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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
9.19KNew |
$164K - $238K
|
9.19K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
7.93KNew |
$141K - $205K
|
7.93K
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.7KNew |
$48.1K - $69.8K
|
2.7K
$52K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
847New |
$15.1K - $21.9K
|
847
$16.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
435New |
$7.76K - $11.2K
|
435
$8.37K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
395+ 0.82% |
$7.04K - $10.2K
|
48.8K
$940K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300+ 2.59% |
$5.35K - $7.75K
|
11.9K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40New |
$713 - $1.03K
|
40
$770
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29New |
$517 - $749
|
29
$558
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
29New |
$517 - $749
|
29
$558
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.5M+ 196.89% |
$118M - $152M
|
11.3M
$218M
|
|
|
Aug 14, 2024
Q2 2024
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
250KNew |
$3.95M - $5.05M
|
250K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
133KNew |
$2.09M - $2.68M
|
133K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
97.1KNew |
$1.53M - $1.96M
|
97.1K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
15.8KNew |
$249K - $319K
|
15.8K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
15KNew |
$236K - $303K
|
15K
$288K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
13.1K+ 111.2% |
$206K - $264K
|
24.8K
$478K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
7.65K+ 16.4% |
$121K - $154K
|
54.3K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.43K+ 124.55% |
$38.3K - $49K
|
4.37K
$84.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
270+ 2.12% |
$4.26K - $5.45K
|
13K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
81+ 130.65% |
$1.28K - $1.64K
|
143
$2.75K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
79New |
$1.25K - $1.6K
|
79
$1.52K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
62New |
$978 - $1.25K
|
62
$1.19K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3New |
$47.3 - $60.6
|
3
$57.8
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
204KNew |
$3.34M - $4.1M
|
204K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
89.1KNew |
$1.46M - $1.79M
|
89.1K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
41KNew |
$672K - $824K
|
41K
$789K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
22.5KNew |
$369K - $452K
|
22.5K
$434K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
19.9KNew |
$327K - $401K
|
19.9K
$384K
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
16.7KNew |
$274K - $336K
|
16.7K
$321K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$262K - $321K
|
16K
$308K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
14.7KNew |
$241K - $296K
|
14.7K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13.1K+ 10.59% |
$215K - $263K
|
137K
$2.63M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10KNew |
$164K - $201K
|
10K
$193K
|
|
|
May 13, 2024
Q1 2024
|
Artal Group S.A.
Luxembourg, N4 |
BUY
|
- |
5K+ 25.0% |
$82K - $100K
|
25K
$481K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2K+ 15.38% |
$32.8K - $40.2K
|
15K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
2K+ 17.38% |
$32.7K - $40.1K
|
13.5K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
721New |
$11.8K - $14.5K
|
721
$13.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
399+ 141.49% |
$6.54K - $8.02K
|
681
$13.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$164 - $201
|
10
$193
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
400KNew |
$7.17M - $8.52M
|
400K
$7.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
350KNew |
$6.28M - $7.46M
|
350K
$6.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
180KNew |
$3.23M - $3.84M
|
180K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
51.7KNew |
$928K - $1.1M
|
51.7K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
50KNew |
$897K - $1.07M
|
50K
$963K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$354K - $421K
|
19.8K
$380K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4KNew |
$349K - $414K
|
19.4K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
16.5KNew |
$296K - $352K
|
16.5K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.5KNew |
$189K - $225K
|
10.5K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
8.64KNew |
$155K - $184K
|
8.64K
$166K
|
|