Perella Weinberg Partners (PWP) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Perella Weinberg Partners
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Finance Services
High 13.13 at 3:15 pm ET, low 12.67 at 9:45 am ET.
Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advisory services in the United States and internationally. The company offers strategic and financial decisions, mergers and acquisitions advice and execution, capital markets advisory, shareholder and defense advisory, capital structure and restructuring, underwriting, equity research, and private capital raising services. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York. Perella Weinberg Partners operates as a subsidiary of Perella Weinberg Partners Group LP.
the bull case· 4
3
disclosed supplier and customer ties in SEC filings
sec filingsedgar3
funds on file reporting a position in the company
n-portas of Jun 30 '26163
managers reporting a position in thirteen F filings
13fJun 30 '26+15.27%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 3
6 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized24
managers whose positions together make up four fifths of the reported value
13fJun 30 '267 of 25
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 6 '26 report. Not a forecast, not advice.
Of the 6 companies Perella Weinberg Partners moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 6199, Finance Services, from each company's own filings. Largest first.
162 managers report a position worth $1.3B between them, and 24 of them hold 80% of it.
tall tick = annual report · 1 on record
PWP (Perella Weinberg Partners) has 3 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Suppliers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.