Latest Institutional Transactions on Perella Weinberg Partners (PWP)
This table provides information on the latest institutional transactions involving Perella Weinberg Partners (PWP) 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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
157New |
$3.05K - $4.08K
|
157
$4.11K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
153K+ 952.8% |
$2.97M - $3.97M
|
169K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.69KNew |
$52.3K - $69.9K
|
2.69K
$70.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.78K- 2.44% |
$34.5K - $46.2K
|
71K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
854+ 1.22% |
$16.6K - $22.2K
|
70.9K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
724New |
$14.1K - $18.8K
|
724
$18.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19New |
$369 - $494
|
19
$497
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
96.2KNew |
$1.87M - $2.5M
|
96.2K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
306+ 1.4% |
$5.95K - $7.95K
|
22.1K
$579K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
93.6KNew |
$1.82M - $2.43M
|
93.6K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
363New |
$7.06K - $9.43K
|
363
$9.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-44- 40.74% |
$855 - $1.14K
|
64
$1.67K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.37K+ 25.56% |
$104K - $140K
|
26.4K
$691K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-513- 1.03% |
$9.97K - $13.3K
|
49.2K
$1.29M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
22.4KNew |
$436K - $583K
|
22.4K
$587K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
68+ 80.0% |
$1.32K - $1.77K
|
153
$4K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
144K+ 49.44% |
$2.28M - $2.95M
|
436K
$11.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.52K+ 0.82% |
$23.9K - $31.1K
|
186K
$4.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.1KNew |
$175K - $227K
|
11.1K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.99K+ 110.7% |
$110K - $143K
|
13.3K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$631K - $819K
|
40K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-32.4K- 48.43% |
$511K - $663K
|
34.5K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
669K+ 411.33% |
$10.6M - $13.7M
|
831K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
419KNew |
$6.61M - $8.58M
|
419K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-287K- 21.65% |
$4.52M - $5.87M
|
1.04M
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
387K+ 80.8% |
$6.1M - $7.92M
|
865K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
210+ 7.12% |
$3.31K - $4.3K
|
3.16K
$82.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
772K+ 200.0% |
$12.2M - $15.8M
|
1.16M
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196K+ 74.43% |
$3.1M - $4.02M
|
460K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 76.47% |
$2.35M - $3.05M
|
344K
$9.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
74+ 17.33% |
$1.17K - $1.51K
|
501
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
136KNew |
$2.14M - $2.78M
|
136K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.05K+ 3.88% |
$48.1K - $62.5K
|
81.7K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$188K - $244K
|
11.9K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
991KNew |
$15.6M - $20.3M
|
991K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.61K- 5.73% |
$72.7K - $94.3K
|
75.8K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.39K- 0.26% |
$21.9K - $28.4K
|
525K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75.4K+ 335.74% |
$1.19M - $1.54M
|
97.9K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
110K+ 4.8% |
$1.74M - $2.26M
|
2.41M
$63.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-69.7K- 31.0% |
$1.1M - $1.43M
|
155K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-84K- 7.09% |
$1.32M - $1.72M
|
1.1M
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
18.1K+ 66.86% |
$285K - $370K
|
45.1K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-77- 0.16% |
$1.22K - $1.58K
|
48.9K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-270K- 36.49% |
$4.26M - $5.53M
|
470K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
60K+ 4.55% |
$947K - $1.23M
|
1.38M
$36.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.42K+ 9.25% |
$69.7K - $90.5K
|
52.2K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
7.73K+ 17.13% |
$122K - $158K
|
52.9K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
17.3KNew |
$272K - $353K
|
17.3K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
2.58K+ 15.29% |
$40.7K - $52.8K
|
19.5K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-324K- 26.47% |
$5.11M - $6.63M
|
899K
$23.5M
|
|