Purchases and Sales Made in Q4 2023 in Confluent, Inc. (CFLT)
This table provides information about the institutional ownership of Confluent, Inc. (CFLT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
289New |
$4.7K - $9.1K
|
289
$8.83K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
260+ 37.14% |
$4.23K - $8.19K
|
960
$29.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
252+ 5.82% |
$4.1K - $7.94K
|
4.58K
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
247New |
$4.02K - $7.78K
|
247
$7.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
182New |
$2.96K - $5.73K
|
182
$5.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
175New |
$2.85K - $5.51K
|
175
$5.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
156+ 1.66% |
$2.54K - $4.91K
|
9.56K
$292K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
123New |
$2K - $3.87K
|
123
$3.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
121+ 6.02% |
$1.97K - $3.81K
|
2.13K
$65.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
117New |
$1.9K - $3.69K
|
117
$3.58K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
103New |
$1.68K - $3.24K
|
103
$3.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.99% |
$1.63K - $3.15K
|
10.2K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85+ 850.0% |
$1.38K - $2.68K
|
95
$2.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
70+ 26.52% |
$1.14K - $2.21K
|
334
$10.2K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
70+ 26.52% |
$1.14K - $2.21K
|
334
$10.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
61+ 52.14% |
$993 - $1.92K
|
178
$5.44K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
50New |
$814 - $1.58K
|
50
$1.53K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
44New |
$716 - $1.39K
|
44
$1.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40New |
$651 - $1.26K
|
40
$1.22K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
39+ 13.83% |
$635 - $1.23K
|
321
$9.81K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36New |
$586 - $1.13K
|
36
$1.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 43.48% |
$488 - $945
|
99
$3.03K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$407 - $788
|
25
$764
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
20New |
$326 - $630
|
20
$611
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 1.4% |
$326 - $630
|
1.45K
$44.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
18New |
$293 - $567
|
18
$550
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 12.32% |
$277 - $536
|
155
$4.74K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$277 - $536
|
17
$520
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 22.58% |
$228 - $441
|
76
$2.32K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9+ 0.05% |
$147 - $284
|
19K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8New |
$130 - $252
|
8
$245
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.21% |
$97.7 - $189
|
2.81K
$85.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$81.4 - $158
|
5
$153
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 150.0% |
$48.8 - $94.5
|
5
$153
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 50.0% |
$32.6 - $63
|
6
$183
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$16.3 - $31.5
|
4
$122
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 3.33% |
$16.3 - $31.5
|
29
$887
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.05% |
$65.1 - $126
|
376
$11.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 25.0% |
$81.4 - $158
|
15
$459
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-5- 0.07% |
$81.4 - $158
|
7.33K
$224K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-11- 47.83% |
$179 - $347
|
12
$367
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21Closed |
$342 - $662
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-55- 1.91% |
$895 - $1.73K
|
2.83K
$86.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-74- 57.36% |
$1.2K - $2.33K
|
55
$1.68K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-85- 2.64% |
$1.38K - $2.68K
|
3.13K
$95.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-100- 1.1% |
$1.63K - $3.15K
|
8.96K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-114- 9.13% |
$1.86K - $3.59K
|
1.14K
$34.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-123- 51.9% |
$2K - $3.87K
|
114
$3.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-154- 1.35% |
$2.51K - $4.85K
|
11.2K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-162- 1.37% |
$2.64K - $5.1K
|
11.6K
$355K
|