Brinker Capital Investments’s Piper Sandler PIPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.06M	Sell	52,992 -13,112	-20%	-$1.08M	0.03%	435
2025 Q4	$5.61M	Sell	66,104 -6,716	-9%	-$567K	0.04%	390
2025 Q3	$6.32M	Buy	72,820 +8,276	+13%	+$675K	0.05%	345
2025 Q2	$4.48M	Buy	64,544 +3,528	+6%	+$220K	0.04%	436
2025 Q1	$3.78M	Buy	61,016 +1,524	+3%	+$109K	0.04%	435
2024 Q4	$4.46M	Sell	59,492 -10,352	-15%	-$805K	0.04%	363
2024 Q3	$4.96M	Sell	69,844 -1,240	-2%	-$81.1K	0.05%	333
2024 Q2	$4.09M	Sell	71,084 -3,504	-5%	-$180K	0.04%	369
2024 Q1	$3.7M	Sell	74,588 -4,788	-6%	-$219K	0.04%	411
2023 Q4	$3.35M	Sell	79,376 -5,320	-6%	-$202K	0.04%	411
2023 Q3	$3.08M	Sell	84,696 -3,232	-4%	-$117K	0.04%	432
2023 Q2	$2.84M	Sell	87,928 -4,500	-5%	-$149K	0.03%	505
2023 Q1	$3.2M	Sell	92,428 -2,128	-2%	-$75.8K	0.04%	404
2022 Q4	$3.08M	Buy	94,556 +1,316	+1%	+$43K	0.06%	320
2022 Q3	$2.44M	Buy	93,240 +696	+0.8%	+$20.3K	0.05%	374
2022 Q2	$2.62M	Buy	92,544 +3,816	+4%	+$115K	0.05%	378
2022 Q1	$2.91M	Sell	88,728 -1,776	-2%	-$65.4K	0.04%	396
2021 Q4	$4.04M	Sell	90,504 -7,588	-8%	-$322K	0.06%	330
2021 Q3	$3.18M	Hold	98,092	–	–	0.05%	395
2021 Q2	$3.18M	Buy	98,092 +58,556	+148%	+$1.79M	0.04%	451
2021 Q1	$1.08M	Sell	39,536 -66,164	-63%	-$1.75M	0.02%	685
2020 Q4	$2.67M	Buy	105,700 +22,016	+26%	+$499K	0.04%	483
2020 Q3	$1.53M	Buy	+83,684	New	+$1.43M	0.03%	557