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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-68.1K- 75.09% |
$958K - $1.11M
|
22.6K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-293K- 62.8% |
$4.12M - $4.77M
|
174K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$157K - $181K
|
11.1K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-25K- 50.0% |
$352K - $406K
|
25K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
123KNew |
$1.72M - $1.99M
|
123K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
557K+ 16.81% |
$7.83M - $9.05M
|
3.87M
$70.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
795+ 18.25% |
$11.2K - $12.9K
|
5.15K
$93.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-7.89K- 16.37% |
$111K - $128K
|
40.3K
$732K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-33.9K- 64.8% |
$477K - $551K
|
18.4K
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$84.4 - $97.5
|
6
$109
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
12.2KNew |
$171K - $198K
|
12.2K
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-14- 14.89% |
$197 - $228
|
80
$1.45K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-423- 1.88% |
$5.95K - $6.87K
|
22.1K
$401K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
20New |
$281 - $325
|
20
$363
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
226KNew |
$2.46M - $3.25M
|
226K
$4.11M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 50.0% |
$109 - $144
|
10
$182
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.82KNew |
$30.6K - $40.4K
|
2.82K
$51.1K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$137K - $181K
|
12.6K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.1KNew |
$132K - $174K
|
12.1K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.65K- 22.91% |
$39.7K - $52.4K
|
12.3K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
56.5KNew |
$615K - $811K
|
56.5K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-982- 55.57% |
$10.7K - $14.1K
|
785
$14.3K
|
|
|
May 14, 2024
Q1 2024
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
79.5KNew |
$865K - $1.14M
|
79.5K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.1KNew |
$121K - $160K
|
11.1K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-100- 0.39% |
$1.09K - $1.44K
|
25.7K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
1.14MNew |
$12.4M - $16.4M
|
1.14M
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-177- 0.85% |
$1.93K - $2.54K
|
20.7K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.1KNew |
$121K - $159K
|
11.1K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.14K- 19.7% |
$34.1K - $45.1K
|
12.8K
$232K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.41KNew |
$15.3K - $20.2K
|
1.41K
$25.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9New |
$97.9 - $129
|
9
$164
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
415New |
$4.52K - $5.96K
|
415
$7.54K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
122+ 3.31% |
$1.33K - $1.75K
|
3.81K
$69.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
195New |
$2.12K - $2.8K
|
195
$3.54K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.24K+ 27.03% |
$35.2K - $46.5K
|
15.2K
$276K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-10.5K- 21.76% |
$98.7K - $132K
|
37.7K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
19KNew |
$178K - $239K
|
19K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
318KNew |
$2.99M - $4.02M
|
318K
$5.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.5K- 9.48% |
$89.4K - $120K
|
90.8K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.92K+ 5.23% |
$18.1K - $24.2K
|
38.6K
$702K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.73K+ 30.13% |
$54K - $72.4K
|
24.8K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-234- 0.98% |
$2.2K - $2.96K
|
23.6K
$428K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.44K+ 15.1% |
$22.9K - $30.8K
|
18.6K
$337K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-58- 2.16% |
$467 - $648
|
2.62K
$47.6K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
BUY
|
- |
10.7KNew |
$76.6K - $98.9K
|
10.7K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
25.8KNew |
$185K - $238K
|
25.8K
$469K
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
19.3KNew |
$138K - $178K
|
19.3K
$351K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.09K- 7.81% |
$9.63K - $12.5K
|
12.9K
$235K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
41.9KNew |
$269K - $418K
|
41.9K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
170KNew |
$1.09M - $1.7M
|
170K
$3.09M
|
|