Purchases and Sales Made in Q4 2023 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$354K - $421K
|
19.8K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
19.8K+ 90.84% |
$354K - $421K
|
41.5K
$1.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
19.5KNew |
$349K - $415K
|
19.5K
$605K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4KNew |
$349K - $414K
|
19.4K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
18.3KNew |
$328K - $390K
|
18.3K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
18.2KNew |
$327K - $388K
|
18.2K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
18.2KNew |
$327K - $388K
|
18.2K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
18K+ 6.22% |
$322K - $383K
|
307K
$9.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
16.6KNew |
$297K - $353K
|
16.6K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
16.5KNew |
$297K - $352K
|
16.5K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
16.5KNew |
$296K - $352K
|
16.5K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
15.7K+ 94.09% |
$282K - $335K
|
32.5K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
15.5KNew |
$278K - $330K
|
15.5K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
15.3KNew |
$274K - $326K
|
15.3K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.1KNew |
$270K - $321K
|
15.1K
$468K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
14.9KNew |
$268K - $318K
|
14.9K
$464K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
14.8K+ 649.82% |
$266K - $316K
|
17.1K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
14.8KNew |
$265K - $315K
|
14.8K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$259K - $308K
|
14.5K
$450K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
14.4KNew |
$258K - $306K
|
14.4K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.7KNew |
$245K - $291K
|
13.7K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
13.6KNew |
$244K - $289K
|
13.6K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
13.4KNew |
$240K - $285K
|
13.4K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
11.5KNew |
$206K - $245K
|
11.5K
$357K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
11.3K+ 50.28% |
$202K - $240K
|
33.7K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
10.7KNew |
$193K - $229K
|
10.7K
$334K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
10.6KNew |
$189K - $225K
|
10.6K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.5KNew |
$189K - $225K
|
10.5K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
10.3K+ 39.31% |
$185K - $220K
|
36.6K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.61K+ 2.05% |
$172K - $205K
|
478K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.83K+ 0.51% |
$158K - $188K
|
1.74M
$54.2M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
8.64KNew |
$155K - $184K
|
8.64K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.86K+ 65.8% |
$141K - $167K
|
19.8K
$616K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.68KNew |
$120K - $142K
|
6.68K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
6.07K+ 5.44% |
$109K - $129K
|
118K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.85KNew |
$105K - $125K
|
5.85K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.84K+ 4.54% |
$105K - $124K
|
135K
$4.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
4.49KNew |
$80.4K - $95.6K
|
4.49K
$140K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.74K+ 10.06% |
$67.1K - $79.7K
|
40.9K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.68K+ 21.41% |
$48K - $57.1K
|
15.2K
$473K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.58K+ 25.51% |
$46.3K - $55K
|
12.7K
$395K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.51K+ 13.28% |
$45K - $53.5K
|
21.4K
$666K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.21K+ 213.25% |
$21.6K - $25.7K
|
1.77K
$55.1K
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.16KNew |
$20.9K - $24.8K
|
1.16K
$36.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.03K+ 3.55% |
$18.4K - $21.9K
|
30K
$934K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
999+ 169.9% |
$17.9K - $21.3K
|
1.59K
$49.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
977New |
$17.5K - $20.8K
|
977
$30.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
801+ 4.96% |
$14.4K - $17.1K
|
16.9K
$527K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
616+ 1.41% |
$11K - $13.1K
|
44.2K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
616+ 33.73% |
$11K - $13.1K
|
2.44K
$75.9K
|