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, NY3.87MShares$96.2 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA2.9MShares$72.2 Million0.0% of portfolio
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Azora Capital LP Miami, FL2.41MShares$59.9 Million2.67% of portfolio
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Westwood Holdings Group Inc Dallas, TX2.1MShares$52.1 Million0.32% of portfolio
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Schroder Investment Management Group London, X01.74MShares$43.3 Million0.04% of portfolio
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Goldman Sachs Group Inc New York, NY1.55MShares$38.5 Million0.0% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT1.48MShares$36.9 Million0.14% of portfolio
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State Street Corp Boston, MA1.38MShares$34.3 Million0.0% of portfolio
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Geode Capital Management, LLC Boston, MA1.26MShares$31.3 Million0.0% of portfolio
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William Blair Investment Management, LLC Chicago, IL1.21MShares$30 Million0.06% 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 |
|---|---|---|---|---|---|
|
Dec 10
2024
|
Robert K Steel Director |
SELL
Open market or private sale
|
Direct |
32,943
-39.49%
|
$790,632
$24.87 P/Share
|
|
Dec 05
2024
|
Peter A Weinberg Chairman |
SELL
Open market or private sale
|
Indirect |
21,108
-2.92%
|
$527,700
$25.71 P/Share
|
|
Dec 04
2024
|
Peter A Weinberg Chairman |
SELL
Open market or private sale
|
Indirect |
61,612
-7.86%
|
$1,540,300
$25.23 P/Share
|
|
Dec 03
2024
|
Peter A Weinberg Chairman |
SELL
Open market or private sale
|
Indirect |
58,280
-6.92%
|
$1,457,000
$25.42 P/Share
|
|
Nov 30
2024
|
Peter A Weinberg Chairman |
BUY
Exercise of conversion of derivative security
|
Direct |
51,686
+2.5%
|
-
|
|
Nov 30
2024
|
Andrew Bednar Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
73,613
+11.03%
|
-
|
|
Nov 30
2024
|
Dietrich Becker President |
BUY
Exercise of conversion of derivative security
|
Direct |
73,613
+13.99%
|
-
|
|
Nov 12
2024
|
Andrew Bednar Chief Executive Officer |
SELL
Bona fide gift
|
Direct |
45,992
-8.12%
|
-
|
|
Nov 12
2024
|
Andrew Bednar Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
300,579
-34.67%
|
$7,213,896
$24.48 P/Share
|
|
Nov 12
2024
|
Dietrich Becker President |
SELL
Open market or private sale
|
Direct |
442,889
-53.88%
|
$10,629,336
$24.48 P/Share
|
|
Oct 31
2024
|
Dietrich Becker President |
SELL
Payment of exercise price or tax liability
|
Direct |
44,842
-5.17%
|
$896,840
$20.23 P/Share
|
|
Oct 31
2024
|
Dietrich Becker President |
BUY
Exercise of conversion of derivative security
|
Direct |
95,410
+9.92%
|
-
|
|
Oct 31
2024
|
Peter A Weinberg Chairman |
SELL
Payment of exercise price or tax liability
|
Direct |
34,198
-1.71%
|
$683,960
$20.23 P/Share
|
|
Oct 31
2024
|
Peter A Weinberg Chairman |
BUY
Exercise of conversion of derivative security
|
Direct |
66,990
+3.24%
|
-
|
|
Oct 31
2024
|
Andrew Bednar Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
48,707
-5.32%
|
$974,140
$20.23 P/Share
|
|
Oct 31
2024
|
Andrew Bednar Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
95,410
+9.44%
|
-
|
|
Sep 30
2024
|
Peter A Weinberg Chairman |
SELL
Payment of exercise price or tax liability
|
Direct |
17,395
-0.89%
|
$330,505
$19.31 P/Share
|
|
Sep 30
2024
|
Peter A Weinberg Chairman |
BUY
Exercise of conversion of derivative security
|
Direct |
34,073
+1.72%
|
-
|
|
Sep 30
2024
|
Andrew Bednar Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
24,774
-2.93%
|
$470,706
$19.31 P/Share
|
|
Sep 30
2024
|
Andrew Bednar Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
48,528
+5.43%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 430K shares |
|---|---|
| Exercise of conversion of derivative security | 2.68M shares |
| Payment of exercise price or tax liability | 1.53M shares |
|---|---|
| Sale (or disposition) back to the issuer | 394K shares |
| Open market or private sale | 917K shares |
| Bona fide gift | 46K shares |