A detailed history of Envestnet Asset Management Inc transactions in Perella Weinberg Partners stock. As of the latest transaction made, Envestnet Asset Management Inc holds 19,197 shares of PWP stock, worth $467,063. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,197
Previous 18,653 2.92%
Holding current value
$467,063
Previous $303,000 22.11%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$15.78 - $20.47 $8,584 - $11,135
544 Added 2.92%
19,197 $370,000
Q2 2024

Aug 08, 2024

BUY
$14.06 - $16.25 $106,237 - $122,785
7,556 Added 68.09%
18,653 $303,000
Q1 2024

May 13, 2024

BUY
$10.88 - $14.36 $120,735 - $159,352
11,097 New
11,097 $156,000
Q2 2023

Aug 04, 2023

SELL
$7.15 - $9.23 $242,685 - $313,284
-33,942 Reduced 68.37%
15,699 $130,000
Q1 2023

May 11, 2023

SELL
$8.81 - $11.4 $3,700 - $4,788
-420 Reduced 0.84%
49,641 $451,000
Q4 2022

Feb 07, 2023

BUY
$6.41 - $9.97 $35,133 - $54,645
5,481 Added 12.29%
50,061 $490,000
Q3 2022

Nov 10, 2022

BUY
$1.31 - $8.14 $29,427 - $182,856
22,464 Added 101.57%
44,580 $282,000
Q2 2022

Aug 03, 2022

BUY
$5.83 - $9.13 $9,397 - $14,717
1,612 Added 7.86%
22,116 $129,000
Q1 2022

May 04, 2022

SELL
$8.77 - $13.0 $35,658 - $52,858
-4,066 Reduced 16.55%
20,504 $194,000
Q4 2021

Feb 04, 2022

SELL
$11.8 - $14.35 $135,605 - $164,910
-11,492 Reduced 31.87%
24,570 $316,000
Q3 2021

Oct 07, 2021

BUY
$11.99 - $14.47 $307,039 - $370,547
25,608 Added 244.96%
36,062 $478,000
Q2 2021

Aug 04, 2021

BUY
$10.84 - $13.28 $113,321 - $138,829
10,454 New
10,454 $134,000

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 $1.05B
  • 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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