Latest Institutional Transactions on Confluent, Inc. (CFLT)
This table provides information on the latest institutional transactions involving Confluent, Inc. (CFLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
30+ 7.92% |
$567 - $1.01K
|
409
$12.3K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.24K- 2.77% |
$156K - $277K
|
289K
$8.69M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.71K- 82.92% |
$32.3K - $57.5K
|
352
$10.6K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.06K- 0.99% |
$20.1K - $35.7K
|
106K
$3.2M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
58+ 43.28% |
$1.1K - $1.95K
|
192
$5.78K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-20.2K- 1.95% |
$382K - $680K
|
1.02M
$30.6M
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
SELL
|
- |
-249K- 58.46% |
$4.72M - $8.4M
|
177K
$5.34M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-382- 77.8% |
$7.22K - $12.9K
|
109
$3.28K
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
25.9KNew |
$489K - $871K
|
25.9K
$779K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
7New |
$132 - $236
|
7
$211
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-11.7K- 8.49% |
$221K - $393K
|
126K
$3.79M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49New |
$926 - $1.65K
|
49
$1.47K
|
|
Jan 28, 2025
Q4 2024
|
Exane Asset Management
|
BUY
|
- |
18.3KNew |
$345K - $615K
|
18.3K
$550K
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
40.9KNew |
$774K - $1.38M
|
40.9K
$1.23M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
379KNew |
$7.17M - $12.8M
|
379K
$11.4M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16New |
$302 - $539
|
16
$482
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9KNew |
$170K - $303K
|
9K
$271K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-1.76K- 10.73% |
$33.3K - $59.2K
|
14.6K
$441K
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
175KNew |
$3.31M - $5.89M
|
175K
$5.27M
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-3.1K- 14.22% |
$58.6K - $104K
|
18.7K
$563K
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
7.2KNew |
$136K - $242K
|
7.2K
$217K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
91+ 0.8% |
$1.72K - $3.06K
|
11.5K
$345K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-13.8K- 29.21% |
$261K - $465K
|
33.5K
$1.01M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.62K+ 36.39% |
$30.6K - $54.5K
|
6.07K
$183K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
107K+ 683.78% |
$2.01M - $3.59M
|
122K
$3.67M
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-73- 33.03% |
$1.38K - $2.46K
|
148
$4.45K
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
41KNew |
$775K - $1.38M
|
41K
$1.23M
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400New |
$7.56K - $13.5K
|
400
$12K
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-470- 0.53% |
$8.88K - $15.8K
|
88.1K
$2.65M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76New |
$1.44K - $2.56K
|
76
$2.29K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.02K- 10.0% |
$94.9K - $169K
|
45.2K
$1.36M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
250+ 88.34% |
$4.73K - $8.42K
|
533
$16K
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
39.1KNew |
$739K - $1.32M
|
39.1K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-64.4K- 75.1% |
$1.22M - $2.17M
|
21.4K
$643K
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-319- 1.6% |
$6.03K - $10.7K
|
19.6K
$591K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 1.63% |
$3.78K - $6.73K
|
12.1K
$363K
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
CALL |
90K+ 180.0% |
$1.7M - $3.03M
|
140K
$4.21M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
35New |
$662 - $1.18K
|
35
$1.05K
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
13.9KNew |
$263K - $468K
|
13.9K
$419K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-772- 1.62% |
$14.6K - $26K
|
47K
$1.41M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-42- 0.41% |
$794 - $1.41K
|
10.2K
$306K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-110- 96.49% |
$2.08K - $3.7K
|
4
$120
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
27New |
$510 - $909
|
27
$813
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
7.27KNew |
$137K - $245K
|
7.27K
$219K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
27.1KNew |
$512K - $912K
|
27.1K
$816K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
20New |
$378 - $673
|
20
$602
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$75.6 - $135
|
4
$120
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
175+ 0.78% |
$3.31K - $5.89K
|
22.7K
$684K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
13K+ 21.53% |
$246K - $438K
|
73.5K
$2.21M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.14K+ 85.35% |
$21.5K - $38.2K
|
2.47K
$74.3K
|