Institutional Ownership Perella Weinberg Partners (PWP)
This table provides information about the institutional ownership of Perella Weinberg Partners (PWP). We have compiled data on the 155 institutions that hold shares in the stock, with a total of 42.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$26,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,070
shares
|
$25,637
0.0% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,031
shares
|
$24,702
0.0% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
745
shares
|
$17,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
599
shares
|
$14,352
0.0% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
562
shares
|
$13,465
0.0% of portfolio
|
Q3 2024
Reduced 62.48%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
501
shares
|
$12,003
0.0% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
415
shares
|
$9,943
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
363
shares
|
$8,697
0.0% of portfolio
|
Q3 2024
Added 47.56%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
347
shares
|
$8,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
194
shares
|
$4,648
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
191
shares
|
$4,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
182
shares
|
$4,360
0.0% of portfolio
|
Q2 2023
Reduced 93.51%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
112
shares
|
$2,683
0.0% of portfolio
|
Q3 2024
Reduced 97.1%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
108
shares
|
$2,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
85
shares
|
$2,036
0.0% of portfolio
|
Q3 2024
Added 553.85%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
80
shares
|
$1,916
0.0% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
70
shares
|
$1,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
54
shares
|
$1,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
38
shares
|
$910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
28
shares
|
$670
0.0% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
25
shares
|
$599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
20
shares
|
$479
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
20
shares
|
$479
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
6
shares
|
$143
0.0% of portfolio
|
Q2 2024
New holding
|