A detailed history of Wellington Management Group LLP transactions in Perella Weinberg Partners stock. As of the latest transaction made, Wellington Management Group LLP holds 1,157,605 shares of PWP stock, worth $29.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,157,605
Previous 385,869 200.0%
Holding current value
$29.7 Million
Previous $6.27 Million 256.51%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$15.78 - $20.47 $12.2 Million - $15.8 Million
771,736 Added 200.0%
1,157,605 $22.4 Million
Q2 2024

Aug 13, 2024

SELL
$14.06 - $16.25 $748,877 - $865,523
-53,263 Reduced 12.13%
385,869 $6.27 Million
Q1 2024

May 15, 2024

BUY
$10.88 - $14.36 $4.78 Million - $6.31 Million
439,132 New
439,132 $6.2 Million
Q4 2023

Feb 12, 2024

BUY
$9.41 - $12.63 $6.89 Million - $9.25 Million
732,316 New
732,316 $8.96 Million
Q3 2023

Nov 14, 2023

SELL
$8.05 - $11.17 $5.65 Million - $7.84 Million
-702,142 Reduced 24.94%
2,113,638 $21.5 Million
Q2 2023

Aug 14, 2023

SELL
$7.15 - $9.23 $3.6 Million - $4.65 Million
-503,934 Reduced 15.18%
2,815,780 $23.5 Million
Q1 2023

May 12, 2023

SELL
$8.81 - $11.4 $12.2 Million - $15.7 Million
-1,379,922 Reduced 29.36%
3,319,714 $30.2 Million
Q4 2022

Feb 13, 2023

SELL
$6.41 - $9.97 $3.96 Million - $6.16 Million
-618,324 Reduced 11.63%
4,699,636 $46.1 Million
Q3 2022

Nov 14, 2022

SELL
$1.31 - $8.14 $1.13 Million - $7.02 Million
-861,906 Reduced 13.95%
5,317,960 $33.7 Million
Q2 2022

Aug 15, 2022

SELL
$5.83 - $9.13 $9.06 Million - $14.2 Million
-1,553,806 Reduced 20.09%
6,179,866 $35.9 Million
Q1 2022

May 16, 2022

BUY
$8.77 - $13.0 $21 Million - $31.2 Million
2,396,198 Added 44.89%
7,733,672 $73 Million
Q4 2021

Feb 11, 2022

SELL
$11.8 - $14.35 $2.1 Million - $2.55 Million
-177,829 Reduced 3.22%
5,337,474 $68.4 Million
Q3 2021

Nov 15, 2021

BUY
$11.99 - $14.47 $9.52 Million - $11.5 Million
793,624 Added 16.81%
5,515,303 $72.9 Million
Q2 2021

Aug 16, 2021

BUY
$10.84 - $13.28 $51.2 Million - $62.7 Million
4,721,679 New
4,721,679 $59.9 Million

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 $1.1B
  • 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
Track This Portfolio

Track Wellington Management Group LLP Portfolio

Follow Wellington Management Group LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellington Management Group LLP, based on Form 13F filings with the SEC.

News

Stay updated on Wellington Management Group LLP with notifications on news.