A detailed history of Charles Schwab Investment Management Inc transactions in Perella Weinberg Partners stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 434,005 shares of PWP stock, worth $10.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
434,005
Previous 145,819 197.63%
Holding current value
$10.6 Million
Previous $2.37 Million 253.74%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$15.78 - $20.47 $4.55 Million - $5.9 Million
288,186 Added 197.63%
434,005 $8.38 Million
Q2 2024

Aug 12, 2024

BUY
$14.06 - $16.25 $437,954 - $506,171
31,149 Added 27.16%
145,819 $2.37 Million
Q1 2024

May 08, 2024

SELL
$10.88 - $14.36 $24,316 - $32,094
-2,235 Reduced 1.91%
114,670 $1.62 Million
Q4 2023

Feb 06, 2024

BUY
$9.41 - $12.63 $1,420 - $1,907
151 Added 0.13%
116,905 $1.43 Million
Q3 2023

Nov 08, 2023

SELL
$8.05 - $11.17 $3,171 - $4,400
-394 Reduced 0.34%
116,754 $1.19 Million
Q2 2023

Aug 09, 2023

BUY
$7.15 - $9.23 $101,279 - $130,742
14,165 Added 13.75%
117,148 $975,000
Q1 2023

May 11, 2023

BUY
$8.81 - $11.4 $4,704 - $6,087
534 Added 0.52%
102,983 $937,000
Q4 2022

Feb 13, 2023

SELL
$6.41 - $9.97 $15,319 - $23,828
-2,390 Reduced 2.28%
102,449 $1 Million
Q3 2022

Nov 14, 2022

SELL
$1.31 - $8.14 $15,702 - $97,574
-11,987 Reduced 10.26%
104,839 $664,000
Q2 2022

Aug 15, 2022

BUY
$5.83 - $9.13 $596,618 - $934,327
102,336 Added 706.25%
116,826 $682,000
Q3 2021

Nov 16, 2021

BUY
$11.99 - $14.47 $173,735 - $209,670
14,490 New
14,490 $192,000

Others Institutions Holding PWP

About Perella Weinberg Partners


  • Ticker PWP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 43,011,600
  • Market Cap $1.05B
  • Description
  • Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, st...
More about PWP
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