Security Name: PERELLA WEINBERG PARTNERS
Ticker: PWP
Security Type: EQU
Exchange: US
CUSIP: 71367G102

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $1.65B - 127 -
2024-09-30 $0.96B -41.7% 148 +16.5%
2024-12-31 $1.24B +29.1% 163 +10.1%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
AZORA CAPITAL LP $59.4M 2,492K 2.7%
GRANDEUR PEAK GLOBAL ADVISORS, LLC $14.6M 613K 1.3%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $15.5M 650K 0.9%
NO STREET GP LP $7.2M 300K 0.5%
CHANNING CAPITAL MANAGEMENT, LLC $16.2M 679K 0.4%
WESTWOOD HOLDINGS GROUP INC $50.4M 2,112K 0.4%
RANGER INVESTMENT MANAGEMENT, L.P. $5.5M 230K 0.4%
ROYCE & ASSOCIATES LP $25.3M 1,060K 0.2%
ALGERT GLOBAL LLC $9.0M 376K 0.2%
RIVERWATER PARTNERS LLC $0.4M 16K 0.2%
GW&K INVESTMENT MANAGEMENT, LLC $22.3M 936K 0.2%
SHERBROOKE PARK ADVISERS LLC $0.6M 24K 0.2%
CANNELL & SPEARS LLC $8.9M 372K 0.2%
CEREDEX VALUE ADVISORS LLC $8.3M 346K 0.2%
WASATCH ADVISORS LP $28.1M 1,179K 0.1%
DRIEHAUS CAPITAL MANAGEMENT LLC $15.4M 644K 0.1%
NEBULA RESEARCH & DEVELOPMENT LLC $1.1M 44K 0.1%
DARK FOREST CAPITAL MANAGEMENT LP $0.7M 31K 0.1%
ALPHAQUEST LLC $0.7M 28K 0.1%
INTERVAL PARTNERS, LP $4.3M 178K 0.1%
GLOBEFLEX CAPITAL L P $1.0M 40K 0.1%
EXODUSPOINT CAPITAL MANAGEMENT, LP $11.4M 477K 0.1%
BOOTHBAY FUND MANAGEMENT, LLC $2.9M 120K 0.1%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $29.5M 1,236K 0.1%
QUANTBOT TECHNOLOGIES LP $1.9M 78K 0.1%

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