Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Aug 13, 2024

BUY
$10.88 - $14.36 $2.46 Million - $3.25 Million
226,300 New
226,300 $3.2 Million
Q4 2023

Feb 14, 2024

SELL
$9.41 - $12.63 $1.2 Million - $1.61 Million
-127,850 Reduced 30.39%
292,800 $3.58 Million
Q3 2023

Nov 13, 2023

SELL
$8.05 - $11.17 $615,825 - $854,505
-76,500 Reduced 15.39%
420,650 $4.28 Million
Q2 2023

Aug 08, 2023

BUY
$7.15 - $9.23 $187,330 - $241,826
26,200 Added 5.56%
497,150 $4.14 Million
Q1 2023

May 12, 2023

SELL
$8.81 - $11.4 $171,354 - $221,730
-19,450 Reduced 3.97%
470,950 $4.29 Million
Q4 2022

Feb 08, 2023

SELL
$6.41 - $9.97 $1.03 Million - $1.61 Million
-161,400 Reduced 24.76%
490,400 $4.81 Million
Q3 2022

Oct 27, 2022

SELL
$1.31 - $8.14 $58,033 - $360,602
-44,300 Reduced 6.36%
651,800 $4.13 Million
Q2 2022

Aug 08, 2022

BUY
$5.83 - $9.13 $1.94 Million - $3.04 Million
332,500 Added 91.45%
696,100 $4.06 Million
Q1 2022

May 04, 2022

BUY
$8.77 - $13.0 $3.19 Million - $4.73 Million
363,600 New
363,600 $3.44 Million

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
Track This Portfolio

Track Prospera Financial Services Inc Portfolio

Follow Prospera Financial Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prospera Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Prospera Financial Services Inc with notifications on news.