Latest Institutional Transactions on Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
365K+ 28.19% |
$9.1M - $12M
|
1.66M
$47.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.22K+ 20.39% |
$105K - $138K
|
24.9K
$714K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
502+ 3.04% |
$12.5K - $16.5K
|
17K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.42K- 3.1% |
$60.2K - $79.2K
|
75.4K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
4.58K+ 26.28% |
$114K - $150K
|
22K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
22KNew |
$548K - $721K
|
22K
$630K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.02KNew |
$100K - $132K
|
4.02K
$115K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.08K+ 16.59% |
$152K - $199K
|
42.7K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
11K+ 23.81% |
$274K - $360K
|
57.2K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
270+ 39.71% |
$6.73K - $8.85K
|
950
$27.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.6K- 46.26% |
$290K - $382K
|
13.5K
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
603New |
$15K - $19.8K
|
603
$17.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
312New |
$7.78K - $10.2K
|
312
$8.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.3KNew |
$407K - $536K
|
16.3K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 0.34% |
$125 - $164
|
1.46K
$41.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
170+ 82.13% |
$4.24K - $5.57K
|
377
$10.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 20.69% |
$748 - $984
|
175
$5.02K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.71K+ 47.05% |
$167K - $220K
|
21K
$601K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.25K+ 25.89% |
$31.2K - $41.1K
|
6.1K
$175K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-43.5K- 25.26% |
$1.08M - $1.42M
|
129K
$3.69M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.9K- 12.66% |
$272K - $358K
|
75.4K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.91K- 26.95% |
$222K - $292K
|
24.2K
$692K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.72K- 4.19% |
$42.8K - $56.4K
|
39.3K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Times Square Capital Management, LLC
|
BUY
|
- |
127K+ 8.08% |
$3.17M - $4.17M
|
1.7M
$48.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
11.3K+ 41.7% |
$282K - $371K
|
38.4K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.06KNew |
$51.3K - $67.4K
|
2.06K
$59K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
243New |
$6.06K - $7.97K
|
243
$6.97K
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
14.9KNew |
$371K - $488K
|
14.9K
$427K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.44MNew |
$35.9M - $47.3M
|
1.44M
$41.3M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.43K- 4.2% |
$85.5K - $113K
|
78.3K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-697- 3.3% |
$17.4K - $22.9K
|
20.4K
$586K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.01K- 0.57% |
$200K - $263K
|
1.41M
$40.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-7.63K- 10.63% |
$190K - $250K
|
64.1K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.21K+ 5.84% |
$30.1K - $39.6K
|
21.9K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 348.94% |
$4.09K - $5.38K
|
211
$6.05K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-25- 16.23% |
$623 - $820
|
129
$3.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
39.6K+ 20.17% |
$986K - $1.3M
|
236K
$6.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-767K- 22.74% |
$19.1M - $25.1M
|
2.61M
$74.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
99+ 44.0% |
$2.47K - $3.25K
|
324
$9.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
6.09KNew |
$152K - $200K
|
6.09K
$174K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
831K+ 189.46% |
$20.7M - $27.2M
|
1.27M
$36.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
7.98KNew |
$199K - $262K
|
7.98K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
300New |
$7.48K - $9.84K
|
300
$8.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-31- 81.58% |
$773 - $1.02K
|
7
$201
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
133+ 1.13% |
$3.31K - $4.36K
|
11.9K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
19.4KNew |
$484K - $637K
|
19.4K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
41.4KNew |
$1.03M - $1.36M
|
41.4K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-27.9K- 0.41% |
$695K - $914K
|
6.75M
$194M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.9KNew |
$72.3K - $95.1K
|
2.9K
$83.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
94.5K+ 32.35% |
$2.35M - $3.1M
|
386K
$11.1M
|