A detailed history of Allworth Financial LP transactions in Perella Weinberg Partners stock. As of the latest transaction made, Allworth Financial LP holds 17 shares of PWP stock, worth $316. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 2 750.0%
Holding current value
$316
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 02, 2025

BUY
$19.12 - $23.14 $286 - $347
15 Added 750.0%
17 $0
Q2 2025

Aug 07, 2025

SELL
$15.45 - $19.88 $618 - $795
-40 Reduced 95.24%
2 $0
Q1 2025

Apr 30, 2025

BUY
$18.4 - $26.41 $423 - $607
23 Added 121.05%
42 $0
Q4 2024

Jan 30, 2025

BUY
$19.44 - $25.98 $369 - $493
19 New
19 $0
Q4 2023

Jan 24, 2024

BUY
$9.41 - $12.63 $33,876 - $45,468
3,600 New
3,600 $44,000

Others Institutions Holding PWP

About Perella Weinberg Partners


  • Ticker PWP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 43,011,600
  • Market Cap $800M
  • Description
  • Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, st...
More about PWP
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