Latest Institutional Purchases of Clearwater Analytics Holdings, Inc. (CWAN)
This list provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2K+ 15.38% |
$32.8K - $40.2K
|
15K
$467K
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
2K+ 17.38% |
$32.7K - $40.1K
|
13.5K
$419K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
721New |
$11.8K - $14.5K
|
721
$22.4K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
399+ 141.49% |
$6.54K - $8.02K
|
681
$21.2K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$164 - $201
|
10
$311
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
520KNew |
$9.32M - $11.1M
|
520K
$16.2M
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
400KNew |
$7.17M - $8.52M
|
400K
$12.4M
|
|
Feb 14, 2024
Q4 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
350KNew |
$6.28M - $7.46M
|
350K
$10.9M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
180KNew |
$3.23M - $3.84M
|
180K
$5.6M
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
158KNew |
$2.83M - $3.36M
|
158K
$4.91M
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
51.7KNew |
$928K - $1.1M
|
51.7K
$1.61M
|
|
Feb 14, 2024
Q4 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
50KNew |
$897K - $1.07M
|
50K
$1.56M
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
23.8KNew |
$426K - $506K
|
23.8K
$739K
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$354K - $421K
|
19.8K
$615K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4KNew |
$349K - $414K
|
19.4K
$605K
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
18K+ 6.22% |
$322K - $383K
|
307K
$9.53M
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
16.5KNew |
$296K - $352K
|
16.5K
$513K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.5KNew |
$189K - $225K
|
10.5K
$328K
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
8.64KNew |
$155K - $184K
|
8.64K
$269K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.68KNew |
$120K - $142K
|
6.68K
$208K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$8.97K - $10.7K
|
500
$15.6K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
422New |
$7.57K - $8.99K
|
422
$13.1K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
279+ 1.49% |
$5K - $5.95K
|
19K
$591K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
114New |
$2.04K - $2.43K
|
114
$3.55K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
160KNew |
$2.47M - $3.19M
|
160K
$4.99M
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
21KNew |
$323K - $418K
|
21K
$653K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
16.5KNew |
$254K - $329K
|
16.5K
$513K
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
13.6KNew |
$210K - $271K
|
13.6K
$423K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
10.3KNew |
$159K - $205K
|
10.3K
$320K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.83K+ 37.48% |
$59K - $76.2K
|
14K
$437K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
149New |
$2.3K - $2.97K
|
149
$4.63K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55New |
$848 - $1.1K
|
55
$1.71K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
39New |
$601 - $776
|
39
$1.21K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
30New |
$462 - $597
|
30
$933
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
423KNew |
$6.07M - $7.1M
|
423K
$13.1M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
77.5KNew |
$1.11M - $1.3M
|
77.5K
$2.41M
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
CALL |
25KNew |
$359K - $420K
|
25K
$778K
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
393New |
$5.64K - $6.6K
|
393
$12.2K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
540KNew |
$7.37M - $10.6M
|
540K
$16.8M
|
|
May 11, 2023
Q1 2023
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
250KNew |
$3.41M - $4.92M
|
250K
$7.77M
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
220KNew |
$3.01M - $4.33M
|
220K
$6.84M
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
145KNew |
$1.98M - $2.86M
|
145K
$4.51M
|
|
May 05, 2023
Q1 2023
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
45KNew |
$615K - $887K
|
45K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
18.8KNew |
$256K - $369K
|
18.8K
$583K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12.6K+ 52.39% |
$172K - $248K
|
36.7K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$163K - $235K
|
11.9K
$371K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
294New |
$4.02K - $5.79K
|
294
$9.14K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
250New |
$3.42K - $4.93K
|
250
$7.78K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
42New |
$574 - $827
|
42
$1.31K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
8.28K+ 0.43% |
$121K - $156K
|
1.95M
$60.8M
|