Purchases and Sales Made in Q1 2025 in Confluent, Inc. (CFLT)
This table provides information about the institutional ownership of Confluent, Inc. (CFLT) during Q1 2025. 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 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200+ 50.0% |
$4.69K - $7.53K
|
600
$15.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
192+ 252.63% |
$4.5K - $7.23K
|
268
$6.85K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
183+ 0.25% |
$4.29K - $6.89K
|
73.2K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
165+ 49.7% |
$3.87K - $6.21K
|
497
$12.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
149+ 160.22% |
$3.49K - $5.61K
|
242
$6.19K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
148+ 135.78% |
$3.47K - $5.57K
|
257
$6.57K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$2.34K - $3.77K
|
100
$2.56K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
91+ 185.71% |
$2.13K - $3.43K
|
140
$3.58K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
89+ 21.76% |
$2.09K - $3.35K
|
498
$12.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
76+ 30.04% |
$1.78K - $2.86K
|
329
$8.41K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
70New |
$1.64K - $2.64K
|
70
$1.79K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
59+ 1.97% |
$1.38K - $2.22K
|
3.05K
$77.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
59New |
$1.38K - $2.22K
|
59
$1.51K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
57New |
$1.34K - $2.15K
|
57
$1.46K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
45+ 250.0% |
$1.05K - $1.69K
|
63
$1.61K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44+ 5.74% |
$1.03K - $1.66K
|
811
$20.7K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
43New |
$1.01K - $1.62K
|
43
$1.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
40New |
$938 - $1.51K
|
40
$1.02K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
37New |
$867 - $1.39K
|
37
$946
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30New |
$703 - $1.13K
|
30
$767
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29+ 30.21% |
$680 - $1.09K
|
125
$3.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
20New |
$469 - $753
|
20
$511
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
20+ 0.2% |
$469 - $753
|
10.1K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
18New |
$422 - $678
|
18
$460
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
16New |
$375 - $602
|
16
$409
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
15New |
$352 - $565
|
15
$383
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
14New |
$328 - $527
|
14
$358
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11New |
$258 - $414
|
11
$281
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10New |
$234 - $377
|
10
$256
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$211 - $339
|
9
$230
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
8New |
$188 - $301
|
8
$204
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7New |
$164 - $264
|
7
$179
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6New |
$141 - $226
|
6
$153
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
$117 - $188
|
5
$128
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 17.39% |
$93.8 - $151
|
27
$690
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 33.33% |
$46.9 - $75.3
|
8
$204
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.52% |
$46.9 - $75.3
|
385
$9.84K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 4.17% |
$23.4 - $37.7
|
25
$639
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.23% |
$23.4 - $37.7
|
438
$11.2K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.17% |
$23.4 - $37.7
|
583
$14.9K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 36.0% |
$211 - $339
|
16
$409
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15- 0.1% |
$352 - $565
|
14.9K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-27- 15.0% |
$633 - $1.02K
|
153
$3.91K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-33- 0.22% |
$774 - $1.24K
|
15.2K
$389K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-35- 23.65% |
$820 - $1.32K
|
113
$2.89K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-63- 1.27% |
$1.48K - $2.37K
|
4.88K
$125K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-64- 52.89% |
$1.5K - $2.41K
|
57
$1.46K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-66- 1.09% |
$1.55K - $2.48K
|
6K
$153K
|