Purchases and Sales Made in Q4 2024 in Clearwater Analytics Holdings, Inc. (CWAN)
This table provides information about the institutional ownership of Clearwater Analytics Holdings, Inc. (CWAN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
2.17K+ 0.89% |
$54.2K - $71.3K
|
247K
$7.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.06KNew |
$51.3K - $67.4K
|
2.06K
$64K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.99K+ 174.15% |
$49.5K - $65.2K
|
3.13K
$97.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.96K+ 21.69% |
$48.8K - $64.3K
|
11K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.85K+ 13.47% |
$46K - $60.6K
|
15.6K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.52K+ 6.28% |
$37.8K - $49.7K
|
25.7K
$798K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.31K+ 5.32% |
$32.7K - $43K
|
26K
$807K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.25K+ 25.89% |
$31.2K - $41.1K
|
6.1K
$190K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.21K+ 5.84% |
$30.1K - $39.6K
|
21.9K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Bullseye Asset Management LLC
Denver, CO |
BUY
|
- |
1.18K+ 1.06% |
$29.4K - $38.7K
|
112K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.03K+ 28.71% |
$25.6K - $33.6K
|
4.6K
$143K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
833+ 0.29% |
$20.8K - $27.3K
|
285K
$8.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
648+ 0.12% |
$16.1K - $21.2K
|
539K
$16.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
603New |
$15K - $19.8K
|
603
$18.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
521+ 11.24% |
$13K - $17.1K
|
5.16K
$160K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
502+ 3.04% |
$12.5K - $16.5K
|
17K
$530K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
468+ 57.35% |
$11.7K - $15.3K
|
1.28K
$39.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
358New |
$8.92K - $11.7K
|
358
$11.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
312New |
$7.78K - $10.2K
|
312
$9.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
300New |
$7.48K - $9.84K
|
300
$9.33K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
288+ 1.38% |
$7.18K - $9.44K
|
21.1K
$658K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
270+ 39.71% |
$6.73K - $8.85K
|
950
$29.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
243New |
$6.06K - $7.97K
|
243
$7.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
194New |
$4.83K - $6.36K
|
194
$6.03K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
170+ 82.13% |
$4.24K - $5.57K
|
377
$11.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
164+ 348.94% |
$4.09K - $5.38K
|
211
$6.56K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
133+ 1.13% |
$3.31K - $4.36K
|
11.9K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
114+ 0.07% |
$2.84K - $3.74K
|
174K
$5.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
113New |
$2.82K - $3.71K
|
113
$3.51K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102+ 51.0% |
$2.54K - $3.34K
|
302
$9.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
99+ 44.0% |
$2.47K - $3.25K
|
324
$10.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
91New |
$2.27K - $2.98K
|
91
$2.83K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
50+ 0.52% |
$1.25K - $1.64K
|
9.69K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47+ 223.81% |
$1.17K - $1.54K
|
68
$2.11K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
35+ 0.37% |
$872 - $1.15K
|
9.5K
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 15.79% |
$822 - $1.08K
|
242
$7.53K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 20.69% |
$748 - $984
|
175
$5.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28+ 0.03% |
$698 - $918
|
92.5K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 42.86% |
$74.8 - $98.4
|
10
$311
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 0.34% |
$125 - $164
|
1.46K
$45.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 2.57% |
$224 - $295
|
341
$10.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 0.57% |
$324 - $426
|
2.28K
$70.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-25- 16.23% |
$623 - $820
|
129
$4.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30- 1.08% |
$748 - $984
|
2.75K
$85.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-31- 81.58% |
$773 - $1.02K
|
7
$218
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-32- 17.78% |
$797 - $1.05K
|
148
$4.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-91- 0.84% |
$2.27K - $2.98K
|
10.8K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-94- 6.77% |
$2.34K - $3.08K
|
1.3K
$40.3K
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-135- 2.29% |
$3.36K - $4.43K
|
5.76K
$179K
|