Latest Institutional Purchases of Clearwater Analytics Holdings, Inc. (CWAN)
This list provides information on the latest institutional transactions involving Clearwater Analytics Holdings, Inc. (CWAN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
149New |
$2.3K - $2.97K
|
149
$4.63K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55New |
$848 - $1.1K
|
55
$1.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
39New |
$601 - $776
|
39
$1.21K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
30New |
$462 - $597
|
30
$932
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
423KNew |
$6.07M - $7.1M
|
423K
$13.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
77.5KNew |
$1.11M - $1.3M
|
77.5K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
CALL |
25KNew |
$359K - $420K
|
25K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
393New |
$5.64K - $6.6K
|
393
$12.2K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 250.0% |
$215 - $252
|
21
$653
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
540KNew |
$7.37M - $10.6M
|
540K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
250KNew |
$3.41M - $4.92M
|
250K
$7.77M
|
|
|
May 12, 2023
Q1 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
220KNew |
$3.01M - $4.33M
|
220K
$6.84M
|
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
145KNew |
$1.98M - $2.86M
|
145K
$4.51M
|
|
|
May 05, 2023
Q1 2023
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
45KNew |
$615K - $887K
|
45K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
18.8KNew |
$256K - $369K
|
18.8K
$583K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12.6K+ 52.39% |
$172K - $248K
|
36.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$163K - $235K
|
11.9K
$371K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
294New |
$4.02K - $5.79K
|
294
$9.14K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
250New |
$3.42K - $4.93K
|
250
$7.77K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
42New |
$574 - $827
|
42
$1.31K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
8.28K+ 0.43% |
$121K - $156K
|
1.95M
$60.8M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
512+ 348.3% |
$7.49K - $9.63K
|
659
$20.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
129K+ 8.09% |
$1.56M - $2.2M
|
1.73M
$53.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.01K+ 1.4% |
$24.3K - $34.2K
|
146K
$4.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
559New |
$6.77K - $9.51K
|
559
$17.4K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
210+ 34.09% |
$2.54K - $3.57K
|
826
$25.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
42KNew |
$506K - $896K
|
42K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
32.2KNew |
$388K - $687K
|
32.2K
$1M
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
17.8KNew |
$214K - $380K
|
17.8K
$553K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
2.11KNew |
$25.5K - $45.1K
|
2.11K
$65.7K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
825New |
$9.93K - $17.6K
|
825
$25.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
636New |
$7.66K - $13.6K
|
636
$19.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
510New |
$6.14K - $10.9K
|
510
$15.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
131New |
$1.58K - $2.79K
|
131
$4.07K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Warburg Pincus LLC
New York, NY |
BUY
|
- |
33.2MNew |
$494M - $745M
|
33.2M
$1.03B
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
202KNew |
$5.09M - $5.29M
|
202K
$6.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
80KNew |
$2.02M - $2.1M
|
80K
$2.49M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
793New |
$20K - $20.8K
|
793
$24.6K
|
|