Perella Weinberg Partners (PWP) Institutional Ownership

$15.97
+0.05 (+0.31%)
(As of 04/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Perella Weinberg Partners (NASDAQ:PWP)

Current
Institutional Ownership
Percentage
41.07%
Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$69.00M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$47.33M
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PWP Institutional Buying and Selling by Quarter

Perella Weinberg Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Wasatch Advisors LP1,442,576$20.38M0.1%+113.0%1.671%
4/18/2024Allspring Global Investments Holdings LLC15,212$215K0.0%+27.0%0.018%
3/25/2024Quadrature Capital Ltd13,504$165K0.0%N/A0.016%
3/5/2024Wellington Management Group LLP732,316$8.79M0.0%-65.4%0.848%
2/14/2024Hotchkis & Wiley Capital Management LLC2,032,470$24.86M0.1%-1.1%2.359%
2/14/2024Wasatch Advisors LP677,115$8.28M0.0%N/A0.786%
2/14/2024Azora Capital LP426,963$5.22M0.4%+55.4%0.496%
2/14/2024Basswood Capital Management L.L.C.841,307$10.29M0.7%+18.4%0.977%
2/14/2024Schroder Investment Management Group2,160,721$26.43M0.0%-5.8%2.508%
2/12/2024Olympiad Research LP15,932$195K0.2%N/A0.018%
2/9/2024Quest Partners LLC29,759$364K0.1%N/A0.035%
2/9/2024Trexquant Investment LP49,723$608K0.0%N/A0.058%
2/8/2024First Eagle Investment Management LLC249,878$3.06M0.0%+34.1%0.290%
2/7/2024Boston Partners153,877$1.88M0.0%-55.4%0.179%
2/6/2024Private Advisor Group LLC72,728$889K0.0%+2.5%0.084%
2/6/2024Swiss National Bank79,700$975K0.0%-9.2%0.093%
2/5/2024Russell Investments Group Ltd.948,072$11.60M0.0%-37.7%1.100%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 10,681$131K0.0%+21.0%0.012%
1/29/2024Simplicity Solutions LLC18,572$227K0.0%+15.1%0.022%
1/25/2024Allspring Global Investments Holdings LLC11,975$146K0.0%-44.4%0.014%
1/25/2024Bleakley Financial Group LLC18,572$227K0.0%+15.1%0.022%
1/25/2024Ceredex Value Advisors LLC774,407$9.47M0.2%-3.8%0.899%
1/24/2024Allworth Financial LP3,600$44K0.0%N/A0.004%
1/12/2024SG Americas Securities LLC11,189$137K0.0%N/A0.013%
1/8/2024Harbor Capital Advisors Inc.22,268$272K0.1%+12.5%0.026%
12/18/2023Vanguard Group Inc.2,280,188$23.21M0.0%-2.1%2.647%
12/1/2023Wellington Management Group LLP2,113,638$21.38M0.0%-24.9%2.453%
11/15/2023Schroder Investment Management Group2,294,531$23.36M0.0%+0.4%2.686%
11/15/2023Adage Capital Partners GP L.L.C.2,818,614$28.69M0.1%+2.2%3.300%
11/14/2023Schonfeld Strategic Advisors LLC277,125$2.82M0.0%-65.4%0.324%
11/14/2023Ancora Advisors LLC286,858$2.92M0.1%-1.9%0.336%
11/13/2023Algert Global LLC86,545$881K0.0%-53.6%0.101%
11/13/2023Brandywine Global Investment Management LLC100,294$1.02M0.0%-1.6%0.117%
11/13/2023FMR LLC5,780,259$58.84M0.0%+3.8%6.768%
11/8/2023First Eagle Investment Management LLC186,303$1.90M0.0%N/A0.218%
11/8/2023SMH Capital Advisors Inc.23,796$242K0.6%-4.2%0.028%
11/8/2023Boston Partners345,337$3.52M0.0%+14.0%0.404%
11/7/2023Quantbot Technologies LP6,088$62K0.0%N/A0.007%
11/7/2023Barclays PLC61,411$625K0.0%+17.6%0.072%
11/2/2023Principal Financial Group Inc.19,034$194K0.0%+31.9%0.022%
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10/27/2023Allspring Global Investments Holdings LLC21,527$219K0.0%-38.5%0.025%
10/26/2023Strs Ohio22,800$232K0.0%-54.3%0.027%
10/24/2023Bank of New York Mellon Corp172,235$1.75M0.0%+1.8%0.202%
10/24/2023Ceredex Value Advisors LLC804,900$8.19M0.1%-7.7%0.942%
10/20/2023Harbor Capital Advisors Inc.19,794$202K0.0%-19.9%0.023%
10/19/2023Simplicity Solutions LLC16,136$164K0.0%+38.4%0.019%
10/18/2023Riverwater Partners LLC32,860$335K0.3%+142.8%0.038%
8/11/2023Hotchkis & Wiley Capital Management LLC1,932,340$16.10M0.1%+40.3%2.256%
8/11/2023Schroder Investment Management Group2,285,165$19.04M0.0%-0.4%2.668%
8/10/2023Boston Partners302,937$2.53M0.0%+487.3%0.354%
8/10/2023Russell 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%
8/7/2023Principal Financial Group Inc.14,427$120K0.0%N/A0.017%
8/7/2023Royce & Associates LP377,950$3.15M0.0%N/A0.441%
8/4/2023American International Group Inc.20,522$171K0.0%+15.1%0.024%
7/31/2023Strs Ohio49,900$415K0.0%-17.7%0.058%
7/27/2023New York State Teachers Retirement System3,287$27K0.0%N/A0.004%
7/26/2023Simplicity Solutions LLC11,662$97K0.0%-46.5%0.014%
7/25/2023Ceredex Value Advisors LLC872,100$7.27M0.1%+3.9%1.018%
7/24/2023Allspring Global Investments Holdings LLC35,020$292K0.0%+184.6%0.041%
7/18/2023Riverwater Partners LLC13,534$113K0.1%N/A0.016%
7/18/2023Allspring Global Investments Holdings LLC35,020$292K0.0%+184.6%0.041%
7/11/2023Harbor Capital Advisors Inc.24,718$206K0.0%N/A0.029%
5/25/2023Brandywine Global Investment Management LLC101,890$927K0.0%+74.0%0.119%
5/16/2023Basswood Capital Management L.L.C.842,033$7.66M0.5%N/A0.965%
5/12/2023Brandywine Global Investment Management LLC101,890$927K0.0%+74.0%0.117%
5/12/2023Martingale Asset Management L P38,024$346K0.0%-52.6%0.044%
5/11/2023FMR LLC5,476,309$49.83M0.0%+2.2%6.273%
5/10/2023Private Advisor Group LLC70,965$646K0.0%N/A0.081%
5/9/2023Boston Partners51,584$469K0.0%-84.6%0.059%
5/9/2023Russell Investments Group Ltd.512,484$4.66M0.0%-2.8%0.587%
5/5/2023Versor Investments LP14,400$131K0.0%N/A0.016%
5/4/2023Barclays PLC38,226$348K0.0%+21.1%0.044%
4/28/2023SG Americas Securities LLC15,544$141K0.0%N/A0.018%
4/27/2023Simplicity Solutions LLC21,780$198K0.0%+72.3%0.025%
4/27/2023Strs Ohio60,600$551K0.0%N/A0.069%
4/26/2023Ceredex Value Advisors LLC839,100$7.64M0.1%N/A0.961%
4/25/2023Parallel Advisors LLC2,804$26K0.0%N/A0.003%
4/13/2023Allspring Global Investments Holdings LLC12,305$112K0.0%+87.8%0.014%
3/23/2023MetLife Investment Management LLC22,750$223K0.0%-15.9%0.026%
2/15/2023Azora Capital LP832,860$8.16M1.2%+83.2%0.954%
2/15/2023Nantahala Capital Management LLC239,819$4.94M0.3%-52.5%0.275%
2/13/2023Martingale Asset Management L P80,206$786K0.0%+73.4%0.092%
2/10/2023Schroder Investment Management Group2,099,182$20.57M0.0%+0.7%2.405%
2/10/2023Brandywine Global Investment Management LLC58,563$574K0.0%N/A0.067%
2/8/2023Prospera Financial Services Inc490,400$4.81M0.2%-24.8%0.562%
2/8/2023Swiss National Bank102,000$1M0.0%-7.0%0.117%
2/8/2023Russell Investments Group Ltd.527,426$5.17M0.0%+81.6%0.604%
2/8/2023Boston Partners335,791$3.29M0.0%-1.0%0.385%
2/7/2023Bleakley Financial Group LLC12,872$126K0.0%N/A0.015%
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2/7/2023Envestnet Asset Management Inc.50,061$491K0.0%+12.3%0.057%
2/2/2023Simplicity Solutions LLC12,638$124K0.0%N/A0.014%
2/1/2023Zurcher Kantonalbank Zurich Cantonalbank9,578$94K0.0%-28.0%0.011%
1/23/2023Allspring Global Investments Holdings LLC6,552$64K0.0%N/A0.008%
12/6/2022Weiss Asset Management LP10,120$64K0.0%N/A0.012%
12/5/2022Weiss Asset Management LP10,120$64K0.0%N/A0.012%
11/15/2022Martingale Asset Management L P46,249$293K0.0%N/A0.053%
11/15/2022Engineers Gate Manager LP83,654$530K0.0%-52.4%0.096%
11/14/2022Verition Fund Management LLC99,863$632K0.0%-82.8%0.116%
11/14/2022Shell Asset Management Co.13,133$83K0.0%-12.0%0.015%
(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, 74 institutional investors and hedge funds held shares of Perella Weinberg Partners. The most heavily invested institutionals were FMR LLC ($58.84M), Westwood Holdings Group Inc. ($41.26M), Adage Capital Partners GP L.L.C. ($28.69M), Schroder Investment Management Group ($26.43M), Hotchkis & Wiley Capital Management LLC ($24.86M), Vanguard Group Inc. ($23.21M), and Wasatch Advisors LP ($20.38M).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 60 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. ($1.52M), Wasatch Advisors LP ($1.44M), Basswood Capital Management L.L.C. ($972.72K), Ceredex Value Advisors LLC ($872.10K), Healthcare of Ontario Pension Plan Trust Fund ($820.70K), Prospera Financial Services Inc ($722.30K), and Verition Fund Management LLC ($581.76K).

How much institutional buying is happening at Perella Weinberg Partners?

Institutional investors have bought a total of 11,813,582 shares in the last 24 months. This purchase volume represents approximately $109.47M 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), Boston Partners ($482.84K), Verition Fund Management LLC ($481.90K), and Nantahala Capital Management LLC ($265.47K).

How much institutional selling is happening at Perella Weinberg Partners?

Institutional investors have sold a total of 7,531,559 shares in the last 24 months. This volume of shares sold represents approximately $68.85M in transactions.


This page (NASDAQ:PWP) was last updated on 4/23/2024 by MarketBeat.com Staff

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