Greenwich Wealth Management LLC
Position in PIPR — Piper Sandler Companies
CIK 1439805
GREENWICH, CT
Position in PIPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,441,033
-$1,462,633 QoQ
Shares Held
420,805
+1.0% QoQ
Ownership
0.595%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#32
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Greenwich Wealth Management LLC holds $1,162,252,371 across 11 Capital Markets names. PIPR ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
9,921,755 | $863,589,555 | |
| 2 | FUTU |
Futu Holdings Ltd
|
1,500,000 | $140,610,000 | |
| 3 | SCHW |
Schwab Charles Corp
|
600,673 | $55,424,097 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
370,622 | $37,165,974 | |
| 5 | PIPR |
Piper Sandler Companies
This page
|
420,805 | $30,441,033 | |
| 6 | GS |
Goldman Sachs Group Inc
|
11,139 | $11,265,650 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
146,960 | $8,754,407 | |
| 8 | ETOR |
eToro Group Ltd.
|
202,926 | $8,009,489 |
All Filings in PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,441,033 | 420,805 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $31,903,666 | 416,769 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $35,397,782 | 104,200 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,160,174 | 104,211 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,961,348 | 104,200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,009,914 | 20,229 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,043,692 | 20,149 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,713,662 | 20,132 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,633,782 | 20,132 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,996,000 | 20,132 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,520,482 | 20,132 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,925,380 | 20,132 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,602,262 | 20,132 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,793,684 | 20,155 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,680,612 | 20,590 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,108,625 | 20,132 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,282,276 | 20,133 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,642,325 | 20,132 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,593,763 | 20,132 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,787,476 | 20,132 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,945,157 | 22,732 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,303,973 | 30,132 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,031,419 | 20,133 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,268,529 | 58,473 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,459,262 | 58,473 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,956,979 | 58,473 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||