Purchases and Sales Made in Q3 2023 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-80- 0.73% |
$1.23K - $1.59K
|
10.9K
$312K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-135- 1.58% |
$2.08K - $2.69K
|
8.41K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-159- 0.22% |
$2.45K - $3.17K
|
71.8K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-170- 45.95% |
$2.62K - $3.38K
|
200
$5.74K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-235- 1.24% |
$3.62K - $4.68K
|
18.7K
$537K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-278- 0.31% |
$4.28K - $5.53K
|
89.6K
$2.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 1.61% |
$4.62K - $5.97K
|
18.3K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-335- 1.36% |
$5.16K - $6.67K
|
24.3K
$697K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-511- 3.07% |
$7.87K - $10.2K
|
16.1K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-660- 52.88% |
$10.2K - $13.1K
|
588
$16.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-929- 4.28% |
$14.3K - $18.5K
|
20.8K
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.17K- 0.07% |
$18.1K - $23.3K
|
1.61M
$46.3M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.45K- 1.38% |
$22.4K - $28.9K
|
104K
$2.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.03K- 2.53% |
$31.3K - $40.4K
|
78.2K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.51K- 6.44% |
$38.6K - $49.9K
|
36.4K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.51K- 6.44% |
$38.6K - $49.9K
|
36.4K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.88K- 14.1% |
$75.2K - $97.2K
|
29.7K
$853K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.2K- 2.49% |
$172K - $222K
|
437K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-76.6K- 25.72% |
$1.18M - $1.53M
|
221K
$6.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-82.1K- 1.41% |
$1.27M - $1.63M
|
5.72M
$164M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-85K- 43.23% |
$1.31M - $1.69M
|
112K
$3.2M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-86.8K- 32.71% |
$1.34M - $1.73M
|
179K
$5.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-98.4K- 2.92% |
$1.52M - $1.96M
|
3.28M
$94M
|
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-196K- 4.56% |
$3.02M - $3.9M
|
4.1M
$118M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-272K- 11.58% |
$4.18M - $5.41M
|
2.07M
$59.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-375KClosed |
$5.78M - $7.46M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-769K- 18.25% |
$11.9M - $15.3M
|
3.45M
$98.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-1.31M- 17.12% |
$20.2M - $26.1M
|
6.35M
$182M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.43M- 96.13% |
$68.3M - $88.2M
|
179K
$5.13M
|