MPWT
PIPR icon

MassMutual Private Wealth & Trust’s Piper Sandler PIPR Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26K Buy
359
+31
+9% +$2.51K ﹤0.01% 1030
2026
Q1 		$25.1K Buy
328
+20
+6% +$1.64K ﹤0.01% 1008
2025
Q4 		$26.2K Buy
308
+4
+1% +$338 ﹤0.01% 1011
2025
Q3 		$26.4K Buy
304
+4
+1% +$326 ﹤0.01% 1003
2025
Q2 		$20.8K Sell
300
-136
-31% -$8.47K ﹤0.01% 1091
2025
Q1 		$27K Buy
436
+248
+132% +$17.8K ﹤0.01% 918
2024
Q4 		$14.1K Buy
188
+48
+34% +$3.73K ﹤0.01% 1130
2024
Q3 		$9.93K Sell
140
-48
-26% -$3.14K ﹤0.01% 1135
2024
Q2 		$10.8K Buy
188
+52
+38% +$2.67K ﹤0.01% 1066
2024
Q1 		$6.75K Hold
136
– – ﹤0.01% 1166
2023
Q4 		$5.95K Sell
136
-4
-3% -$152 ﹤0.01% 1186
2023
Q3 		$5.09K Hold
140
– – ﹤0.01% 1244
2023
Q2 		$4.52K Buy
140
+36
+35% +$1.19K ﹤0.01% 1238
2023
Q1 		$3.6K Buy
104
+76
+271% +$2.71K ﹤0.01% 1237
2022
Q4 		$1K Sell
28
-52
-65% -$1.7K ﹤0.01% 1516
2022
Q3 		$2K Hold
80
– – ﹤0.01% 1266
2022
Q2 		$2K Buy
+80
New +$2.42K ﹤0.01% 1179

Other funds holding PIPR

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return