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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 2.50 M | $496.50 M | -1.18% | 16.72% |
| 05/10/2024 | VANGUARD GROUP INC | 1.97 M | $391.26 M | 1.07% | 13.18% |
| 05/15/2024 | STATE STREET CORP | 667,126 | $132.42 M | 2.25% | 4.46% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 497,321 | $98.71 M | -1.78% | 3.32% |
| 06/06/2024 | WESTWOOD HOLDINGS GROUP INC | 429,705 | $85.29 M | -7.69% | 2.77% |
| 05/14/2024 | STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 412,476 | $81.87 M | -5.42% | 2.66% |
| 05/08/2024 | GW&K INVESTMENT MANAGEMENT, LLC | 390,195 | $77.45 M | -1.87% | 2.52% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 352,755 | $70.03 M | 3.24% | 2.36% |
| 05/13/2024 | FRANKLIN RESOURCES INC | 319,926 | $63.50 M | 0.96% | 2.06% |
| 05/15/2024 | JANUS HENDERSON GROUP PLC | 300,519 | $59.65 M | -4.64% | 1.94% |
| 05/09/2024 | LORD, ABBETT & CO. LLC | 285,542 | $56.68 M | 7.40% | 1.84% |
| 05/15/2024 | MAIRS & POWER INC | 259,355 | $51.48 M | 110.70% | 1.67% |
| 05/14/2024 | INVESCO LTD. | 244,981 | $48.63 M | 13.16% | 1.64% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 244,204 | $48.46 M | -2.82% | 1.63% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 215,183 | $42.71 M | -2.47% | 1.44% |
| 05/13/2024 | FMR LLC | 210,231 | $41.73 M | 28.22% | 1.41% |
| 05/15/2024 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 216,605 | $42.99 M | -3.30% | 1.40% |
| 05/10/2024 | JPMORGAN CHASE & CO | 197,006 | $39.10 M | 107.61% | 1.32% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 195,680 | $38.84 M | 4.47% | 1.31% |
| 05/14/2024 | LOOMIS SAYLES & CO L P | 189,683 | $37.65 M | 70.81% | 1.22% |
| 05/14/2024 | NORTHERN TRUST CORP | 180,606 | $35.85 M | -2.88% | 1.21% |
| 05/15/2024 | NORTH REEF CAPITAL MANAGEMENT LP | 179,035 | $35.54 M | -31.53% | 1.16% |
| 05/15/2024 | MORGAN STANLEY | 162,739 | $32.30 M | -20.88% | 1.09% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 160,765 | $31.91 M | -2.75% | 1.07% |
| 05/15/2024 | VOYA INVESTMENT MANAGEMENT LLC | 144,926 | $28.77 M | 21.38% | 0.97% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 91,883 | $18.24 M | -10.33% | 0.59% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 79,608 | $15.80 M | -7.56% | 0.53% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 59,458 | $11.80 M | 16.70% | 0.38% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 54,580 | $10.83 M | -0.08% | 0.36% |
| 05/15/2024 | KENNEDY CAPITAL MANAGEMENT LLC | 55,976 | $11.11 M | -25.79% | 0.36% |
| 05/08/2024 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 55,346 | $10.99 M | 16.69% | 0.36% |
| 05/09/2024 | SAGEVIEW ADVISORY GROUP, LLC | 55,269 | $2.90 M | 100.00% | 0.36% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 50,953 | $10.13 M | 11.32% | 0.34% |
| 05/09/2024 | RHUMBLINE ADVISERS | 49,098 | $9.75 M | -0.01% | 0.33% |
| 05/14/2024 | BEACON POINTE ADVISORS, LLC | 50,520 | $10.03 M | -18.79% | 0.33% |
| 05/15/2024 | CITADEL ADVISORS LLC | 47,180 | $9.36 M | 690.15% | 0.32% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 46,862 | $9.30 M | -74.85% | 0.31% |
| 05/13/2024 | NEUBERGER BERMAN GROUP LLC | 46,618 | $9.25 M | 40.53% | 0.30% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 44,707 | $8.87 M | 0.67% | 0.29% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 42,690 | $8.47 M | 112.40% | 0.28% |
| 05/08/2024 | GREAT LAKES ADVISORS, LLC | 40,883 | $8.11 M | -0.52% | 0.26% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 38,395 | $7.62 M | -14.86% | 0.26% |
| 05/14/2024 | PRUDENTIAL FINANCIAL INC | 37,028 | $7.35 M | 78.32% | 0.24% |
| 05/07/2024 | SWISS NATIONAL BANK | 35,000 | $6.95 M | 0.00% | 0.23% |
| 04/25/2024 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 31,539 | $6.26 M | -0.94% | 0.21% |
| 05/14/2024 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 31,223 | $6.20 M | 0.00% | 0.20% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 28,583 | $5.67 M | 2.24% | 0.19% |
| 05/10/2024 | EDGESTREAM PARTNERS, L.P. | 29,404 | $5.84 M | 295.64% | 0.19% |
| 05/14/2024 | STATE OF WISCONSIN INVESTMENT BOARD | 28,311 | $5.62 M | -0.54% | 0.18% |
| 05/13/2024 | TRUIST FINANCIAL CORP | 27,692 | $5.50 M | -0.29% | 0.18% |
A. During the previous two years, 389 institutional investors and hedge funds held shares of Piper Sandler Companies. The most heavily invested institutionals were:
BlackRock Inc.: 2.5 M
VANGUARD GROUP INC: 1.97 M
STATE STREET CORP: 667,126
DIMENSIONAL FUND ADVISORS LP: 497,321
WESTWOOD HOLDINGS GROUP INC: 429,705
Stephens Investment Management Group LLC: 412,476
A. 84.20% of Piper Sandler Companies stock is owned by institutional investors.
A. Institutional investors have bought a total of 20.43 M shares in the last 24 months. This purchase volume represents approximately $4.78 B in transactions.
