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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
212KNew |
$4.97M - $7.98M
|
212K
$5.42M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-91- 65.0% |
$2.13K - $3.43K
|
49
$1.25K
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-3.55K- 14.88% |
$83.2K - $134K
|
20.3K
$519K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
37New |
$867 - $1.39K
|
37
$946
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-117- 1.02% |
$2.74K - $4.41K
|
11.3K
$290K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.97K+ 12.48% |
$163K - $262K
|
62.8K
$1.61M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.37K+ 1.5% |
$32.1K - $51.6K
|
92.4K
$2.36M
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
59New |
$1.38K - $2.22K
|
59
$1.51K
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
9.08KNew |
$213K - $342K
|
9.08K
$232K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-296- 2.85% |
$6.94K - $11.1K
|
10.1K
$258K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-64- 52.89% |
$1.5K - $2.41K
|
57
$1.46K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30New |
$703 - $1.13K
|
30
$767
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.7KNew |
$250K - $401K
|
10.7K
$272K
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.44K- 12.42% |
$57.1K - $91.8K
|
17.2K
$439K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-5.22K- 71.69% |
$122K - $197K
|
2.06K
$52.7K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
$117 - $188
|
5
$128
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-14.5K- 43.22% |
$339K - $545K
|
19K
$486K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
18New |
$422 - $678
|
18
$460
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
119K+ 94.34% |
$2.78M - $4.47M
|
245K
$6.25M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 17.39% |
$93.8 - $151
|
27
$690
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.52K+ 25.84% |
$129K - $208K
|
26.9K
$687K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-70.2K- 95.73% |
$1.65M - $2.64M
|
3.13K
$80K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6New |
$141 - $226
|
6
$153
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
10.5KNew |
$246K - $396K
|
10.5K
$269K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-162- 1.59% |
$3.8K - $6.1K
|
10K
$256K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
14New |
$328 - $527
|
14
$358
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-400- 0.64% |
$9.38K - $15.1K
|
62.1K
$1.59M
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.9KNew |
$350K - $562K
|
14.9K
$382K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 36.0% |
$211 - $339
|
16
$409
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
148+ 135.78% |
$3.47K - $5.57K
|
257
$6.57K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
281K+ 43.93% |
$5.32M - $9.47M
|
922K
$23.6M
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
20KNew |
$378K - $673K
|
20K
$511K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.77K- 25.44% |
$128K - $228K
|
19.8K
$507K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.51K- 2.2% |
$123K - $219K
|
289K
$7.38M
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
30New |
$567 - $1.01K
|
30
$767
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
100New |
$1.89K - $3.37K
|
100
$2.56K
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
21.7KNew |
$410K - $730K
|
21.7K
$554K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.49KNew |
$141K - $252K
|
7.49K
$191K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
259New |
$4.9K - $8.72K
|
259
$6.62K
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-2.92K- 22.62% |
$55.1K - $98.2K
|
9.98K
$255K
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-42.8K- 49.02% |
$809K - $1.44M
|
44.5K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
70K+ 36.36% |
$1.32M - $2.36M
|
263K
$6.71M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-362K- 71.35% |
$6.84M - $12.2M
|
145K
$3.71M
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
46.7K+ 53.64% |
$883K - $1.57M
|
134K
$3.42M
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
11.1KNew |
$210K - $374K
|
11.1K
$284K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
52.2KNew |
$987K - $1.76M
|
52.2K
$1.33M
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
664+ 4.83% |
$12.5K - $22.4K
|
14.4K
$368K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
15.2KNew |
$287K - $512K
|
15.2K
$389K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-80.8K- 99.51% |
$1.53M - $2.72M
|
400
$10.2K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
10KNew |
$189K - $337K
|
10K
$256K
|