SeaCrest Wealth Management, LLC

Position in PJT — PJT Partners Inc.

CIK 1728121 PURCHASE, NY

Position in PJT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$243,164

-$37,812 QoQ

Shares Held

1,611

-19.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#244

of 412 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $2,767,962 across 5 Capital Markets names. PJT ranks #5 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	897	$907,198
2	MS	Morgan Stanley	3,700	$773,448
3	HOOD	Robinhood Markets, Inc.	5,480	$549,534
4	SCHW	Schwab Charles Corp	3,193	$294,618
5	PJT	PJT Partners Inc. This page	1,611	$243,164

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,164	1,611	-19.9%	Shares	Sole	2026-07-09
2026-03-31	$280,976	2,011	0.0%	Shares	Sole	2026-04-15
2025-12-31	$336,239	2,011	-23.1%	Shares	Sole	2026-01-12
2025-09-30	$464,941	2,616	-4.0%	Shares	Sole	2025-11-13
2025-06-30	$449,817	2,726	0.0%	Shares	Sole	2025-07-11
2025-03-31	$375,860	2,726	-1.8%	Shares	Sole	2025-04-11
2024-12-31	$438,080	2,776	0.0%	Shares	Sole	2025-01-14
2024-09-30	$370,151	2,776	-11.3%	Shares	Sole	2024-10-16
2024-06-30	$337,866	3,131	+0.8%	Shares	Sole	2024-07-22
2024-03-31	$292,677	3,105	-9.2%	Shares	Sole	2024-04-18
2023-12-31	$348,293	3,419	-22.6%	Shares	Sole	2024-01-18
2023-09-30	$351,045	4,419	0.0%	Shares	Sole	2023-10-12
2023-06-30	$307,739	4,419	0.0%	Shares	Sole	2023-07-14
2023-03-31	$319,007	4,419	0.0%	Shares	Sole	2023-05-12
2022-12-31	$325,636	4,419	0.0%	Shares	Sole	2023-02-14
2022-09-30	$295,277	4,419	0.0%	Shares	Sole	2022-11-15
2022-06-30	$310,567	4,419	0.0%	Shares	Sole	2022-08-09
2022-03-31	$278,927	4,419	-0.8%	Shares	Sole	2022-05-16
2021-12-31	$330,145	4,456	+0.0%	Shares	Sole	2022-02-11
2021-09-30	$352,435	4,455	0.0%	Shares	Sole	2021-11-16
2021-06-30	$317,997	4,455	0.0%	Shares	Sole	2021-08-12
2021-03-31	$301,380	4,455	-1.1%	Shares	Sole	2021-05-17
2020-12-31	$339,076	4,506	0.0%	Shares	Sole	2021-02-09
2020-09-30	$273,108	4,506	-0.4%	Shares	Sole	2020-11-12
2020-06-30	$232,262	4,524	-2.2%	Shares	Sole	2020-07-27
2020-03-31	$200,635	4,624	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.