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Perella Weinberg Partners (PWP) Institutional Ownership

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$15.53
+0.19 (+1.24%)
(As of 05/17/2024 08:54 PM ET)
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Institutional Ownership Changes (13F Filings) for Perella Weinberg Partners (NASDAQ:PWP)

Current
Institutional Ownership
Percentage
41.07%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$59.55M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$44.33M
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PWP Institutional Buying and Selling by Quarter

Perella Weinberg Partners Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 California State Teachers Retirement System45,448$642K0.0%+6.0%0.048%
5/16/2024 Ancora Advisors LLC280,909$3.97M0.1%-1.7%0.298%
5/16/2024 Grandeur Peak Global Advisors LLC521,712$7.37M0.6%+3.1%0.554%
5/16/2024 Interval Partners LP92,637$1.31M0.0%N/A0.098%
5/16/2024 Jacobs Levy Equity Management Inc.354,326$5.01M0.0%+21.2%0.376%
5/16/2024 Janus Henderson Group PLC90,715$1.28M0.0%+160.3%0.096%
5/15/2024 Price T Rowe Associates Inc. MD12,306$174K0.0%+16.6%0.013%
5/15/2024 Quadrature Capital Ltd11,145$157K0.0%-17.5%0.012%
5/10/2024 Vanguard Group Inc.2,491,989$35.21M0.0%+6.7%2.887%
5/9/2024 First Eagle Investment Management LLC283,178$4.00M0.0%+13.3%0.328%
5/8/2024 Bleakley Financial Group LLC22,502$318K0.0%+21.2%0.026%
5/8/2024 Russell Investments Group Ltd.1,114,240$15.74M0.0%+17.5%1.291%
5/7/2024 Sei Investments Co.83,735$1.18M0.0%+9.4%0.097%
5/7/2024 Swiss National Bank90,400$1.28M0.0%+13.4%0.105%
4/30/2024 Allspring Global Investments Holdings LLC15,212$215K0.0%+27.0%0.018%
4/24/2024 Simplicity Wealth LLC22,483$318K0.0%N/A0.026%
4/18/2024 Wasatch Advisors LP1,442,576$20.38M0.1%+113.0%1.671%
4/18/2024 Allspring Global Investments Holdings LLC15,212$215K0.0%+27.0%0.018%
3/25/2024 Quadrature Capital Ltd13,504$165K0.0%N/A0.016%
3/5/2024 Wellington Management Group LLP732,316$8.79M0.0%-65.4%0.848%
2/14/2024 Hotchkis & Wiley Capital Management LLC2,032,470$24.86M0.1%-1.1%2.359%
2/14/2024 Wasatch Advisors LP677,115$8.28M0.0%N/A0.786%
2/14/2024 Azora Capital LP426,963$5.22M0.4%+55.4%0.496%
2/14/2024 Basswood Capital Management L.L.C.841,307$10.29M0.7%+18.4%0.977%
2/14/2024 Schroder Investment Management Group2,160,721$26.43M0.0%-5.8%2.508%
2/12/2024 Olympiad Research LP15,932$195K0.2%N/A0.018%
2/9/2024 Quest Partners LLC29,759$364K0.1%N/A0.035%
2/9/2024 Trexquant Investment LP49,723$608K0.0%N/A0.058%
2/8/2024 First Eagle Investment Management LLC249,878$3.06M0.0%+34.1%0.290%
2/7/2024 Boston Partners153,877$1.88M0.0%-55.4%0.179%
2/6/2024 Private Advisor Group LLC72,728$889K0.0%+2.5%0.084%
2/6/2024 Swiss National Bank79,700$975K0.0%-9.2%0.093%
2/5/2024 Russell Investments Group Ltd.948,072$11.60M0.0%-37.7%1.100%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank10,681$131K0.0%+21.0%0.012%
1/29/2024Simplicity Solutions LLC18,572$227K0.0%+15.1%0.022%
1/25/2024 Allspring Global Investments Holdings LLC11,975$146K0.0%-44.4%0.014%
1/25/2024 Bleakley Financial Group LLC18,572$227K0.0%+15.1%0.022%
1/25/2024 Ceredex Value Advisors LLC774,407$9.47M0.2%-3.8%0.899%
1/24/2024 Allworth Financial LP3,600$44K0.0%N/A0.004%
1/12/2024 SG Americas Securities LLC11,189$137K0.0%N/A0.013%
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1/8/2024 Harbor Capital Advisors Inc.22,268$272K0.1%+12.5%0.026%
12/18/2023 Vanguard Group Inc.2,280,188$23.21M0.0%-2.1%2.647%
12/1/2023 Wellington Management Group LLP2,113,638$21.38M0.0%-24.9%2.453%
11/15/2023 Schroder Investment Management Group2,294,531$23.36M0.0%+0.4%2.686%
11/15/2023 Adage Capital Partners GP L.L.C.2,818,614$28.69M0.1%+2.2%3.300%
11/14/2023 Schonfeld Strategic Advisors LLC277,125$2.82M0.0%-65.4%0.324%
11/14/2023 Ancora Advisors LLC286,858$2.92M0.1%-1.9%0.336%
11/13/2023 Algert Global LLC86,545$881K0.0%-53.6%0.101%
11/13/2023 Brandywine Global Investment Management LLC100,294$1.02M0.0%-1.6%0.117%
11/13/2023 FMR LLC5,780,259$58.84M0.0%+3.8%6.768%
11/8/2023 First Eagle Investment Management LLC186,303$1.90M0.0%N/A0.218%
11/8/2023 SMH Capital Advisors Inc.23,796$242K0.6%-4.2%0.028%
11/8/2023 Boston Partners345,337$3.52M0.0%+14.0%0.404%
11/7/2023 Quantbot Technologies LP6,088$62K0.0%N/A0.007%
11/7/2023 Barclays PLC61,411$625K0.0%+17.6%0.072%
11/2/2023 Principal Financial Group Inc.19,034$194K0.0%+31.9%0.022%
10/27/2023 Allspring Global Investments Holdings LLC21,527$219K0.0%-38.5%0.025%
10/26/2023 Strs Ohio22,800$232K0.0%-54.3%0.027%
10/24/2023 Bank of New York Mellon Corp172,235$1.75M0.0%+1.8%0.202%
10/24/2023 Ceredex Value Advisors LLC804,900$8.19M0.1%-7.7%0.942%
10/20/2023 Harbor Capital Advisors Inc.19,794$202K0.0%-19.9%0.023%
10/19/2023Simplicity Solutions LLC16,136$164K0.0%+38.4%0.019%
10/18/2023 Riverwater Partners LLC32,860$335K0.3%+142.8%0.038%
8/11/2023 Hotchkis & Wiley Capital Management LLC1,932,340$16.10M0.1%+40.3%2.256%
8/11/2023 Schroder Investment Management Group2,285,165$19.04M0.0%-0.4%2.668%
8/10/2023 Boston Partners302,937$2.53M0.0%+487.3%0.354%
8/10/2023 Russell Investments Group Ltd.1,506,833$12.55M0.0%+194.0%1.760%
8/8/2023Prospera Financial Services Inc497,150$4.14M0.2%+5.6%0.581%
8/7/2023 Principal Financial Group Inc.14,427$120K0.0%N/A0.017%
8/7/2023 Royce & Associates LP377,950$3.15M0.0%N/A0.441%
8/4/2023 American International Group Inc.20,522$171K0.0%+15.1%0.024%
7/31/2023 Strs Ohio49,900$415K0.0%-17.7%0.058%
7/27/2023 New York State Teachers Retirement System3,287$27K0.0%N/A0.004%
7/26/2023Simplicity Solutions LLC11,662$97K0.0%-46.5%0.014%
7/25/2023 Ceredex Value Advisors LLC872,100$7.27M0.1%+3.9%1.018%
7/24/2023 Allspring Global Investments Holdings LLC35,020$292K0.0%+184.6%0.041%
7/18/2023 Riverwater Partners LLC13,534$113K0.1%N/A0.016%
7/18/2023 Allspring Global Investments Holdings LLC35,020$292K0.0%+184.6%0.041%
7/11/2023 Harbor Capital Advisors Inc.24,718$206K0.0%N/A0.029%
5/25/2023 Brandywine Global Investment Management LLC101,890$927K0.0%+74.0%0.119%
5/16/2023 Basswood Capital Management L.L.C.842,033$7.66M0.5%N/A0.965%
5/12/2023 Brandywine Global Investment Management LLC101,890$927K0.0%+74.0%0.117%
5/12/2023 Martingale Asset Management L P38,024$346K0.0%-52.6%0.044%
5/11/2023 FMR LLC5,476,309$49.83M0.0%+2.2%6.273%
5/10/2023 Private Advisor Group LLC70,965$646K0.0%N/A0.081%
5/9/2023 Boston Partners51,584$469K0.0%-84.6%0.059%
5/9/2023 Russell Investments Group Ltd.512,484$4.66M0.0%-2.8%0.587%
5/5/2023 Versor Investments LP14,400$131K0.0%N/A0.016%
5/4/2023 Barclays PLC38,226$348K0.0%+21.1%0.044%
4/28/2023 SG Americas Securities LLC15,544$141K0.0%N/A0.018%
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4/27/2023Simplicity Solutions LLC21,780$198K0.0%+72.3%0.025%
4/27/2023 Strs Ohio60,600$551K0.0%N/A0.069%
4/26/2023 Ceredex Value Advisors LLC839,100$7.64M0.1%N/A0.961%
4/25/2023 Parallel Advisors LLC2,804$26K0.0%N/A0.003%
4/13/2023 Allspring Global Investments Holdings LLC12,305$112K0.0%+87.8%0.014%
3/23/2023 MetLife Investment Management LLC22,750$223K0.0%-15.9%0.026%
2/15/2023 Azora Capital LP832,860$8.16M1.2%+83.2%0.954%
2/15/2023 Nantahala Capital Management LLC239,819$4.94M0.3%-52.5%0.275%
2/13/2023 Martingale Asset Management L P80,206$786K0.0%+73.4%0.092%
2/10/2023 Schroder Investment Management Group2,099,182$20.57M0.0%+0.7%2.405%
(Data available from 1/1/2016 forward)

PWP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PWP shares?

During the previous two years, 71 institutional investors and hedge funds held shares of Perella Weinberg Partners. The most heavily invested institutionals were FMR LLC ($58.84M), Vanguard Group Inc. ($35.21M), Adage Capital Partners GP L.L.C. ($28.69M), Schroder Investment Management Group ($26.43M), Hotchkis & Wiley Capital Management LLC ($24.86M), Wasatch Advisors LP ($20.38M), and Russell Investments Group Ltd. ($15.74M).Learn more on PWP's institutional investors.

What percentage of Perella Weinberg Partners stock is owned by institutional investors?

41.07% of Perella Weinberg Partners stock is owned by institutional investors. Learn more on PWP's institutional investor holdings.

Which institutional investors have been buying Perella Weinberg Partners stock?

Of the 59 institutional investors that purchased Perella Weinberg Partners stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Russell Investments Group Ltd. ($1.69M), Wasatch Advisors LP ($1.44M), Basswood Capital Management L.L.C. ($972.72K), Ceredex Value Advisors LLC ($872.10K), Verition Fund Management LLC ($581.76K), Hotchkis & Wiley Capital Management LLC ($555.26K), and Azora Capital LP ($530.55K).

How much institutional buying is happening at Perella Weinberg Partners?

Institutional investors have bought a total of 10,111,952 shares in the last 24 months. This purchase volume represents approximately $96.36M in transactions.

Which Perella Weinberg Partners major shareholders have been selling company stock?

Of the 34 institutional investors that sold Perella Weinberg Partners stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($2.08M), Basswood Capital Management L.L.C. ($1.93M), Russell Investments Group Ltd. ($589.05K), Schonfeld Strategic Advisors LLC ($522.82K), Verition Fund Management LLC ($481.90K), Boston Partners ($478.90K), and Nantahala Capital Management LLC ($265.47K).

How much institutional selling is happening at Perella Weinberg Partners?

Institutional investors have sold a total of 7,522,329 shares in the last 24 months. This volume of shares sold represents approximately $68.79M in transactions.


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This page (NASDAQ:PWP) was last updated on 5/20/2024 by MarketBeat.com Staff

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