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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
288+ 1.38% |
$7.18K - $9.44K
|
21.1K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
20.3KNew |
$506K - $665K
|
20.3K
$458K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-341- 8.44% |
$8.5K - $11.2K
|
3.7K
$83.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.16K- 10.56% |
$53.8K - $70.8K
|
18.3K
$413K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
18.7K+ 43.05% |
$334K - $484K
|
62.2K
$1.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29New |
$517 - $749
|
29
$655
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
9.19KNew |
$164K - $238K
|
9.19K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
398New |
$7.1K - $10.3K
|
398
$8.98K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.2KNew |
$200K - $290K
|
11.2K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.7KNew |
$48.1K - $69.8K
|
2.7K
$60.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$3.57K - $5.17K
|
200
$4.51K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
7.93KNew |
$141K - $205K
|
7.93K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-166- 1.43% |
$2.96K - $4.29K
|
11.4K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
35.7KNew |
$636K - $922K
|
35.7K
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
16.3KNew |
$291K - $421K
|
16.3K
$368K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-220K- 59.46% |
$3.93M - $5.69M
|
150K
$3.39M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
137K+ 1658.71% |
$2.45M - $3.55M
|
146K
$3.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
435New |
$7.76K - $11.2K
|
435
$9.82K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
847New |
$15.1K - $21.9K
|
847
$19.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-14.9K- 52.27% |
$265K - $385K
|
13.6K
$307K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
7.94KNew |
$142K - $205K
|
7.94K
$179K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.73K- 26.58% |
$120K - $174K
|
18.6K
$419K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
395+ 0.82% |
$7.04K - $10.2K
|
48.8K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40New |
$713 - $1.03K
|
40
$903
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-5.08K- 17.03% |
$90.6K - $131K
|
24.8K
$559K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
29New |
$517 - $749
|
29
$655
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.19K- 12.67% |
$39K - $56.6K
|
15.1K
$341K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.77KNew |
$31.6K - $45.8K
|
1.77K
$40K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.98K+ 1.54% |
$178K - $258K
|
659K
$14.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
116New |
$2.07K - $3K
|
116
$2.62K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300+ 2.59% |
$5.35K - $7.75K
|
11.9K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
13.5KNew |
$241K - $349K
|
13.5K
$305K
|
|
| Q2 2024 | |||||||
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-9.84K- 27.31% |
$155K - $199K
|
26.2K
$591K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
7.65K+ 16.4% |
$121K - $154K
|
54.3K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-28.7K- 72.24% |
$453K - $580K
|
11K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-74.8K- 55.14% |
$1.18M - $1.51M
|
60.9K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-219K- 59.92% |
$3.45M - $4.42M
|
146K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
250KNew |
$3.95M - $5.05M
|
250K
$5.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
133KNew |
$2.09M - $2.68M
|
133K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-57.2K- 83.21% |
$902K - $1.15M
|
11.5K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-64.8K- 28.9% |
$1.02M - $1.31M
|
160K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
81+ 130.65% |
$1.28K - $1.64K
|
143
$3.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.5M+ 196.89% |
$118M - $152M
|
11.3M
$255M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
15.8KNew |
$249K - $319K
|
15.8K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
15KNew |
$236K - $303K
|
15K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.43K+ 124.55% |
$38.3K - $49K
|
4.37K
$98.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
97.1KNew |
$1.53M - $1.96M
|
97.1K
$2.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30New |
$473 - $606
|
30
$677
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
13.1K+ 111.2% |
$206K - $264K
|
24.8K
$560K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
116K+ 40.58% |
$1.83M - $2.34M
|
401K
$9.06M
|
|