Purchases and Sales Made in Q2 2023 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.8KNew |
$169K - $198K
|
11.8K
$339K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.2KNew |
$147K - $172K
|
10.2K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9.31KNew |
$134K - $156K
|
9.31K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.56K+ 48.31% |
$123K - $144K
|
26.3K
$754K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.54KNew |
$123K - $144K
|
8.54K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.62K+ 2.08% |
$109K - $128K
|
374K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.62K+ 27.25% |
$109K - $128K
|
35.6K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Times Square Capital Management, LLC
|
BUY
|
- |
7.2K+ 3.94% |
$103K - $121K
|
190K
$5.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.76K+ 15.88% |
$97.1K - $114K
|
49.4K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.08K+ 48.38% |
$72.9K - $85.3K
|
15.6K
$447K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.3K+ 0.76% |
$61.8K - $72.3K
|
568K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.08K+ 13.87% |
$58.6K - $68.5K
|
33.5K
$961K
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.08K+ 13.87% |
$58.6K - $68.5K
|
33.5K
$961K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.89KNew |
$55.8K - $65.3K
|
3.89K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.85K+ 952.97% |
$55.3K - $64.7K
|
4.25K
$122K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.8K+ 14.76% |
$40.1K - $47K
|
21.7K
$624K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
2.73K+ 3.52% |
$39.1K - $45.8K
|
80.2K
$2.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.25KNew |
$32.3K - $37.8K
|
2.25K
$64.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.19K+ 20.24% |
$31.5K - $36.8K
|
13K
$374K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
896+ 2.23% |
$12.9K - $15.1K
|
41.1K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
778+ 9.55% |
$11.2K - $13.1K
|
8.92K
$256K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
712+ 2.0% |
$10.2K - $12K
|
36.2K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
676New |
$9.71K - $11.4K
|
676
$19.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
548+ 31.64% |
$7.87K - $9.21K
|
2.28K
$65.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
393New |
$5.64K - $6.6K
|
393
$11.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
314+ 33.62% |
$4.51K - $5.28K
|
1.25K
$35.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
291New |
$4.18K - $4.89K
|
291
$8.35K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
173+ 1.61% |
$2.48K - $2.91K
|
10.9K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170+ 85.0% |
$2.44K - $2.86K
|
370
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123+ 1.21% |
$1.77K - $2.07K
|
10.3K
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
57+ 7.86% |
$819 - $958
|
782
$22.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 250.0% |
$215 - $252
|
21
$603
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 250.0% |
$215 - $252
|
21
$603
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-52- 27.51% |
$747 - $874
|
137
$3.93K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-69- 20.18% |
$991 - $1.16K
|
273
$7.84K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-113- 0.29% |
$1.62K - $1.9K
|
38.9K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-113- 0.29% |
$1.62K - $1.9K
|
38.9K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-352- 2.07% |
$5.05K - $5.91K
|
16.6K
$478K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-565- 3.05% |
$8.11K - $9.49K
|
18K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-853- 0.94% |
$12.2K - $14.3K
|
89.9K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.07K- 0.06% |
$15.4K - $18K
|
1.69M
$48.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.53K- 49.29% |
$22K - $25.8K
|
1.58K
$45.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.37K- 0.13% |
$48.5K - $56.7K
|
2.55M
$73.1M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.38K- 6.9% |
$106K - $124K
|
99.5K
$2.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-10.3K- 0.16% |
$147K - $172K
|
6.21M
$178M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5K- 2.28% |
$150K - $176K
|
448K
$12.9M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.8K- 29.91% |
$212K - $248K
|
34.6K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-15.7K- 37.68% |
$226K - $264K
|
26K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-16.1K- 0.68% |
$231K - $270K
|
2.34M
$67.3M
|