A detailed history of First Trust Advisors LP transactions in Perella Weinberg Partners stock. As of the latest transaction made, First Trust Advisors LP holds 227,898 shares of PWP stock, worth $4.24 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
227,898
Previous 145,965 56.13%
Holding current value
$4.24 Million
Previous $2.83 Million 73.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025

BUY
$19.12 - $23.14 $1.57 Million - $1.9 Million
81,933 Added 56.13%
227,898 $4.92 Million
Q2 2025

Aug 13, 2025

BUY
$15.45 - $19.88 $2.26 Million - $2.9 Million
145,965 New
145,965 $2.83 Million
Q4 2022

Feb 09, 2023

BUY
$6.41 - $9.97 $88,086 - $137,007
13,742 Added 71.9%
32,855 $321,000
Q3 2022

Nov 14, 2022

BUY
$1.31 - $8.14 $11,879 - $73,813
9,068 Added 90.27%
19,113 $121,000
Q2 2022

Aug 12, 2022

BUY
$5.83 - $9.13 $58,562 - $91,710
10,045 New
10,045 $59,000

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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