A detailed history of Lpl Financial LLC transactions in Perella Weinberg Partners stock. As of the latest transaction made, Lpl Financial LLC holds 44,744 shares of PWP stock, worth $1.09 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
44,744
Previous 55,649 19.6%
Holding current value
$1.09 Million
Previous $904,000 4.42%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$15.78 - $20.47 $172,080 - $223,225
-10,905 Reduced 19.6%
44,744 $864,000
Q2 2024

Aug 07, 2024

BUY
$14.06 - $16.25 $3,149 - $3,640
224 Added 0.4%
55,649 $904,000
Q1 2024

May 10, 2024

BUY
$10.88 - $14.36 $603,024 - $795,903
55,425 New
55,425 $783,000

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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