Purchases and Sales Made in Q2 2025 in Perella Weinberg Partners (PWP)
This table provides information about the institutional ownership of Perella Weinberg Partners (PWP) during Q2 2025. The information is specifically focused on institutions that hold shares of Perella Weinberg Partners.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
94New |
$1.45K - $1.87K
|
94
$2.07K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
93+ 172.22% |
$1.44K - $1.85K
|
147
$3.24K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 65.45% |
$1.11K - $1.43K
|
182
$4.02K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
64New |
$989 - $1.27K
|
64
$1.41K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
49+ 148.48% |
$757 - $974
|
82
$1.81K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
44+ 6.09% |
$680 - $875
|
767
$16.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
31New |
$479 - $616
|
31
$684
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
31+ 2.2% |
$479 - $616
|
1.44K
$31.8K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
21+ 131.25% |
$324 - $417
|
37
$817
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6New |
$92.7 - $119
|
6
$132
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-15- 35.71% |
$232 - $298
|
27
$596
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-15- 0.06% |
$232 - $298
|
23.5K
$519K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 18.02% |
$618 - $795
|
182
$4.02K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-40- 95.24% |
$618 - $795
|
2
$44.1
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81- 0.52% |
$1.25K - $1.61K
|
15.4K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-125- 79.62% |
$1.93K - $2.49K
|
32
$706
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-129- 91.49% |
$1.99K - $2.56K
|
12
$265
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-189- 77.46% |
$2.92K - $3.76K
|
55
$1.21K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-365- 2.45% |
$5.64K - $7.26K
|
14.5K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-502- 0.7% |
$7.76K - $9.98K
|
70.9K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-519- 30.1% |
$8.02K - $10.3K
|
1.21K
$26.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-538- 94.39% |
$8.31K - $10.7K
|
32
$706
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-588- 3.48% |
$9.08K - $11.7K
|
16.3K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-718- 4.69% |
$11.1K - $14.3K
|
14.6K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.96K- 4.57% |
$45.8K - $58.9K
|
61.9K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.73K- 3.76% |
$57.7K - $74.2K
|
95.5K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.8K- 19.69% |
$89.6K - $115K
|
23.7K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-8.35K- 43.09% |
$129K - $166K
|
11K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-12.4K- 28.32% |
$192K - $247K
|
31.4K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-17.5K- 3.08% |
$271K - $348K
|
551K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-17.8K- 4.25% |
$275K - $353K
|
400K
$8.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-18.6K- 44.99% |
$287K - $370K
|
22.7K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-35.6K- 13.32% |
$550K - $708K
|
232K
$5.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-37.7K- 15.0% |
$582K - $749K
|
214K
$4.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-44.2K- 58.27% |
$683K - $879K
|
31.7K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52.3K- 5.45% |
$808K - $1.04M
|
907K
$20M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-53.2K- 8.9% |
$823K - $1.06M
|
545K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-60.8K- 20.28% |
$940K - $1.21M
|
239K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-71.4K- 97.83% |
$1.1M - $1.42M
|
1.59K
$35K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-73.9K- 8.15% |
$1.14M - $1.47M
|
833K
$18.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-80.5K- 16.42% |
$1.24M - $1.6M
|
410K
$9.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-104K- 8.02% |
$1.61M - $2.07M
|
1.2M
$26.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-171K- 15.54% |
$2.64M - $3.39M
|
928K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-216K- 83.98% |
$3.34M - $4.29M
|
41.2K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-227K- 95.51% |
$3.51M - $4.52M
|
10.7K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-453K- 53.37% |
$7.01M - $9.01M
|
396K
$8.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-478K- 26.21% |
$7.38M - $9.49M
|
1.34M
$29.7M
|