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
2026 Q1	$545K	Sell	7,124 -3,316	-32%	-$272K	﹤0.01%	1024
2025 Q4	$887K	Buy	10,440 +3,088	+42%	+$261K	﹤0.01%	832
2025 Q3	$638K	Buy	7,352 +72	+1%	+$5.87K	﹤0.01%	922
2025 Q2	$506K	Sell	7,280 -848	-10%	-$52.8K	﹤0.01%	931
2025 Q1	$503K	Sell	8,128 -8,860	-52%	-$634K	﹤0.01%	1067
2024 Q4	$1.27M	Sell	16,988 -7,328	-30%	-$570K	0.01%	702
2024 Q3	$1.73M	Buy	24,316 +60	+0.2%	+$3.92K	0.01%	880
2024 Q2	$1.4M	Sell	24,256 -21,272	-47%	-$1.09M	0.01%	895
2024 Q1	$2.26M	Buy	45,528 +30,556	+204%	+$1.4M	0.01%	590
2023 Q4	$654K	Buy	14,972 +264	+2%	+$10K	﹤0.01%	1085
2023 Q3	$534K	Buy	14,708 +800	+6%	+$28.9K	﹤0.01%	1146
2023 Q2	$449K	Buy	13,908 +4,692	+51%	+$155K	﹤0.01%	1337
2023 Q1	$319K	Buy	+9,216	New	+$328K	0.01%	615
2022 Q4	–	Sell	-12,684	Closed	-$333K	–	846
2022 Q3	$333K	Sell	12,684 -148	-1%	-$4.31K	﹤0.01%	639
2022 Q2	$364K	Buy	+12,832	New	+$388K	﹤0.01%	651
2019 Q2	–	Sell	-116	Closed	-$2K	–	1346
2019 Q1	$2K	Hold	116	–	–	﹤0.01%	1675
2018 Q4	$2K	Buy	+116	New	+$2.02K	﹤0.01%	1350