Oliver Luxxe Assets LLC

Position in PIPR — Piper Sandler Companies

CIK 1666239 GLADSTONE, NJ

Position in PIPR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,779,346

-$1,518,198 QoQ

Shares Held

24,597

-42.9% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#147

of 414 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Oliver Luxxe Assets LLC holds $25,293,624 across 5 Capital Markets names. PIPR ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	60,635	$12,675,140
2	SCHW	Schwab Charles Corp	71,774	$6,622,586
3	LPLA	LPL Financial Holdings Inc.	11,152	$3,141,295
4	PIPR	Piper Sandler Companies This page	24,597	$1,779,346
5	LAZ	Lazard, Inc.	25,638	$1,075,257

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,779,346	24,597	-42.9%	Shares	Sole	2026-07-09
2026-03-31	$3,297,544	43,077	+334.6%	Shares	Sole	2026-04-08
2025-12-31	$3,367,545	9,913	-0.0%	Shares	Sole	2026-01-08
2025-09-30	$3,440,752	9,916	+2.1%	Shares	Sole	2025-10-24
2025-06-30	$2,700,187	9,715	+0.9%	Shares	Sole	2025-07-14
2025-03-31	$2,383,975	9,626	-18.7%	Shares	Sole	2025-05-14
2024-12-31	$3,550,808	11,838	+5.7%	Shares	Sole	2025-01-06
2024-09-30	$3,179,239	11,202	+84.5%	Shares	Sole	2024-10-11
2024-06-30	$1,397,822	6,073	+2.0%	Shares	Sole	2024-08-13
2024-03-31	$1,181,809	5,954	+1.1%	Shares	Sole	2024-04-18
2023-12-31	$1,030,334	5,892	+40.2%	Shares	Sole	2024-02-12
2023-09-30	$610,737	4,203	+4.3%	Shares	Sole	2023-11-09
2023-06-30	$520,788	4,029	+4.5%	Shares	Sole	2023-08-02
2023-03-31	$534,202	3,854	—	Shares	Sole	2023-04-19
No filing history on record for this holder in this stock.