Institute for Wealth Management, LLC.
Position in PIPR — Piper Sandler Companies
CIK 1533954
DENVER, CO
Position in PIPR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$77,259
New position
Shares Held
1,068
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#312
of 415 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $14,785,728 across 16 Capital Markets names. PIPR ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,512 | $9,620,151 | |
| 2 | MS |
Morgan Stanley
|
16,397 | $3,427,628 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,886 | $1,004,451 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,025 | $288,722 | |
| 5 | LAZ |
Lazard, Inc.
|
2,808 | $117,767 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
2,119 | $105,907 | |
| 7 | PIPR |
Piper Sandler Companies
This page
|
1,068 | $77,259 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
511 | $51,243 |
All Filings in PIPR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,259 | 1,068 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||