Cresset Asset Management’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
2,050
+18
| +0.9% | +$5K | ﹤0.01% | 1005 |
|
|
2025
Q1 | $503K | Sell |
2,032
-2,215
| -52% | -$549K | ﹤0.01% | 1054 |
|
|
2024
Q4 | $1.27M | Sell |
4,247
-1,832
| -30% | -$550K | 0.01% | 686 |
|
|
2024
Q3 | $1.73M | Buy |
6,079
+15
| +0.2% | +$4.26K | 0.01% | 861 |
|
|
2024
Q2 | $1.4M | Sell |
6,064
-5,318
| -47% | -$1.22M | 0.01% | 868 |
|
|
2024
Q1 | $2.26M | Buy |
11,382
+7,639
| +204% | +$1.52M | 0.01% | 579 |
|
|
2023
Q4 | $654K | Buy |
3,743
+66
| +2% | +$11.5K | ﹤0.01% | 1066 |
|
|
2023
Q3 | $534K | Buy |
3,677
+200
| +6% | +$29.1K | ﹤0.01% | 1112 |
|
|
2023
Q2 | $449K | Buy |
3,477
+1,173
| +51% | +$152K | ﹤0.01% | 1202 |
|
|
2023
Q1 | $319K | Buy |
+2,304
| New | +$319K | 0.01% | 615 |
|
|
2022
Q4 | – | Sell |
-3,171
| Closed | -$333K | – | 846 |
|
|
2022
Q3 | $333K | Sell |
3,171
-37
| -1% | -$3.89K | ﹤0.01% | 639 |
|
|
2022
Q2 | $364K | Buy |
+3,208
| New | +$364K | ﹤0.01% | 651 |
|
|
2019
Q2 | – | Sell |
-29
| Closed | -$2K | – | 1346 |
|
|
2019
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 1675 |
|
|
2018
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1350 |
|