Purchases and Sales Made in Q4 2024 in Perella Weinberg Partners (PWP)
This table provides information about the institutional ownership of Perella Weinberg Partners (PWP) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
153K+ 952.8% |
$2.97M - $3.97M
|
169K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
96.2KNew |
$1.87M - $2.5M
|
96.2K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
93.6KNew |
$1.82M - $2.43M
|
93.6K
$2.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
22.4KNew |
$436K - $583K
|
22.4K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.37K+ 25.56% |
$104K - $140K
|
26.4K
$691K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.69KNew |
$52.3K - $69.9K
|
2.69K
$70.4K
|
|
|
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 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
363New |
$7.06K - $9.43K
|
363
$9.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
306+ 1.4% |
$5.95K - $7.95K
|
22.1K
$579K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
157New |
$3.05K - $4.08K
|
157
$4.11K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
68+ 80.0% |
$1.32K - $1.77K
|
153
$4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19New |
$369 - $494
|
19
$497
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-44- 40.74% |
$855 - $1.14K
|
64
$1.67K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-513- 1.03% |
$9.97K - $13.3K
|
49.2K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.78K- 2.44% |
$34.5K - $46.2K
|
71K
$1.86M
|