A detailed history of Advisor Group Holdings, Inc. transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 7,256 shares of CWAN stock, worth $126,036. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,256
Previous 881 723.61%
Holding current value
$126,036
Previous $19,000 736.84%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 04, 2025

BUY
$21.27 - $26.73 $135,596 - $170,403
6,375 Added 723.61%
7,256 $159,000
Q2 2025

Aug 13, 2025

BUY
$21.27 - $26.73 $1,956 - $2,459
92 Added 11.66%
881 $19,000
Q1 2025

May 12, 2025

SELL
$25.9 - $31.26 $940,403 - $1.14 Million
-36,309 Reduced 97.87%
789 $21,000
Q4 2024

Jun 06, 2025

BUY
$24.92 - $32.79 $10,466 - $13,771
420 Added 53.23%
1,209 $33,000
Q4 2024

Feb 07, 2025

SELL
$24.92 - $32.79 $154,678 - $203,527
-6,207 Reduced 14.33%
37,098 $1.02 Million
Q3 2024

Nov 13, 2024

BUY
$17.83 - $25.84 $766,369 - $1.11 Million
42,982 Added 13307.12%
43,305 $1.09 Million
Q2 2024

Aug 13, 2024

SELL
$15.78 - $20.2 $2,051 - $2,626
-130 Reduced 28.7%
323 $5,000
Q1 2024

May 10, 2024

SELL
$16.39 - $20.09 $137,299 - $168,293
-8,377 Reduced 94.87%
453 $8,000
Q4 2023

Feb 12, 2024

SELL
$17.93 - $21.31 $112,851 - $134,125
-6,294 Reduced 41.62%
8,830 $176,000
Q3 2023

Nov 13, 2023

BUY
$15.41 - $19.91 $95,557 - $123,461
6,201 Added 69.49%
15,124 $292,000
Q2 2023

Aug 10, 2023

BUY
$14.36 - $16.8 $11,172 - $13,070
778 Added 9.55%
8,923 $141,000
Q1 2023

May 12, 2023

SELL
$13.66 - $19.7 $7,977 - $11,504
-584 Reduced 6.69%
8,145 $129,000
Q4 2022

Feb 10, 2023

SELL
$14.63 - $18.8 $13,518 - $17,371
-924 Reduced 9.57%
8,729 $163,000
Q3 2022

Nov 14, 2022

SELL
$12.11 - $17.01 $605 - $850
-50 Reduced 0.52%
9,653 $161,000
Q2 2022

Aug 10, 2022

BUY
$12.04 - $21.33 $34,675 - $61,430
2,880 Added 42.21%
9,703 $117,000
Q1 2022

May 04, 2022

BUY
$14.88 - $22.43 $100,038 - $150,796
6,723 Added 6723.0%
6,823 $143,000
Q3 2021

Nov 05, 2021

BUY
$25.21 - $26.2 $2,521 - $2,620
100 New
100 $3,000

Others Institutions Holding CWAN

About Clearwater Analytics Holdings, Inc.


  • Ticker CWAN
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 57,669,200
  • Market Cap $1B
  • Description
  • Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performa...
More about CWAN
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