Purchases and Sales Made in Q4 2024 in Confluent, Inc. (CFLT)
This table provides information about the institutional ownership of Confluent, Inc. (CFLT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
58+ 43.28% |
$1.1K - $1.95K
|
192
$4.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49New |
$926 - $1.65K
|
49
$1.15K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
35New |
$662 - $1.18K
|
35
$820
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
30New |
$567 - $1.01K
|
30
$703
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
30+ 7.92% |
$567 - $1.01K
|
409
$9.59K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
27New |
$510 - $909
|
27
$633
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
22+ 5.3% |
$416 - $741
|
437
$10.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
20+ 0.19% |
$378 - $673
|
10.8K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19+ 3.31% |
$359 - $640
|
593
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16New |
$302 - $539
|
16
$375
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14+ 13.08% |
$265 - $471
|
121
$2.84K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
7New |
$132 - $236
|
7
$164
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$75.6 - $135
|
4
$93.8
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 15.0% |
$56.7 - $101
|
23
$539
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.17% |
$18.9 - $33.7
|
582
$13.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$18.9 - $33.7
|
1
$23.4
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.41% |
$18.9 - $33.7
|
243
$5.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3- 33.33% |
$56.7 - $101
|
6
$141
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-13- 46.43% |
$246 - $438
|
15
$352
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 51.61% |
$302 - $539
|
15
$352
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-42- 0.41% |
$794 - $1.41K
|
10.2K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-48- 48.0% |
$907 - $1.62K
|
52
$1.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-60- 68.18% |
$1.13K - $2.02K
|
28
$656
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-61- 77.22% |
$1.15K - $2.05K
|
18
$422
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-70- 27.78% |
$1.32K - $2.36K
|
182
$4.27K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-73- 33.03% |
$1.38K - $2.46K
|
148
$3.47K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83- 2.91% |
$1.57K - $2.79K
|
2.77K
$65K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-110- 96.49% |
$2.08K - $3.7K
|
4
$93.8
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-115- 1.09% |
$2.17K - $3.87K
|
10.4K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-126- 84.0% |
$2.38K - $4.24K
|
24
$563
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 1.63% |
$3.78K - $6.73K
|
12.1K
$283K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-294- 81.44% |
$5.56K - $9.9K
|
67
$1.57K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-319- 1.6% |
$6.03K - $10.7K
|
19.6K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-327- 1.77% |
$6.18K - $11K
|
18.2K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-348- 2.23% |
$6.58K - $11.7K
|
15.3K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-368- 2.56% |
$6.96K - $12.4K
|
14K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-382- 77.8% |
$7.22K - $12.9K
|
109
$2.55K
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-452- 0.1% |
$8.54K - $15.2K
|
451K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-470- 0.53% |
$8.88K - $15.8K
|
88.1K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-477- 3.84% |
$9.02K - $16.1K
|
11.9K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-504- 11.19% |
$9.53K - $17K
|
4K
$93.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-719- 4.14% |
$13.6K - $24.2K
|
16.7K
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-772- 1.62% |
$14.6K - $26K
|
47K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.06K- 0.99% |
$20.1K - $35.7K
|
106K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
SELL
|
- |
-1.44K- 0.51% |
$27.3K - $48.5K
|
280K
$6.56M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.45K- 5.56% |
$27.5K - $48.9K
|
24.7K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.63K- 6.38% |
$30.7K - $54.7K
|
23.9K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.71K- 82.92% |
$32.3K - $57.5K
|
352
$8.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-1.76K- 10.73% |
$33.3K - $59.2K
|
14.6K
$343K
|