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 |
|---|---|---|---|---|---|---|---|
|
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
$4.51K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-163- 19.85% |
$2.67K - $3.27K
|
658
$14.9K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-187- 1.79% |
$3.06K - $3.76K
|
10.3K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-400- 1.39% |
$6.56K - $8.04K
|
28.3K
$639K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-535- 2.97% |
$8.77K - $10.7K
|
17.5K
$394K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-566- 31.92% |
$9.28K - $11.4K
|
1.21K
$27.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.26K- 2.84% |
$20.6K - $25.3K
|
42.9K
$969K
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.29K- 28.69% |
$21.1K - $25.9K
|
3.2K
$72.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.3K- 7.66% |
$21.3K - $26.1K
|
15.6K
$353K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.63K- 11.92% |
$26.7K - $32.7K
|
12K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.65K- 11.47% |
$27K - $33.1K
|
12.7K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.17K- 14.28% |
$35.6K - $43.6K
|
13K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.89K- 14.59% |
$47.4K - $58K
|
16.9K
$382K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-3.1K- 7.23% |
$50.8K - $62.3K
|
39.7K
$897K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.15K- 0.28% |
$51.6K - $63.2K
|
1.14M
$25.7M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-3.55K- 60.73% |
$58.2K - $71.3K
|
2.3K
$51.8K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.68K- 3.29% |
$60.3K - $73.9K
|
108K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-3.86K- 14.08% |
$63.3K - $77.6K
|
23.6K
$532K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.02K- 9.98% |
$82.3K - $101K
|
45.3K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-5.7K- 31.15% |
$93.4K - $115K
|
12.6K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.38K- 94.87% |
$137K - $168K
|
453
$10.2K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-9.87K- 44.78% |
$162K - $198K
|
12.2K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.3K- 0.95% |
$186K - $228K
|
1.18M
$26.7M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-17.5K- 13.01% |
$287K - $352K
|
117K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-27.1K- 5.37% |
$445K - $545K
|
478K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-27.2K- 16.04% |
$446K - $547K
|
142K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-44.2K- 2.53% |
$724K - $888K
|
1.7M
$38.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48.7K- 8.36% |
$799K - $979K
|
534K
$12.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.3K- 10.13% |
$857K - $1.05M
|
464K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57K- 10.24% |
$935K - $1.15M
|
500K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-57.9K- 1.85% |
$949K - $1.16M
|
3.06M
$69.2M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-65.6K- 16.42% |
$1.08M - $1.32M
|
334K
$7.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Seven Grand Managers, LLC
Bronxville, NY |
SELL
|
- |
-71.4K- 32.25% |
$1.17M - $1.43M
|
150K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-84.3K- 24.02% |
$1.38M - $1.69M
|
267K
$6.02M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-121K- 84.19% |
$1.99M - $2.44M
|
22.8K
$514K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-124K- 65.52% |
$2.03M - $2.49M
|
65.2K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-130K- 68.51% |
$2.14M - $2.62M
|
59.9K
$1.35M
|
|
|
May 29, 2025
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-174K- 56.61% |
$2.86M - $3.5M
|
134K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-179K- 17.01% |
$2.93M - $3.59M
|
873K
$19.7M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-187K- 35.01% |
$3.06M - $3.75M
|
346K
$7.82M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-208K- 86.8% |
$3.42M - $4.19M
|
31.7K
$715K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-219K- 90.03% |
$3.59M - $4.4M
|
24.3K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-328K- 48.05% |
$5.37M - $6.58M
|
354K
$7.99M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-352K- 9.96% |
$5.77M - $7.07M
|
3.18M
$71.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-539K- 18.55% |
$8.83M - $10.8M
|
2.37M
$53.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-554K- 68.9% |
$9.08M - $11.1M
|
250K
$5.65M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-587K- 83.93% |
$9.62M - $11.8M
|
112K
$2.54M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-980K- 29.29% |
$16.1M - $19.7M
|
2.37M
$53.4M
|