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-
Wellington Management Group LLP Boston, MA4.17MShares$77.6 Million0.02% of portfolio
-
Black Rock Inc. New York, NY3.87MShares$72 Million0.0% of portfolio
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William Blair Investment Management, LLC Chicago, IL3.57MShares$66.3 Million0.22% of portfolio
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Vanguard Group Inc Valley Forge, PA3.48MShares$64.8 Million0.0% of portfolio
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Nuveen, LLC Charlotte, NC2.22MShares$41.2 Million0.01% of portfolio
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Adage Capital Partners Gp, L.L.C. Boston, MA1.87MShares$34.8 Million0.07% of portfolio
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Westwood Holdings Group Inc Dallas, TX1.77MShares$32.9 Million0.29% of portfolio
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State Street Corp Boston, MA1.76MShares$32.7 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.58MShares$29.4 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA1.51MShares$28 Million0.0% 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 |
|---|---|---|---|---|---|
|
Sep 11
2025
|
Robert K Steel Director |
SELL
Open market or private sale
|
Direct |
69,845
-41.42%
|
$1,536,590
$22.42 P/Share
|
|
Sep 10
2025
|
Robert K Steel Director |
SELL
Open market or private sale
|
Direct |
51,505
-23.4%
|
$1,081,605
$21.85 P/Share
|
|
Sep 09
2025
|
Robert K Steel Director |
SELL
Open market or private sale
|
Direct |
90,532
-29.14%
|
$1,901,172
$21.76 P/Share
|
|
Sep 02
2025
|
Robert K Steel Director |
BUY
Exercise of conversion of derivative security
|
Direct |
197,197
+19.44%
|
-
|
|
Sep 02
2025
|
Perella Weinberg Partners Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,630
-1.68%
|
$35,860
$22.13 P/Share
|
|
Sep 02
2025
|
Robert K Steel Director |
SELL
Payment of exercise price or tax liability
|
Direct |
15,315
-11.89%
|
$336,930
$22.13 P/Share
|
|
Aug 31
2025
|
Perella Weinberg Partners Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
4,000
+3.97%
|
-
|
|
Aug 31
2025
|
Robert K Steel Director |
BUY
Exercise of conversion of derivative security
|
Direct |
30,000
+18.9%
|
-
|
|
Aug 08
2025
|
Houda Dabboussi Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,281
+50.0%
|
-
|
|
Aug 08
2025
|
Roy Edwin Bennett Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,281
+50.0%
|
-
|
|
Aug 08
2025
|
Dietrich Becker President |
SELL
Open market or private sale
|
Direct |
177,553
-32.52%
|
$3,906,166
$22.2 P/Share
|
|
Jun 11
2025
|
Robert K Steel Director |
SELL
Open market or private sale
|
Direct |
28,214
-22.22%
|
$507,852
$18.75 P/Share
|
|
Jun 02
2025
|
Robert K Steel Director |
SELL
Open market or private sale
|
Direct |
60,092
-32.12%
|
$1,021,564
$17.3 P/Share
|
|
May 30
2025
|
Robert K Steel Director |
SELL
Open market or private sale
|
Direct |
62,997
-25.19%
|
$1,070,949
$17.45 P/Share
|
|
May 29
2025
|
Robert K Steel Director |
SELL
Open market or private sale
|
Direct |
73,107
-22.62%
|
$1,242,819
$17.73 P/Share
|
|
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
|
Last 12 Months Summary
| Grant, award, or other acquisition | 445K shares |
|---|---|
| Exercise of conversion of derivative security | 1.03M shares |
| Payment of exercise price or tax liability | 605K shares |
|---|---|
| Open market or private sale | 1.49M shares |