Also trades as: PWPPW (NASDAQ) · $vol 0M
PWP NASDAQ
Perella Weinberg Partners
1W: -0.2%
1M: -14.0%
3M: -8.7%
YTD: +5.0%
1Y: -0.6%
3Y: +147.6%
5Y: +83.0%
$18.68
+0.31 (+1.69%)
Weekly Expected Move ±7.3%
$16
$17
$18
$20
$21
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Income Statement
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — PWP
190
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
24
New Positions
72
Increased
78
Reduced
41
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (228 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 10,044,082 | $$188M | +244,822 | +2.5% | 13Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 5,523,036 | $$103M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 4,775,776 | $$89M | +28,985 | +0.6% | 7Q | SEC ↗ |
| 4 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 4,076,313 | $$76M | +130,150 | +3.3% | 8Q | SEC ↗ |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 3,925,854 | $$73M | +167,995 | +4.5% | 13Q | SEC ↗ |
| 6 | VANGUARD GROUP INC | 3,722,756 | $$70M | +241,363 | +6.9% | 12Q | SEC ↗ |
| 7 | Nuveen, LLC | 2,975,457 | $$56M | +114,052 | +4.0% | 5Q | SEC ↗ |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2,611,858 | $$49M | +31,287 | +1.2% | 13Q | SEC ↗ |
| 9 | Capital World Investors NEW | 2,602,595 | $$49M | — | +0.0% | 1Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 1,967,170 | $$37M | +371,148 | +23.3% | 13Q | SEC ↗ |
| 11 | WESTWOOD HOLDINGS GROUP INC | 1,958,252 | $$37M | -66,653 | -3.3% | 4Q | SEC ↗ |
| 12 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1,867,595 | $$35M | +646,762 | +53.0% | 2Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 1,841,280 | $$34M | -1,230,076 | -40.0% | 13Q | SEC ↗ |
| 14 | STATE STREET CORP | 1,774,568 | $$33M | -23,734 | -1.3% | 13Q | SEC ↗ |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1,613,673 | $$30M | +101,687 | +6.7% | 13Q | SEC ↗ |
| 16 | Boston Partners | 1,378,939 | $$26M | +623,330 | +82.5% | 12Q | SEC ↗ |
| 17 | Walleye Capital LLC | 1,346,310 | $$25M | -119,563 | -8.2% | 6Q | SEC ↗ |
| 18 | FRANKLIN RESOURCES INC | 1,345,374 | $$25M | +30,041 | +2.3% | 6Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 1,316,482 | $$25M | +386,473 | +41.6% | 13Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 1,310,163 | $$24M | -50,778 | -3.7% | 6Q | SEC ↗ |
| 21 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 1,249,136 | $$23M | +336,406 | +36.9% | 2Q | SEC ↗ |
| 22 | Aristotle Capital Boston, LLC | 1,233,458 | $$23M | +745,994 | +153.0% | 2Q | SEC ↗ |
| 23 | First Eagle Investment Management, LLC | 1,230,114 | $$23M | +646,266 | +110.7% | 11Q | SEC ↗ |
| 24 | MORGAN STANLEY | 1,137,265 | $$21M | +668,799 | +142.8% | 12Q | SEC ↗ |
| 25 | WASATCH ADVISORS LP | 1,120,404 | $$21M | -42,135 | -3.6% | 10Q | SEC ↗ |
| 26 | GW&K Investment Management, LLC | 1,054,005 | $$20M | +256,511 | +32.2% | 9Q | SEC ↗ |
| 27 | EMERALD ADVISERS, LLC | 1,019,869 | $$19M | +31,163 | +3.2% | 5Q | SEC ↗ |
| 28 | SCHRODER INVESTMENT MANAGEMENT GROUP | 989,788 | $$18M | -3,824 | -0.4% | 13Q | SEC ↗ |
| 29 | ROYCE & ASSOCIATES LP | 971,991 | $$18M | +39,100 | +4.2% | 12Q | SEC ↗ |
| 30 | DIMENSIONAL FUND ADVISORS LP | 852,987 | $$16M | +267,859 | +45.8% | 12Q | SEC ↗ |
| 31 | Russell Investments Group, Ltd. | 832,362 | $$16M | +110,202 | +15.3% | 13Q | SEC ↗ |
| 32 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 788,737 | $$15M | -296,248 | -27.3% | 11Q | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 688,299 | $$13M | -703,091 | -50.5% | 3Q | SEC ↗ |
| 34 | EMERALD MUTUAL FUND ADVISERS TRUST | 621,774 | $$12M | +80,490 | +14.9% | 5Q | SEC ↗ |
| 35 | SEI INVESTMENTS CO | 610,588 | $$11M | +367,525 | +151.2% | 13Q | SEC ↗ |
| 36 | Ceredex Value Advisors LLC | 580,900 | $$11M | -18,750 | -3.1% | 13Q | SEC ↗ |
| 37 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 553,135 | $$10M | +11,716 | +2.2% | 13Q | SEC ↗ |
| 38 | NORTHERN TRUST CORP | 535,802 | $$10M | +38,980 | +7.8% | 13Q | SEC ↗ |
| 39 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 498,888 | $$9M | — | +0.0% | 1Q | SEC ↗ |
| 40 | LOOMIS SAYLES & CO L P | 476,589 | $$9M | -38,346 | -7.4% | 5Q | SEC ↗ |
| 41 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 463,433 | $$9M | +35,793 | +8.4% | 5Q | SEC ↗ |
| 42 | VANGUARD FIDUCIARY TRUST CO NEW | 460,284 | $$9M | — | +0.0% | 1Q | SEC ↗ |
| 43 | STATE OF WISCONSIN INVESTMENT BOARD | 445,695 | $$8M | -143,362 | -24.3% | 13Q | SEC ↗ |
| 44 | Grandeur Peak Global Advisors, LLC | 423,510 | $$8M | -235,260 | -35.7% | 12Q | SEC ↗ |
| 45 | Ranger Investment Management, L.P. | 367,855 | $$7M | -1,315 | -0.4% | 6Q | SEC ↗ |
| 46 | MILLENNIUM MANAGEMENT LLC | 279,025 | $$5M | +265,045 | +1895.9% | 2Q | SEC ↗ |
| 47 | Pier Capital, LLC | 260,184 | $$5M | -4,800 | -1.8% | 4Q | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 237,570 | $$4M | +3,236 | +1.4% | 13Q | SEC ↗ |
| 49 | UBS Group AG | 228,288 | $$4M | -62,806 | -21.6% | 13Q | SEC ↗ |
| 50 | CITADEL ADVISORS LLC | 175,998 | $$3M | -125,273 | -41.6% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 5,523,036 | $$103M |
| Capital World Investors | 2,602,595 | $$49M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 498,888 | $$9M |
| VANGUARD FIDUCIARY TRUST CO | 460,284 | $$9M |
| J. Goldman & Co LP | 145,619 | $$3M |
| Riverwater Partners LLC | 90,241 | $$2M |
| Bull Street Advisors, LLC | 63,278 | $$1M |
| NATIXIS | 53,900 | $$1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 44,426 | $$830K |
| Vident Advisory, LLC | 36,428 | $$680K |
| FEDERATED HERMES, INC. | 32,700 | $$611K |
| D. E. Shaw & Co., Inc. | 28,993 | $$542K |
| Vanguard Global Advisers, LLC | 26,371 | $$493K |
| DARK FOREST CAPITAL MANAGEMENT LP | 22,639 | $$423K |
| IEQ CAPITAL, LLC | 16,622 | $$310K |
| Vanguard Investments Australia, Ltd | 14,101 | $$263K |
| RITHOLTZ WEALTH MANAGEMENT | 13,710 | $$256K |
| PRUDENTIAL FINANCIAL INC | 10,030 | $$187K |
| JONES FINANCIAL COMPANIES LLLP | 4,742 | $$89K |
| Aster Capital Management (DIFC) Ltd | 460 | $$9K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Azora Capital LP | 1,344,347 | $$25M |
| MACQUARIE GROUP LTD | 1,049,755 | $$20M |
| Portolan Capital Management, LLC | 352,886 | $$7M |
| Lighthouse Investment Partners, LLC | 208,034 | $$4M |
| CANADA PENSION PLAN INVESTMENT BOAR | 195,900 | $$4M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 165,640 | $$3M |
| FIRST TRUST ADVISORS LP | 147,352 | $$3M |
| BOOTHBAY FUND MANAGEMENT, LLC | 130,298 | $$2M |
| ExodusPoint Capital Management, LP | 118,165 | $$2M |
| Aquatic Capital Management LLC | 99,539 | $$2M |
| Trexquant Investment LP | 95,468 | $$2M |
| JANE STREET GROUP, LLC | 82,626 | $$2M |
| Calamos Advisors LLC | 79,562 | $$1M |
| Y-Intercept (Hong Kong) Ltd | 64,733 | $$1M |
| TWO SIGMA INVESTMENTS, LP | 41,196 | $$770K |
| MANGROVE PARTNERS IM, LLC | 37,279 | $$696K |
| Voleon Capital Management LP | 34,404 | $$643K |
| Verition Fund Management LLC | 32,500 | $$607K |
| Quantbot Technologies LP | 31,678 | $$592K |
| XTX Topco Ltd | 31,121 | $$581K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Aristotle Capital Boston, LLC | +745,994 | +153.0% | 1,233,458 |
| MORGAN STANLEY | +668,799 | +142.8% | 1,137,265 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | +646,762 | +53.0% | 1,867,595 |
| First Eagle Investment Management, | +646,266 | +110.7% | 1,230,114 |
| Boston Partners | +623,330 | +82.5% | 1,378,939 |
| BANK OF AMERICA CORP /DE | +386,473 | +41.6% | 1,316,482 |
| AMERIPRISE FINANCIAL INC | +371,148 | +23.3% | 1,967,170 |
| SEI INVESTMENTS CO | +367,525 | +151.2% | 610,588 |
| NOMURA ASSET MANAGEMENT INTERNATION | +336,406 | +36.9% | 1,249,136 |
| DIMENSIONAL FUND ADVISORS LP | +267,859 | +45.8% | 852,987 |
| MILLENNIUM MANAGEMENT LLC | +265,045 | +1895.9% | 279,025 |
| GW&K Investment Management, LLC | +256,511 | +32.2% | 1,054,005 |
| FMR LLC | +244,822 | +2.5% | 10,044,082 |
| VANGUARD GROUP INC | +241,363 | +6.9% | 3,722,756 |
| WELLINGTON MANAGEMENT GROUP LLP | +167,995 | +4.5% | 3,925,854 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | +130,150 | +3.3% | 4,076,313 |
| Nuveen, LLC | +114,052 | +4.0% | 2,975,457 |
| AQR CAPITAL MANAGEMENT LLC | +111,657 | +260.6% | 154,497 |
| Russell Investments Group, Ltd. | +110,202 | +15.3% | 832,362 |
| GEODE CAPITAL MANAGEMENT, LLC | +101,687 | +6.7% | 1,613,673 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -1,230,076 | -40.0% | 1,841,280 |
| Rockefeller Capital Management L.P. | -703,091 | -50.5% | 688,299 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | -296,248 | -27.3% | 788,737 |
| Grandeur Peak Global Advisors, LLC | -235,260 | -35.7% | 423,510 |
| STATE OF WISCONSIN INVESTMENT BOARD | -143,362 | -24.3% | 445,695 |
| CITADEL ADVISORS LLC | -125,273 | -41.6% | 175,998 |
| Walleye Capital LLC | -119,563 | -8.2% | 1,346,310 |
| UBS AM, a distinct business unit of | -114,012 | -63.0% | 67,021 |
| ALGERT GLOBAL LLC | -75,740 | -62.2% | 45,986 |
| WESTWOOD HOLDINGS GROUP INC | -66,653 | -3.3% | 1,958,252 |
| UBS Group AG | -62,806 | -21.6% | 228,288 |
| RAYMOND JAMES FINANCIAL INC | -50,778 | -3.7% | 1,310,163 |
| Man Group plc | -47,080 | -82.4% | 10,069 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -45,222 | -37.3% | 76,033 |
| WASATCH ADVISORS LP | -42,135 | -3.6% | 1,120,404 |
| Invesco Ltd. | -40,300 | -31.5% | 87,813 |
| LOOMIS SAYLES & CO L P | -38,346 | -7.4% | 476,589 |
| JPMORGAN CHASE & CO | -30,583 | -44.9% | 37,455 |
| Universal- Beteiligungs- und Servic | -29,349 | -66.0% | 15,140 |
| STATE STREET CORP | -23,734 | -1.3% | 1,774,568 |