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$68.2 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.15MShares$55.5 Million0.0% of portfolio
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Wellington Management Group LLP Boston, MA3.01MShares$53.1 Million0.01% of portfolio
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Channing Capital Management, LLC Chicago, IL2.14MShares$37.8 Million1.24% of portfolio
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Azora Capital LP Miami, FL1.82MShares$32.1 Million2.5% of portfolio
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Adage Capital Partners Gp, L.L.C. Boston, MA1.81MShares$31.9 Million0.06% of portfolio
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State Street Corp Boston, MA1.57MShares$27.6 Million0.0% of portfolio
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Geode Capital Management, LLC Boston, MA1.34MShares$23.7 Million0.0% of portfolio
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William Blair Investment Management, LLC Chicago, IL1.33MShares$23.5 Million0.07% of portfolio
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Schroder Investment Management Group London, X01.3MShares$22.9 Million0.03% 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 28
2025
|
Kristin W Mugford Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,652
+11.35%
|
-
|
|
May 28
2025
|
Elizabeth C Fascitelli Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,652
+11.35%
|
-
|
|
May 28
2025
|
Jane Cecile Sherburne Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,652
+10.91%
|
-
|
|
May 28
2025
|
Jorma J Ollila Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,652
+14.25%
|
-
|
|
May 28
2025
|
Jorma J Ollila Director |
SELL
Payment of exercise price or tax liability
|
Direct |
1,915
-6.33%
|
$34,470
$18.02 P/Share
|
|
May 16
2025
|
Robert K Steel Director |
BUY
Exercise of conversion of derivative security
|
Direct |
196,196
+18.91%
|
-
|
|
May 01
2025
|
Peter A Weinberg Chairman |
SELL
Open market or private sale
|
Indirect |
137,621
-100.0%
|
$2,339,557
$17.2 P/Share
|
|
Apr 02
2025
|
Peter A Weinberg Chairman |
SELL
Open market or private sale
|
Indirect |
39,982
-22.51%
|
$759,658
$19.16 P/Share
|
|
Apr 01
2025
|
Peter A Weinberg Chairman |
SELL
Open market or private sale
|
Indirect |
101,018
-36.26%
|
$1,818,324
$18.45 P/Share
|
|
Mar 04
2025
|
Andrew Bednar Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
47,967
-6.62%
|
$1,055,274
$22.24 P/Share
|
|
Mar 04
2025
|
Peter A Weinberg Chairman |
SELL
Open market or private sale
|
Indirect |
59,130
-17.51%
|
$1,241,730
$21.03 P/Share
|
|
Mar 04
2025
|
Peter A Weinberg Chairman |
SELL
Payment of exercise price or tax liability
|
Direct |
60,749
-3.0%
|
$1,336,478
$22.24 P/Share
|
|
Mar 04
2025
|
Dietrich Becker President |
SELL
Payment of exercise price or tax liability
|
Direct |
44,044
-7.46%
|
$968,968
$22.24 P/Share
|
|
Mar 04
2025
|
Robert K Steel Director |
SELL
Payment of exercise price or tax liability
|
Direct |
21,162
-14.28%
|
$465,564
$22.24 P/Share
|
|
Mar 04
2025
|
Alexandra Gottschalk Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,175
-5.28%
|
$113,850
$22.24 P/Share
|
|
Mar 03
2025
|
Peter A Weinberg Chairman |
SELL
Open market or private sale
|
Indirect |
81,870
-19.51%
|
$1,801,140
$22.57 P/Share
|
|
Feb 28
2025
|
Robert K Steel Director |
BUY
Exercise of conversion of derivative security
|
Direct |
30,000
+16.84%
|
-
|
|
Feb 28
2025
|
Alexandra Gottschalk Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
4,000
+3.92%
|
-
|
|
Feb 24
2025
|
Peter A Weinberg Chairman |
SELL
Payment of exercise price or tax liability
|
Direct |
17,205
-0.84%
|
$395,715
$23.49 P/Share
|
|
Feb 24
2025
|
Robert K Steel Director |
SELL
Payment of exercise price or tax liability
|
Direct |
6,999
-5.59%
|
$160,977
$23.49 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 441K shares |
|---|---|
| Exercise of conversion of derivative security | 2.88M shares |
| Payment of exercise price or tax liability | 1.9M shares |
|---|---|
| Open market or private sale | 1.62M shares |
| Bona fide gift | 46K shares |