A detailed history of Lpl Financial LLC transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 38,618 shares of CWAN stock, worth $1.19 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
38,618
Previous 44,773 13.75%
Holding current value
$1.19 Million
Previous $829,000 17.61%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$17.83 - $25.84 $109,743 - $159,045
-6,155 Reduced 13.75%
38,618 $975,000
Q2 2024

Aug 07, 2024

SELL
$15.78 - $20.2 $8,773 - $11,231
-556 Reduced 1.23%
44,773 $829,000
Q1 2024

May 10, 2024

SELL
$16.39 - $20.09 $82,343 - $100,932
-5,024 Reduced 9.98%
45,329 $801,000
Q4 2023

Feb 14, 2024

SELL
$17.93 - $21.31 $40,414 - $48,032
-2,254 Reduced 4.28%
50,353 $1.01 Million
Q3 2023

Nov 13, 2023

BUY
$15.41 - $19.91 $49,912 - $64,488
3,239 Added 6.56%
52,607 $1.02 Million
Q2 2023

Jul 31, 2023

BUY
$14.36 - $16.8 $97,131 - $113,635
6,764 Added 15.88%
49,368 $783,000
Q1 2023

May 10, 2023

BUY
$13.66 - $19.7 $48,192 - $69,501
3,528 Added 9.03%
42,604 $679,000
Q4 2022

Feb 07, 2023

BUY
$14.63 - $18.8 $72,872 - $93,642
4,981 Added 14.61%
39,076 $732,000
Q3 2022

Nov 14, 2022

BUY
$12.11 - $17.01 $77,334 - $108,625
6,386 Added 23.05%
34,095 $572,000
Q2 2022

Aug 12, 2022

BUY
$12.04 - $21.33 $333,616 - $591,032
27,709 New
27,709 $334,000

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 $1.78B
  • 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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