PJT Partners Inc. Class APJT

13F holders, Q2 2024 (June 30)
304holders +15
47new positions
32sold out
6famous investors
$107.99avg. 13F price*

At the end of Q2 2024, 304 institutions reported holding PJT Partners Inc. Class A (PJT) in their 13F filings, up 15 from Q1 2024. 47 opened new positions and 32 sold out. The largest holders were BlackRock Inc. ($388.6M), Vanguard Group Inc. ($259.0M) and State Street Corp. ($102.3M). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
PJT Partners Inc. Class A
CUSIP
69343T107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 289Q1 2024Q2 2024: 304Q2 2024Q3 2024: 332Q3 2024Q4 2024: 347Q4 2024Q1 2025: 391Q1 2025Q2 2025: 378Q2 2025Q3 2025: 394Q3 2025Q4 2025: 410Q4 2025Q1 2026: 399Q1 2026Q2 2026: 417Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions47$83.0M
Exits32$44.4M

All 13F filers, Q1 2024 → Q2 2024: 2,075,638 shares bought and 2,029,986 shares sold, net +45,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 304 holders

BlackRock Inc. 0.01% Add +14.7% 3,601,110 $388.6M
Vanguard Group Inc. 0.01% Reduce -1.9% 2,400,468 $259.0M
State Street Corp. 0.00% Add +0.7% 947,840 $102.3M
Clearbridge Investments, LLC 0.07% Reduce -7.8% 826,531 $89.2M
Eagle Asset Management Inc. 0.38% Reduce -8.6% 649,447 $71.6M
Wellington Management Group LLP 0.01% Add +1.4% 656,595 $70.9M
Alliancebernstein L.P. 0.02% Reduce -9.4% 574,441 $62.0M
Geode Capital Management, LLC 0.01% Add +5.7% 573,710 $61.9M
Champlain Investment Partners, LLC 0.37% Add +21.2% 553,240 $59.7M
Macquarie Group Ltd. 0.07% Reduce -13.3% 544,983 $58.8M
Morgan Stanley 0.00% Add +51.6% 534,445 $57.7M
Loomis Sayles & Co. L P 0.08% Reduce -3.8% 504,247 $54.4M
Dimensional Fund Advisors LP 0.01% Add +5.1% 458,216 $49.4M
FMR LLC 0.00% Reduce -3.9% 376,264 $40.6M
Bank of New York Mellon Corp 0.01% Reduce -3.6% 326,362 $35.2M
Bank of America Corp. 0.00% Add +14.8% 294,076 $31.7M
Rockefeller Capital Management L.P. 0.09% Add +8.4% 292,011 $31.5M
Grandeur Peak Global Advisors, LLC 2.51% Reduce -13.3% 290,916 $31.4M
Goldman Sachs Group Inc. 0.01% Add +25.7% 269,464 $29.1M
Northern Trust Corp. 0.00% Add +9.2% 267,099 $28.8M
Schroder Investment Management Group 0.03% Add +3.0% 246,641 $26.6M
Congress Asset Management Co. 0.19% New 245,392 $26.5M
Charles Schwab Investment Management Inc. 0.00% Add +3.2% 240,383 $25.9M
Balyasny Asset Management L.P. 0.06% New 223,859 $24.2M
Prospect Capital Advisors, LLC 9.13% Reduce -11.5% 200,610 $21.6M
Frontier Capital Management Co. LLC 0.21% Reduce -0.7% 194,864 $21.0M
GW&K Investment Management, LLC 0.16% Reduce -2.9% 162,783 $17.6M
Aberdeen Group plc 0.03% Reduce -4.0% 160,737 $17.3M
Wells Fargo & Company 0.00% Add +25.2% 150,116 $16.2M
Klingman & Associates, LLC 1.09% Reduce -4.9% 149,302 $16.1M
Principal Financial Group Inc. 0.01% Reduce -2.1% 134,138 $14.5M
Point72 Asset Management 0.05% New 127,915 $13.8M
Invesco Ltd. 0.00% Add +30.4% 118,915 $12.8M
Raymond James & Associates 0.01% Reduce -1.3% 109,339 $11.8M
MAI Capital Management 0.12% Add +0.8% 108,799 $11.7M
Envestnet Asset Management Inc. 0.00% Add +13.6% 108,522 $11.7M
TimesSquare Capital Management, LLC 0.18% Reduce -52.8% 105,970 $11.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +24.5% 105,894 $11.4M
Ameriprise Financial Inc. 0.00% Reduce -11.3% 103,003 $11.1M
Victory Capital Management Inc. 0.01% Reduce -16.5% 101,799 $11.0M
Nuveen Asset Management, LLC 0.00% Add +0.4% 94,242 $10.2M
Woodson Capital Management, LP 1.79% Reduce -2.3% 85,000 $9.2M
Scout Investments, Inc. 0.24% Reduce -8.7% 82,450 $8.9M
Man Group plc 0.02% Add +1.9% 75,701 $8.2M
Advisors Capital Management, LLC 0.13% Add +0.7% 69,798 $7.5M
Chartwell Investment Partners, LLC 0.26% Reduce -3.0% 68,644 $7.4M
First Trust Advisors LP 0.01% Add +80.3% 66,198 $7.1M
Two Sigma Investments, LP 0.02% Add +543.9% 66,060 $7.1M
Rhumbline Advisers 0.01% Reduce -1.1% 65,891 $7.1M
Legal & General Group Plc 0.00% Reduce -1.6% 63,310 $6.8M
Prospector Partners LLC 0.79% Add +1.0% 61,840 $6.7M
Thornburg Investment Management Inc. 0.09% Reduce -4.0% 57,912 $6.3M
Marshall Wace, LLP 0.01% New 53,761 $5.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +67.4% 53,674 $5.8M
CW Advisors, LLC 0.09% New 52,627 $5.7M
Mutual of America Capital Management LLC 0.06% Reduce -4.3% 48,653 $5.3M
Public Sector Pension Investment Board 0.03% Add +6.1% 48,508 $5.2M
GAMCO Investors 0.05% Reduce -29.4% 46,415 $5.0M
Swiss National Bank 0.00% Reduce -1.3% 44,735 $4.8M
Harbor Advisors LLC 0.82% No change 41,519 $4.5M
Asset Management Group, Inc. 0.67% Add +0.0% 40,607 $4.4M
Jane Street Group, LLC 0.00% Add +58.1% 38,694 $4.2M
JPMorgan Chase & Co. 0.00% Reduce -50.2% 37,756 $4.1M
Orion Porfolio Solutions, LLC 0.04% Reduce -8.4% 34,919 $3.8M
Orion Portfolio Solutions, LLC 0.04% Reduce -8.4% 34,919 $3.8M
Alberta Investment Management Corp 0.04% Reduce -49.1% 34,544 $3.7M
Susquehanna International Group, LLP 0.01% Add +28.5% 31,358 $3.4M
Deutsche Bank AG 0.00% Reduce -13.1% 30,564 $3.3M
Dean Investment Associates, LLC 0.45% Reduce -61.4% 29,479 $3.2M
Gsa Capital Partners LLP 0.22% Add +74.5% 28,712 $3.1M
Townsquare Capital LLC 0.04% Add +141.2% 27,235 $2.9M
Ieq Capital, LLC 0.04% Add +28.9% 25,474 $2.7M
UBS Group AG 0.00% Reduce -30.9% 25,457 $2.7M
Prudential Financial Inc. 0.00% Reduce -5.6% 24,072 $2.6M
Janus Henderson Group PLC 0.00% Reduce -4.6% 23,681 $2.6M
BNP Paribas Financial Markets 0.00% Reduce -43.7% 23,237 $2.5M
Martingale Asset Management L P 0.05% No change 22,875 $2.5M
CANADA LIFE ASSURANCE Co 0.00% Add +16.8% 22,710 $2.5M
California State Teachers Retirement System 0.00% Reduce -3.7% 22,260 $2.4M
Public Employees Retirement System of Ohio 0.01% Add +11290.7% 20,731 $2.2M
Barclays PLC 0.00% Reduce -19.3% 20,123 $2.2M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 20,000 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -5.3% 18,318 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 18,151 $2.0M
Citadel Advisors 0.00% Add +69.8% 17,092 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +4.5% 16,840 $1.8M
Anchor Capital Advisors LLC 0.05% Add +7.2% 16,688 $1.8M
Keeley-Teton Advisors, LLC 0.23% Reduce -26.2% 16,497 $1.8M
TD Asset Management Inc 0.00% Reduce -25.6% 16,300 $1.8M
New York State Common Retirement Fund 0.00% Add +1.9% 15,478 $1.7M
Two Sigma Advisers, LP 0.00% Add +51.5% 15,300 $1.7M
Comerica Bank 0.01% Reduce -7.1% 15,231 $1.6M
Citigroup Inc. 0.00% Add +8.2% 14,968 $1.6M
American Century Companies Inc. 0.00% Add +0.8% 14,837 $1.6M
Millennium Management 0.00% Reduce -85.7% 14,795 $1.6M
Royal Bank of Canada 0.00% Add +45.9% 14,419 $1.6M
Crestwood Advisors Group, LLC 0.03% Add +0.0% 14,141 $1.5M
Corebridge Financial, Inc. 0.01% — 13,625 $1.5M
MetLife Investment Management, LLC 0.01% Add +14.2% 13,614 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +3.4% 13,176 $1.4M
State of Alaska, Department of Revenue 0.02% Reduce -4.6% 12,956 $1.4M
Illinois Municipal Retirement Fund 0.02% Reduce -7.2% 12,428 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 12,021 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.3% 12,004 $1.3M
Bridgewater Associates 0.01% Add +32.4% 11,983 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +94.9% 11,767 $1.3M
Wesbanco Bank Inc. 0.05% No change 11,736 $1.3M
Louisiana State Employees Retirement System 0.02% Add +0.9% 11,100 $1.2M
New York State Teachers Retirement System 0.00% No change 10,588 $1.1M
Cresset Asset Management, LLC 0.00% New 10,498 $1.1M
Sei Investments Co. 0.00% Add +1.4% 10,458 $1.1M
LPL Financial LLC 0.00% Add +0.9% 10,375 $1.1M
Verition Fund Management LLC 0.01% Add +119.8% 9,880 $1.1M
Voya Investment Management LLC 0.00% Add +17.3% 8,900 $960K
Yousif Capital Management, LLC 0.01% Reduce -12.3% 8,839 $954K
Truist Financial Corp. 0.00% Add +15.6% 8,648 $933K
STRS Ohio 0.00% Reduce -3.4% 8,600 $928K
Ensign Peak Advisors, Inc 0.00% No change 8,530 $920K
Diversify Wealth Management, LLC 0.11% — 7,391 $877K
HSBC Holdings PLC 0.00% Reduce -98.3% 8,077 $875K
Bessemer Group Inc. 0.00% Add +27.5% 7,748 $835K
Maryland State Retirement & Pension System 0.02% Reduce -4.3% 7,694 $830K
Quantbot Technologies LP 0.04% New 7,633 $824K
Teachers Retirement System of the State of Kentucky 0.01% No change 7,500 $809K
AlphaQuest LLC 0.11% Reduce -26.9% 7,291 $787K
US Bancorp \de 0.00% Add +3.5% 7,112 $767K
Versor Investments LP 0.14% New 6,910 $746K
State Board of Administration of Florida Retirement System 0.00% Reduce -27.7% 6,881 $743K
Amalgamated Bank 0.01% Reduce -5.3% 6,801 $734K
Aquatic Capital Management LLC 0.03% Reduce -68.5% 6,700 $723K
Dean Capital Management 0.92% Reduce -69.7% 6,637 $716K
Legato Capital Management LLC 0.10% Reduce -69.7% 6,637 $716K
Arizona State Retirement System 0.00% Add +0.5% 6,361 $686K
Aviva PLC 0.00% New 5,969 $644K
Transcend Capital Advisors, LLC 0.05% No change 5,900 $637K
Stifel Financial Corp. 0.00% Add +92.3% 5,862 $633K
State of Wisconsin Investment Board 0.00% Reduce -31.1% 5,857 $632K
UniSuper Management Pty Ltd 0.01% Add +36.6% 5,598 $604K
HighTower Advisors, LLC 0.00% Reduce -0.1% 5,537 $594K
Bokf, NA 0.01% Add +88.3% 5,461 $589K
Oregon Public Employees Retirement Fund 0.01% Reduce -10.0% 5,391 $582K
Nisa Investment Advisors, LLC 0.00% No change 5,380 $581K
First Bank & Trust 0.12% Add +0.5% 5,337 $576K
Ellsworth Advisors, LLC 0.16% Add +6.8% 5,237 $565K
Bank of Montreal 0.00% Add +102.5% 4,989 $544K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 5,027 $542K
AdvisorShares Investments LLC 0.09% New 4,854 $535K
Diversified Trust Co. 0.01% Add +54.8% 4,900 $529K
Henshaw Capital LLC 0.02% Add +1.3% 4,867 $525K
Tower Research Capital LLC (TRC) 0.01% Add +254.7% 4,785 $516K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.3% 4,755 $513K
Handelsbanken Fonder AB 0.00% No change 4,300 $464K
AQR Capital Management 0.00% Add +3.3% 4,207 $454K
Quantinno Capital Management LP 0.01% Add +0.1% 4,069 $439K
Parallel Advisors, LLC 0.01% Reduce -1.4% 3,843 $415K
ProShare Advisors LLC 0.00% Reduce -23.8% 3,621 $391K
Vestcor Inc 0.01% No change 3,605 $389K
Intrust Bank NA 0.04% Add +8.3% 3,546 $383K
Portside Wealth Group, LLC 0.07% New 3,503 $378K
Dynamic Technology Lab Private Ltd 0.04% Reduce -30.1% 3,499 $378K
MML Investors Services, LLC 0.00% Add +32.1% 3,415 $368K
Amundi 0.00% New 3,348 $368K
Commonwealth Equity Services, LLC 0.00% Reduce -4.7% 3,390 $366K
Principle Wealth Partners LLC 0.03% Add +0.9% 3,183 $344K
SeaCrest Wealth Management, LLC 0.04% Add +0.8% 3,131 $338K
Advisory Services Network, LLC 0.01% Add +0.4% 3,120 $337K
Captrust Financial Advisors 0.00% Reduce -0.5% 3,082 $333K
Osaic Holdings, Inc. 0.00% Add +26.9% 3,075 $332K
Creative Planning 0.00% New 2,870 $310K
Diversify Advisory Services, LLC 0.02% Reduce -63.3% 2,668 $297K
United Bank 0.04% No change 2,675 $289K
Pictet Asset Management Holding SA 0.00% Add +2.8% 2,515 $271K
Amplius Wealth Advisors, LLC 0.03% No change 2,423 $261K
Atria Investments, Inc 0.00% New 2,421 $261K
Gibbs Wealth Management 0.10% New 2,316 $250K
Account Management LLC 0.28% Reduce -7.5% 2,312 $249K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.4% 2,312 $249K
Sanctuary Advisors, LLC 0.00% — 2,646 $249K
Algert Global LLC 0.01% New 2,289 $247K
Cerity Partners LLC 0.00% Reduce -4.1% 2,194 $237K
M&T Bank Corp 0.00% Add +1.0% 2,145 $231K
PEAK6 Investments LLC 0.01% New 2,133 $230K
Inceptionr LLC 0.06% New 2,003 $216K
Teacher Retirement System of Texas 0.00% Reduce -91.2% 1,995 $215K
Praxis Investment Management Inc. 0.01% No change 2,180 $206K
Park Place Capital Corp 0.07% New 1,900 $205K
Old National Bancorp 0.00% New 1,888 $204K
Glenmede Trust Co. NA 0.00% New 1,868 $202K
SG Americas Securities, LLC 0.00% Reduce -32.3% 1,462 $158K
Smartleaf Asset Management LLC 0.02% Reduce -4.8% 1,151 $123K
First Horizon Advisors, Inc. 0.00% No change 1,130 $122K
EntryPoint Capital, LLC 0.05% Reduce -45.8% 901 $97K
Flputnam Investment Management Co. 0.00% New 900 $97K
Huntington National Bank 0.00% Add +69.7% 767 $83K
HM Payson & Co. 0.00% No change 511 $55K
Centerpoint Advisors, LLC 0.02% No change 500 $54K
Qube Research & Technologies Ltd 0.00% Reduce -99.4% 454 $49K
Farther Finance Advisors, LLC 0.00% Add +3014.3% 436 $48K
Clearstead Advisors, LLC 0.00% New 422 $46K
PNC Financial Services Group, Inc. 0.00% Reduce -24.7% 394 $43K
KBC Group NV 0.00% New 377 $41K
WASHINGTON TRUST Co 0.00% No change 330 $36K
Gladius Capital Management LP 0.03% Reduce -14.7% 303 $33K
Global Retirement Partners, LLC 0.00% Reduce -13.8% 287 $31K
Quadrant Capital Group LLC 0.00% Add +196.8% 282 $30K
Opal Wealth Advisors, LLC 0.01% New 278 $30K
Simplex Trading, LLC 0.00% New 247 $26K
SouthState Bank Corp 0.00% New 240 $26K
Signaturefd, LLC 0.00% Reduce -15.2% 223 $24K
Cyrus J. Lawrence, LLC 0.00% No change 231 $24K
Carolinas Wealth Consulting LLC 0.00% No change 212 $23K
CENTRAL TRUST Co 0.00% Add +2.0% 204 $22K
Catalyst Funds Management Pty Ltd 0.01% New 200 $22K
GAMMA Investing LLC 0.00% Add +354.8% 191 $21K
Lindbrook Capital, LLC 0.00% Reduce -28.7% 189 $20K
Lanark Financial, Inc. 0.00% No change 180 $19K
Camelot Portfolios, LLC 0.01% New 163 $18K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 162 $17K
Steward Partners Investment Advisory, LLC 0.00% Add +202.0% 154 $17K
Allworth Financial LP 0.00% Reduce -15.9% 132 $15K
Pittenger & Anderson Inc. 0.00% No change 140 $15K
Crewe Advisors LLC 0.00% New 128 $14K
Hexagon Capital Partners LLC 0.00% Add +1.6% 125 $13K
CIBC Private Wealth Group LLC 0.00% Reduce -22.1% 102 $11K
Key Financial Inc 0.00% No change 100 $11K
Main Street Group, LTD 0.00% Reduce -3.2% 92 $10K
Financial Network Wealth Advisors LLC 0.01% New 87 $9K
Arax Advisory Partners 0.00% New 85 $9K
International Assets Investment Management, LLC 0.00% New 80 $9K
Quarry LP 0.00% Reduce -76.2% 73 $8K
Russell Investments Group, Ltd. 0.00% Reduce -72.6% 72 $8K
GHP Investment Advisors, Inc. 0.00% No change 64 $7K
Whittier Trust Co. 0.00% No change 59 $6K
EverSource Wealth Advisors, LLC 0.00% Add +261.5% 47 $6K
Beacon Capital Management, LLC 0.00% Reduce -7.4% 50 $5K
Venturi Wealth Management, LLC 0.00% No change 50 $5K
Assetmark, Inc. 0.00% New 48 $5K
JTC Employer Solutions Trustee Ltd 0.00% No change 48 $5K
Private Wealth Management Group, LLC 0.00% No change 42 $5K
WealthCollab, LLC 0.00% No change 41 $4K
SJS Investment Consulting Inc. 0.00% Add +900.0% 40 $4K
Fifth Third Bancorp 0.00% Add +1233.3% 40 $4K
Cape Investment Advisory, Inc. 0.00% New 39 $4K
Laurel Wealth Advisors LLC 0.00% Add +15.6% 37 $4K
Bell Investment Advisors, Inc 0.00% No change 34 $4K
Concord Wealth Partners 0.00% No change 32 $3K
Compagnie Lombard Odier SCmA 0.00% No change 30 $3K
Principal Securities, Inc. 0.00% New 28 $3K
Cwm, LLC 0.00% Add +107.1% 29 $3K
Cullen/Frost Bankers, Inc. 0.00% New 27 $3K
UMB Bank, n.a. 0.00% Add +116.7% 26 $3K
Register Financial Advisors LLC 0.00% No change 25 $3K
Godsey & Gibb, Inc. 0.00% No change 25 $3K
Anchor Investment Management, LLC 0.00% No change 25 $3K
Hollencrest Capital Management 0.00% No change 25 $3K
CVA Family Office, LLC 0.00% New 24 $3K
JFS Wealth Advisors, LLC 0.00% No change 22 $2K
Montag A & Associates Inc. 0.00% No change 22 $2K
Tortoise Investment Management, LLC 0.00% Add +46.7% 22 $2K
CoreCap Advisors, LLC 0.00% No change 21 $2K
Stephens Consulting, LLC 0.00% New 19 $2K
Institutional & Family Asset Management, LLC 0.00% No change 19 $2K
Harbour Investments, Inc. 0.00% No change 19 $2K
Bartlett & Co. Wealth Management LLC 0.00% No change 18 $2K
Rothschild Investment LLC 0.00% Add +200.0% 15 $2K
Gilliland Jeter Wealth Management LLC 0.00% Reduce -11.8% 15 $2K
Blue Bell Private Wealth Management, LLC 0.00% No change 13 $1K
Farmers & Merchants Investments Inc. 0.00% No change 13 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 13 $1K
Ridgewood Investments LLC 0.00% New 12 $1K
Innealta Capital, LLC 0.00% New 12 $1K
FinTrust Capital Advisors, LLC 0.00% No change 12 $1K
Thompson Investment Management, Inc. 0.00% No change 11 $1K
Westside Investment Management, Inc. 0.00% Reduce -33.3% 10 $1K
Covestor Ltd 0.00% Add +900.0% 10 $1K
Capital Analysts, LLC 0.00% No change 8 $1K
National Bank of Canada 0.00% No change 7 $771
Accordant Advisory Group Inc 0.00% No change 7 $755
Sunbelt Securities, Inc. 0.00% No change 7 $755
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $648
Kelly Financial Services LLC 0.00% No change 6 $647
Trust Co. of Vermont 0.00% New 6 $647
IFP Advisors, Inc 0.00% No change 6 $647
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 6 $646
Western Pacific Wealth Management, LP 0.00% No change 5 $540
Manchester Capital Management LLC 0.00% No change 5 $540
AdvisorNet Financial, Inc 0.00% No change 5 $540
NewEdge Advisors, LLC 0.00% No change 3 $346
WFA of San Diego, LLC 0.00% — 3 $324
Triad Wealth Partners, LLC 0.00% New 3 $324
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $324
Tyler-Stone Wealth Management 0.00% No change 3 $324
Sound Income Strategies, LLC 0.00% No change 3 $324
Sachetta, LLC 0.00% No change 2 $261
MidAtlantic Capital Management, Inc. 0.00% No change 2 $216
PSI Advisors, LLC 0.00% No change 2 $216
Compass Wealth Management LLC 0.00% No change 2 $216
Creative Financial Designs Inc. 0.00% New 2 $216
Baldwin Wealth Partners LLC 0.00% No change 2 $216
Northwestern Mutual Wealth Management Co. 0.00% Reduce -98.5% 2 $216
Parkside Financial Bank & Trust 0.00% New 2 $216
Bogart Wealth, LLC 0.00% No change 1 $108
TFC Financial Management, Inc. 0.00% New 1 $108
Global Financial Private Client, LLC 0.00% No change 1 $108

"% of holder's portfolio" is PJT's weight in each manager's 13F, not the share of PJT Partners Inc. Class A the manager owns.