Latest Institutional Sells of Clearwater Analytics Holdings, Inc. (CWAN)
This list provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.16K- 10.56% |
$53.8K - $70.8K
|
18.3K
$486K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.86K- 10.4% |
$46.3K - $61K
|
16K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.72K- 4.19% |
$42.8K - $56.4K
|
39.3K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.64K- 58.49% |
$40.9K - $53.9K
|
1.17K
$30.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-1.6K- 0.03% |
$40K - $52.6K
|
5.32M
$141M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.09K- 4.45% |
$27.2K - $35.7K
|
23.4K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-806- 59.09% |
$20.1K - $26.4K
|
558
$14.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-697- 3.3% |
$17.4K - $22.9K
|
20.4K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-625- 10.14% |
$15.6K - $20.5K
|
5.54K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-445- 3.9% |
$11.1K - $14.6K
|
11K
$291K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-341- 8.44% |
$8.5K - $11.2K
|
3.7K
$98.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-270- 25.62% |
$6.73K - $8.85K
|
784
$20.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-177- 1.26% |
$4.41K - $5.8K
|
13.9K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-177- 0.24% |
$4.41K - $5.8K
|
73.4K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-135- 2.29% |
$3.36K - $4.43K
|
5.76K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-91- 0.84% |
$2.27K - $2.98K
|
10.8K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-32- 17.78% |
$797 - $1.05K
|
148
$3.93K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-31- 81.58% |
$773 - $1.02K
|
7
$186
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30- 1.08% |
$748 - $984
|
2.75K
$73K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-25- 16.23% |
$623 - $820
|
129
$3.42K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 2.57% |
$224 - $295
|
341
$9.05K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 0.34% |
$125 - $164
|
1.46K
$38.6K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-220K- 59.46% |
$3.93M - $5.69M
|
150K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-122K- 77.45% |
$2.18M - $3.16M
|
35.6K
$944K
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-42.4K- 22.56% |
$756K - $1.1M
|
146K
$3.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-14.9K- 52.27% |
$265K - $385K
|
13.6K
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.73K- 26.58% |
$120K - $174K
|
18.6K
$493K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-5.08K- 17.03% |
$90.6K - $131K
|
24.8K
$657K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.19K- 12.67% |
$39K - $56.6K
|
15.1K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-166- 1.43% |
$2.96K - $4.29K
|
11.4K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-155- 52.9% |
$2.76K - $4.01K
|
138
$3.66K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-123- 16.97% |
$2.19K - $3.18K
|
602
$16K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-62- 20.2% |
$1.11K - $1.6K
|
245
$6.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-55- 31.07% |
$981 - $1.42K
|
122
$3.24K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-219K- 59.92% |
$3.45M - $4.42M
|
146K
$3.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-74.8K- 55.14% |
$1.18M - $1.51M
|
60.9K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-64.8K- 28.9% |
$1.02M - $1.31M
|
160K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-57.2K- 83.21% |
$902K - $1.15M
|
11.5K
$306K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-40.7K- 22.26% |
$642K - $822K
|
142K
$3.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-28.7K- 72.24% |
$453K - $580K
|
11K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-27.5K- 97.17% |
$434K - $556K
|
800
$21.2K
|
|
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-9.84K- 27.31% |
$155K - $199K
|
26.2K
$695K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-665- 4.29% |
$10.5K - $13.4K
|
14.8K
$394K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-168- 22.73% |
$2.65K - $3.39K
|
571
$15.1K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-5.7K- 31.15% |
$93.4K - $115K
|
12.6K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-3.86K- 14.08% |
$63.3K - $77.6K
|
23.6K
$626K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.3K- 7.66% |
$21.3K - $26.1K
|
15.6K
$415K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-566- 31.92% |
$9.28K - $11.4K
|
1.21K
$32K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-5.56M- 87.46% |
$99.6M - $118M
|
797K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Dragoneer Investment Group, LLC
San Francisco, CA |
SELL
|
- |
-1.62M- 64.47% |
$29.1M - $34.5M
|
893K
$23.7M
|
|