Institutional Ownership Pjt Partners Inc. (PJT)
This table provides information about the institutional ownership of Pjt Partners Inc. (PJT). We have compiled data on the 417 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18
shares
|
$3,282
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
18
shares
|
$3,282
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
18
shares
|
$3,282
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
17
shares
|
$3,099
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
17
shares
|
$3,099
0.0% of portfolio
|
Q3 2021
Reduced 66.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
13
shares
|
$2,370
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
13
shares
|
$2,370
0.0% of portfolio
|
Q2 2018
Reduced 75.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13
shares
|
$2,370
0.0% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
13
shares
|
$2,370
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$2,370
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12
shares
|
$2,188
0.0% of portfolio
|
Q1 2024
Reduced 78.95%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
12
shares
|
$2,188
0.0% of portfolio
|
Q1 2025
Reduced 74.47%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
12
shares
|
$2,188
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
12
shares
|
$2,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
11
shares
|
$2,005
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
11
shares
|
$2,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
11
shares
|
$2,005
0.0% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
11
shares
|
$2,005
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
11
shares
|
$2,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
10
shares
|
$1,823
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
9
shares
|
$1,641
0.0% of portfolio
|
Q1 2025
Added 800.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
8
shares
|
$1,458
0.0% of portfolio
|
Q1 2023
Added 14.29%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8
shares
|
$1,458
0.0% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
8
shares
|
$1,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8
shares
|
$1,458
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|