Purchases and Sales Made in Q1 2023 in Confluent, Inc. (CFLT)
This table provides information about the institutional ownership of Confluent, Inc. (CFLT) during Q1 2023. The information is specifically focused on institutions that hold shares of Confluent, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
48New |
$860 - $1.41K
|
48
$1.44K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
40New |
$717 - $1.17K
|
40
$1.2K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28New |
$502 - $820
|
28
$839
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
26+ 1.05% |
$466 - $762
|
2.51K
$75.2K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 92.0% |
$412 - $674
|
48
$1.44K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
23New |
$412 - $674
|
23
$690
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
23New |
$412 - $674
|
23
$690
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
20+ 0.0% |
$358 - $586
|
7.22M
$216M
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17+ 0.23% |
$305 - $498
|
7.53K
$226K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 10.4% |
$233 - $381
|
138
$4.14K
|
|
May 15, 2023
Q1 2023
|
Adams Street Partners LLC
Chicago, IL |
BUY
|
- |
10+ 0.05% |
$179 - $293
|
20.4K
$612K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9+ 21.95% |
$161 - $264
|
50
$1.5K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8+ 0.04% |
$143 - $234
|
22.5K
$675K
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7+ 6.6% |
$125 - $205
|
113
$3.39K
|
|
May 15, 2023
Q1 2023
|
Step Stone Group LP
La Jolla, CA |
BUY
|
- |
1+ 0.04% |
$17.9 - $29.3
|
2.45K
$73.4K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$17.9 - $29.3
|
1
$30
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$17.9 - $29.3
|
1
$30
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 12.5% |
$35.8 - $58.6
|
14
$420
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 16.67% |
$89.6 - $146
|
25
$750
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 8.86% |
$125 - $205
|
72
$2.16K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8- 0.04% |
$143 - $234
|
22.5K
$674K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-19- 65.52% |
$340 - $557
|
10
$300
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-29- 17.68% |
$520 - $849
|
135
$4.05K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31- 0.06% |
$556 - $908
|
56K
$1.68M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-54- 2.84% |
$968 - $1.58K
|
1.85K
$55.4K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-85- 89.47% |
$1.52K - $2.49K
|
10
$300
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-152- 93.83% |
$2.72K - $4.45K
|
10
$300
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-198- 60.37% |
$3.55K - $5.8K
|
130
$3.9K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-217- 93.94% |
$3.89K - $6.36K
|
14
$420
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-221- 24.1% |
$3.96K - $6.47K
|
696
$20.9K
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-259- 0.37% |
$4.64K - $7.59K
|
70.5K
$2.11M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-273- 85.58% |
$4.89K - $8K
|
46
$1.38K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-304- 53.52% |
$5.45K - $8.9K
|
264
$7.91K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-490- 5.36% |
$8.78K - $14.4K
|
8.65K
$259K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-600- 89.15% |
$10.8K - $17.6K
|
73
$2.19K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-725- 28.16% |
$13K - $21.2K
|
1.85K
$55.5K
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-894- 4.94% |
$16K - $26.2K
|
17.2K
$516K
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.01K- 2.63% |
$18K - $29.5K
|
37.3K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
SELL
|
- |
-1.4K- 0.4% |
$25.1K - $41.1K
|
353K
$10.6M
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.46K- 2.84% |
$26.2K - $42.8K
|
50K
$1.5M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 29.83% |
$30.4K - $49.8K
|
4K
$120K
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.7K- 16.31% |
$30.5K - $49.9K
|
8.74K
$262K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.92K- 3.01% |
$34.4K - $56.1K
|
61.8K
$1.85M
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.92K- 3.01% |
$34.4K - $56.1K
|
61.8K
$1.85M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.03K- 7.2% |
$36.4K - $59.5K
|
26.2K
$785K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.13KClosed |
$38.2K - $62.4K
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.8K- 9.74% |
$50.1K - $81.9K
|
25.9K
$777K
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.84K- 10.22% |
$50.9K - $83.2K
|
25K
$748K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.89K- 56.96% |
$51.8K - $84.6K
|
2.18K
$65.4K
|