Purchases and Sales Made in Q4 2023 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
422New |
$7.57K - $8.99K
|
422
$13K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
409+ 3.76% |
$7.33K - $8.72K
|
11.3K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
398New |
$7.14K - $8.48K
|
398
$12.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
298New |
$5.34K - $6.35K
|
298
$9.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
282New |
$5.06K - $6.01K
|
282
$8.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
279+ 1.49% |
$5K - $5.95K
|
19K
$587K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
253New |
$4.54K - $5.39K
|
253
$7.82K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
191New |
$3.42K - $4.07K
|
191
$5.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
158+ 1.54% |
$2.83K - $3.37K
|
10.4K
$323K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
135+ 22.35% |
$2.42K - $2.88K
|
739
$22.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
120New |
$2.15K - $2.56K
|
120
$3.71K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
114New |
$2.04K - $2.43K
|
114
$3.52K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
30+ 3.79% |
$538 - $639
|
821
$25.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28+ 14.0% |
$502 - $597
|
228
$7.05K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
12+ 171.43% |
$215 - $256
|
19
$587
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-27- 9.89% |
$484 - $575
|
246
$7.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-139- 8.56% |
$2.49K - $2.96K
|
1.49K
$45.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-165- 10.15% |
$2.96K - $3.52K
|
1.46K
$45.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 1.64% |
$5.38K - $6.39K
|
18K
$556K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-354- 1.73% |
$6.35K - $7.54K
|
20.1K
$621K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-520- 2.22% |
$9.32K - $11.1K
|
22.9K
$708K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.91K- 0.21% |
$34.3K - $40.7K
|
899K
$27.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.25K- 4.28% |
$40.4K - $48K
|
50.4K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-2.98K- 0.07% |
$53.4K - $63.4K
|
4.1M
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-3.56K- 18.81% |
$63.9K - $75.9K
|
15.4K
$475K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.29K- 41.62% |
$113K - $134K
|
8.83K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-13.7K- 4.5% |
$246K - $292K
|
291K
$8.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.9K- 8.08% |
$285K - $339K
|
181K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-18.7K- 78.86% |
$334K - $398K
|
5K
$155K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-21.8K- 67.39% |
$390K - $464K
|
10.5K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-25.3K- 24.46% |
$454K - $540K
|
78.2K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.6K- 5.14% |
$566K - $673K
|
583K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.8K- 33.36% |
$624K - $742K
|
69.5K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Shannon River Fund Management LLC
|
SELL
|
- |
-35.7K- 5.91% |
$640K - $760K
|
568K
$17.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-57.3K- 47.67% |
$1.03M - $1.22M
|
62.9K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-92.3K- 10.43% |
$1.65M - $1.97M
|
793K
$24.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-110K- 3.34% |
$1.96M - $2.33M
|
3.17M
$97.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-125K- 21.42% |
$2.25M - $2.67M
|
460K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-323K- 9.38% |
$5.8M - $6.89M
|
3.12M
$96.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-917K- 16.02% |
$16.4M - $19.5M
|
4.81M
$148M
|
|
|
Feb 14, 2024
Q4 2023
|
Dragoneer Investment Group, LLC
San Francisco, CA |
SELL
|
- |
-1.62M- 64.47% |
$29.1M - $34.5M
|
893K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Durable Capital Partners LP
Bethesda, MD |
SELL
|
- |
-5.56M- 87.46% |
$99.6M - $118M
|
797K
$24.6M
|