Purchases and Sales Made in Q2 2024 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q2 2024. The information is specifically focused on institutions that hold shares of Clearwater Analytics Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.6K+ 9.32% |
$41K - $52.5K
|
30.5K
$948K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.43K+ 124.55% |
$38.3K - $49K
|
4.37K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.35K+ 6.12% |
$37K - $47.4K
|
40.7K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.02K+ 22.16% |
$31.8K - $40.7K
|
11.1K
$346K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.81K+ 4.22% |
$28.6K - $36.6K
|
44.8K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.77K+ 33.06% |
$28K - $35.8K
|
7.14K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$22.6K - $28.9K
|
1.43K
$44.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.29KNew |
$20.3K - $26K
|
1.29K
$40K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.15K+ 62.17% |
$18.2K - $23.3K
|
3.01K
$93.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.09K+ 2.75% |
$17.2K - $22K
|
40.7K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
999+ 2.33% |
$15.8K - $20.2K
|
43.8K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
960+ 8.29% |
$15.1K - $19.4K
|
12.5K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
886+ 52.33% |
$14K - $17.9K
|
2.58K
$80.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
828+ 2.07% |
$13.1K - $16.7K
|
40.9K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
691New |
$10.9K - $14K
|
691
$21.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
680+ 1.63% |
$10.7K - $13.7K
|
42.4K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
610+ 0.42% |
$9.63K - $12.3K
|
145K
$4.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
372New |
$5.87K - $7.51K
|
372
$11.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
332+ 0.45% |
$5.24K - $6.71K
|
73.5K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
293New |
$4.62K - $5.92K
|
293
$9.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
270+ 2.07% |
$4.26K - $5.45K
|
13.3K
$413K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
270+ 2.12% |
$4.26K - $5.45K
|
13K
$404K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
211+ 21.6% |
$3.33K - $4.26K
|
1.19K
$36.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
177New |
$2.79K - $3.58K
|
177
$5.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
168New |
$2.65K - $3.39K
|
168
$5.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
113+ 9.03% |
$1.78K - $2.28K
|
1.36K
$42.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
98+ 138.03% |
$1.55K - $1.98K
|
169
$5.26K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
94+ 0.13% |
$1.48K - $1.9K
|
73.5K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
81+ 130.65% |
$1.28K - $1.64K
|
143
$4.45K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
79New |
$1.25K - $1.6K
|
79
$2.46K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
67+ 10.18% |
$1.06K - $1.35K
|
725
$22.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
62New |
$978 - $1.25K
|
62
$1.93K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
54+ 21.34% |
$852 - $1.09K
|
307
$9.55K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30New |
$473 - $606
|
30
$933
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
27New |
$426 - $545
|
27
$840
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25New |
$395 - $505
|
25
$778
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$316 - $404
|
20
$622
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8New |
$126 - $162
|
8
$249
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3New |
$47.3 - $60.6
|
3
$93.3
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.29% |
$15.8 - $20.2
|
345
$10.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-45- 0.26% |
$710 - $909
|
17.5K
$545K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-78- 13.57% |
$1.23K - $1.58K
|
497
$15.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-124- 30.17% |
$1.96K - $2.5K
|
287
$8.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130- 28.7% |
$2.05K - $2.63K
|
323
$10K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-135- 1.15% |
$2.13K - $2.73K
|
11.6K
$360K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-148- 1.23% |
$2.34K - $2.99K
|
11.9K
$370K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-168- 22.73% |
$2.65K - $3.39K
|
571
$17.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-174- 0.75% |
$2.75K - $3.51K
|
23K
$715K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-175- 1.0% |
$2.76K - $3.54K
|
17.3K
$538K
|