Piper Sandler Companies Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:PJR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 Nov 24	Sell€474,671	John Geelan	Individual	1,500	€316.90
07 Nov 24	Sell€3,106,980	Jonathan Doyle	Individual	10,000	€313.42
21 Aug 24	Sell€424,893	Philip Soran	Individual	1,792	€237.11
13 Aug 24	Sell€601,059	Philip Soran	Individual	2,583	€232.70
09 Aug 24	Sell€420,388	John Geelan	Individual	1,789	€234.98
05 Aug 24	Sell€2,737,880	Jonathan Doyle	Individual	12,695	€217.51
06 May 24	Sell€307,656	John Geelan	Individual	1,570	€195.96
07 Feb 24	Sell€5,098,782	Jonathan Doyle	Individual	30,000	€172.06
07 Feb 24	Sell€3,212,829	Chad Abraham	Individual	19,000	€173.18
05 Feb 24	Sell€858,321	Debbra Schoneman	Individual	5,000	€173.51

Insider Trading Volume

Insider Buying: PJR insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PJR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	7,141	0.0448%
Individual Insiders	516,303	3.24%
General Public	1,232,784	7.73%
Institutions	14,186,542	89%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.4%.

Top Shareholders

Top 25 shareholders own 70.23% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.1%	BlackRock, Inc.	2,559,041	€751.0m	1.01%	0.01%
12.8%	The Vanguard Group, Inc.	2,032,190	€596.4m	2.47%	0.01%
4.28%	State Street Global Advisors, Inc.	682,430	€200.3m	0.31%	0.01%
3.92%	FMR LLC	624,376	€183.2m	49%	0.01%
3.03%	Dimensional Fund Advisors LP	482,858	€141.7m	-1.19%	0.02%
2.88%	Invesco Ltd.	458,715	€134.6m	202%	0.04%
2.41%	GW&K Investment Management, LLC	384,011	€112.7m	-1.27%	0.95%
2.37%	Geode Capital Management, LLC	377,586	€110.8m	1.98%	0.01%
2.21%	AllianceBernstein L.P.	352,158	€103.3m	1,570%	0.03%
2.12%	Westwood Management Corp.	337,931	€99.2m	-9.52%	0.77%
1.9%	JP Morgan Asset Management	303,152	€89.0m	0.04%	0.01%
1.88%	Lord, Abbett & Co. LLC	299,593	€87.9m	-3.78%	0.27%
1.54%	Mairs and Power, Inc.	245,828	€72.1m	-6.28%	0.68%
1.3%	Stephens Investment Management Group, LLC	207,584	€60.9m	-42.2%	0.84%
1.29%	Charles Schwab Investment Management, Inc.	205,226	€60.2m	1.33%	0.01%
1.23%	Systematic Financial Management LP	196,342	€57.6m	3.43%	1.4%
1.22%	Loomis Sayles & Company, L.P.	193,983	€56.9m	6.36%	0.07%
1.15%	Northern Trust Global Investments	182,885	€53.7m	0.11%	0.01%
1.13%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	179,613	€52.7m	-0.24%	0.01%
1.02%	Goldman Sachs Asset Management, L.P.	162,455	€47.7m	-25.9%	0.01%
0.97%	BNY Asset Management	155,411	€45.6m	-8.08%	0.01%
0.94%	Jonathan Doyle	149,095	€43.8m	-6.87%	no data
0.91%	Fisher Asset Management, LLC	145,321	€42.6m	8.97%	0.02%
0.89%	Norges Bank Investment Management	142,354	€41.8m	0%	no data
0.86%	Invesco Capital Management LLC	136,683	€40.1m	71%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 19:21
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Piper Sandler Companies is covered by 15 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
James Mitchell	Buckingham Research Group Inc.
Christopher Walsh	Buckingham Research Group Inc.
Matthew Fischer	Credit Agricole Securities (USA) Inc.