Perella Weinberg Partners (PWP)

Empfehlung

11,6
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
51.6
18 neu, 47 erhöht, -124815K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)

Score-Verlauf (90 Tage)

Stammdaten

Unternehmen

NamePerella Weinberg Partners
TickerPWP
CIK0001777835

Branche

SIC-Code6199
BeschreibungFinance Services

Wertpapier

CUSIP71367g102
ISINUS71367G1022
TypCommon Stock
TitelPERELLA WEINBERG PARTNERS

Status

Zuletzt geprüft2026-03-20 22:04:48.37814

Fondsaktivität (letzte 3 Quartale)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
FMR LLC9,799,2609,603,323195,937169,527,204Aufgestockt+2,0%
BlackRock, Inc.4,746,7914,668,27278,51982,119,484Aufgestockt+1,7%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC3,946,1633,566,511379,65268,268,620Aufgestockt+10,6%
WELLINGTON MANAGEMENT GROUP LLP3,757,8594,170,262-412,40365,010,961Reduziert-9,9%
VANGUARD GROUP INC3,722,7563,481,393241,36364,403,679Aufgestockt+6,9%
WESTWOOD HOLDINGS GROUP INC2,024,9051,770,764254,14135,030,857Aufgestockt+14,4%
STATE STREET CORP1,798,3021,758,75839,54431,110,625Aufgestockt+2,2%
GOLDMAN SACHS GROUP INC1,535,6781,506,13329,54526,567,230Aufgestockt+2,0%
GEODE CAPITAL MANAGEMENT, LLC1,511,9861,508,0473,93926,162,267Aufgestockt+0,3%
Walleye Capital LLC1,465,87301,465,87325,359,603Neu+100,0%
Boston Partners1,378,939755,609623,33023,859,668Aufgestockt+82,5%
RAYMOND JAMES FINANCIAL INC1,360,9411,123,207237,73423,729,844Aufgestockt+21,2%
FRANKLIN RESOURCES INC1,315,3331,300,02515,30822,755,261Aufgestockt+1,2%
WASATCH ADVISORS LP1,162,5391,326,164-163,62520,111,925Reduziert-12,3%
MORGAN STANLEY1,137,265468,466668,79919,674,692Aufgestockt+142,8%
ROYCE & ASSOCIATES LP932,8911,163,300-230,40916,139,014Reduziert-19,8%
BANK OF AMERICA CORP /DE/930,009924,6865,32316,089,155Aufgestockt+0,6%
Rockefeller Capital Management L.P.695,695714,944-19,24912,035,538Reduziert-2,7%
Grandeur Peak Global Advisors, LLC658,770635,32323,44711,396,721Aufgestockt+3,7%
Ceredex Value Advisors LLC599,650419,641180,00910,373,945Aufgestockt+42,9%
DIMENSIONAL FUND ADVISORS LP585,128422,144162,98410,123,241Aufgestockt+38,6%
First Eagle Investment Management, LLC583,848467,792116,05610,100,570Aufgestockt+24,8%
LOOMIS SAYLES & CO L P514,935514,7451908,908,376Aufgestockt0,0%
NORTHERN TRUST CORP496,822516,581-19,7598,595,021Reduziert-3,8%
Ranger Investment Management, L.P.369,170395,785-26,6156,386,641Reduziert-6,7%
UBS Group AG291,094324,649-33,5555,035,927Reduziert-10,3%
MILLENNIUM MANAGEMENT LLC279,02513,980265,0454,827,132Aufgestockt+1895,9%
Pier Capital, LLC264,984474,872-209,8884,584,223Reduziert-44,2%
SEI INVESTMENTS CO243,0630243,0634,204,981Neu+100,0%
Ancora Advisors LLC208,276208,576-3003,603,175Reduziert-0,1%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC181,0330181,0333,131,871Neu+100,0%
BOOTHBAY FUND MANAGEMENT, LLC130,298200,000-69,7022,777,953Reduziert-34,9%
WELLS FARGO & COMPANY/MN133,94990,24643,7032,317,318Aufgestockt+48,4%
Invesco Ltd.128,113112,60815,5052,216,355Aufgestockt+13,8%
Swiss National Bank126,300116,8009,5002,184,990Aufgestockt+8,1%
Aquatic Capital Management LLC99,539111,439-11,9002,122,171Reduziert-10,7%
JACOBS LEVY EQUITY MANAGEMENT, INC121,582195,818-74,2362,103,369Reduziert-37,9%
Trexquant Investment LP95,468095,4681,853,989Neu+100,0%
Calamos Advisors LLC79,562079,5621,696,262Neu+100,0%
BARCLAYS PLC96,903186,387-89,4841,676,422Reduziert-48,0%
JANE STREET GROUP, LLC82,62641,30041,3261,429,430Aufgestockt+100,1%
Y-Intercept (Hong Kong) Ltd64,73388,539-23,8061,380,108Reduziert-26,9%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO76,26465,18111,0831,319,367Aufgestockt+17,0%
RHUMBLINE ADVISERS76,10387,020-10,9171,316,574Reduziert-12,5%
VOLORIDGE INVESTMENT MANAGEMENT, LLC76,033121,255-45,2221,315,371Reduziert-37,3%
Private Advisor Group, LLC71,72471,4562681,240,816Aufgestockt+0,4%
JPMORGAN CHASE & CO68,038238,018-169,9801,177,058Reduziert-71,4%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM61,78658,5893,1971,068,898Aufgestockt+5,5%
Neuberger Berman Group LLC58,741058,7411,016,220Neu+100,0%
KENNEDY CAPITAL MANAGEMENT LLC57,64656,986660997,276Aufgestockt+1,2%

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2025-09-11STEEL ROBERT KDirectorOpen Market Sale-69,84522.42-1,565,924.90-107,6%
2025-09-11STEEL ROBERT KDirectorOpen Market Sale-69,84522.42-1,565,924.90-107,6%
2025-09-10STEEL ROBERT KDirectorOpen Market Sale-51,50521.85-1,125,384.25-77,3%
2025-09-10STEEL ROBERT KDirectorOpen Market Sale-51,50521.85-1,125,384.25-77,3%
2025-09-09STEEL ROBERT KDirectorOpen Market Sale-90,53221.76-1,969,976.32-135,4%
2025-09-09STEEL ROBERT KDirectorOpen Market Sale-90,53221.76-1,969,976.32-135,4%
2025-08-08Becker DietrichDirector, Officer, PresidentOpen Market Sale-177,55322.20-3,941,676.60-270,9%
2025-06-11STEEL ROBERT KDirectorOpen Market Sale-28,21418.75-529,012.50-36,4%
2025-06-11STEEL ROBERT KDirectorOpen Market Sale-28,21418.75-529,012.50-36,4%
2025-06-02STEEL ROBERT KDirectorOpen Market Sale-60,09217.30-1,039,591.60-71,5%
2025-06-02STEEL ROBERT KDirectorOpen Market Sale-60,09217.30-1,039,591.60-71,5%
2025-05-30STEEL ROBERT KDirectorOpen Market Sale-62,99717.45-1,099,297.65-75,6%
2025-05-30STEEL ROBERT KDirectorOpen Market Sale-62,99717.45-1,099,297.65-75,6%
2025-05-29STEEL ROBERT KDirectorOpen Market Sale-73,10717.73-1,296,187.11-89,1%
2025-05-29STEEL ROBERT KDirectorOpen Market Sale-73,10717.73-1,296,187.11-89,1%
2025-05-01Weinberg Peter ADirector, Officer, ChairmanOpen Market Sale-137,62117.20-2,367,081.20-162,7%
2025-04-02Weinberg Peter ADirector, Officer, ChairmanOpen Market Sale-39,98219.16-766,055.12-52,7%
2025-04-01Weinberg Peter ADirector, Officer, ChairmanOpen Market Sale-101,01818.45-1,863,782.10-128,1%

Top-Fondshalter (aktuelles Quartal)

FondsAnteileWert (USD)Anteil (%)
FMR LLC9,799,260169,527,20419.38
BlackRock, Inc.4,746,79182,119,4849.39
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC3,946,16368,268,6207.80
WELLINGTON MANAGEMENT GROUP LLP3,757,85965,010,9617.43
VANGUARD GROUP INC3,722,75664,403,6797.36
WESTWOOD HOLDINGS GROUP INC2,024,90535,030,8574.00
STATE STREET CORP1,798,30231,110,6253.56
GOLDMAN SACHS GROUP INC1,535,67826,567,2303.04
GEODE CAPITAL MANAGEMENT, LLC1,511,98626,162,2672.99
Walleye Capital LLC1,465,87325,359,6032.90
Boston Partners1,378,93923,859,6682.73
RAYMOND JAMES FINANCIAL INC1,360,94123,729,8442.71
FRANKLIN RESOURCES INC1,315,33322,755,2612.60
WASATCH ADVISORS LP1,162,53920,111,9252.30
MORGAN STANLEY1,137,26519,674,6922.25
ROYCE & ASSOCIATES LP932,89116,139,0141.85
BANK OF AMERICA CORP /DE/930,00916,089,1551.84
Rockefeller Capital Management L.P.695,69512,035,5381.38
Grandeur Peak Global Advisors, LLC658,77011,396,7211.30
Ceredex Value Advisors LLC599,65010,373,9451.19