OPPENHEIMER ASSET MANAGEMENT INC.
Position in PWP — Perella Weinberg Partners
CIK 1269119
NEW YORK, NY
Position in PWP
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$255,800
+$21,646 QoQ
Shares Held
14,086
+4.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $132,719,638 across 16 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
300,334 | $62,781,816 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,220 | $20,449,899 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
106,674 | $10,697,268 | |
| 4 | SCHW |
Schwab Charles Corp
|
106,500 | $9,826,750 | |
| 5 | SF |
Stifel Financial Corp
|
105,174 | $7,337,988 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
71,640 | $6,235,545 | |
| 7 | MC |
Moelis & Co
|
53,041 | $3,469,941 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
19,791 | $2,654,565 |
All Filings in PWP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,800 | 14,086 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $234,154 | 13,535 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $292,253 | 13,708 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $281,648 | 14,503 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $273,570 | 14,868 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $390,880 | 16,396 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $322,399 | 16,696 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $271,521 | 16,709 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $200,249 | 14,172 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $169,899 | 13,892 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $136,941 | 13,452 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $110,122 | 13,220 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $116,834 | 12,839 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $132,153 | 13,485 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $89,753 | 14,179 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $111,836 | 19,183 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $176,705 | 18,699 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $224,394 | 17,449 | Shares | Other | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||