Institutional Ownership Confluent, Inc. (CFLT)
This table provides information about the institutional ownership of Confluent, Inc. (CFLT). We have compiled data on the 484 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
18
shares
|
$460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
16
shares
|
$408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
16
shares
|
$408
0.0% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
15
shares
|
$383
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
15
shares
|
$383
0.0% of portfolio
|
Q4 2024
Reduced 51.61%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
15
shares
|
$383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
14
shares
|
$357
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12
shares
|
$306
0.0% of portfolio
|
Q4 2023
Reduced 47.83%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
12
shares
|
$306
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
11
shares
|
$281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
11
shares
|
$281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10
shares
|
$255
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
10
shares
|
$255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
9
shares
|
$230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
8
shares
|
$204
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
8
shares
|
$204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
6
shares
|
$153
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
5
shares
|
$127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
4
shares
|
$102
0.0% of portfolio
|
Q4 2024
Reduced 96.49%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
2
shares
|
$51
0.0% of portfolio
|
Q4 2023
Added 150.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|