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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.76K+ 30.01% |
$112K - $150K
|
25K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.9K+ 49.86% |
$406K - $542K
|
62.7K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
368K+ 334.42% |
$7.15M - $9.56M
|
478K
$8.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
125K+ 661.53% |
$2.42M - $3.24M
|
143K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-9.93K- 28.42% |
$193K - $258K
|
25K
$423K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
24.3K+ 1.94% |
$473K - $633K
|
1.28M
$21.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
41.1K+ 109.57% |
$799K - $1.07M
|
78.6K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-15.8K- 17.24% |
$308K - $412K
|
76.1K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
10.4KNew |
$202K - $270K
|
10.4K
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-204K- 13.18% |
$3.97M - $5.3M
|
1.34M
$22.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49New |
$953 - $1.27K
|
49
$830
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
260K+ 8.97% |
$5.06M - $6.76M
|
3.16M
$53.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 22.74% |
$198K - $264K
|
54.9K
$930K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
11.8KNew |
$229K - $306K
|
11.8K
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 0.91% |
$17.5K - $23.4K
|
100K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-54.8K- 10.26% |
$1.07M - $1.42M
|
479K
$8.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
291New |
$5.66K - $7.56K
|
291
$4.93K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-119K- 10.1% |
$2.31M - $3.09M
|
1.06M
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
30.4K+ 2.52% |
$592K - $791K
|
1.24M
$20.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
141New |
$2.74K - $3.66K
|
141
$2.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13.3K+ 130.45% |
$259K - $346K
|
23.5K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-164K- 32.74% |
$3.18M - $4.25M
|
336K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 14.49% |
$19.5K - $26.1K
|
5.93K
$100K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
28New |
$544 - $727
|
28
$474
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.16K+ 22.1% |
$42K - $56.1K
|
11.9K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.87K+ 510.14% |
$55.7K - $74.5K
|
3.43K
$58.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
28.2K+ 14544.85% |
$549K - $733K
|
28.4K
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
680KNew |
$13.2M - $17.7M
|
680K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41New |
$797 - $1.07K
|
41
$694
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
776KNew |
$15.1M - $20.2M
|
776K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
13KNew |
$254K - $339K
|
13K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
138+ 0.94% |
$2.68K - $3.59K
|
14.7K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
23.8K+ 5.47% |
$462K - $617K
|
458K
$7.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
16.1KNew |
$313K - $418K
|
16.1K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-16.6K- 1.74% |
$323K - $432K
|
937K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
746+ 4.43% |
$14.5K - $19.4K
|
17.6K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.83% |
$97.2 - $130
|
594
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
292+ 80.44% |
$5.68K - $7.59K
|
655
$11.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
89+ 8.63% |
$1.73K - $2.31K
|
1.12K
$19K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.78K- 2.44% |
$34.5K - $46.2K
|
71K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
157New |
$3.05K - $4.08K
|
157
$2.66K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
153K+ 952.8% |
$2.97M - $3.97M
|
169K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.69KNew |
$52.3K - $69.9K
|
2.69K
$45.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
724New |
$14.1K - $18.8K
|
724
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19New |
$369 - $494
|
19
$322
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
96.2KNew |
$1.87M - $2.5M
|
96.2K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
306+ 1.4% |
$5.95K - $7.95K
|
22.1K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
363New |
$7.06K - $9.43K
|
363
$6.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
93.6KNew |
$1.82M - $2.43M
|
93.6K
$1.58M
|