Perella Weinberg Partners PWP
We take great care to ensure that the data presented and summarized in this overview for Perella Weinberg Partners is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding PWP
View all-
Black Rock Inc. New York, NY3.31MShares$51.2 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA2.49MShares$38.5 Million0.0% of portfolio
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Azora Capital LP Miami, FL2.18MShares$33.6 Million2.31% of portfolio
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Schroder Investment Management Group London, X02.07MShares$31.9 Million0.04% of portfolio
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Goldman Sachs Group Inc New York, NY1.85MShares$28.6 Million0.0% of portfolio
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Adage Capital Partners Gp, L.L.C. Boston, MA1.53MShares$23.7 Million0.04% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT1.44MShares$22.3 Million0.11% of portfolio
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Hotchkis & Wiley Capital Management LLC Los Angeles, CA1.28MShares$19.8 Million0.06% of portfolio
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Basswood Capital Management, L.L.C. New York, NY1.17MShares$18 Million0.98% of portfolio
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Philadelphia Financial Management Of San Francisco, LLC San Francisco, CA1.14MShares$17.6 Million2.93% of portfolio
Latest Institutional Activity in PWP
Top Purchases
Top Sells
About PWP
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, structure and restructuring, capital markets advisory, energy underwriting, and equity research. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.
Insider Transactions at PWP
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 22
2024
|
Kristin W Mugford Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,383
+14.22%
|
-
|
|
May 22
2024
|
Jane Cecile Sherburne Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,383
+13.61%
|
-
|
|
May 22
2024
|
Jorma J Ollila Director |
SELL
Payment of exercise price or tax liability
|
Direct |
3,359
-9.88%
|
-
|
|
May 22
2024
|
Jorma J Ollila Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,383
+15.81%
|
-
|
|
May 22
2024
|
Elizabeth C Fascitelli Director |
BUY
Grant, award, or other acquisition
|
Direct |
6,383
+14.22%
|
-
|
|
May 16
2024
|
Robert K Steel Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
394,449
-42.82%
|
$5,916,735
$15.17 P/Share
|
|
May 16
2024
|
Robert K Steel Director |
BUY
Exercise of conversion of derivative security
|
Direct |
394,449
+23.04%
|
-
|
|
Mar 04
2024
|
Dietrich Becker President |
SELL
Payment of exercise price or tax liability
|
Direct |
44,044
-9.49%
|
$572,572
$13.54 P/Share
|
|
Mar 04
2024
|
Robert K Steel Director |
SELL
Payment of exercise price or tax liability
|
Direct |
6,424
-8.55%
|
$83,512
$13.54 P/Share
|
|
Mar 04
2024
|
Alexandra Gottschalk Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,200
-3.82%
|
$28,600
$13.54 P/Share
|
|
Mar 04
2024
|
Peter A Weinberg Chairman |
SELL
Payment of exercise price or tax liability
|
Direct |
56,048
-2.74%
|
$728,624
$13.54 P/Share
|
|
Mar 04
2024
|
Andrew Bednar Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
47,967
-8.82%
|
$623,571
$13.54 P/Share
|
|
Feb 26
2024
|
Alexandra Gottschalk Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,041
-1.78%
|
$12,492
$12.97 P/Share
|
|
Feb 26
2024
|
Robert K Steel Director |
SELL
Payment of exercise price or tax liability
|
Direct |
2,609
-3.35%
|
$31,308
$12.97 P/Share
|
|
Feb 26
2024
|
Peter A Weinberg Chairman |
SELL
Payment of exercise price or tax liability
|
Direct |
15,809
-0.77%
|
$189,708
$12.97 P/Share
|
|
Feb 26
2024
|
Andrew Bednar Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
17,318
-3.09%
|
$207,816
$12.97 P/Share
|
|
Feb 26
2024
|
Dietrich Becker President |
SELL
Payment of exercise price or tax liability
|
Direct |
16,059
-3.34%
|
$192,708
$12.97 P/Share
|
|
Feb 15
2024
|
Dietrich Becker President |
BUY
Grant, award, or other acquisition
|
Direct |
140,809
+22.67%
|
-
|
|
Feb 15
2024
|
Alexandra Gottschalk Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
13,359
+18.55%
|
-
|
|
Feb 15
2024
|
Robert K Steel Director |
BUY
Grant, award, or other acquisition
|
Direct |
25,164
+24.45%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 2.08M shares |
|---|---|
| Exercise of conversion of derivative security | 1.24M shares |
| Payment of exercise price or tax liability | 214K shares |
|---|---|
| Sale (or disposition) back to the issuer | 394K shares |
| Open market or private sale | 7.72K shares |