Institutional Ownership Perella Weinberg Partners (PWP)
This table provides information about the institutional ownership of Perella Weinberg Partners (PWP). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 48.2 Million shares, which have been reported (via 13F filing form) to have a value of $959 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
415
shares
|
$8,407
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
411
shares
|
$8,326
0.0% of portfolio
|
Q2 2025
Added 97.6%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
361
shares
|
$7,313
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
291
shares
|
$5,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
244
shares
|
$4,943
0.0% of portfolio
|
Q1 2025
Reduced 58.92%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
193
shares
|
$3,910
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
182
shares
|
$3,687
0.0% of portfolio
|
Q2 2025
Added 65.45%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
182
shares
|
$3,687
0.0% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
157
shares
|
$3,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
141
shares
|
$2,856
0.0% of portfolio
|
Q1 2025
Reduced 59.37%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
82
shares
|
$1,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
82
shares
|
$1,661
0.0% of portfolio
|
Q2 2025
Added 148.48%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
80
shares
|
$1,620
0.0% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
70
shares
|
$1,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
64
shares
|
$1,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
60
shares
|
$1,215
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
54
shares
|
$1,094
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
51
shares
|
$1,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
50
shares
|
$1,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
42
shares
|
$850
0.0% of portfolio
|
Q1 2025
Added 121.05%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
42
shares
|
$850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
28
shares
|
$567
0.0% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
20
shares
|
$405
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
20
shares
|
$405
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
16
shares
|
$324
0.0% of portfolio
|
Q1 2025
New holding
|