Latest Institutional Transactions on Perella Weinberg Partners (PWP)
This table provides information on the latest institutional transactions involving Perella Weinberg Partners (PWP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104K+ 13.41% |
$1.91M - $2.75M
|
880K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.01MNew |
$55.4M - $79.5M
|
3.01M
$58.6M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-94.2K- 19.65% |
$1.73M - $2.49M
|
385K
$7.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.3K- 15.96% |
$686K - $985K
|
196K
$3.82M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-120- 0.27% |
$2.21K - $3.17K
|
43.9K
$854K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
51New |
$938 - $1.35K
|
51
$993
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.6K+ 2.6% |
$47.8K - $68.7K
|
103K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-199K- 75.41% |
$3.66M - $5.25M
|
64.8K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
121KNew |
$2.22M - $3.18M
|
121K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
154K+ 45.73% |
$2.83M - $4.06M
|
490K
$9.54M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-213- 3.59% |
$3.92K - $5.63K
|
5.71K
$111K
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
97.3K+ 7.87% |
$1.79M - $2.57M
|
1.33M
$26M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-129K- 9.63% |
$2.38M - $3.42M
|
1.21M
$23.6M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-13.2K- 0.42% |
$243K - $349K
|
3.15M
$61.3M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.91K+ 0.86% |
$72K - $103K
|
462K
$8.99M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35+ 140.0% |
$644 - $924
|
60
$1.17K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.37K- 23.13% |
$62K - $89K
|
11.2K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-115- 0.89% |
$2.12K - $3.04K
|
12.8K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
12.9K+ 32.13% |
$237K - $340K
|
52.9K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 5.8% |
$18.8K - $27K
|
18.6K
$363K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
32KNew |
$589K - $845K
|
32K
$623K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.31K- 19.68% |
$97.8K - $140K
|
21.7K
$422K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
580+ 7.7% |
$10.7K - $15.3K
|
8.11K
$158K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
6.42KNew |
$118K - $169K
|
6.42K
$125K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.6K- 72.12% |
$729K - $1.05M
|
15.3K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
51.7KNew |
$951K - $1.37M
|
51.7K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
39.1K+ 3.69% |
$719K - $1.03M
|
1.1M
$21.4M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 0.55% |
$36.8 - $52.8
|
361
$7.03K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
40.6KNew |
$748K - $1.07M
|
40.6K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-30K- 3.21% |
$553K - $793K
|
907K
$17.7M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-206- 59.37% |
$3.79K - $5.44K
|
141
$2.75K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
681K+ 402.64% |
$12.5M - $18M
|
850K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
436+ 2.96% |
$8.02K - $11.5K
|
15.2K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
BUY
|
- |
403KNew |
$7.42M - $10.7M
|
403K
$7.85M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
206KNew |
$3.8M - $5.45M
|
206K
$4.02M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
380+ 33.93% |
$6.99K - $10K
|
1.5K
$29.2K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-708- 3.2% |
$13K - $18.7K
|
21.4K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
32.9KNew |
$605K - $869K
|
32.9K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
23+ 121.05% |
$423 - $607
|
42
$818
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
193New |
$3.55K - $5.1K
|
193
$3.76K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.51K+ 18.06% |
$82.9K - $119K
|
29.5K
$574K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
354+ 24.63% |
$6.51K - $9.35K
|
1.79K
$34.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
147New |
$2.7K - $3.88K
|
147
$2.86K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.53K- 9.32% |
$28.1K - $40.4K
|
14.9K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.9K- 71.62% |
$348K - $499K
|
7.49K
$146K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-8.67K- 38.64% |
$159K - $229K
|
13.8K
$268K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-106K- 70.2% |
$2.07M - $2.76M
|
45.2K
$880K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3K+ 599.4% |
$58.3K - $77.9K
|
3.5K
$68.1K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.94K- 2.66% |
$37.7K - $50.4K
|
70.9K
$1.38M
|
|