Purchases and Sales Made in Q3 2023 in Perella Weinberg Partners (PWP)
This table provides information about the institutional ownership of Perella Weinberg Partners (PWP) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
37+ 4.71% |
$298 - $413
|
822
$20K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
2+ 0.02% |
$16.1 - $22.3
|
11.3K
$275K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-58- 2.16% |
$467 - $648
|
2.62K
$63.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-394- 0.34% |
$3.17K - $4.4K
|
117K
$2.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-1.05K- 4.21% |
$8.41K - $11.7K
|
23.8K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.6K- 1.57% |
$12.8K - $17.8K
|
100K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.49K- 5.15% |
$20K - $27.8K
|
45.9K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.77K- 16.66% |
$30.3K - $42.1K
|
18.8K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.55K- 13.51% |
$36.6K - $50.8K
|
29.1K
$709K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.92K- 19.92% |
$39.6K - $55K
|
19.8K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.22K- 10.52% |
$42K - $58.3K
|
44.4K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.58K- 1.91% |
$44.9K - $62.3K
|
287K
$6.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.37K- 52.7% |
$75.5K - $105K
|
8.41K
$205K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-13.6K- 99.32% |
$110K - $152K
|
93
$2.26K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-16.1K- 30.51% |
$130K - $180K
|
36.7K
$893K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.2K- 44.35% |
$146K - $203K
|
22.8K
$555K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-27.1K- 54.31% |
$218K - $303K
|
22.8K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-29.3K- 5.57% |
$236K - $328K
|
497K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-30.2K- 56.27% |
$243K - $338K
|
23.5K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-49.3K- 2.12% |
$397K - $550K
|
2.28M
$55.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-67.2K- 7.71% |
$541K - $751K
|
805K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-71.3K- 12.26% |
$574K - $797K
|
510K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-76.5K- 15.39% |
$616K - $855K
|
421K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-91.5K- 2.86% |
$737K - $1.02M
|
3.11M
$75.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-99.8K- 53.56% |
$803K - $1.11M
|
86.5K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-229K- 24.55% |
$1.84M - $2.56M
|
703K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-523K- 65.36% |
$4.21M - $5.84M
|
277K
$6.74M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-564K- 82.28% |
$4.54M - $6.3M
|
121K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-702K- 24.94% |
$5.65M - $7.84M
|
2.11M
$51.4M
|