0.12% Add +44.8% 55,770 $16.7M
Prudential Financial Inc. 0.02% Add +0.2% 51,882 $15.6M
Sei Investments Co. 0.02% Reduce -25.4% 48,588 $14.6M
Rhumbline Advisers 0.01% Reduce -2.0% 47,142 $14.1M
Legal & General Group Plc 0.00% Add +1.4% 46,244 $13.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +26.1% 44,146 $13.2M
Renaissance Technologies 0.02% Reduce -3.7% 43,995 $13.2M
Kennedy Capital Management LLC 0.29% Reduce -28.8% 43,566 $13.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -33.6% 40,206 $12.1M
Public Sector Pension Investment Board 0.05% Add +17.7% 39,554 $11.9M
Mesirow Institutional Investment Management, Inc. 0.84% Reduce -7.4% 36,358 $10.9M
Barclays PLC 0.01% Add +10.9% 35,852 $10.8M
Great Lakes Advisors, LLC 0.09% Reduce -4.7% 35,618 $10.7M
Swiss National Bank 0.01% Add +0.6% 34,800 $10.4M
Nicholas Investment Partners, LP 0.96% Add +3.2% 32,916 $9.9M
Beacon Pointe Advisors, LLC 0.10% No change 30,521 $9.2M
New York State Teachers Retirement System 0.02% Reduce -3.7% 28,949 $8.7M
Allspring Global Investments Holdings, LLC 0.01% Reduce -36.5% 28,130 $8.4M
Qube Research & Technologies Ltd 0.01% New 27,689 $8.3M
State of Wisconsin Investment Board 0.02% Add +0.5% 26,841 $8.1M
First Trust Advisors LP 0.01% Add +769.1% 26,315 $7.9M
Bank of America Corp. 0.00% Reduce -31.1% 26,247 $7.9M
Raymond James Financial Inc. 0.00% — 24,884 $7.5M
Truist Financial Corp. 0.01% Add +4.5% 24,203 $7.3M
Citigroup Inc. 0.01% Add +12.2% 24,120 $7.2M
UBS Group AG 0.00% Add +55.7% 23,948 $7.2M
Moody Aldrich Partners LLC 1.31% Reduce -2.9% 23,512 $7.1M
Russell Investments Group, Ltd. 0.01% Reduce -40.1% 21,900 $6.6M
Tudor Investment Corporation 0.07% Add +134.6% 21,154 $6.3M
Parallax Volatility Advisers, L.P. 0.16% Add +312.1% 21,046 $6.3M
Royal Bank of Canada 0.00% Reduce -19.1% 20,589 $6.2M
King Luther Capital Management Corp. 0.03% Add +9.2% 20,395 $6.1M
Greenwich Wealth Management LLC 0.43% Add +0.1% 20,149 $6.0M
CANADA LIFE ASSURANCE Co 0.01% Add +7.0% 19,992 $6.0M
Global IMC LLC 1.08% Add +0.1% 19,979 $6.0M
Edgestream Partners, L.P. 0.24% Add +76.6% 18,602 $5.6M
Natixis Advisors, LLC 0.01% Reduce -11.7% 17,523 $5.3M
California State Teachers Retirement System 0.01% Reduce -1.2% 16,521 $5.0M
Vident Advisory, LLC 0.08% Add +7.1% 15,765 $4.7M
Deutsche Bank AG 0.00% Reduce -2.1% 15,510 $4.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -14.8% 14,873 $4.5M
Orion Portfolio Solutions, LLC 0.04% Reduce -14.8% 14,873 $4.5M
Van Eck Associates Corp. 0.01% New 14,251 $4.3M
Cerity Partners LLC 0.01% Reduce -7.6% 14,837 $4.2M
Informed Momentum Co LLC 0.58% Reduce -31.8% 13,683 $4.1M
Crawford Investment Counsel Inc. 0.07% Add +27.4% 12,760 $3.8M
Victory Capital Management Inc. 0.00% Reduce -20.5% 12,630 $3.8M
Lisanti Capital Growth, LLC 0.91% New 12,570 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -3.6% 12,256 $3.7M
T. Rowe Price Associates Inc. 0.00% Add +4.5% 11,834 $3.5M
Public Employees Retirement System of Ohio 0.01% Reduce -9.7% 11,792 $3.5M
Wells Fargo & Company 0.00% Add +29.5% 11,483 $3.4M
Creative Planning 0.00% Add +22.4% 11,368 $3.4M
Jane Street Group, LLC 0.01% Add +22.3% 11,028 $3.3M
James Investment Research, Inc. 0.39% Reduce -0.0% 10,975 $3.3M
Algert Global LLC 0.08% Add +17.3% 10,916 $3.3M
Calamos Advisors LLC 0.02% Add +4.2% 10,681 $3.2M
Oliver Luxxe Assets LLC 0.57% No change 11,202 $3.2M
Mariner, LLC 0.01% Add +102.3% 10,551 $3.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -15.3% 10,493 $3.1M
MetLife Investment Management, LLC 0.02% Add +6.0% 10,447 $3.1M
Knights of Columbus Asset Advisors LLC 0.21% Add +0.2% 10,367 $3.1M
Martingale Asset Management L P 0.08% Reduce -3.4% 10,320 $3.1M
New York State Common Retirement Fund 0.00% No change 10,135 $3.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.1% 9,876 $3.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.8% 9,850 $3.0M
Intech Investment Management LLC 0.03% Add +32.2% 9,193 $2.8M
Corebridge Financial, Inc. 0.01% Reduce -7.2% 9,191 $2.8M
NorthCrest Asset Manangement, LLC 0.08% No change 9,150 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -0.6% 8,982 $2.7M
Teacher Retirement System of Texas 0.01% Add +53.9% 8,981 $2.7M
Illinois Municipal Retirement Fund 0.04% Add +3.7% 8,935 $2.7M
Arrowstreet Capital, Limited Partnership 0.00% Add +8.3% 8,887 $2.7M
Ensign Peak Advisors, Inc 0.00% Add +17.1% 8,703 $2.6M
American Century Companies Inc. 0.00% Reduce -0.5% 8,665 $2.6M
Pinebridge Investments, L.P. 0.02% New 8,377 $2.5M
Dorsey & Whitney Trust CO LLC 0.13% Reduce -6.5% 8,158 $2.4M
Amundi 0.00% Add +194.3% 8,202 $2.4M
Susquehanna International Group, LLP 0.00% New 8,040 $2.4M
Louisiana State Employees Retirement System 0.04% No change 7,700 $2.3M
HSBC Holdings PLC 0.00% Add +132.7% 6,782 $2.0M
Comerica Bank 0.01% Reduce -4.3% 6,707 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -13.0% 6,611 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -11.6% 6,451 $1.9M
1492 Capital Management LLC 0.92% No change 6,429 $1.9M
Credit Agricole S A 0.01% Add +167.5% 6,401 $1.9M
Legato Capital Management LLC 0.25% Add +63.6% 6,318 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -1.8% 6,048 $1.8M
US Bancorp \de 0.00% Reduce -19.9% 6,011 $1.8M
State of Tennessee, Department of Treasury 0.01% Reduce -17.3% 5,908 $1.8M
Nisa Investment Advisors, LLC 0.01% Add +2.6% 5,861 $1.8M
Dynamic Technology Lab Private Ltd 0.28% Add +161.9% 5,756 $1.7M
Vestcor Inc 0.06% Add +25.9% 5,713 $1.7M
LPL Financial LLC 0.00% Add +62.5% 5,617 $1.7M
Aurdan Capital Management, LLC 0.64% — 5,546 $1.7M
Acadian Asset Management LLC 0.00% Add +407.4% 5,363 $1.6M
Maryland State Retirement & Pension System 0.03% Reduce -0.1% 5,340 $1.6M
ProShare Advisors LLC 0.00% Add +44.8% 5,204 $1.6M
Arizona State Retirement System 0.01% Add +0.8% 5,137 $1.5M
Tidal Investments LLC 0.01% Reduce -20.1% 4,878 $1.5M
STRS Ohio 0.01% Reduce -2.0% 4,800 $1.4M
Amalgamated Bank 0.01% Reduce -0.0% 4,709 $1.4M
Integrated Quantitative Investments LLC 0.70% — 4,707 $1.4M
AQR Capital Management 0.00% Add +50.0% 4,616 $1.4M
Harbor Capital Advisors, Inc. 0.06% Reduce -8.9% 4,564 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 4,369 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Reduce -1.2% 4,280 $1.3M
Handelsbanken Fonder AB 0.00% Add +13.3% 4,272 $1.3M
Cresset Asset Management, LLC 0.01% Reduce -30.1% 4,247 $1.3M
Lido Advisors, LLC 0.01% Add +1.2% 4,185 $1.3M
EFG Asset Management (North America) Corp. 0.17% New 4,143 $1.2M
MML Investors Services, LLC 0.00% Add +113.0% 3,813 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -0.8% 3,745 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% — 3,704 $1.1M
KLP Kapitalforvaltning As 0.01% — 3,600 $1.1M
Quadrature Capital Ltd 0.02% New 3,449 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +0.5% 3,466 $1.0M
Sit Investment Associates Inc. 0.02% No change 3,425 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +20.5% 3,389 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.0% 3,385 $1.0M
Glenmede Trust Co. NA 0.01% Reduce -15.1% 3,341 $1.0M
Engineers Gate Manager LP 0.02% New 3,200 $960K
Park Avenue Securities LLC 0.01% Add +46.9% 3,103 $931K
Captrust Financial Advisors 0.00% Add +31.9% 3,100 $930K
Osaic Holdings, Inc. 0.00% Add +15.8% 2,967 $890K
Man Group plc 0.00% Reduce -34.2% 2,915 $874K
Pictet Asset Management Holding SA 0.00% Add +22.6% 2,761 $828K
Brevan Howard Capital Management LP 0.02% Add +139.8% 2,746 $824K
BNP Paribas Financial Markets 0.00% Reduce -70.2% 2,743 $823K
Quantinno Capital Management LP 0.01% Add +3.3% 2,730 $819K
Stifel Financial Corp. 0.00% Add +227.0% 2,619 $786K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +11.9% 2,566 $770K
Praxis Investment Management Inc. 0.05% Reduce -31.6% 2,550 $765K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -2.0% 2,517 $755K
Kesler, Norman & Wride, LLC 0.16% Add +52.0% 2,509 $753K
State Board of Administration of Florida Retirement System 0.00% Reduce -1.2% 2,506 $752K
Aster Capital Management (DIFC) Ltd 0.29% New 2,504 $751K
HighTower Advisors, LLC 0.00% Add +9.2% 2,496 $749K
Bank of Montreal 0.00% Add +3.8% 2,466 $740K
Mutual of America Capital Management LLC 0.01% Add +0.8% 2,402 $720K
Private Wealth Partners, LLC 0.05% New 2,215 $664K
Commonwealth Equity Services, LLC 0.00% Reduce -6.6% 2,209 $663K
Wallace Capital Management Inc. 0.09% Reduce -31.4% 2,188 $656K
Shell Asset Management Co. 0.03% Reduce -0.1% 2,173 $652K
Cetera Investment Advisers 0.00% Add +88.4% 2,108 $632K
Vise Technologies, Inc. 0.05% Reduce -37.9% 2,051 $615K
Public Employees Retirement Association of Colorado 0.00% Reduce -4.9% 2,046 $614K
Regions Financial Corp. 0.00% Reduce -7.8% 2,029 $609K
Harvest Fund Management Co., Ltd 0.03% New 2,015 $605K
Unique Wealth Strategies, LLC 0.26% New 1,983 $595K
Truepoint, Inc. 0.02% No change 1,944 $583K
Vanguard Personalized Indexing Management, LLC 0.01% Add +12.3% 1,943 $583K
OneDigital Investment Advisors LLC 0.01% Reduce -11.1% 1,934 $580K
Burney Co./ 0.02% Reduce -26.3% 1,857 $557K
Atria Investments, Inc 0.01% Reduce -11.7% 1,851 $555K
Schulhoff & Co. Inc. 0.20% No change 1,838 $551K
Aviva PLC 0.00% Reduce -22.6% 1,827 $548K
Ameritas Investment Partners, Inc. 0.02% Add +4.9% 1,816 $545K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.8% 1,805 $541K
Morse Asset Management, Inc 0.12% Add +0.2% 1,795 $538K
Bryce Point Capital, LLC 0.15% — 1,757 $527K
Los Angeles Capital Management LLC 0.00% New 1,745 $523K
Pathstone Holdings, LLC 0.00% Reduce -4.4% 1,681 $504K
Coldstream Capital Management Inc. 0.01% Reduce -9.8% 1,665 $499K
New Age Alpha Advisors, LLC 0.02% New 1,627 $488K
Cibc World Markets Corp. 0.00% New 1,624 $487K
Nebula Research & Development LLC 0.06% New 1,596 $479K
Destination Wealth Management 0.01% Reduce -27.4% 1,486 $446K
Obermeyer Wealth Partners 0.02% No change 1,469 $441K
Farmers & Merchants Investments Inc. 0.01% Reduce -6.6% 1,410 $423K
Mercer Global Advisors Inc. 0.00% Add +4.2% 1,394 $418K
Farther Finance Advisors, LLC 0.02% Add +0.4% 1,391 $417K
Elevation Point Wealth Partners, LLC 0.03% Reduce -19.1% 1,376 $413K
Tower Research Capital LLC (TRC) 0.01% Add +54.4% 1,366 $410K
Parcion Private Wealth LLC 0.03% No change 1,360 $408K
Precision Wealth Strategies, LLC 0.32% New 1,357 $407K
Evergreen Capital Management LLC 0.01% Add +8.0% 1,354 $406K
Tarbox Family Office, Inc. 0.07% No change 1,353 $406K
Crossmark Global Holdings, Inc. 0.01% Reduce -12.9% 1,349 $405K
Modus Advisors, LLC 0.13% New 1,348 $404K
Washington Trust Bank 0.04% No change 1,333 $400K
D. E. Shaw & Co. 0.00% Add +34.3% 1,300 $390K
HighPoint Advisor Group LLC 0.02% Add +1.5% 1,273 $387K
Avantax Advisory Services, Inc. 0.00% Reduce -2.4% 1,267 $380K
Arete Wealth Advisors, LLC 0.03% Add +13.2% 1,250 $375K
Xponance LLC 0.00% Add +9.3% 1,241 $372K
Panagora Asset Management Inc. 0.00% Add +0.4% 1,238 $371K
Heritage Wealth Management, Inc. 0.12% No change 1,222 $367K
Allianz Asset Management GmbH 0.00% Reduce -8.3% 1,100 $330K
Mackenzie Financial Corp. 0.00% No change 1,087 $326K
Choreo, LLC 0.00% Reduce -32.9% 1,087 $324K
Level Four Advisory Services, LLC 0.01% New 1,025 $307K
CIBC Private Wealth Group LLC 0.00% Add +0.4% 992 $295K
CenterBook Partners LP 0.02% New 970 $291K
Cynosure Group, LLC 0.04% Reduce -28.4% 928 $278K
Corient Private Wealth LP 0.00% Reduce -1.6% 911 $273K
BOS Asset Management, LLC 0.10% No change 893 $268K
Commerce Bank 0.00% Reduce -5.3% 888 $266K
Profund Advisors LLC 0.01% Add +2.2% 873 $262K
Canandaigua National Bank & Trust Co. 0.03% Reduce -2.7% 870 $261K
Stonebridge Capital Advisors LLC 0.02% No change 870 $261K
Bailard, Inc. 0.01% New 868 $260K
Wolverine Trading, LLC 0.01% Reduce -63.6% 859 $256K
Spirepoint Private Client, LLC 0.03% Reduce -1.8% 825 $248K
M&T Bank Corp 0.00% Reduce -13.6% 820 $246K
Journey Strategic Wealth LLC 0.01% Reduce -0.1% 782 $235K
KBC Group NV 0.00% Add +39.6% 768 $230K
Quadrant Capital Group LLC 0.02% Add +5.2% 754 $226K
Trust Point Inc. 0.02% New 751 $225K
Flagship Harbor Advisors, LLC 0.01% Reduce -1.7% 711 $213K
Baird Financial Group, Inc. 0.00% Add +140.2% 711 $213K
Investors Research Corp 0.05% No change 700 $210K
Vicus Capital 0.02% New 691 $207K
Concurrent Investment Advisors, LLC 0.01% Reduce -2.7% 688 $206K
Sage Rhino Capital LLC 0.04% New 682 $205K
CI Investments Inc. 0.00% New 648 $194K
Fifth Third Bancorp 0.00% Add +0.2% 579 $174K
SouthState Bank Corp 0.01% No change 515 $154K
Ramirez Asset Management, Inc. 0.03% New 500 $150K
Harbour Investments, Inc. 0.00% Add +6.1% 419 $126K
Kapitalo Investimentos Ltda 0.08% New 413 $124K
Blue Trust, Inc. 0.00% Reduce -39.6% 397 $119K
Avalon Trust Co 0.01% Add +5.3% 395 $118K
EverSource Wealth Advisors, LLC 0.01% Add +30.2% 375 $112K
Principal Securities, Inc. 0.00% Add +280.9% 339 $102K
Smartleaf Asset Management LLC 0.01% Add +336.1% 314 $94K
Mather Group, Llc. 0.00% No change 307 $92K
Cwm, LLC 0.00% Reduce -10.0% 279 $84K
GAMMA Investing LLC 0.01% Add +27.6% 277 $83K
Wood Tarver Financial Group, LLC 0.02% — 245 $73K
Allworth Financial LP 0.00% Add +238.8% 227 $70K
Missouri Trust & Investment Co 0.02% No change 203 $61K
DHJJ Financial Advisors, Ltd. 0.02% No change 197 $59K
Bartlett & Co. Wealth Management LLC 0.00% No change 186 $56K
Lazard Asset Management LLC 0.00% New 173 $51K
Parallel Advisors, LLC 0.00% Add +0.6% 168 $50K
Park Square Financial Group, LLC 0.03% — 150 $45K
West Oak Capital, LLC 0.02% Reduce -25.0% 150 $45K
IFP Advisors, Inc 0.00% Add +2183.3% 137 $43K
Caitong International Asset Management Co., Ltd 0.04% — 130 $39K
Signaturefd, LLC 0.00% Add +5.1% 123 $37K
Geneos Wealth Management Inc. 0.00% Add +8.4% 116 $35K
Steward Partners Investment Advisory, LLC 0.00% No change 111 $33K
Financial Perspectives, Inc 0.01% No change 103 $31K
NewEdge Advisors, LLC 0.00% No change 101 $30K
Nomura Asset Management Co. Ltd. 0.00% No change 100 $30K
Hexagon Capital Partners LLC 0.01% Reduce -36.8% 91 $27K
Bessemer Group Inc. 0.00% Add +29.0% 89 $27K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 81 $24K
R Squared Ltd 0.02% — 80 $24K
Bogart Wealth, LLC 0.00% No change 80 $24K
Arax Advisory Partners 0.00% Add +3.0% 68 $20K
Rise Advisors, LLC 0.01% No change 67 $20K
Spire Wealth Management 0.00% No change 58 $17K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 55 $17K
Salem Investment Counselors Inc. 0.00% No change 52 $16K
Private Trust Co. NA 0.00% Add +6.3% 51 $15K
Promethos Capital, LLC 0.01% No change 50 $15K
JNBA Financial Advisors 0.00% No change 50 $15K
MassMutual Private Wealth & Trust, FSB 0.00% Add +34.3% 47 $14K
FSA Wealth Management LLC 0.01% No change 41 $12K
Covestor Ltd 0.01% Add +0.0% 38 $12K
UMB Bank, n.a. 0.00% No change 38 $11K
GHP Investment Advisors, Inc. 0.00% No change 36 $11K
WPG Advisers, LLC 0.01% — 35 $10K
Hemington Wealth Management 0.00% Add +24.1% 36 $10K
NCP Inc. 0.00% No change 25 $7K
Bell Investment Advisors, Inc 0.00% No change 25 $7K
DiNuzzo Private Wealth, Inc. 0.00% No change 25 $7K
Hillsdale Investment Management Inc. 0.00% Reduce -16.7% 25 $7K
Vermillion Wealth Management, Inc. 0.00% — 23 $7K
Rothschild Investment LLC 0.00% Add +4.5% 23 $7K
Jones Financial Companies LLLP 0.00% No change 22 $7K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 21 $6K
Versant Capital Management, Inc 0.00% No change 21 $6K
Prestige Wealth Management Group LLC 0.00% No change 19 $6K
JFS Wealth Advisors, LLC 0.00% No change 19 $6K
Quarry LP 0.00% New 18 $5K
Sterling Capital Management LLC 0.00% No change 18 $5K
Private Wealth Management Group, LLC 0.00% No change 17 $5K
GeoWealth Management, LLC 0.00% No change 17 $5K
Cohen & Steers, Inc. 0.00% No change 17 $5K
Cassady Schiller Wealth Management, LLC 0.00% Add +6.7% 16 $5K
Assetmark, Inc. 0.00% Add +114.3% 15 $4K
Northwestern Mutual Wealth Management Co. 0.00% New 11 $3K
Creative Financial Designs Inc. 0.00% No change 11 $3K
Dakota Community Bank & Trust NA 0.01% No change 10 $3K
Fortitude Family Office, LLC 0.00% No change 10 $3K
Laurel Wealth Advisors LLC 0.00% No change 10 $3K
Wilmington Savings Fund Society, FSB 0.00% Reduce -23.1% 10 $3K
Provenance Wealth Advisors, LLC 0.00% No change 9 $3K
Johnson Financial Group, Inc. 0.00% No change 8 $3K
Glen Eagle Advisors, LLC 0.00% No change 7 $2K
Lindbrook Capital, LLC 0.00% No change 7 $2K
MAI Capital Management 0.00% New 7 $2K
HM Payson & Co. 0.00% No change 6 $2K
Global Financial Private Client, LLC 0.00% Add +25.0% 5 $2K
AdvisorNet Financial, Inc 0.00% Reduce -16.7% 5 $2K
Huntington National Bank 0.00% Reduce -82.8% 5 $2K
Horizon Investments, LLC 0.00% New 5 $2K
Center for Financial Planning, Inc. 0.00% New 4 $1K
SJS Investment Consulting Inc. 0.00% Reduce -42.9% 4 $1K
Global Retirement Partners, LLC 0.00% Reduce -71.4% 4 $1K
SBI Securities Co., Ltd. 0.00% — 4 $1K
Clarity Asset Management, Inc. 0.00% No change 4 $1K
Cedar Mountain Advisors, LLC 0.00% No change 3 $900
CVA Family Office, LLC 0.00% No change 3 $900
Continuum Advisory, LLC 0.00% No change 3 $900
Parkside Financial Bank & Trust 0.00% Add +100.0% 2 $600
Larson Financial Group LLC 0.00% No change 2 $600
Pineridge Advisors LLC 0.00% No change 1 $301
Putney Financial Group LLC 0.00% — 1 $300
Parkworth Wealth Management, Inc. 0.00% — 1 $300
First Pacific Financial 0.00% Reduce -91.7% 1 $300
Abound Wealth Management 0.00% No change 1 $300
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 1 $300

"% of holder's portfolio" is PIPR's weight in each manager's 13F, not the share of Piper Sandler Cos the manager owns.