Purchases and Sales Made in Q1 2025 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q1 2025. 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 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 6.13% |
$907 - $1.09K
|
606
$13.7K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
29+ 0.05% |
$751 - $907
|
60.8K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
27New |
$699 - $844
|
27
$609
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22New |
$570 - $688
|
22
$497
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
21New |
$544 - $656
|
21
$474
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
18New |
$466 - $563
|
18
$406
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 9.89% |
$233 - $281
|
100
$2.26K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 0.29% |
$233 - $281
|
3.14K
$70.8K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.05% |
$130 - $156
|
11K
$248K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$51.8 - $62.5
|
2
$45.1
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.15% |
$51.8 - $62.5
|
1.29K
$29.2K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-19- 6.09% |
$492 - $594
|
293
$6.61K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-70- 19.55% |
$1.81K - $2.19K
|
288
$6.5K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-104- 30.5% |
$2.69K - $3.25K
|
237
$5.35K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-147- 24.42% |
$3.81K - $4.6K
|
455
$10.3K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-169- 0.26% |
$4.38K - $5.28K
|
63.9K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-176- 0.22% |
$4.56K - $5.5K
|
79.4K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-180- 7.9% |
$4.66K - $5.63K
|
2.1K
$47.4K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-182- 19.16% |
$4.71K - $5.69K
|
768
$17.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-242Closed |
$6.27K - $7.56K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-282- 7.01% |
$7.3K - $8.82K
|
3.74K
$84.4K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-442- 2.59% |
$11.4K - $13.8K
|
16.6K
$375K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-553- 91.71% |
$14.3K - $17.3K
|
50
$1.13K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-568- 5.17% |
$14.7K - $17.8K
|
10.4K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-800- 2.08% |
$20.7K - $25K
|
37.6K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-884- 5.68% |
$22.9K - $27.6K
|
14.7K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-919- 5.74% |
$23.8K - $28.7K
|
15.1K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-996- 11.45% |
$25.8K - $31.1K
|
7.71K
$174K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.1K- 2.79% |
$28.4K - $34.3K
|
38.2K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-1.23K- 12.74% |
$32K - $38.6K
|
8.45K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.24K- 4.84% |
$32.2K - $38.8K
|
24.4K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 0.52% |
$33.5K - $40.4K
|
247K
$5.58M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-1.42K- 14.9% |
$36.6K - $44.2K
|
8.08K
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.64K- 31.81% |
$42.5K - $51.3K
|
3.52K
$79.4K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.81K- 18.42% |
$46.9K - $56.6K
|
8.02K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Fortress Investment Group LLC
New York, NY |
SELL
|
- |
-2.09K- 4.19% |
$54.2K - $65.5K
|
47.9K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.41K- 23.31% |
$62.5K - $75.4K
|
7.94K
$179K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.55K- 3.25% |
$65.9K - $79.6K
|
75.8K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.91K- 20.99% |
$75.3K - $90.9K
|
10.9K
$247K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.93K- 3.89% |
$75.8K - $91.5K
|
72.4K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-3.19K- 96.05% |
$82.5K - $99.6K
|
131
$2.96K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.75K- 31.54% |
$97.2K - $117K
|
8.15K
$184K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.96K- 18.08% |
$103K - $124K
|
18K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-4.25K- 3.09% |
$110K - $133K
|
133K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4.42K- 0.89% |
$114K - $138K
|
494K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.62K- 19.11% |
$120K - $144K
|
19.5K
$441K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.68K- 10.95% |
$121K - $146K
|
38.1K
$859K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.89K- 0.42% |
$127K - $153K
|
1.16M
$26.2M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.2K- 81.24% |
$135K - $163K
|
1.2K
$27.1K
|