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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
230+ 1.07% |
$4.4K - $5.32K
|
21.8K
$405K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.3K+ 3.37% |
$330K - $400K
|
530K
$9.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-14.5K- 46.23% |
$278K - $336K
|
16.9K
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-42- 5.38% |
$803 - $972
|
738
$13.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
488New |
$9.33K - $11.3K
|
488
$9.08K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.32K- 31.08% |
$140K - $169K
|
16.2K
$302K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.16K- 42.66% |
$175K - $212K
|
12.3K
$229K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
203+ 0.89% |
$3.88K - $4.7K
|
22.9K
$427K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
403+ 6.62% |
$7.71K - $9.33K
|
6.49K
$121K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.6K+ 21.16% |
$795K - $962K
|
238K
$4.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10- 12.2% |
$191 - $231
|
72
$1.34K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-52.6K- 1.49% |
$1.01M - $1.22M
|
3.48M
$64.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-55- 35.48% |
$1.05K - $1.27K
|
100
$1.86K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.43K+ 6.66% |
$104K - $126K
|
87K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
SELL
|
- |
-21.2K- 68.17% |
$405K - $491K
|
9.9K
$184K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20New |
$382 - $463
|
20
$372
|
|
|
Nov 05, 2025
Q3 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
148K+ 59.93% |
$2.84M - $3.43M
|
396K
$7.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.94K- 19.59% |
$94.4K - $114K
|
20.3K
$377K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
324+ 1012.5% |
$6.19K - $7.5K
|
356
$6.62K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.87K- 14.95% |
$35.7K - $43.2K
|
10.6K
$198K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-795- 5.48% |
$15.2K - $18.4K
|
13.7K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.94K- 8.73% |
$37.2K - $45K
|
20.3K
$378K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.6K+ 345.03% |
$1.56M - $1.89M
|
105K
$1.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-53.3K- 97.73% |
$1.02M - $1.23M
|
1.24K
$23K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
583+ 3.38% |
$11.1K - $13.5K
|
17.8K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
69.5K+ 17.54% |
$1.33M - $1.61M
|
466K
$8.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
388New |
$7.42K - $8.98K
|
388
$7.22K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-23.8K- 26.89% |
$455K - $551K
|
64.7K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
2.34K+ 5.56% |
$44.8K - $54.2K
|
44.5K
$827K
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
235K+ 41.44% |
$4.5M - $5.45M
|
804K
$14.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
127K+ 34.72% |
$2.44M - $2.95M
|
495K
$9.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
336+ 3.31% |
$6.42K - $7.78K
|
10.5K
$195K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20New |
$382 - $463
|
20
$372
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36New |
$688 - $833
|
36
$670
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
786+ 16.64% |
$15K - $18.2K
|
5.51K
$102K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
298New |
$5.7K - $6.9K
|
298
$5.54K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.52KNew |
$48.2K - $58.4K
|
2.52K
$46.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-45.9K- 83.39% |
$877K - $1.06M
|
9.14K
$170K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 46.88% |
$287 - $347
|
47
$874
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 14.84% |
$516 - $625
|
209
$3.89K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
79.6KNew |
$1.52M - $1.84M
|
79.6K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
147New |
$2.81K - $3.4K
|
147
$2.73K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
462+ 11.74% |
$8.83K - $10.7K
|
4.4K
$81.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-23.9K- 72.3% |
$456K - $552K
|
9.14K
$170K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 35.71% |
$191 - $231
|
38
$707
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.35K- 30.34% |
$102K - $124K
|
12.3K
$228K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-41- 9.98% |
$784 - $949
|
370
$6.88K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.2K+ 3110.1% |
$343K - $441K
|
22.9K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
44.9KNew |
$693K - $892K
|
44.9K
$835K
|
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-478K- 26.21% |
$7.38M - $9.49M
|
1.34M
$25M
|
|