Piper Sandler Companies Ownership 2024 | Who Owns Piper Sandler Companies Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

16.78%

Insider Ownership

2.43%

Retail Ownership

80.78%

Institutional Holders

145.00

Piper Sandler Companies Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	16.35%	0.01%	2,533,473	32,073	1.28%	583,129,561	Jun 30, 2024
VANGUARD GROUP INC	12.80%	0.01%	1,983,140	11,939	0.61%	456,459,333	Jun 30, 2024
STATE STREET CORP	4.39%	0.01%	680,293	13,167	1.97%	156,583,040,000	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	3.15%	0.03%	488,661	-8,660	-1.74%	112,466,248	Jun 30, 2024
FMR LLC	2.71%	0.01%	419,464	209,233	99.53%	96,548,101	Jun 30, 2024
GW&K INVESTMENT MANAGEMENT, LLC	2.51%	0.82%	388,962	-1,233	-0.32%	89,527,000	Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC	2.41%	0.40%	373,475	-56,230	-13.09%	85,962,741	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.39%	0.01%	370,242	17,487	4.96%	85,235,289	Jun 30, 2024
STEPHENS INVESTMENT MANAGEMENT GROUP LLC	2.31%	1.16%	358,801	-53,675	-13.01%	82,585,226	Jun 30, 2024
JPMORGAN CHASE & CO	2.13%	0.01%	330,177	133,171	67.60%	75,996,839	Jun 30, 2024
LORD, ABBETT & CO. LLC	2.01%	0.24%	311,365	25,823	9.04%	71,667,000	Jun 30, 2024
FRANKLIN RESOURCES INC	1.81%	0.02%	281,012	-38,914	-12.16%	64,680,532	Jun 30, 2024
JANUS HENDERSON GROUP PLC	1.77%	0.03%	274,772	-25,747	-8.57%	63,244,311	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	1.75%	0.02%	271,890	27,686	11.34%	62,580,921	Jun 30, 2024
MAIRS & POWER INC	1.69%	0.58%	262,302	2,947	1.14%	60,374,051	Jun 30, 2024
GOLDMAN SACHS GROUP INC	1.53%	0.01%	236,962	21,779	10.12%	54,541,599	Jun 30, 2024
INVESCO LTD.	1.50%	0.01%	231,930	-13,051	-5.33%	53,383,328	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.31%	0.01%	202,537	6,857	3.50%	46,617,941	Jun 30, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP	1.22%	1.33%	189,835	-26,770	-12.36%	43,694,345	Jun 30, 2024
NORTH REEF CAPITAL MANAGEMENT LP	1.19%	1.97%	185,000	5,965	3.33%	42,581,450	Jun 30, 2024

Piper Sandler Companies's largest institutional shareholder is BLACKROCK INC., holding 16.35% of the company's total share outstanding, currently valued at $583.13M. The top 10 institutional shareholders own together 51.14% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORTH REEF CAPITAL MANAGEMENT LP	1.19%	1.97%	185,000	5,965	3.33%	42,581,450	Jun 30, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP	1.22%	1.33%	189,835	-26,770	-12.36%	43,694,345	Jun 30, 2024
STEPHENS INVESTMENT MANAGEMENT GROUP LLC	2.31%	1.16%	358,801	-53,675	-13.01%	82,585,226	Jun 30, 2024
MOODY ALDRICH PARTNERS LLC	0.14%	0.95%	21,078	21,078	100.00%	4,851,523	Jun 30, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.	0.28%	0.89%	44,048	44,048	100.00%	10,138,528	Jun 30, 2024
1492 CAPITAL MANAGEMENT LLC	0.04%	0.83%	6,387	-10	-0.16%	1,470,096	Jun 30, 2024
GW&K INVESTMENT MANAGEMENT, LLC	2.51%	0.82%	388,962	-1,233	-0.32%	89,527,000	Jun 30, 2024
EAM INVESTORS, LLC	0.13%	0.75%	20,032	20,032	100.00%	4,610,765	Jun 30, 2024
NICHOLAS INVESTMENT PARTNERS, LP	0.17%	0.62%	25,852	25,852	100.00%	5,950,355	Jun 30, 2024
MAIRS & POWER INC	1.69%	0.58%	262,302	2,947	1.14%	60,374,051	Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC	2.41%	0.40%	373,475	-56,230	-13.09%	85,962,741	Jun 30, 2024
NKCFO LLC	0.02%	0.39%	3,100	3,100	100.00%	714,000	Jun 30, 2024
GREENWICH WEALTH MANAGEMENT LLC	0.13%	0.34%	20,132	-	-	4,634,000	Jun 30, 2024
JAMES INVESTMENT RESEARCH INC	0.07%	0.30%	10,976	-2	-0.02%	2,526,346	Jun 30, 2024
OLIVER LUXXE ASSETS LLC	0.04%	0.30%	6,073	119	2.00%	1,397,822	Jun 30, 2024
AXS INVESTMENTS LLC	0.03%	0.29%	4,592	4,592	100.00%	1,056,941	Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC	0.38%	0.29%	58,780	2,804	5.01%	13,529,393	Jun 30, 2024
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.11%	0.25%	16,862	186	1.12%	3,881,127	Jun 30, 2024
LORD, ABBETT & CO. LLC	2.01%	0.24%	311,365	25,823	9.04%	71,667,000	Jun 30, 2024
QUEST PARTNERS LLC	0.04%	0.21%	6,710	5,648	531.83%	1,544,441	Jun 30, 2024

The largest Piper Sandler Companies shareholder by % of total assets is NORTH REEF CAPITAL MANAGEMENT LP. The company owns 185.00K shares of Piper Sandler Companies (PIPR), representing 1.97% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FMR LLC	2.71%	0.01%	419,464	209,233	99.53%	96,548,101	Jun 30, 2024
NORGES BANK	0.92%	0.00%	142,354	142,354	100.00%	32,765,620	Jun 30, 2024
JPMORGAN CHASE & CO	2.13%	0.01%	330,177	133,171	67.60%	75,996,839	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.44%	0.03%	68,293	64,349	1631.57%	15,719,000	Jun 30, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.	0.28%	0.89%	44,048	44,048	100.00%	10,138,528	Jun 30, 2024
FISHER ASSET MANAGEMENT, LLC	0.86%	0.01%	133,357	41,474	45.14%	30,694,780	Jun 30, 2024
BLACKROCK INC.	16.35%	0.01%	2,533,473	32,073	1.28%	583,129,561	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.50%	0.01%	77,804	30,942	66.03%	17,908,147	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	1.75%	0.02%	271,890	27,686	11.34%	62,580,921	Jun 30, 2024
NICHOLAS INVESTMENT PARTNERS, LP	0.17%	0.62%	25,852	25,852	100.00%	5,950,355	Jun 30, 2024
LORD, ABBETT & CO. LLC	2.01%	0.24%	311,365	25,823	9.04%	71,667,000	Jun 30, 2024
NEUBERGER BERMAN GROUP LLC	0.46%	0.01%	71,055	24,437	52.42%	16,354,799	Jun 30, 2024
SEI INVESTMENTS CO	0.29%	0.01%	44,675	22,471	101.20%	10,282,489,000	Jun 30, 2024
GOLDMAN SACHS GROUP INC	1.53%	0.01%	236,962	21,779	10.12%	54,541,599	Jun 30, 2024
MOODY ALDRICH PARTNERS LLC	0.14%	0.95%	21,078	21,078	100.00%	4,851,523	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	0.25%	0.00%	39,217	20,046	104.56%	9,026,578	Jun 30, 2024
EAM INVESTORS, LLC	0.13%	0.75%	20,032	20,032	100.00%	4,610,765	Jun 30, 2024
SG AMERICAS SECURITIES, LLC	0.13%	0.03%	20,081	18,883	1576.21%	4,622,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.39%	0.01%	370,242	17,487	4.96%	85,235,289	Jun 30, 2024
STATE STREET CORP	4.39%	0.01%	680,293	13,167	1.97%	156,583,040,000	Jun 30, 2024

As of Jun 30 2024, Piper Sandler Companies's largest institutional buyer is FMR LLC. The company purchased 209.23K stocks of PIPR, valued at $96.55M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WESTWOOD HOLDINGS GROUP INC	2.41%	0.40%	373,475	-56,230	-13.09%	85,962,741	Jun 30, 2024
STEPHENS INVESTMENT MANAGEMENT GROUP LLC	2.31%	1.16%	358,801	-53,675	-13.01%	82,585,226	Jun 30, 2024
FRANKLIN RESOURCES INC	1.81%	0.02%	281,012	-38,914	-12.16%	64,680,532	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.07%	0.00%	10,549	-32,141	-75.29%	2,428,063	Jun 30, 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP	1.22%	1.33%	189,835	-26,770	-12.36%	43,694,345	Jun 30, 2024
JANUS HENDERSON GROUP PLC	1.77%	0.03%	274,772	-25,747	-8.57%	63,244,311	Jun 30, 2024
BEACON POINTE ADVISORS, LLC	0.20%	0.08%	30,521	-19,999	-39.59%	7,025,019	Jun 30, 2024
EDGESTREAM PARTNERS, L.P.	0.09%	0.16%	14,018	-15,386	-52.33%	3,226,523	Jun 30, 2024
INVESCO LTD.	1.50%	0.01%	231,930	-13,051	-5.33%	53,383,328	Jun 30, 2024
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	-	-	-	-12,000	-100.00%	-	Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS	0.07%	0.01%	10,616	-10,342	-49.35%	2,443,000	Jun 30, 2024
UBS GROUP AG	0.03%	0.00%	4,572	-10,270	-69.20%	1,052,337	Jun 30, 2024
BARCLAYS PLC	0.05%	0.00%	7,940	-10,042	-55.84%	1,827,000	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-9,261	-100.00%	-	Jun 30, 2024
PRIVATE CLIENT SERVICES, LLC	-	-	-	-8,877	-100.00%	-	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	3.15%	0.03%	488,661	-8,660	-1.74%	112,466,248	Jun 30, 2024
MARSHALL WACE, LLP	0.06%	0.00%	8,734	-7,867	-47.39%	2,010,306	Jun 30, 2024
LOOMIS SAYLES & CO L P	1.18%	0.06%	182,376	-7,307	-3.85%	41,977,000	Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.34%	0.02%	52,635	-6,823	-11.48%	12,114,997	Jun 30, 2024
COHO PARTNERS, LTD.	-	-	-	-6,428	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Piper Sandler Companies's biggest institutional seller is WESTWOOD HOLDINGS GROUP INC. The company sold -56.23K shares of PIPR, valued at $85.96M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	0.92%	0.00%	142,354	142,354	100.00%	32,765,620	Jun 30, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.	0.28%	0.89%	44,048	44,048	100.00%	10,138,528	Jun 30, 2024
NICHOLAS INVESTMENT PARTNERS, LP	0.17%	0.62%	25,852	25,852	100.00%	5,950,355	Jun 30, 2024
MOODY ALDRICH PARTNERS LLC	0.14%	0.95%	21,078	21,078	100.00%	4,851,523	Jun 30, 2024
EAM INVESTORS, LLC	0.13%	0.75%	20,032	20,032	100.00%	4,610,765	Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.	0.08%	0.01%	11,953	11,953	100.00%	2,751,222	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.06%	0.01%	9,994	9,994	100.00%	2,300,319	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.06%	0.02%	9,810	9,810	100.00%	2,258,000	Jun 30, 2024
CIBC WORLD MARKET INC.	0.06%	0.00%	8,712	8,712	100.00%	2,005,000	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.06%	0.00%	8,565	8,565	100.00%	1,971,406	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.04%	0.00%	5,700	5,700	100.00%	1,311,969	Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC	0.03%	0.02%	5,372	5,372	100.00%	1,236,473	Jun 30, 2024
AXS INVESTMENTS LLC	0.03%	0.29%	4,592	4,592	100.00%	1,056,941	Jun 30, 2024
TOROSO INVESTMENTS, LLC	0.02%	0.01%	3,475	3,475	100.00%	799,840	Jun 30, 2024
GLENMEDE TRUST CO NA	0.02%	0.00%	3,388	3,388	100.00%	779,815	Jun 30, 2024
LEGATO CAPITAL MANAGEMENT LLC	0.02%	0.10%	3,287	3,287	100.00%	756,569	Jun 30, 2024
NKCFO LLC	0.02%	0.39%	3,100	3,100	100.00%	714,000	Jun 30, 2024
QUANTINNO CAPITAL MANAGEMENT LP	0.02%	0.01%	2,500	2,500	100.00%	575,439	Jun 30, 2024
ATRIA INVESTMENTS, INC	0.02%	0.01%	2,336	2,336	100.00%	537,762	Jun 30, 2024
RESOURCES INVESTMENT ADVISORS, LLC.	0.01%	0.01%	2,118	2,118	100.00%	487,500	Jun 30, 2024
TD ASSET MANAGEMENT INC	0.01%	0.00%	2,100	2,100	100.00%	483,357	Jun 30, 2024
CENTIVA CAPITAL, LP	0.01%	0.01%	1,843	1,843	100.00%	424,203	Jun 30, 2024
FORA CAPITAL, LLC	0.01%	0.05%	1,662	1,662	100.00%	382,543	Jun 30, 2024
PETRUS TRUST COMPANY, LTA	0.01%	0.03%	1,608	1,608	100.00%	370,113	Jun 30, 2024
QUANTBOT TECHNOLOGIES LP	0.01%	0.02%	1,549	1,549	100.00%	356,533	Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.01%	0.00%	1,506	1,506	100.00%	347,000	Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.	0.01%	0.00%	1,254	1,254	100.00%	288,664	Jun 30, 2024
CHOREO, LLC	0.01%	0.00%	1,159	1,159	100.00%	268,851	Jun 30, 2024
OMERS ADMINISTRATION CORP	0.01%	0.00%	1,100	1,100	100.00%	253,187	Jun 30, 2024
EVERGREEN CAPITAL MANAGEMENT LLC	0.01%	0.01%	1,084	1,084	100.00%	249,505	Jun 30, 2024
CI PRIVATE WEALTH, LLC	0.01%	0.00%	977	977	100.00%	224,877	Jun 30, 2024
COMMERCE BANK	0.01%	0.00%	948	948	100.00%	218,200	Jun 30, 2024
FIRST TRUST DIRECT INDEXING L.P.	0.01%	0.01%	907	907	100.00%	208,764	Jun 30, 2024
CANANDAIGUA NATIONAL BANK & TRUST CO	0.01%	0.02%	907	907	100.00%	208,764	Jun 30, 2024
STIFEL FINANCIAL CORP	0.01%	0.00%	895	895	100.00%	206,003	Jun 30, 2024
BOS ASSET MANAGEMENT, LLC	0.01%	0.09%	893	893	100.00%	205,542	Jun 30, 2024
STONEBRIDGE CAPITAL ADVISORS LLC	0.01%	0.02%	870	870	100.00%	200,248	Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC	0.00%	0.00%	67	67	100.00%	14,776	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	0.00%	0.00%	66	66	100.00%	15,192	Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC	0.00%	0.00%	61	61	100.00%	16,670	Jun 30, 2024
HIGHMARK WEALTH MANAGEMENT LLC	0.00%	0.00%	34	34	100.00%	7,848	Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.	0.00%	0.00%	30	30	100.00%	6,905	Jun 30, 2024
FRAZIER FINANCIAL ADVISORS, LLC	0.00%	0.00%	18	18	100.00%	4,144	Jun 30, 2024
COHEN & STEERS, INC.	0.00%	-	17	17	100.00%	4,000	Jun 30, 2024
FIRST PACIFIC FINANCIAL	0.00%	0.00%	12	12	100.00%	2,763	Jun 30, 2024
QUARRY LP	0.00%	0.00%	8	8	100.00%	1,841	Jun 30, 2024
GLEN EAGLE ADVISORS, LLC	-	0.00%	7	7	100.00%	1,616	Jun 30, 2024
INNEALTA CAPITAL, LLC	-	0.00%	7	7	100.00%	1,611	Jun 30, 2024
ADVISORNET FINANCIAL, INC	-	0.00%	5	5	100.00%	1,151	Jun 30, 2024
CVA FAMILY OFFICE, LLC	-	0.00%	3	3	100.00%	691	Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC	-	-	2	2	100.00%	460	Jun 30, 2024
LARSON FINANCIAL GROUP LLC	-	-	2	2	100.00%	460	Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP	-	-	1	1	100.00%	230	Jun 30, 2024

Piper Sandler Companies's largest new institutional shareholder by number of shares is NORGES BANK, purchased 142.35K shares, valued at $32.77M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	-	-	-	-12,000	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-9,261	-100.00%	-	Jun 30, 2024
PRIVATE CLIENT SERVICES, LLC	-	-	-	-8,877	-100.00%	-	Jun 30, 2024
COHO PARTNERS, LTD.	-	-	-	-6,428	-100.00%	-	Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	-	-	-	-5,414	-100.00%	-	Jun 30, 2024
QUADRATURE CAPITAL LTD	-	-	-	-5,164	-100.00%	-	Jun 30, 2024
WEDGE CAPITAL MANAGEMENT L L P/NC	-	-	-	-4,446	-100.00%	-	Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC	-	-	-	-2,419	-100.00%	-	Jun 30, 2024
PEAK6 INVESTMENTS LLC	-	-	-	-2,416	-100.00%	-	Jun 30, 2024
XTX TOPCO LTD	-	-	-	-1,982	-100.00%	-	Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	-	-	-	-1,839	-100.00%	-	Jun 30, 2024
INCEPTIONR LLC	-	-	-	-1,792	-100.00%	-	Jun 30, 2024
ISAM FUNDS (UK) LTD	-	-	-	-1,274	-100.00%	-	Jun 30, 2024
JUMP FINANCIAL, LLC	-	-	-	-1,038	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-912	-100.00%	-	Jun 30, 2024
STATE OF WYOMING	-	-	-	-576	-100.00%	-	Jun 30, 2024
STEPHENS INC /AR/	-	-	-	-403	-100.00%	-	Jun 30, 2024
INDIANA TRUST & INVESTMENT MANAGEMENT CO	-	-	-	-181	-100.00%	-	Jun 30, 2024
TORONTO DOMINION BANK	-	-	-	-52	-100.00%	-	Jun 30, 2024
HOLLENCREST CAPITAL MANAGEMENT	-	-	-	-13	-100.00%	-	Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	-	-3	-100.00%	-	Jun 30, 2024
PSI ADVISORS, LLC	-	-	-	-3	-100.00%	-	Jun 30, 2024
AVALON TRUST CO	-	-	-	-2	-100.00%	-	Jun 30, 2024
TFO-TDC, LLC	-	-	-	-1	-100.00%	-	Jun 30, 2024

Piper Sandler Companies's largest sold out institutional shareholder by shares sold is PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C., sold -12.00K shares, valued at -, as of undefined.

Piper Sandler Companies Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
LORD ABBETT DEVELOPING GROWTH FUND, INC.	0.17%	155,871	-2,802	-1.77%	Jan 31, 2024
FRANKLIN VALUE INVESTORS TRUST	0.06%	217,198	-	-	Jan 31, 2024
Voya EQUITY TRUST	0.05%	70,562	12,702	21.95%	Feb 29, 2024
Voya VARIABLE PRODUCTS TRUST	0.05%	17,082	1,137	7.13%	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.02%	11,800	-	-	Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/	0.02%	1,588	-	-	Sep 30, 2022
Vericimetry Funds	0.02%	1,943	-	-	Mar 31, 2024
VANGUARD ADMIRAL FUNDS	0.02%	90,444	11,785	14.98%	Feb 29, 2024
VANGUARD EXPLORER FUND	0.02%	204,871	-6,828	-3.23%	Jan 31, 2024
Ultimus Managers Trust	0.01%	169,567	-24,263	-12.52%	Jan 31, 2024
BNY MELLON INDEX FUNDS, INC.	0.01%	15,252	-1,943	-11.30%	Jan 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)	0.01%	67,360	-	-	Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS	0.01%	7,622	118	1.57%	Mar 31, 2024
Federated Hermes MDT Series	0.01%	31,753	-	-	Jan 31, 2024
PFM Multi-Manager Series Trust	0.01%	8,698	-	-	Dec 31, 2023
Vanguard Montgomery Funds	0.01%	2,201	-	-	Mar 31, 2024
BRIDGEWAY FUNDS INC	0.01%	20,300	-	-	Mar 28, 2024
STATE STREET INSTITUTIONAL FUNDS	0.01%	5,960	-5,303	-47.08%	Mar 31, 2024
ADVISORS' INNER CIRCLE FUND	0.01%	154,032	-	-	Jan 31, 2024
JAMES ADVANTAGE FUNDS	0.01%	11,045	-	-	Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC	0.00%	30,428	-1,183	-3.74%	Mar 31, 2024
AMG Funds IV	0.00%	13,852	-	-	Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.00%	2,587	-71	-2.67%	Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.	0.00%	9,569	-	-	Mar 31, 2024
TIMOTHY PLAN	0.00%	19,230	-1,467	-7.09%	Mar 31, 2024
LKCM Funds	0.00%	15,150	15,150	-	Mar 31, 2024
SIT MUTUAL FUNDS INC	0.00%	1,450	-	-	Mar 28, 2024
VANGUARD INDEX FUNDS	0.00%	1,484,757	-215,403	-12.67%	Mar 31, 2024
LORD ABBETT SECURITIES TRUST	0.00%	14,724	-650	-4.23%	Jan 31, 2024
AMG FUNDS	0.00%	88,051	-4,624	-4.99%	Mar 28, 2024
Humankind Benefit Corp	0.00%	60	-8	-11.76%	Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 1	0.00%	553	-	-	Mar 31, 2024
SYNTAX ETF TRUST	0.00%	72	-10	-12.20%	Mar 31, 2024
NEUBERGER BERMAN EQUITY FUNDS	0.00%	22,209	6,361	40.14%	Feb 29, 2024
FIRST TRUST VARIABLE INSURANCE TRUST	0.00%	10,721	-	-	Mar 28, 2024
RANGER FUNDS INVESTMENT TRUST	0.00%	79	79	-	Apr 30, 2020
AMG FUNDS III	0.00%	9,067	-	-	Mar 28, 2024
NUVEEN INVESTMENT FUNDS INC	0.00%	56,352	-1,696	-2.92%	Jan 31, 2024
World Funds Trust	0.00%	19,071	-	-	Jan 31, 2024
Columbia Funds Variable Series Trust II	0.00%	45,791	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	58,905	-851	-1.42%	Jan 31, 2024
VICTORY PORTFOLIOS	0.00%	35,200	-	-	Mar 31, 2024
SSGA FUNDS	0.00%	485	-	-	Feb 29, 2024
FIDELITY DEVONSHIRE TRUST	0.00%	11,500	-	-	Jan 31, 2024
EXCHANGE TRADED CONCEPTS TRUST	0.00%	5,919	-	-	Feb 29, 2024
IndexIQ ETF Trust	0.00%	2,322	-191	-7.60%	Jan 31, 2024
ROYCE VALUE TRUST, INC.	0.00%	816	-	-	Mar 31, 2024
JANUS INVESTMENT FUND	0.00%	297,116	-21,430	-6.73%	Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 12	0.00%	2,800	-	-	Jan 31, 2024
Fidelity Commonwealth Trust II	0.00%	5,650	-	-	Aug 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.00%	3,211	-160	-4.75%	Jan 31, 2024
VANGUARD WHITEHALL FUNDS	0.00%	76,615	-1,232	-1.58%	Jan 31, 2024
ETF Series Solutions	0.00%	17,857	-	-	Jan 31, 2024
JNL VARIABLE FUND LLC	0.00%	4,474	-	-	Mar 31, 2020
TRUST FOR PROFESSIONAL MANAGERS	0.00%	221,100	102,600	86.58%	Mar 31, 2024
ALLSPRING MASTER TRUST	0.00%	44,532	-1,117	-2.45%	Feb 29, 2024
Calvert Variable Products, Inc.	0.00%	1,731	-66	-3.67%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	133,275	5,368	4.20%	Feb 29, 2024
Principal Exchange-Traded Funds	0.00%	7,414	-	-	Mar 31, 2024
Meeder Funds	0.00%	2,877	-	-	Mar 31, 2024
VANGUARD TAX-MANAGED FUNDS	0.00%	119,951	-605	-0.50%	Mar 31, 2024
SHELTON FUNDS	0.00%	700	-80	-10.26%	Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	422,647	73,720	21.13%	Jan 31, 2024
VANGUARD HORIZON FUNDS	0.00%	8,269	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	10,651	-814	-7.10%	Mar 31, 2024
PRAXIS MUTUAL FUNDS	0.00%	3,730	-	-	Dec 31, 2023
FIDELITY SELECT PORTFOLIOS	0.00%	20,300	-	-	Feb 29, 2024
STEWARD FUNDS, INC.	0.00%	761	-57	-6.97%	Jan 31, 2024
SunAmerica Specialty Series	0.00%	144	-	-	Apr 30, 2021
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	19,926	-3,190	-13.80%	Jan 31, 2024
FIDELITY COVINGTON TRUST	0.00%	4,277	-64	-1.47%	Jan 31, 2024
ALPS ETF Trust	0.00%	2,752	-	-	Feb 29, 2024
SCHWAB STRATEGIC TRUST	0.00%	126,706	7,456	6.25%	Feb 29, 2024
PRINCIPAL VARIABLE CONTRACTS FUNDS INC	0.00%	8,783	-	-	Mar 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST	0.00%	11,295	-235	-2.04%	Dec 31, 2023
VALIC Co II	0.00%	7,000	100	1.45%	Feb 28, 2021
STONE RIDGE TRUST	0.00%	4,910	-	-	Jan 31, 2024
PRUDENTIAL SERIES FUND	0.00%	15,692	-210	-1.32%	Mar 28, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	6,377	-1,279	-16.71%	Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	961	-144	-13.03%	Mar 31, 2024
PENN SERIES FUNDS INC	0.00%	5,651	-246	-4.17%	Mar 28, 2024
Global X Funds	0.00%	8,032	-	-	Jan 31, 2024
Catholic Responsible Investments Funds	0.00%	6,843	-139	-1.99%	Jan 31, 2024
STERLING CAPITAL FUNDS	0.00%	3,610	-	-	Mar 28, 2024
CLEARWATER INVESTMENT TRUST	0.00%	1,557	1,057	211.40%	Mar 28, 2024
T. Rowe Price Index Trust, Inc.	0.00%	3,655	104	2.93%	Mar 31, 2024
Dimensional ETF Trust	0.00%	68,252	-2,001	-2.85%	Jan 31, 2024
AMERICAN CENTURY ETF TRUST	0.00%	17,416	-9,248	-34.68%	Feb 29, 2024
North Square Investments Trust	0.00%	1,450	-	-	Jan 31, 2024
Invesco Exchange-Traded Fund Trust II	0.00%	43,734	12,315	39.20%	Feb 29, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.00%	559	-	-	Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.	0.00%	95	-11	-10.38%	Sep 30, 2023
VANGUARD VARIABLE INSURANCE FUNDS	0.00%	6,883	-	-	Mar 31, 2024
Cavanal Hill Funds	0.00%	264	-	-	Feb 29, 2024
VANGUARD WORLD FUND	0.00%	30,910	-448	-1.43%	Feb 29, 2024
THRIVENT SERIES FUND INC	0.00%	13,186	-219	-1.63%	Mar 28, 2024
SA FUNDS INVESTMENT TRUST	0.00%	1,880	-	-	Mar 31, 2024
Blackstone Alternative Investment Funds	0.00%	13,661	-5,444	-28.50%	Mar 31, 2024
Guggenheim Variable Funds Trust	0.00%	442	-	-	Dec 31, 2023
iSHARES TRUST	0.00%	1,821,082	-33,038	-1.78%	Mar 31, 2024

Piper Sandler Companies's largest mutual fund holder by % of total assets is "LORD ABBETT DEVELOPING GROWTH FUND, INC.", owning 155.87K shares, compromising 0.17% of its total assets.

Piper Sandler Companies Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	145	-48.94%
31 Mar, 24	284	10.08%
31 Dec, 23	258	7.50%
30 Sep, 23	240	2.13%
30 Jun, 23	235	-7.11%
31 Mar, 23	253	1.20%
31 Dec, 22	250	5.04%
30 Sep, 22	238	-3.64%
30 Jun, 22	247	-7.49%
31 Mar, 22	267	0.75%
31 Dec, 21	265	10.42%
30 Sep, 21	240	11.63%
30 Jun, 21	215	2.87%
31 Mar, 21	209	-4.13%
31 Dec, 20	218	15.34%
30 Sep, 20	189	3.28%
30 Jun, 20	183	3.39%
31 Mar, 20	177	-8.76%
31 Dec, 19	194	-2.51%
30 Sep, 19	199	1.53%
30 Jun, 19	196	-
31 Mar, 19	196	8.89%
31 Dec, 18	180	-2.70%
30 Sep, 18	185	-5.61%
30 Jun, 18	196	-10.50%
31 Mar, 18	219	6.83%
31 Dec, 17	205	14.53%
30 Sep, 17	179	-6.77%
30 Jun, 17	192	-4.95%
31 Mar, 17	202	-1.46%
31 Dec, 16	205	18.50%
30 Sep, 16	173	1.17%
30 Jun, 16	171	-11.40%
31 Mar, 16	193	16.27%
31 Dec, 15	166	3.11%
30 Sep, 15	161	-6.40%
30 Jun, 15	172	-4.97%
31 Mar, 15	181	-6.70%
31 Dec, 14	194	-1.02%
30 Sep, 14	196	9.50%
30 Jun, 14	179	10.49%
31 Mar, 14	162	22.73%
31 Dec, 13	132	-5.71%
30 Sep, 13	140	-5.41%
30 Jun, 13	148	111.43%
31 Mar, 13	70	18.64%
31 Dec, 12	59	25.53%
30 Sep, 12	47	-16.07%
30 Jun, 12	56	9.80%
31 Mar, 12	51	15.91%
31 Dec, 11	44	-
30 Sep, 11	44	7.32%
30 Jun, 11	41	-14.58%
31 Mar, 11	48	29.73%
31 Dec, 10	37	-13.95%
30 Sep, 10	43	-8.51%
30 Jun, 10	47	9.30%
31 Mar, 10	43	-12.24%
31 Dec, 09	49	-3.92%
30 Sep, 09	51	-
30 Jun, 09	51	18.60%
31 Mar, 09	43	-17.31%
31 Dec, 08	52	-8.77%
30 Sep, 08	57	29.55%
30 Jun, 08	44	-12.00%
31 Mar, 08	50	8.70%
31 Dec, 07	46	-
30 Sep, 07	46	-6.12%
30 Jun, 07	49	4.26%
31 Mar, 07	47	-11.32%
31 Dec, 06	53	20.45%
30 Sep, 06	44	-12.00%
30 Jun, 06	50	-5.66%
31 Mar, 06	53	20.45%
31 Dec, 05	44	22.22%
30 Sep, 05	36	-5.26%
30 Jun, 05	38	-2.56%
31 Mar, 05	39	18.18%
31 Dec, 04	33	-2.94%
30 Sep, 04	34	-17.07%
30 Jun, 04	41	-16.33%
31 Mar, 04	49	716.67%
31 Dec, 03	6	-

As of 30 Jun 24, 145 institutions are holding Piper Sandler Companies's shares, representing a decrease of -48.94% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	2,601,280	-80.08%
31 Mar, 24	13,058,288	1.48%
31 Dec, 23	12,867,363	3.21%
30 Sep, 23	12,467,436	4.59%
30 Jun, 23	11,920,259	0.01%
31 Mar, 23	11,919,563	3.46%
31 Dec, 22	11,521,099	-0.36%
30 Sep, 22	11,562,202	-1.34%
30 Jun, 22	11,718,771	-3.22%
31 Mar, 22	12,108,576	1.94%
31 Dec, 21	11,877,707	1.76%
30 Sep, 21	11,671,783	-0.93%
30 Jun, 21	11,781,551	-1.20%
31 Mar, 21	11,924,702	2.41%
31 Dec, 20	11,643,648	0.94%
30 Sep, 20	11,535,554	-1.03%
30 Jun, 20	11,655,399	2.02%
31 Mar, 20	11,425,158	0.02%
31 Dec, 19	11,422,607	-0.78%
30 Sep, 19	11,512,357	-6.25%
30 Jun, 19	12,280,249	11.83%
31 Mar, 19	10,980,886	1.79%
31 Dec, 18	10,788,147	-2.04%
30 Sep, 18	11,012,814	-1.72%
30 Jun, 18	11,205,374	-0.41%
31 Mar, 18	11,251,223	5.39%
31 Dec, 17	10,675,975	3.42%
30 Sep, 17	10,323,156	-0.08%
30 Jun, 17	10,331,553	-3.07%
31 Mar, 17	10,658,251	-0.35%
31 Dec, 16	10,695,510	3.45%
30 Sep, 16	10,338,842	0.09%
30 Jun, 16	10,329,888	-5.36%
31 Mar, 16	10,914,693	3.15%
31 Dec, 15	10,581,353	-4.89%
30 Sep, 15	11,125,904	1.20%
30 Jun, 15	10,994,442	-11.99%
31 Mar, 15	12,492,172	-5.63%
31 Dec, 14	13,237,349	-1.39%
30 Sep, 14	13,424,409	11.44%
30 Jun, 14	12,046,000	2.08%
31 Mar, 14	11,800,074	4.24%
31 Dec, 13	11,320,585	-1.57%
30 Sep, 13	11,501,305	-0.79%
30 Jun, 13	11,593,184	112.84%
31 Mar, 13	5,446,806	-3.72%
31 Dec, 12	5,657,486	13.55%
30 Sep, 12	4,982,555	-22.01%
30 Jun, 12	6,388,551	9.89%
31 Mar, 12	5,813,474	-5.99%
31 Dec, 11	6,184,083	25.09%
30 Sep, 11	4,943,533	-16.56%
30 Jun, 11	5,924,372	2.28%
31 Mar, 11	5,792,134	23.64%
31 Dec, 10	4,684,648	11.66%
30 Sep, 10	4,195,335	-23.32%
30 Jun, 10	5,471,234	-17.01%
31 Mar, 10	6,592,318	7.18%
31 Dec, 09	6,150,500	-2.78%
30 Sep, 09	6,326,521	11.91%
30 Jun, 09	5,653,370	2.42%
31 Mar, 09	5,519,773	-25.31%
31 Dec, 08	7,389,965	51.75%
30 Sep, 08	4,869,861	22.21%
30 Jun, 08	3,984,901	43.18%
31 Mar, 08	2,783,123	-19.48%
31 Dec, 07	3,456,514	-18.22%
30 Sep, 07	4,226,487	2.40%
30 Jun, 07	4,127,504	137.87%
31 Mar, 07	1,735,221	-63.34%
31 Dec, 06	4,732,804	50.65%
30 Sep, 06	3,141,588	-10.46%
30 Jun, 06	3,508,724	-12.19%
31 Mar, 06	3,995,916	7.72%
31 Dec, 05	3,709,443	17.18%
30 Sep, 05	3,165,544	-15.59%
30 Jun, 05	3,750,398	12.63%
31 Mar, 05	3,329,797	5.54%
31 Dec, 04	3,155,035	5.38%
30 Sep, 04	2,993,941	26.31%
30 Jun, 04	2,370,306	-2.18%
31 Mar, 04	2,423,212	3853.42%
31 Dec, 03	61,294	-

Piper Sandler Companies (PIPR) has 2.60M shares outstanding as of 30 Jun 24, down -80.08% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	16.78%	0.24%
31 Mar, 24	84.25%	1.17%
31 Dec, 23	84.97%	1.25%
30 Sep, 23	82.54%	1.32%
30 Jun, 23	79.12%	1.17%
31 Mar, 23	82.16%	1.16%
31 Dec, 22	84.32%	1.76%
30 Sep, 22	69.22%	1.44%
30 Jun, 22	69.26%	1.41%
31 Mar, 22	70.04%	0.99%
31 Dec, 21	84.13%	1.25%
30 Sep, 21	82.12%	1.22%
30 Jun, 21	82.06%	1.19%
31 Mar, 21	82.96%	1.16%
31 Dec, 20	84.65%	1.21%
30 Sep, 20	83.72%	1.17%
30 Jun, 20	84.50%	1.23%
31 Mar, 20	82.81%	1.19%
31 Dec, 19	83.29%	1.18%
30 Sep, 19	83.98%	1.03%
30 Jun, 19	90.38%	1.31%
31 Mar, 19	83.16%	1.25%
31 Dec, 18	81.52%	1.20%
30 Sep, 18	82.54%	1.16%
30 Jun, 18	84.23%	1.14%
31 Mar, 18	85.91%	1.24%
31 Dec, 17	83.36%	1.30%
30 Sep, 17	80.04%	1.23%
30 Jun, 17	80.55%	1.12%
31 Mar, 17	84.63%	1.13%
31 Dec, 16	86.71%	1.22%
30 Sep, 16	84.18%	1.32%
30 Jun, 16	79.91%	1.16%
31 Mar, 16	82.94%	1.41%
31 Dec, 15	76.82%	1.21%
30 Sep, 15	79.82%	1.39%
30 Jun, 15	75.89%	1.14%
31 Mar, 15	81.68%	1.04%
31 Dec, 14	88.42%	1.11%
30 Sep, 14	89.10%	1.37%
30 Jun, 14	80.53%	1.23%
31 Mar, 14	80.76%	1.30%
31 Dec, 13	78.74%	1.27%
30 Sep, 13	78.66%	1.43%
30 Jun, 13	74.22%	6.07%
31 Mar, 13	34.96%	2.54%
31 Dec, 12	37.09%	3.46%
30 Sep, 12	32.76%	2.04%
30 Jun, 12	40.10%	3.06%
31 Mar, 12	36.17%	2.32%
31 Dec, 11	39.46%	4.08%
30 Sep, 11	31.11%	2.22%
30 Jun, 11	37.40%	2.57%
31 Mar, 11	38.16%	3.72%
31 Dec, 10	32.03%	4.11%
30 Sep, 10	27.90%	2.36%
30 Jun, 10	34.41%	1.99%
31 Mar, 10	41.63%	2.80%
31 Dec, 09	38.56%	2.48%
30 Sep, 09	39.46%	3.20%
30 Jun, 09	35.11%	2.90%
31 Mar, 09	34.79%	1.56%
31 Dec, 08	47.14%	4.95%
30 Sep, 08	30.88%	5.02%
30 Jun, 08	24.79%	8.02%
31 Mar, 08	17.58%	3.61%
31 Dec, 07	22.06%	3.20%
30 Sep, 07	26.26%	4.49%
30 Jun, 07	24.18%	23.40%
31 Mar, 07	10.16%	1.31%
31 Dec, 06	27.90%	9.19%
30 Sep, 06	17.42%	4.87%
30 Jun, 06	18.91%	4.04%
31 Mar, 06	21.64%	5.57%
31 Dec, 05	19.72%	6.99%
30 Sep, 05	16.80%	4.32%
30 Jun, 05	19.71%	6.68%
31 Mar, 05	17.18%	6.45%
31 Dec, 04	16.32%	6.80%
30 Sep, 04	15.49%	10.30%
30 Jun, 04	12.26%	7.80%
31 Mar, 04	12.53%	12395.50%
31 Dec, 03	0.32%	-

As of 30 Jun 24, Piper Sandler Companies is held by 16.78% institutional shareholders, representing a 0.24% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	65	-47.58%
31 Mar, 24	124	11.71%
31 Dec, 23	111	12.12%
30 Sep, 23	99	1.02%
30 Jun, 23	98	-8.41%
31 Mar, 23	107	-5.31%
31 Dec, 22	113	32.94%
30 Sep, 22	85	-21.30%
30 Jun, 22	108	-12.20%
31 Mar, 22	123	3.36%
31 Dec, 21	119	4.39%
30 Sep, 21	114	22.58%
30 Jun, 21	93	13.41%
31 Mar, 21	82	-15.46%
31 Dec, 20	97	49.23%
30 Sep, 20	65	-13.33%
30 Jun, 20	75	-6.25%
31 Mar, 20	80	-12.09%
31 Dec, 19	91	7.06%
30 Sep, 19	85	-4.49%
30 Jun, 19	89	5.95%
31 Mar, 19	84	21.74%
31 Dec, 18	69	-14.81%
30 Sep, 18	81	2.53%
30 Jun, 18	79	-18.56%
31 Mar, 18	97	-4.90%
31 Dec, 17	102	30.77%
30 Sep, 17	78	1.30%
30 Jun, 17	77	-22.22%
31 Mar, 17	99	4.21%
31 Dec, 16	95	20.25%
30 Sep, 16	79	38.60%
30 Jun, 16	57	-38.71%
31 Mar, 16	93	10.71%
31 Dec, 15	84	15.07%
30 Sep, 15	73	1.39%
30 Jun, 15	72	-8.86%
31 Mar, 15	79	-
31 Dec, 14	79	-8.14%
30 Sep, 14	86	-2.27%
30 Jun, 14	88	15.79%
31 Mar, 14	76	61.70%
31 Dec, 13	47	-25.40%
30 Sep, 13	63	-41.12%
30 Jun, 13	107	160.98%
31 Mar, 13	41	28.13%
31 Dec, 12	32	39.13%
30 Sep, 12	23	-25.81%
30 Jun, 12	31	14.81%
31 Mar, 12	27	-3.57%
31 Dec, 11	28	7.69%
30 Sep, 11	26	30.00%
30 Jun, 11	20	-20.00%
31 Mar, 11	25	25.00%
31 Dec, 10	20	33.33%
30 Sep, 10	15	-40.00%
30 Jun, 10	25	8.70%
31 Mar, 10	23	-
31 Dec, 09	23	-14.81%
30 Sep, 09	27	-6.90%
30 Jun, 09	29	16.00%
31 Mar, 09	25	-16.67%
31 Dec, 08	30	3.45%
30 Sep, 08	29	11.54%
30 Jun, 08	26	4.00%
31 Mar, 08	25	8.70%
31 Dec, 07	23	-14.81%
30 Sep, 07	27	12.50%
30 Jun, 07	24	4.35%
31 Mar, 07	23	-11.54%
31 Dec, 06	26	18.18%
30 Sep, 06	22	-12.00%
30 Jun, 06	25	-16.67%
31 Mar, 06	30	20.00%
31 Dec, 05	25	38.89%
30 Sep, 05	18	-
30 Jun, 05	18	-
31 Mar, 05	18	20.00%
31 Dec, 04	15	-25.00%
30 Sep, 04	20	-
30 Jun, 04	20	-55.56%
31 Mar, 04	45	650.00%
31 Dec, 03	6	-

65 institutional shareholders have increased their position in PIPR stock as of 30 Jun 24 compared to 124 in the previous quarter (a -47.58% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	34	-60.92%
31 Mar, 24	87	12.99%
31 Dec, 23	77	2.67%
30 Sep, 23	75	8.70%
30 Jun, 23	69	-12.66%
31 Mar, 23	79	8.22%
31 Dec, 22	73	-19.78%
30 Sep, 22	91	10.98%
30 Jun, 22	82	10.81%
31 Mar, 22	74	-13.95%
31 Dec, 21	86	32.31%
30 Sep, 21	65	-4.41%
30 Jun, 21	68	-4.23%
31 Mar, 21	71	5.97%
31 Dec, 20	67	-2.90%
30 Sep, 20	69	7.81%
30 Jun, 20	64	28.00%
31 Mar, 20	50	-12.28%
31 Dec, 19	57	-9.52%
30 Sep, 19	63	26.00%
30 Jun, 19	50	13.64%
31 Mar, 19	44	-25.42%
31 Dec, 18	59	15.69%
30 Sep, 18	51	2.00%
30 Jun, 18	50	-9.09%
31 Mar, 18	55	-6.78%
31 Dec, 17	59	11.32%
30 Sep, 17	53	-24.29%
30 Jun, 17	70	32.08%
31 Mar, 17	53	-20.90%
31 Dec, 16	67	36.73%
30 Sep, 16	49	-28.99%
30 Jun, 16	69	1.47%
31 Mar, 16	68	28.30%
31 Dec, 15	53	-1.85%
30 Sep, 15	54	-16.92%
30 Jun, 15	65	6.56%
31 Mar, 15	61	-8.96%
31 Dec, 14	67	9.84%
30 Sep, 14	61	10.91%
30 Jun, 14	55	17.02%
31 Mar, 14	47	-12.96%
31 Dec, 13	54	20.00%
30 Sep, 13	45	87.50%
30 Jun, 13	24	60.00%
31 Mar, 13	15	-11.76%
31 Dec, 12	17	41.67%
30 Sep, 12	12	-20.00%
30 Jun, 12	15	7.14%
31 Mar, 12	14	100.00%
31 Dec, 11	7	-22.22%
30 Sep, 11	9	-40.00%
30 Jun, 11	15	-11.76%
31 Mar, 11	17	88.89%
31 Dec, 10	9	-40.00%
30 Sep, 10	15	15.38%
30 Jun, 10	13	18.18%
31 Mar, 10	11	-35.29%
31 Dec, 09	17	13.33%
30 Sep, 09	15	-11.76%
30 Jun, 09	17	54.55%
31 Mar, 09	11	-35.29%
31 Dec, 08	17	70.00%
30 Sep, 08	10	100.00%
30 Jun, 08	5	-61.54%
31 Mar, 08	13	-7.14%
31 Dec, 07	14	27.27%
30 Sep, 07	11	22.22%
30 Jun, 07	9	-10.00%
31 Mar, 07	10	-37.50%
31 Dec, 06	16	14.29%
30 Sep, 06	14	-17.65%
30 Jun, 06	17	30.77%
31 Mar, 06	13	8.33%
31 Dec, 05	12	20.00%
30 Sep, 05	10	-16.67%
30 Jun, 05	12	-7.69%
31 Mar, 05	13	62.50%
31 Dec, 04	8	14.29%
30 Sep, 04	7	-53.33%
30 Jun, 04	15	1400.00%
31 Mar, 04	1	-
31 Dec, 03	-	-

34 institutional shareholders have reduced their position in PIPR stock as of 30 Jun 24 compared to 87 in the previous quarter (a -60.92% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	145	-48.94%	2,601,280	-80.08%	16.78%	0.24%	65	-47.58%	34	-60.92%
31 Mar, 24	284	10.08%	13,058,288	1.48%	84.25%	1.17%	124	11.71%	87	12.99%
31 Dec, 23	258	7.50%	12,867,363	3.21%	84.97%	1.25%	111	12.12%	77	2.67%
30 Sep, 23	240	2.13%	12,467,436	4.59%	82.54%	1.32%	99	1.02%	75	8.70%
30 Jun, 23	235	-7.11%	11,920,259	0.01%	79.12%	1.17%	98	-8.41%	69	-12.66%
31 Mar, 23	253	1.20%	11,919,563	3.46%	82.16%	1.16%	107	-5.31%	79	8.22%
31 Dec, 22	250	5.04%	11,521,099	-0.36%	84.32%	1.76%	113	32.94%	73	-19.78%
30 Sep, 22	238	-3.64%	11,562,202	-1.34%	69.22%	1.44%	85	-21.30%	91	10.98%
30 Jun, 22	247	-7.49%	11,718,771	-3.22%	69.26%	1.41%	108	-12.20%	82	10.81%
31 Mar, 22	267	0.75%	12,108,576	1.94%	70.04%	0.99%	123	3.36%	74	-13.95%
31 Dec, 21	265	10.42%	11,877,707	1.76%	84.13%	1.25%	119	4.39%	86	32.31%
30 Sep, 21	240	11.63%	11,671,783	-0.93%	82.12%	1.22%	114	22.58%	65	-4.41%
30 Jun, 21	215	2.87%	11,781,551	-1.20%	82.06%	1.19%	93	13.41%	68	-4.23%
31 Mar, 21	209	-4.13%	11,924,702	2.41%	82.96%	1.16%	82	-15.46%	71	5.97%
31 Dec, 20	218	15.34%	11,643,648	0.94%	84.65%	1.21%	97	49.23%	67	-2.90%
30 Sep, 20	189	3.28%	11,535,554	-1.03%	83.72%	1.17%	65	-13.33%	69	7.81%
30 Jun, 20	183	3.39%	11,655,399	2.02%	84.50%	1.23%	75	-6.25%	64	28.00%
31 Mar, 20	177	-8.76%	11,425,158	0.02%	82.81%	1.19%	80	-12.09%	50	-12.28%
31 Dec, 19	194	-2.51%	11,422,607	-0.78%	83.29%	1.18%	91	7.06%	57	-9.52%
30 Sep, 19	199	1.53%	11,512,357	-6.25%	83.98%	1.03%	85	-4.49%	63	26.00%
30 Jun, 19	196	-	12,280,249	11.83%	90.38%	1.31%	89	5.95%	50	13.64%
31 Mar, 19	196	8.89%	10,980,886	1.79%	83.16%	1.25%	84	21.74%	44	-25.42%
31 Dec, 18	180	-2.70%	10,788,147	-2.04%	81.52%	1.20%	69	-14.81%	59	15.69%
30 Sep, 18	185	-5.61%	11,012,814	-1.72%	82.54%	1.16%	81	2.53%	51	2.00%
30 Jun, 18	196	-10.50%	11,205,374	-0.41%	84.23%	1.14%	79	-18.56%	50	-9.09%
31 Mar, 18	219	6.83%	11,251,223	5.39%	85.91%	1.24%	97	-4.90%	55	-6.78%
31 Dec, 17	205	14.53%	10,675,975	3.42%	83.36%	1.30%	102	30.77%	59	11.32%
30 Sep, 17	179	-6.77%	10,323,156	-0.08%	80.04%	1.23%	78	1.30%	53	-24.29%
30 Jun, 17	192	-4.95%	10,331,553	-3.07%	80.55%	1.12%	77	-22.22%	70	32.08%
31 Mar, 17	202	-1.46%	10,658,251	-0.35%	84.63%	1.13%	99	4.21%	53	-20.90%
31 Dec, 16	205	18.50%	10,695,510	3.45%	86.71%	1.22%	95	20.25%	67	36.73%
30 Sep, 16	173	1.17%	10,338,842	0.09%	84.18%	1.32%	79	38.60%	49	-28.99%
30 Jun, 16	171	-11.40%	10,329,888	-5.36%	79.91%	1.16%	57	-38.71%	69	1.47%
31 Mar, 16	193	16.27%	10,914,693	3.15%	82.94%	1.41%	93	10.71%	68	28.30%
31 Dec, 15	166	3.11%	10,581,353	-4.89%	76.82%	1.21%	84	15.07%	53	-1.85%
30 Sep, 15	161	-6.40%	11,125,904	1.20%	79.82%	1.39%	73	1.39%	54	-16.92%
30 Jun, 15	172	-4.97%	10,994,442	-11.99%	75.89%	1.14%	72	-8.86%	65	6.56%
31 Mar, 15	181	-6.70%	12,492,172	-5.63%	81.68%	1.04%	79	-	61	-8.96%
31 Dec, 14	194	-1.02%	13,237,349	-1.39%	88.42%	1.11%	79	-8.14%	67	9.84%
30 Sep, 14	196	9.50%	13,424,409	11.44%	89.10%	1.37%	86	-2.27%	61	10.91%
30 Jun, 14	179	10.49%	12,046,000	2.08%	80.53%	1.23%	88	15.79%	55	17.02%
31 Mar, 14	162	22.73%	11,800,074	4.24%	80.76%	1.30%	76	61.70%	47	-12.96%
31 Dec, 13	132	-5.71%	11,320,585	-1.57%	78.74%	1.27%	47	-25.40%	54	20.00%
30 Sep, 13	140	-5.41%	11,501,305	-0.79%	78.66%	1.43%	63	-41.12%	45	87.50%
30 Jun, 13	148	111.43%	11,593,184	112.84%	74.22%	6.07%	107	160.98%	24	60.00%
31 Mar, 13	70	18.64%	5,446,806	-3.72%	34.96%	2.54%	41	28.13%	15	-11.76%
31 Dec, 12	59	25.53%	5,657,486	13.55%	37.09%	3.46%	32	39.13%	17	41.67%
30 Sep, 12	47	-16.07%	4,982,555	-22.01%	32.76%	2.04%	23	-25.81%	12	-20.00%
30 Jun, 12	56	9.80%	6,388,551	9.89%	40.10%	3.06%	31	14.81%	15	7.14%
31 Mar, 12	51	15.91%	5,813,474	-5.99%	36.17%	2.32%	27	-3.57%	14	100.00%
31 Dec, 11	44	-	6,184,083	25.09%	39.46%	4.08%	28	7.69%	7	-22.22%
30 Sep, 11	44	7.32%	4,943,533	-16.56%	31.11%	2.22%	26	30.00%	9	-40.00%
30 Jun, 11	41	-14.58%	5,924,372	2.28%	37.40%	2.57%	20	-20.00%	15	-11.76%
31 Mar, 11	48	29.73%	5,792,134	23.64%	38.16%	3.72%	25	25.00%	17	88.89%
31 Dec, 10	37	-13.95%	4,684,648	11.66%	32.03%	4.11%	20	33.33%	9	-40.00%
30 Sep, 10	43	-8.51%	4,195,335	-23.32%	27.90%	2.36%	15	-40.00%	15	15.38%
30 Jun, 10	47	9.30%	5,471,234	-17.01%	34.41%	1.99%	25	8.70%	13	18.18%
31 Mar, 10	43	-12.24%	6,592,318	7.18%	41.63%	2.80%	23	-	11	-35.29%
31 Dec, 09	49	-3.92%	6,150,500	-2.78%	38.56%	2.48%	23	-14.81%	17	13.33%
30 Sep, 09	51	-	6,326,521	11.91%	39.46%	3.20%	27	-6.90%	15	-11.76%
30 Jun, 09	51	18.60%	5,653,370	2.42%	35.11%	2.90%	29	16.00%	17	54.55%
31 Mar, 09	43	-17.31%	5,519,773	-25.31%	34.79%	1.56%	25	-16.67%	11	-35.29%
31 Dec, 08	52	-8.77%	7,389,965	51.75%	47.14%	4.95%	30	3.45%	17	70.00%
30 Sep, 08	57	29.55%	4,869,861	22.21%	30.88%	5.02%	29	11.54%	10	100.00%
30 Jun, 08	44	-12.00%	3,984,901	43.18%	24.79%	8.02%	26	4.00%	5	-61.54%
31 Mar, 08	50	8.70%	2,783,123	-19.48%	17.58%	3.61%	25	8.70%	13	-7.14%
31 Dec, 07	46	-	3,456,514	-18.22%	22.06%	3.20%	23	-14.81%	14	27.27%
30 Sep, 07	46	-6.12%	4,226,487	2.40%	26.26%	4.49%	27	12.50%	11	22.22%
30 Jun, 07	49	4.26%	4,127,504	137.87%	24.18%	23.40%	24	4.35%	9	-10.00%
31 Mar, 07	47	-11.32%	1,735,221	-63.34%	10.16%	1.31%	23	-11.54%	10	-37.50%
31 Dec, 06	53	20.45%	4,732,804	50.65%	27.90%	9.19%	26	18.18%	16	14.29%
30 Sep, 06	44	-12.00%	3,141,588	-10.46%	17.42%	4.87%	22	-12.00%	14	-17.65%
30 Jun, 06	50	-5.66%	3,508,724	-12.19%	18.91%	4.04%	25	-16.67%	17	30.77%
31 Mar, 06	53	20.45%	3,995,916	7.72%	21.64%	5.57%	30	20.00%	13	8.33%
31 Dec, 05	44	22.22%	3,709,443	17.18%	19.72%	6.99%	25	38.89%	12	20.00%
30 Sep, 05	36	-5.26%	3,165,544	-15.59%	16.80%	4.32%	18	-	10	-16.67%
30 Jun, 05	38	-2.56%	3,750,398	12.63%	19.71%	6.68%	18	-	12	-7.69%
31 Mar, 05	39	18.18%	3,329,797	5.54%	17.18%	6.45%	18	20.00%	13	62.50%
31 Dec, 04	33	-2.94%	3,155,035	5.38%	16.32%	6.80%	15	-25.00%	8	14.29%
30 Sep, 04	34	-17.07%	2,993,941	26.31%	15.49%	10.30%	20	-	7	-53.33%
30 Jun, 04	41	-16.33%	2,370,306	-2.18%	12.26%	7.80%	20	-55.56%	15	1400.00%
31 Mar, 04	49	716.67%	2,423,212	3853.42%	12.53%	12395.50%	45	650.00%	1	-
31 Dec, 03	6	-	61,294	-	0.32%	-	6	-	-	-

Piper Sandler Companies Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	S-Sale	Sell	2,585	$265.39	$686.03K	43,929
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	S-Sale	Sell	4,607	$266.20	$1.23M	39,322
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	S-Sale	Sell	808	$267.06	$215.78K	38,514
Aug 14, 2024	SORAN PHILIP	director	-	S-Sale	Sell	2,583	$254.90	$658.41K	20,133
Aug 09, 2024	Geelan John W	officer	General Counsel	S-Sale	Sell	1,789	$256.73	$459.29K	15,065
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	1,400	$234.48	$328.27K	171,390
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	2,200	$235.59	$518.30K	169,190
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	4,499	$236.58	$1.06M	164,691
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	3,496	$237.58	$830.58K	161,195
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	1,100	$238.65	$262.51K	160,095

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	S-Sale	Sell	2,585	$265.39	$686.03K	43,929
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	M-Exempt	Sell	8,000	$99.00	$792.00K	41,000
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	S-Sale	Sell	4,607	$266.20	$1.23M	39,322
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	S-Sale	Sell	808	$267.06	$215.78K	38,514
Aug 14, 2024	SORAN PHILIP	director	-	G-Gift	Sell	1,409	-	-	22,716
Aug 14, 2024	SORAN PHILIP	director	-	S-Sale	Sell	2,583	$254.90	$658.41K	20,133
Aug 09, 2024	Geelan John W	officer	General Counsel	S-Sale	Sell	1,789	$256.73	$459.29K	15,065
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	1,400	$234.48	$328.27K	171,390
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	2,200	$235.59	$518.30K	169,190
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	4,499	$236.58	$1.06M	164,691
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	3,496	$237.58	$830.58K	161,195
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	1,100	$238.65	$262.51K	160,095

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	M-Exempt	Buy	8,000	$99.00	$792.00K	46,514
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	S-Sale	Sell	2,585	$265.39	$686.03K	43,929
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	M-Exempt	Sell	8,000	$99.00	$792.00K	41,000
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	S-Sale	Sell	4,607	$266.20	$1.23M	39,322
Aug 16, 2024	Abraham Chad R	director, officer	CEO and Chairman	S-Sale	Sell	808	$267.06	$215.78K	38,514
Aug 14, 2024	SORAN PHILIP	director	-	G-Gift	Sell	1,409	-	-	22,716
Aug 14, 2024	SORAN PHILIP	director	-	S-Sale	Sell	2,583	$254.90	$658.41K	20,133
Aug 09, 2024	Geelan John W	officer	General Counsel	S-Sale	Sell	1,789	$256.73	$459.29K	15,065
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	1,400	$234.48	$328.27K	171,390
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	2,200	$235.59	$518.30K	169,190
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	4,499	$236.58	$1.06M	164,691
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	3,496	$237.58	$830.58K	161,195
Aug 06, 2024	Doyle Jonathan J	director, officer	Hd of Financial Services Group	S-Sale	Sell	1,100	$238.65	$262.51K	160,095
Jul 02, 2024	TAYLOR SCOTT C	director	-	A-Award	Buy	119	-	-	17,961
Jul 02, 2024	Sterling Brian R	director	-	A-Award	Buy	108	-	-	24,348
Jul 02, 2024	SORAN PHILIP	director	-	A-Award	Buy	126	-	-	24,125
Jun 10, 2024	TAYLOR SCOTT C	director	-	A-Award	Buy	22	-	-	17,842
Jun 10, 2024	Sterling Brian R	director	-	A-Award	Buy	7	-	-	24,240
Jun 10, 2024	SORAN PHILIP	director	-	A-Award	Buy	53	-	-	23,999
Jun 10, 2024	SMITH SHERRY M	director	-	A-Award	Buy	26	-	-	12,921

The last insider sell of Piper Sandler Companies's stock was made by Abraham Chad R on Aug 16 2024, selling 2,585 shares at $265.39 per share (valued at $686.03K).

Piper Sandler Companies Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	4	12	33.33%
Q2 2024	17	8	212.50%
Q1 2024	19	57	33.33%
Q4 2023	13	10	130.00%
Q3 2023	7	-	-
Q2 2023	18	16	112.50%
Q1 2023	23	35	65.71%
Q4 2022	9	7	128.57%
Q3 2022	11	-	-
Q2 2022	17	-	-
Q1 2022	18	26	69.23%
Q4 2021	11	6	183.33%
Q3 2021	11	52	21.15%
Q2 2021	15	-	-
Q1 2021	26	34	76.47%
Q4 2020	8	2	400.00%
Q3 2020	7	-	-
Q2 2020	16	-	-
Q1 2020	27	35	77.14%
Q4 2019	12	1	1200.00%

4 total buy trades, and 12 total sell trades (buy/sell ratio of 0.33%) were made by Piper Sandler Companies's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	10	-
Q2 2024	-	8	-
Q1 2024	-	30	-
Q4 2023	-	9	-
Q3 2023	-	-	-
Q2 2023	-	16	-
Q1 2023	-	9	-
Q4 2022	-	6	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	-	6	-
Q3 2021	-	51	-
Q2 2021	-	-	-
Q1 2021	-	2	-
Q4 2020	-	2	-
Q3 2020	-	-	-
Q2 2020	-	-	-
Q1 2020	6	-	-
Q4 2019	-	-	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 10 open market sell trades of Piper Sandler Companies's stocks.

Piper Sandler Companies Peer Ownership

Ticker	Company
EVR	Evercore Inc.
HLI	Houlihan Lokey, Inc.
PWP	Perella Weinberg Partners
LAZ	Lazard Ltd
PJT	PJT Partners Inc.
DFIN	Donnelley Financial Solutions, Inc.
SF	Stifel Financial Corp.
SRL	Scully Royalty Ltd.
MC	Moelis & Company

PIPR Ownership FAQ

Who Owns Piper Sandler Companies?

Piper Sandler Companies is owned by institutional shareholders (16.78%), insiders (2.43%), and public (80.78%). The largest institutional shareholder of Piper Sandler Companies is BLACKROCK INC. (16.35% of total shares) and the top mutual fund owner is LORD ABBETT DEVELOPING GROWTH FUND, INC. (0.17% of total shares).

Who are the major institutional shareholders of Piper Sandler Companies?

Piper Sandler Companies's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, and FMR LLC. The top five shareholders own together 39.39% of the company's share outstanding.

How many Piper Sandler Companies shareholders are there?

As of Jun 2024, there are 145 institutional shareholders of Piper Sandler Companies.

What percentage of Piper Sandler Companies is owned by BLACKROCK INC?

BLACKROCK INC owns 2.53M shares of Piper Sandler Companies, representing 16.35% of the company's total shares outstanding, valued at $583.13M (as of Jun 2024).

What percentage of Piper Sandler Companies is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 1.98M shares of Piper Sandler Companies (PIPR), compromising 12.80% of the company, valued at $456.46M.

What percentage of Piper Sandler Companies is owned by STATE STREET CORP?

STATE STREET CORP is the third largest holder of Piper Sandler Companies. The company owns 680.29K of the company's shares outstanding (worth $156.58B).