Purchases and Sales Made in Q1 2024 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q1 2024. The information is specifically focused on institutions that hold shares of Clearwater Analytics Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10KNew |
$164K - $201K
|
10K
$319K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10KNew |
$164K - $201K
|
10K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
9.1KNew |
$149K - $183K
|
9.1K
$291K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
8.48K+ 6.26% |
$139K - $170K
|
144K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.39K+ 22.92% |
$138K - $169K
|
45K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.24K+ 12.63% |
$135K - $166K
|
73.5K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.07K+ 330.55% |
$132K - $162K
|
10.5K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8K+ 12.27% |
$131K - $161K
|
73.2K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
7.78K+ 3.58% |
$128K - $156K
|
225K
$7.19M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.03K+ 22.44% |
$115K - $141K
|
38.3K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
6.4K+ 19.01% |
$105K - $129K
|
40.1K
$1.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6.07K+ 35.48% |
$99.4K - $122K
|
23.2K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.95K+ 32.63% |
$97.5K - $119K
|
24.2K
$772K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
5.67K+ 29.11% |
$92.9K - $114K
|
25.1K
$803K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.08K+ 37.95% |
$83.3K - $102K
|
18.5K
$590K
|
|
|
May 13, 2024
Q1 2024
|
Artal Group S.A.
Luxembourg, N4 |
BUY
|
- |
5K+ 25.0% |
$82K - $100K
|
25K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.98K+ 27.32% |
$81.6K - $100K
|
23.2K
$741K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.54KNew |
$74.5K - $91.3K
|
4.54K
$145K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
4.47K+ 22.22% |
$73.2K - $89.7K
|
24.6K
$785K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
4.46K+ 5.71% |
$73.2K - $89.7K
|
82.7K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.43K+ 28.96% |
$72.6K - $89K
|
19.7K
$630K
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
4.2K+ 361.0% |
$68.9K - $84.4K
|
5.37K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.1K+ 0.89% |
$67.2K - $82.4K
|
464K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.61K+ 14.85% |
$59.1K - $72.4K
|
27.9K
$891K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.44K+ 8.43% |
$40K - $49K
|
31.4K
$1M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.25K+ 8.23% |
$36.9K - $45.3K
|
29.6K
$947K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
2K+ 17.38% |
$32.7K - $40.1K
|
13.5K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.91K+ 4.66% |
$31.2K - $38.3K
|
42.8K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.9KNew |
$31.2K - $38.3K
|
1.9K
$60.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.55K+ 389.2% |
$25.4K - $31.1K
|
1.95K
$62.2K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.33K+ 2.42% |
$21.8K - $26.8K
|
56.3K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.23K+ 268.85% |
$20.2K - $24.8K
|
1.69K
$54.1K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
866+ 0.4% |
$14.2K - $17.4K
|
220K
$7.01M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
721New |
$11.8K - $14.5K
|
721
$23K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
700New |
$11.5K - $14.1K
|
700
$22.4K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
465New |
$7.62K - $9.34K
|
465
$14.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
430+ 3.81% |
$7.05K - $8.64K
|
11.7K
$374K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
399+ 141.49% |
$6.54K - $8.02K
|
681
$21.8K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
393+ 26.92% |
$6.44K - $7.9K
|
1.85K
$59.2K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
165+ 67.07% |
$2.7K - $3.31K
|
411
$13.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
129+ 28.92% |
$2.11K - $2.59K
|
575
$18.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
62New |
$1.02K - $1.25K
|
62
$1.98K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
52+ 273.68% |
$852 - $1.04K
|
71
$2.27K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
46+ 15.44% |
$754 - $924
|
344
$11K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$164 - $201
|
10
$319
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-21Closed |
$344 - $422
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28- 12.28% |
$459 - $563
|
200
$6.39K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-163- 19.85% |
$2.67K - $3.27K
|
658
$21K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-187- 1.79% |
$3.06K - $3.76K
|
10.3K
$328K
|