Purchases and Sales Made in Q3 2023 in Confluent, Inc. (CFLT)
This table provides information about the institutional ownership of Confluent, Inc. (CFLT) during Q3 2023. The information is specifically focused on institutions that hold shares of Confluent, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$85.2 - $118
|
3
$70.3
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$28.4 - $39.3
|
1
$23.4
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 30.0% |
$85.2 - $118
|
7
$164
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5- 0.03% |
$142 - $196
|
18.9K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6- 0.04% |
$170 - $236
|
17K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 2.06% |
$227 - $314
|
380
$8.91K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-9- 30.0% |
$256 - $353
|
21
$492
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 36.0% |
$256 - $353
|
16
$375
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-30- 10.42% |
$852 - $1.18K
|
258
$6.05K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-47- 7.03% |
$1.34K - $1.85K
|
622
$14.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-80- 28.57% |
$2.27K - $3.14K
|
200
$4.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-141- 1.63% |
$4.01K - $5.54K
|
8.48K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Sands Capital Ventures, LLC
Arlington, VA |
SELL
|
- |
-193- 14.25% |
$5.48K - $7.58K
|
1.16K
$27.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-212- 14.51% |
$6.02K - $8.33K
|
1.25K
$29.3K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-224- 6.51% |
$6.36K - $8.8K
|
3.22K
$75.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-250- 1.03% |
$7.1K - $9.82K
|
24K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-250- 1.86% |
$7.1K - $9.82K
|
13.2K
$310K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-322- 2.91% |
$9.15K - $12.6K
|
10.8K
$252K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-375- 4.29% |
$10.7K - $14.7K
|
8.36K
$196K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-375- 4.29% |
$10.7K - $14.7K
|
8.36K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-422- 93.78% |
$12K - $16.6K
|
28
$656
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-943- 11.39% |
$26.8K - $37K
|
7.34K
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.2K- 4.31% |
$34K - $47K
|
26.6K
$623K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.34K- 2.08% |
$38K - $52.5K
|
62.8K
$1.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.58K- 11.45% |
$44.7K - $61.9K
|
12.2K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.03K- 98.88% |
$57.6K - $79.6K
|
23
$539
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-3.2K- 19.72% |
$90.9K - $126K
|
13K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Berylson Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.6K- 7.35% |
$102K - $141K
|
45.4K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-4K- 25.89% |
$114K - $157K
|
11.5K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.37K- 1.14% |
$124K - $172K
|
381K
$8.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-4.99K- 20.11% |
$142K - $196K
|
19.8K
$464K
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5K- 3.31% |
$142K - $196K
|
146K
$3.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5K- 24.67% |
$142K - $196K
|
15.3K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5K- 8.93% |
$142K - $196K
|
51K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-5.47K- 1.71% |
$155K - $215K
|
315K
$7.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.34K- 31.86% |
$180K - $249K
|
13.6K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.52K- 3.34% |
$185K - $256K
|
189K
$4.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-6.6K- 3.6% |
$188K - $259K
|
177K
$4.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.62K- 37.74% |
$188K - $260K
|
10.9K
$256K
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.35K- 9.97% |
$237K - $328K
|
75.4K
$1.77M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.35K- 9.97% |
$237K - $328K
|
75.4K
$1.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-8.39K- 2.13% |
$238K - $329K
|
385K
$9.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-8.41K- 54.18% |
$239K - $330K
|
7.12K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-8.73K- 4.87% |
$248K - $343K
|
171K
$4M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.94K- 9.41% |
$254K - $351K
|
86.1K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.7K- 29.67% |
$275K - $381K
|
23K
$539K
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-10K- 9.96% |
$284K - $393K
|
90.4K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12.3K- 50.0% |
$348K - $482K
|
12.3K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-12.6K- 4.06% |
$358K - $495K
|
298K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-12.8K- 41.58% |
$362K - $501K
|
17.9K
$420K
|