SEI 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 | $28.1M | Buy |
366,575
+123,435
| +51% | +$10.1M | 0.03% | 648 |
|
|
2025
Q4 | $20.6M | Buy |
243,140
+10,116
| +4% | +$854K | 0.02% | 724 |
|
|
2025
Q3 | $20.2M | Buy |
233,024
+14,568
| +7% | +$1.19M | 0.02% | 723 |
|
|
2025
Q2 | $15.2M | Buy |
218,456
+26,984
| +14% | +$1.68M | 0.02% | 810 |
|
|
2025
Q1 | $11.9M | Sell |
191,472
-2,880
| -1% | -$206K | 0.02% | 902 |
|
|
2024
Q4 | $14.6M | Sell |
194,352
-66,008
| -25% | -$5.14M | 0.02% | 822 |
|
|
2024
Q3 | $18.5M | Buy |
260,360
+81,660
| +46% | +$5.34M | 0.02% | 704 |
|
|
2024
Q2 | $10.3M | Buy |
178,700
+89,884
| +101% | +$4.61M | 0.01% | 900 |
|
|
2024
Q1 | $4.41M | Buy |
88,816
+35,976
| +68% | +$1.64M | 0.01% | 1264 |
|
|
2023
Q4 | $2.31M | Sell |
52,840
-2,872
| -5% | -$109K | ﹤0.01% | 1530 |
|
|
2023
Q3 | $2.02M | Sell |
55,712
-224
| -0.4% | -$8.09K | ﹤0.01% | 1591 |
|
|
2023
Q2 | $1.81M | Buy |
55,936
+31,880
| +133% | +$1.05M | ﹤0.01% | 1674 |
|
|
2023
Q1 | $834K | Buy |
24,056
+16,500
| +218% | +$588K | ﹤0.01% | 1940 |
|
|
2022
Q4 | $246K | Sell |
7,556
-6,600
| -47% | -$216K | ﹤0.01% | 2264 |
|
|
2022
Q3 | $371K | Buy |
+14,156
| New | +$412K | ﹤0.01% | 2228 |
|
|
2021
Q4 | – | Sell |
-36,252
| Closed | -$1.26M | – | 2649 |
|
|
2021
Q3 | $1.26M | Buy |
+36,252
| New | +$1.21M | ﹤0.01% | 1693 |
|
|
2019
Q2 | – | Sell |
-7,320
| Closed | -$133K | – | 2678 |
|
|
2019
Q1 | $133K | Buy |
+7,320
| New | +$130K | ﹤0.01% | 2417 |
|
|
2018
Q3 | – | Sell |
-328
| Closed | -$6K | – | 3182 |
|
|
2018
Q2 | $6K | Buy |
328
+44
| +15% | +$861 | ﹤0.01% | 3120 |
|
|
2018
Q1 | $6K | Hold |
284
| – | – | ﹤0.01% | 3021 |
|
|
2017
Q4 | $6K | Hold |
284
| – | – | ﹤0.01% | 2919 |
|
|
2017
Q3 | $4K | Hold |
284
| – | – | ﹤0.01% | 2879 |
|
|
2017
Q2 | $4K | Sell |
284
-16
| -5% | -$241 | ﹤0.01% | 2771 |
|
|
2017
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 2586 |
|
|
2016
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 2588 |
|
|
2016
Q3 | $4K | Sell |
300
-31,748
| -99% | -$346K | ﹤0.01% | 2567 |
|
|
2016
Q2 | $302K | Sell |
32,048
-3,140
| -9% | -$33.3K | ﹤0.01% | 1467 |
|
|
2016
Q1 | $436K | Sell |
35,188
-5,016
| -12% | -$50.8K | ﹤0.01% | 1346 |
|
|
2015
Q4 | $406K | Buy |
40,204
+40,188
| +251,175% | +$385K | ﹤0.01% | 1384 |
|
|
2015
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 2556 |
|
|
2015
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 2338 |
|
|
2015
Q1 | $0 | Buy |
+16
| New | +$217 | ﹤0.01% | 2330 |
|
Other funds holding PIPR
VPM
VCM
SIMG