Filing Research | PIPR - PIPER SANDLER COMPANIES Institutional Holdings

Snapshot holdings

50 / 79 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	437.0KSH	$31.6M
2	MOODY ALDRICH PARTNERS LLC	Shares	72.1KSH	$5.2M
3	Y-Intercept (Hong Kong) Ltd	Shares	54.1KSH	$3.9M
4	JAMES INVESTMENT RESEARCH, INC.	Shares	37.5KSH	$2.7M
5	NorthCrest Asset Manangement, LLC	Shares	32.1KSH	$2.4M
6	Louisiana State Employees Retirement System	Shares	29.6KSH	$2.1M
7	Annex Advisory Services, LLC	Shares	27.5KSH	$2.0M
8	Oliver Luxxe Assets LLC	Shares	24.6KSH	$1.8M
9	D.A. DAVIDSON & CO.	Shares	22.8KSH	$1.6M
10	Aurdan Capital Management, LLC	Shares	22.1KSH	$1.6M
11	Police & Firemen's Retirement System of New Jersey	Shares	20.9KSH	$1.5M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.1KSH	$1.3M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	16.0KSH	$1.2M
14	BENJAMIN EDWARDS INC	Shares	14.3KSH	$1.0M
15	Envestnet Portfolio Solutions, Inc.	Shares	10.7KSH	$776.1K
16	FIRST CITIZENS BANK & TRUST CO	Shares	10.2KSH	$737.8K
17	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.9KSH	$646.8K
18	Farther Finance Advisors, LLC	Shares	8.4KSH	$610.3K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	39.1KSH	$463.9K
20	HMS Capital Management, LLC	Shares	5.4KSH	$391.5K
21	FARMERS & MERCHANTS INVESTMENTS INC	Shares	5.2KSH	$379.1K
22	Crossmark Global Holdings, Inc.	Shares	5.1KSH	$368.9K
23	Yorktown Management & Research Co Inc	Shares	4.2KSH	$306.7K
24	QRG CAPITAL MANAGEMENT, INC.	Shares	3.9KSH	$280.2K
25	Abacus Wealth Partners, LLC	Shares	3.4KSH	$249.1K
26	ZWJ INVESTMENT COUNSEL INC	Shares	3.4KSH	$242.6K
27	SIGNATUREFD, LLC	Shares	3.2KSH	$230.1K
28	Sequoia Financial Advisors, LLC	Shares	3.1KSH	$221.0K
29	CARY STREET PARTNERS FINANCIAL LLC	Shares	3.0KSH	$217.9K
30	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.1KSH	$153.6K
31	GAMMA Investing LLC	Shares	1.9KSH	$135.3K
32	Investors Research Corp	Shares	1.4KSH	$101.3K
33	Versant Capital Management, Inc	Shares	1.4KSH	$97.8K
34	Blue Trust, Inc.	Shares	1.2KSH	$87.2K
35	IFP Advisors, Inc	Shares	1.2KSH	$86.8K
36	DHJJ Financial Advisors, Ltd.	Shares	780SH	$56.4K
37	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	744SH	$53.8K
38	AdvisorNet Financial, Inc	Shares	636SH	$46.0K
39	Financial Perspectives, Inc	Shares	412SH	$29.8K
40	MassMutual Private Wealth & Trust, FSB	Shares	359SH	$26.0K
41	Bogart Wealth, LLC	Shares	320SH	$23.1K
42	MJT & Associates Financial Advisory Group, Inc.	Shares	320SH	$23.1K
43	Cedar Mountain Advisors, LLC	Shares	256SH	$18.5K
44	SALEM INVESTMENT COUNSELORS INC	Shares	208SH	$15.0K
45	EverSource Wealth Advisors, LLC	Shares	149SH	$10.8K
46	GHP Investment Advisors, Inc.	Shares	147SH	$10.7K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	124SH	$8.9K
48	JFS WEALTH ADVISORS, LLC	Shares	106SH	$7.7K
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	105.6KSH	$7.6K
50	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	104SH	$7.5K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 84 loaded

#		Instrument
1	Boston Trust Walden Corp added	Shares	+271.4K	+$18.9M	$31.6M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+54.1K	+$3.9M	$3.9M
3	NorthCrest Asset Manangement, LLC new	Shares	+32.1K	+$2.4M	$2.4M
4	Oliver Luxxe Assets LLC new	Shares	+24.6K	+$1.8M	$1.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+39.1K	+$463.9K	$463.9K
6	Crossmark Global Holdings, Inc. new	Shares	+5.1K	+$368.9K	$368.9K
7	SIGNATUREFD, LLC new	Shares	+3.2K	+$230.1K	$230.1K
8	Sequoia Financial Advisors, LLC new	Shares	+3.1K	+$221.0K	$221.0K
9	Investors Research Corp new	Shares	+1.4K	+$101.3K	$101.3K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+1.9K	+$55.6K	$1.5M
11	Versant Capital Management, Inc added	Shares	+388	+$24.0K	$97.8K
12	FIRST CITIZENS BANK & TRUST CO added	Shares	+833	+$20.8K	$737.8K
13	Envestnet Portfolio Solutions, Inc. added	Shares	+853	+$20.1K	$776.1K
14	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+323	+$15.8K	$153.6K
15	AdvisorNet Financial, Inc added	Shares	+200	+$12.6K	$46.0K
16	SALEM INVESTMENT COUNSELORS INC added	Shares	+156	+$11.1K	$15.0K
17	ZWJ INVESTMENT COUNSEL INC added	Shares	+306	+$9.3K	$242.6K
18	JFS WEALTH ADVISORS, LLC new	Shares	+106	+$7.7K	$7.7K
19	DiNuzzo Private Wealth, Inc. new	Shares	+96	+$6.9K	$6.9K
20	Dakota Community Bank & Trust NA new	Shares	+40	+$2.9K	$2.9K
21	Provenance Wealth Advisors, LLC new	Shares	+36	+$2.6K	$2.6K
22	CoreCap Advisors, LLC new	Shares	+32	+$2.3K	$2.3K
23	HM PAYSON & CO new	Shares	+24	+$1.7K	$1.7K
24	Cape Investment Advisory, Inc. new	Shares	+24	+$1.7K	$1.7K
25	HORIZON FINANCIAL SERVICES, LLC new	Shares	+24	+$1.7K	$1.7K
26	Creative Capital Management Investments LLC new	Shares	+16	+$1.2K	$1.2K
27	Atlatl Advisers LLC new	Shares	+12	+$868	$868
28	MassMutual Private Wealth & Trust, FSB added	Shares	+31	+$862	$26.0K
29	CGC Financial Services, LLC new	Shares	+8	+$579	$579
30	Owl Creek Wealth Partners LLC added	Shares	+10	+$555	$3.6K
31	Davis Capital Management new	Shares	+4	+$289	$289
32	LRI Investments, LLC new	Shares	+4	+$289	$289
33	Hughes Financial Services, LLC added	Shares	+1	+$56	$362
34	TFC Financial Management, Inc. unchanged	Shares	0	-$17	$290
35	Handelsbanken Fonder AB added	Shares	+500	-$50	$1.5K
36	SBI Securities Co., Ltd. unchanged	Shares	0	-$51	$868
37	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+4.9K	-$71	$7.6K
38	SJS Investment Consulting Inc. unchanged	Shares	0	-$84	$1.4K
39	PARK AVENUE SECURITIES LLC added	Shares	+7	-$87	$1.5K
40	AMALGAMATED BANK trimmed	Shares	-1.2K	-$171	$1.3K
41	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-2	-$178	$435
42	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$202	$3.5K
43	Fortitude Family Office, LLC trimmed	Shares	-1	-$295	$3.8K
44	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+1	-$361	$7.5K
45	Marquette Asset Management, LLC unchanged	Shares	0	-$371	$6.4K
46	Nvest Wealth Strategies, Inc. unchanged	Shares	0	-$421	$7.2K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$555	$8.9K
48	Abound Wealth Management exited	Shares	-8	-$579	$0
49	GHP Investment Advisors, Inc. unchanged	Shares	0	-$621	$10.7K
50	True Wealth Design, LLC trimmed	Shares	-8	-$629	$290

Scroll to load more