Latest Institutional Transactions on Pjt Partners Inc. (PJT)
This table provides information on the latest institutional transactions involving Pjt Partners Inc. (PJT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2New |
$143 - $206
|
2
$334
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-64- 50.0% |
$4.59K - $6.6K
|
64
$10.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-125- 5.36% |
$8.97K - $12.9K
|
2.21K
$368K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
2.01KNew |
$144K - $208K
|
2.01K
$336K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13New |
$932 - $1.34K
|
13
$2.17K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
12New |
$861 - $1.24K
|
12
$2K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.1KNew |
$223K - $320K
|
3.1K
$518K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-461- 12.46% |
$33.1K - $47.5K
|
3.24K
$540K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-639- 7.37% |
$45.8K - $65.9K
|
8.04K
$1.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-874- 16.73% |
$62.7K - $90.1K
|
4.35K
$725K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11.6K+ 90.23% |
$795K - $962K
|
24.4K
$4.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
7.39KNew |
$507K - $613K
|
7.39K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
2.68KNew |
$183K - $222K
|
2.68K
$446K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
267+ 2.67% |
$18.3K - $22.2K
|
10.3K
$1.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
3.9KNew |
$268K - $324K
|
3.9K
$650K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$892 - $1.08K
|
13
$2.17K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$412 - $498
|
6
$1K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 66.67% |
$686 - $830
|
5
$834
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 40.0% |
$137 - $166
|
3
$500
|
|
| Q2 2023 | |||||||
|
Oct 01, 2025
Q2 2023
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
17New |
$1.05K - $1.28K
|
17
$2.83K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18New |
$1.11K - $1.35K
|
18
$3K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
86New |
$5.3K - $6.45K
|
86
$14.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
67New |
$4.13K - $5.03K
|
67
$11.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
15.9K+ 153.52% |
$981K - $1.19M
|
26.3K
$4.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2New |
$123 - $150
|
2
$334
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3New |
$185 - $225
|
3
$500
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 2.78% |
$123 - $150
|
70
$11.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
25New |
$1.54K - $1.88K
|
25
$4.17K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-23.7K- 74.35% |
$1.46M - $1.78M
|
8.17K
$1.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
18New |
$1.11K - $1.35K
|
18
$3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 25.0% |
$61.6 - $75
|
3
$500
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
58.3KNew |
$4.17M - $4.76M
|
58.3K
$9.73M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
381+ 423.33% |
$27.2K - $31.1K
|
471
$78.5K
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
60KNew |
$4.28M - $4.89M
|
60K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
13.3KNew |
$950K - $1.08M
|
13.3K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-5.9K- 67.95% |
$421K - $481K
|
2.78K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
399New |
$28.5K - $32.5K
|
399
$66.5K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
19.8KNew |
$1.41M - $1.61M
|
19.8K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5New |
$357 - $408
|
5
$834
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
8.03KNew |
$573K - $655K
|
8.03K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1New |
$71.4 - $81.5
|
1
$167
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5New |
$357 - $408
|
5
$834
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 14.29% |
$71.4 - $81.5
|
8
$1.33K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100New |
$7.14K - $8.15K
|
100
$16.7K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50New |
$3.57K - $4.08K
|
50
$8.34K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 16.67% |
$214 - $245
|
15
$2.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 88.24% |
$1.07K - $1.22K
|
2
$334
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6New |
$428 - $489
|
6
$1K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.1KNew |
$293K - $334K
|
4.1K
$684K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
21New |
$1.5K - $1.71K
|
21
$3.5K
|
|