Latest Institutional Transactions on Pjt Partners Inc. (PJT)
This table provides information on the latest institutional transactions involving Pjt Partners Inc. (PJT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 40.0% |
$137 - $166
|
3
$552
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 66.67% |
$686 - $830
|
5
$920
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18New |
$1.11K - $1.35K
|
18
$3.31K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
86New |
$5.3K - $6.45K
|
86
$15.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
67New |
$4.13K - $5.03K
|
67
$12.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
15.9K+ 153.52% |
$981K - $1.19M
|
26.3K
$4.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2New |
$123 - $150
|
2
$368
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3New |
$185 - $225
|
3
$552
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 2.78% |
$123 - $150
|
70
$12.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
25New |
$1.54K - $1.88K
|
25
$4.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-23.7K- 74.35% |
$1.46M - $1.78M
|
8.17K
$1.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
18New |
$1.11K - $1.35K
|
18
$3.31K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 25.0% |
$61.6 - $75
|
3
$552
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
58.3KNew |
$4.17M - $4.76M
|
58.3K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-5.9K- 67.95% |
$421K - $481K
|
2.78K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
399New |
$28.5K - $32.5K
|
399
$73.4K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
13.3KNew |
$950K - $1.08M
|
13.3K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
60KNew |
$4.28M - $4.89M
|
60K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
381+ 423.33% |
$27.2K - $31.1K
|
471
$86.7K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
19.8KNew |
$1.41M - $1.61M
|
19.8K
$3.64M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5New |
$357 - $408
|
5
$920
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
8.03KNew |
$573K - $655K
|
8.03K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1New |
$71.4 - $81.5
|
1
$184
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5New |
$357 - $408
|
5
$920
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 14.29% |
$71.4 - $81.5
|
8
$1.47K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100New |
$7.14K - $8.15K
|
100
$18.4K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50New |
$3.57K - $4.08K
|
50
$9.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 16.67% |
$214 - $245
|
15
$2.76K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
106New |
$7.57K - $8.64K
|
106
$19.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 88.24% |
$1.07K - $1.22K
|
2
$368
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
11New |
$786 - $897
|
11
$2.02K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6New |
$428 - $489
|
6
$1.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
21New |
$1.5K - $1.71K
|
21
$3.86K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.1KNew |
$293K - $334K
|
4.1K
$754K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
14New |
$963 - $1.11K
|
14
$2.58K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2New |
$138 - $159
|
2
$368
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2New |
$138 - $159
|
2
$368
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
78New |
$5.36K - $6.2K
|
78
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
371KNew |
$25.5M - $29.4M
|
371K
$68.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.2KNew |
$220K - $254K
|
3.2K
$589K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
476New |
$32.7K - $37.8K
|
476
$87.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.5K+ 35.62% |
$172K - $198K
|
9.51K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4New |
$275 - $318
|
4
$736
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.74KNew |
$463K - $535K
|
6.74K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
91KNew |
$6.26M - $7.23M
|
91K
$16.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
52New |
$3.58K - $4.13K
|
52
$9.57K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1New |
$68.8 - $79.5
|
1
$184
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
25New |
$1.72K - $1.99K
|
25
$4.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
67+ 3350.0% |
$4.61K - $5.32K
|
69
$12.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7K- 11.17% |
$482K - $556K
|
55.7K
$10.2M
|
|