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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
270+ 2.12% |
$4.26K - $5.45K
|
13K
$293K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25New |
$395 - $505
|
25
$564
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
79New |
$1.25K - $1.6K
|
79
$1.78K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-665- 4.29% |
$10.5K - $13.4K
|
14.8K
$335K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
62New |
$978 - $1.25K
|
62
$1.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3New |
$47.3 - $60.6
|
3
$67.7
|
|
| Q1 2024 | |||||||
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2K+ 15.38% |
$32.8K - $40.2K
|
15K
$339K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10KNew |
$164K - $201K
|
10K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-5.7K- 31.15% |
$93.4K - $115K
|
12.6K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
41KNew |
$672K - $824K
|
41K
$925K
|
|
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
89.1KNew |
$1.46M - $1.79M
|
89.1K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
721New |
$11.8K - $14.5K
|
721
$16.3K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
2K+ 17.38% |
$32.7K - $40.1K
|
13.5K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Artal Group S.A.
Luxembourg, N4 |
BUY
|
- |
5K+ 25.0% |
$82K - $100K
|
25K
$564K
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-3.86K- 14.08% |
$63.3K - $77.6K
|
23.6K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
22.5KNew |
$369K - $452K
|
22.5K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
19.9KNew |
$327K - $401K
|
19.9K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13.1K+ 10.59% |
$215K - $263K
|
137K
$3.09M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
37.3KNew |
$611K - $749K
|
37.3K
$842K
|
|
|
May 09, 2024
Q1 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
204KNew |
$3.34M - $4.1M
|
204K
$4.6M
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
16.7KNew |
$274K - $336K
|
16.7K
$377K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-566- 31.92% |
$9.28K - $11.4K
|
1.21K
$27.2K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$262K - $321K
|
16K
$361K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
399+ 141.49% |
$6.54K - $8.02K
|
681
$15.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$164 - $201
|
10
$226
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.3K- 7.66% |
$21.3K - $26.1K
|
15.6K
$353K
|
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
48.5KNew |
$795K - $974K
|
48.5K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
14.7KNew |
$241K - $296K
|
14.7K
$332K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-195K- 63.32% |
$3.49M - $4.15M
|
113K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
50KNew |
$897K - $1.07M
|
50K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Dragoneer Investment Group, LLC
San Francisco, CA |
SELL
|
- |
-1.62M- 64.47% |
$29.1M - $34.5M
|
893K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
8.64KNew |
$155K - $184K
|
8.64K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
350KNew |
$6.28M - $7.46M
|
350K
$7.9M
|
|
|
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
520KNew |
$9.32M - $11.1M
|
520K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-5.56M- 87.46% |
$99.6M - $118M
|
797K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
422New |
$7.57K - $8.99K
|
422
$9.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
400KNew |
$7.17M - $8.52M
|
400K
$9.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
158KNew |
$2.83M - $3.36M
|
158K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
16.5KNew |
$296K - $352K
|
16.5K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
51.7KNew |
$928K - $1.1M
|
51.7K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
279+ 1.49% |
$5K - $5.95K
|
19K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
180KNew |
$3.23M - $3.84M
|
180K
$4.07M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.5KNew |
$189K - $225K
|
10.5K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4KNew |
$349K - $414K
|
19.4K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
500New |
$8.97K - $10.7K
|
500
$11.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
114New |
$2.04K - $2.43K
|
114
$2.57K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.68KNew |
$120K - $142K
|
6.68K
$151K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$354K - $421K
|
19.8K
$446K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
13.6KNew |
$210K - $271K
|
13.6K
$307K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
30New |
$462 - $597
|
30
$677
|
|