Perella Weinberg Ownership
| PWP Stock | USD 20.58 0.93 4.73% |
Shares in Circulation | First Issued 2019-09-30 | Previous Quarter 311.2 M | Current Value 531.9 M | Avarage Shares Outstanding 107.7 M | Quarterly Volatility 123.2 M |
Perella |
Perella Stock Ownership Analysis
About 90.0% of the company shares are owned by institutional investors. The company recorded a loss per share of 1.22. Perella Weinberg Partners last dividend was issued on the 18th of February 2025. Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company was founded in 2006 and is based in New York, New York. Perella Weinberg operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 600 people. To find out more about Perella Weinberg Partners contact the company at 212 287 3200 or learn more at https://www.pwpartners.com.Besides selling stocks to institutional investors, Perella Weinberg also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Perella Weinberg's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Perella Weinberg's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Perella Weinberg Quarterly Liabilities And Stockholders Equity |
|
Perella Weinberg Insider Trades History
Roughly 3.0% of Perella Weinberg Partners are currently held by insiders. Unlike Perella Weinberg's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Perella Weinberg's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Perella Weinberg's insider trades
Perella Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Perella Weinberg is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Perella Weinberg Partners backward and forwards among themselves. Perella Weinberg's institutional investor refers to the entity that pools money to purchase Perella Weinberg's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Schroder Investment Management Group | 2024-12-31 | 1.2 M | Royce & Associates, Lp | 2024-12-31 | 1.1 M | Macquarie Group Ltd | 2024-12-31 | 988.1 K | Gw&k Investment Management, Llc | 2024-12-31 | 936.6 K | Ameriprise Financial Inc | 2024-12-31 | 819.2 K | Hotchkis & Wiley Capital Management Llc | 2024-12-31 | 815.8 K | Adage Capital Partners Gp Llc | 2024-12-31 | 805.8 K | Eagle Asset Management, Inc. | 2024-09-30 | 756.5 K | Channing Capital Management, Llc | 2024-12-31 | 679.8 K | Fmr Inc | 2024-12-31 | 8.2 M | Blackrock Inc | 2024-12-31 | 4.3 M |
Perella Weinberg Partners Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Perella Weinberg insiders, such as employees or executives, is commonly permitted as long as it does not rely on Perella Weinberg's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Perella Weinberg insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Perella Weinberg Outstanding Bonds
Perella Weinberg issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Perella Weinberg Partners uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Perella bonds can be classified according to their maturity, which is the date when Perella Weinberg Partners has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Perella Weinberg Corporate Filings
F4 | 5th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 7th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 12th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with Perella Weinberg
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Perella Weinberg position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Perella Weinberg will appreciate offsetting losses from the drop in the long position's value.Moving together with Perella Stock
Moving against Perella Stock
The ability to find closely correlated positions to Perella Weinberg could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Perella Weinberg when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Perella Weinberg - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Perella Weinberg Partners to buy it.
The correlation of Perella Weinberg is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Perella Weinberg moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Perella Weinberg Partners moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Perella Weinberg can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Perella Stock Analysis
When running Perella Weinberg's price analysis, check to measure Perella Weinberg's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Perella Weinberg is operating at the current time. Most of Perella Weinberg's value examination focuses on studying past and present price action to predict the probability of Perella Weinberg's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Perella Weinberg's price. Additionally, you may evaluate how the addition of Perella Weinberg to your portfolios can decrease your overall portfolio volatility.