Cresset Asset Management’s Piper Sandler PIPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$570K Buy
2025
Q1
$503K Sell
2024
Q4
$1.27M Sell
2024
Q3
$1.73M Buy
2024
Q2
$1.4M Sell
2024
Q1
$2.26M Buy
2023
Q4
$654K Buy
2023
Q3
$534K Buy
2023
Q2
$449K Buy
2023
Q1
$319K Buy
2022
Q4
Sell
2022
Q3
$333K Sell
2022
Q2
$364K Buy
2019
Q2
Sell
2019
Q1
$2K Hold
2018
Q4
$2K Buy