Purchases and Sales Made in Q3 2024 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47New |
$838 - $1.21K
|
47
$1.46K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40New |
$713 - $1.03K
|
40
$1.24K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
29New |
$517 - $749
|
29
$902
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29New |
$517 - $749
|
29
$902
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21New |
$374 - $543
|
21
$653
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
20New |
$357 - $517
|
20
$622
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 7.14% |
$214 - $310
|
180
$5.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7New |
$125 - $181
|
7
$218
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 1.45% |
$89.1 - $129
|
350
$10.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13- 0.02% |
$232 - $336
|
73.5K
$2.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-15- 8.88% |
$267 - $388
|
154
$4.79K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 2.94% |
$749 - $1.09K
|
1.39K
$43.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-55- 31.07% |
$981 - $1.42K
|
122
$3.79K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-62- 20.2% |
$1.11K - $1.6K
|
245
$7.62K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-123- 16.97% |
$2.19K - $3.18K
|
602
$18.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-143- 1.2% |
$2.55K - $3.7K
|
11.7K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-144- 11.21% |
$2.57K - $3.72K
|
1.14K
$35.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-155- 52.9% |
$2.76K - $4.01K
|
138
$4.29K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-166- 1.43% |
$2.96K - $4.29K
|
11.4K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-223- 7.42% |
$3.98K - $5.76K
|
2.78K
$86.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-249- 86.76% |
$4.44K - $6.43K
|
38
$1.18K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-290- 58.35% |
$5.17K - $7.49K
|
207
$6.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-376- 2.22% |
$6.7K - $9.72K
|
16.5K
$514K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-377- 0.48% |
$6.72K - $9.74K
|
77.8K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-505- 11.12% |
$9K - $13K
|
4.04K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-830- 5.58% |
$14.8K - $21.4K
|
14K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.03K- 4.73% |
$18.4K - $26.6K
|
20.7K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.22K- 5.58% |
$21.8K - $31.6K
|
20.7K
$644K
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.24K- 17.39% |
$22.1K - $32.1K
|
5.9K
$183K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.19K- 12.67% |
$39K - $56.6K
|
15.1K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-3K- 35.29% |
$53.5K - $77.5K
|
5.5K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.41K- 7.77% |
$60.7K - $88K
|
40.4K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-5.08K- 17.03% |
$90.6K - $131K
|
24.8K
$770K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.16K- 13.75% |
$110K - $159K
|
38.6K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.17K- 2.13% |
$110K - $159K
|
283K
$8.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.73K- 26.58% |
$120K - $174K
|
18.6K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-9.11K- 3.11% |
$162K - $235K
|
284K
$8.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.15K- 26.73% |
$163K - $237K
|
25.1K
$780K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-9.23K- 83.03% |
$165K - $239K
|
1.89K
$58.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-11.4K- 18.6% |
$203K - $295K
|
49.9K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.9K- 84.02% |
$231K - $334K
|
2.46K
$76.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13K- 67.81% |
$231K - $335K
|
6.16K
$192K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-13K- 13.7% |
$231K - $335K
|
81.8K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-13.2K- 41.1% |
$235K - $341K
|
18.9K
$588K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 3.92% |
$242K - $351K
|
333K
$10.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-14.9K- 52.27% |
$265K - $385K
|
13.6K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-18K- 35.98% |
$322K - $466K
|
32.1K
$998K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18.8K- 11.13% |
$336K - $487K
|
150K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-19.3K- 6.28% |
$344K - $499K
|
288K
$8.95M
|