Purchases and Sales Made in Q4 2023 in Perella Weinberg Partners (PWP)
This table provides information about the institutional ownership of Perella Weinberg Partners (PWP) during Q4 2023. The information is specifically focused on institutions that hold shares of Perella Weinberg Partners.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
5.87K+ 6312.9% |
$55.2K - $74.2K
|
5.96K
$145K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.73K+ 30.13% |
$54K - $72.4K
|
24.8K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.61K+ 21.84% |
$52.8K - $70.9K
|
31.3K
$762K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.6KNew |
$33.9K - $45.5K
|
3.6K
$87.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.65K+ 21.32% |
$25K - $33.5K
|
15.1K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.5K+ 29.67% |
$23.5K - $31.5K
|
10.9K
$265K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.47K+ 12.5% |
$23.3K - $31.2K
|
22.3K
$542K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.44K+ 15.1% |
$22.9K - $30.8K
|
18.6K
$452K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.44K+ 15.1% |
$22.9K - $30.8K
|
18.6K
$452K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.92K+ 5.23% |
$18.1K - $24.2K
|
38.6K
$939K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.86K+ 21.02% |
$17.5K - $23.4K
|
10.7K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$16.6K - $22.3K
|
1.77K
$43K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.76K+ 2.48% |
$16.6K - $22.3K
|
72.7K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
861+ 24.64% |
$8.1K - $10.9K
|
4.36K
$106K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
801+ 2.44% |
$7.54K - $10.1K
|
33.7K
$819K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
440+ 3.27% |
$4.14K - $5.56K
|
13.9K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
344+ 1.18% |
$3.24K - $4.34K
|
29.5K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
274+ 1.77% |
$2.58K - $3.46K
|
15.7K
$383K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
151+ 0.13% |
$1.42K - $1.91K
|
117K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58New |
$546 - $733
|
58
$1.41K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34New |
$320 - $429
|
34
$827
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
19+ 0.13% |
$179 - $240
|
14.7K
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10New |
$94.1 - $126
|
10
$243
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-26- 0.23% |
$245 - $328
|
11.3K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-35- 11.9% |
$329 - $442
|
259
$6.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-37- 0.2% |
$348 - $467
|
18.6K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-85- 0.4% |
$800 - $1.07K
|
20.9K
$509K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-132- 0.35% |
$1.24K - $1.67K
|
37.7K
$917K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-190- 0.41% |
$1.79K - $2.4K
|
45.7K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-227- 0.4% |
$2.14K - $2.87K
|
56K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-234- 0.98% |
$2.2K - $2.96K
|
23.6K
$573K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-376- 6.03% |
$3.54K - $4.75K
|
5.86K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-673- 3.57% |
$6.33K - $8.5K
|
18.2K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-693- 2.07% |
$6.52K - $8.75K
|
32.8K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-781- 0.27% |
$7.35K - $9.86K
|
292K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.22K- 0.43% |
$11.5K - $15.4K
|
286K
$6.95M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.53K- 3.44% |
$14.4K - $19.3K
|
42.9K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-1.62K- 42.59% |
$15.2K - $20.4K
|
2.18K
$53.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.85K- 15.54% |
$26.8K - $35.9K
|
15.5K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.5K- 30.43% |
$32.9K - $44.2K
|
8K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-3.77K- 0.13% |
$35.5K - $47.6K
|
2.81M
$68.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.72K- 7.19% |
$53.8K - $72.2K
|
73.8K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-8.1K- 9.23% |
$76.2K - $102K
|
79.7K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-8.31K- 9.6% |
$78.2K - $105K
|
78.2K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.5K- 9.48% |
$89.4K - $120K
|
90.8K
$2.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.55K- 44.37% |
$89.9K - $121K
|
12K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-22.5K- 98.68% |
$212K - $284K
|
300
$7.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23.4K- 1.14% |
$220K - $296K
|
2.03M
$49.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-28.7K- 5.41% |
$270K - $362K
|
502K
$12.2M
|